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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 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JNJ JOHNSON & JOHNSON Healthcare 22,510.0 $5.7M 0.73% -351.0 -1.5% $253.97 +7.7%
22 SPY CALL STATE STR SPDR S&P 500 ETF T Financial Services 7,400.0 $5.5M 0.70% NEW $746.77 +3.0%
23 MUB ISHARES TR 47,970.0 $5.2M 0.66% +9K +23.8% $107.62 -1.8%
24 GOOGL ALPHABET INC Communication Services 14,216.0 $5.1M 0.65% +180.0 +1.3% $357.37 -3.5%
25 IVV ISHARES TR 6,630.0 $5.0M 0.63% +74.0 +1.1% $748.88 +3.2%
26 EFA ISHARES TR 44,506.0 $4.6M 0.59% +3K +6.4% $103.88 +3.6%
27 ISHARES TR 91,017.0 $4.5M 0.57% $49.55
28 SCHB SCHWAB STRATEGIC TR 135,713.0 $3.9M 0.50% +4K +2.9% $28.96 +2.7%
29 CGMU CAPITAL GRP FIXED INCM ETF T 129,138.0 $3.5M 0.45% +5K +4.4% $27.47 -1.3%
30 VEA VANGUARD TAX-MANAGED FDS 44,937.0 $3.2M 0.41% +486.0 +1.1% $71.25 +2.2%
31 BERKSHIRE HATHAWAY INC DEL 6,363.0 $3.2M 0.41% -154.0 -2.4% $500.41
32 IEMG ISHARES INC 36,615.0 $3.0M 0.39% +579.0 +1.6% $82.84 -2.7%
33 QUAL ISHARES TR 13,626.0 $3.0M 0.38% -220.0 -1.6% $219.43 +2.2%
34 LOAR LOAR HOLDINGS INC Industrials 35,814.0 $2.9M 0.37% -244.0 -0.7% $80.61 -5.1%
35 V VISA INC Financial Services 8,230.0 $2.8M 0.36% -81.0 -1.0% $343.07 +6.5%
36 IWF ISHARES TR 20,236.0 $2.5M 0.32% +17K +458.9% $124.17 -1.2%
37 IJR ISHARES TR 16,875.0 $2.5M 0.32% +258.0 +1.6% $148.31 -0.3%
38 AVGO BROADCOM INC Technology 6,564.0 $2.5M 0.32% +198.0 +3.1% $377.73 -4.0%
39 JPM JPMORGAN CHASE & CO Financial Services 7,467.0 $2.4M 0.31% $327.34 +9.1%
40 TSLA TESLA INC Consumer Cyclical 5,779.0 $2.4M 0.31% +188.0 +3.4% $420.62 -16.5%
Page 2 of 13  ·  260 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%