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Portfolio (Quarterly) Guide ↗

Thrive Wealth Management, LLC

· CIK 0001847610
13F Portfolio $787M AUM 260 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 40 New 69 Added 116 Reduced 11 Exited
Page 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BLLN BILLIONTOONE INC Healthcare 2,000.0 $240K 0.03% NEW $119.98 -19.1%
22 AMDL GRANITESHARES ETF TR 2,876.0 $238K 0.03% NEW $82.75 -41.5%
23 FIX COMFORT SYS USA INC Industrials 118.0 $234K 0.03% NEW $1981.95 -16.9%
24 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 17,603.0 $234K 0.03% NEW $13.28 -17.6%
25 TER TERADYNE INC Technology 468.0 $227K 0.03% NEW $484.22 -23.7%
26 VOYA VOYA FINANCIAL INC Financial Services 2,467.0 $223K 0.03% NEW $90.53 +8.5%
27 BA BOEING CO Industrials 1,018.0 $220K 0.03% NEW $216.48 -1.5%
28 A AGILENT TECHNOLOGIES INC Healthcare 1,638.0 $218K 0.03% NEW $132.79 +19.5%
29 VEU VANGUARD INTL EQUITY INDEX F 2,565.0 $215K 0.03% NEW $83.75 +2.2%
30 MMM 3M CO Industrials 1,327.0 $215K 0.03% NEW $161.87 +11.4%
31 PSA PUBLIC STORAGE Real Estate 673.0 $214K 0.03% NEW $318.26 +1.3%
32 APP APPLOVIN CORP Technology 415.0 $214K 0.03% NEW $515.23 -41.2%
33 AFL AFLAC INC Financial Services 1,804.0 $212K 0.03% NEW $117.27 -0.7%
34 RKLB ROCKET LAB CORP Industrials 2,048.0 $208K 0.03% NEW $101.65 -27.9%
35 IJT ISHARES TR 1,147.0 $205K 0.03% NEW $178.60 -3.1%
36 PRF INVESCO EXCHANGE TRADED FD T 3,750.0 $203K 0.03% NEW $54.03 +3.9%
37 PWR QUANTA SVCS INC Industrials 279.0 $201K 0.03% NEW $720.15 -11.2%
38 NOW CALL SERVICENOW INC Technology 1,100.0 $109K 0.01% NEW $99.28 +31.0%
39 NOW SERVICENOW INC Technology 936.0 $93K 0.01% NEW $99.30 +31.0%
40 ONDS CALL ONDAS INC Technology 2,000.0 $16K 0.00% NEW $8.24 +6.4%
Page 2 of 2  ·  40 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 29.6%
Technology 28.3%
Healthcare 9.2%
Communication Services 8.6%
Industrials 8.5%
Consumer Cyclical 6.1%
Consumer Defensive 3.5%
Energy 2.3%
Utilities 2.2%
Basic Materials 1.4%