Thrive Wealth Management, LLC: 13F holdings
CIK 18476102026Q2
| Positions | 254 |
|---|
| Reported value | $787.1m |
|---|
| Filed | 2026-07-07 |
|---|
Change since last quarter
| Positions | 254 (+23 vs prior quarter) |
|---|
| Reported value | $787.1m (+17.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTV VANGUARD INDEX FDS | 869,143 | $189.4m | 24.1% |
| SCHG SCHWAB STRATEGIC TR | 5,430,697 | $183.8m | 23.3% |
| SPY STATE STR SPDR S&P 500 ETF T | 32,564 | $24.3m | 3.1% |
| INTF ISHARES TR | 509,257 | $20.9m | 2.6% |
| AAPL APPLE INC | 58,074 | $16.8m | 2.1% |
| VUG VANGUARD INDEX FDS | 193,880 | $16.7m | 2.1% |
| MDY STATE STR SPDR S&P MIDCAP 40 | 18,001 | $12.7m | 1.6% |
| VOO VANGUARD INDEX FDS | 16,561 | $11.4m | 1.4% |
| SCHF SCHWAB STRATEGIC TR | 384,011 | $10.6m | 1.4% |
| VB VANGUARD INDEX FDS | 34,451 | $10.4m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1847610")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples