EdgeMarket › What Thrive Wealth Management, Llc reported owning
What Thrive Wealth Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
670.9MPositions
231Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VTV Vanguard Morningstar Value ETF | 169.1M | 25.2% | 861.7K | 226.40 | +24.6% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 154.9M | 23.1% | 5.3M | 35.32 | +17.3% |
| SPY SPDR S&P 500 ETF TRUST | 21.1M | 3.1% | 32.4K | 765.72 | +20.0% |
| AAPL Apple Inc. | 14.5M | 2.2% | 57.0K | 309.35 | +36.9% |
| VUG Vanguard Morningstar Growth ETF | 14.1M | 2.1% | 32.2K | 87.50 | +15.9% |
| INTF iShares International Equity Factor ETF | 13.3M | 2.0% | 342.2K | 43.14 | +21.2% |
| MDY SPDR S&P MIDCAP 400 ETF TRUST | 11.0M | 1.6% | 17.8K | 699.60 | +20.6% |
| VOO Vanguard S&P 500 ETF | 9.9M | 1.5% | 16.5K | 703.71 | +20.0% |
| VONE Vanguard Russell 1000 ETF | 9.2M | 1.4% | 31.2K | 347.10 | +19.8% |
| SCHF Schwab International Equity ETF | 9.1M | 1.4% | 366.8K | 28.46 | +24.7% |
| VB Vanguard Morningstar Small-Cap ETF | 8.9M | 1.3% | 33.9K | 304.76 | +24.4% |
| SCHV Schwab U.S. Large-Cap Value ETF | 8.8M | 1.3% | 288.5K | 34.94 | +22.7% |
| GOOG Alphabet Inc. | 7.8M | 1.2% | 27.3K | 341.75 | +70.7% |
| NVDA NVIDIA CORP | 7.5M | 1.1% | 43.0K | 214.72 | +22.4% |
| MSFT MICROSOFT CORP | 7.3M | 1.1% | 19.7K | 483.24 | -4.4% |
| VTI Vanguard Morningstar Total Stock Market ETF | 6.3M | 0.9% | 19.7K | 378.24 | +20.5% |
| SEIC SEI INVESTMENTS CO | 6.0M | 0.9% | 76.8K | 109.53 | +23.9% |
| VWO Vanguard FTSE Emerging Markets ETF | 5.7M | 0.8% | 105.2K | 60.45 | +17.7% |
| JNJ JOHNSON & JOHNSON | 5.6M | 0.8% | 22.9K | 270.24 | +51.1% |
| SCHX Schwab U.S. Large-Cap ETF | 5.3M | 0.8% | 207.6K | 30.21 | +19.6% |
| AMZN AMAZON COM INC | 5.3M | 0.8% | 25.3K | 258.63 | +15.6% |
| IVV iShares Core S&P 500 ETF | 4.3M | 0.6% | 6.6K | 769.31 | +20.0% |
| IQLT iShares MSCI Intl Quality Factor ETF | 4.2M | 0.6% | 90.8K | 52.06 | +20.1% |
| MUB iShares National Muni Bond ETF | 4.1M | 0.6% | 38.7K | 105.34 | +1.2% |
| EFA iShares MSCI EAFE ETF | 4.1M | 0.6% | 41.8K | 108.24 | +17.1% |
| GOOGL Alphabet Inc. | 4.0M | 0.6% | 14.0K | 344.82 | +73.0% |
| CGMU Capital Group Municipal Income ETF | 3.4M | 0.5% | 123.7K | 27.09 | +1.0% |
| SCHB Schwab U.S. Broad Market ETF | 3.3M | 0.5% | 131.9K | 29.61 | +20.4% |
| unmapped CUSIP 084670702 | 3.1M | 0.5% | 6.5K | — | — |
| VEA Vanguard FTSE Developed Markets ETF | 2.8M | 0.4% | 44.5K | 73.42 | +24.7% |
| QUAL iShares MSCI USA Quality Factor ETF | 2.7M | 0.4% | 13.8K | 223.22 | +19.3% |
| IEMG iShares Core MSCI Emerging Markets ETF | 2.5M | 0.4% | 36.0K | 81.57 | +31.9% |
| V VISA INC. | 2.5M | 0.4% | 8.3K | 371.04 | +7.9% |
| XOM ExxonMobil Holdings Corp | 2.3M | 0.3% | 13.3K | 165.11 | +52.1% |
| JPM JPMORGAN CHASE & CO | 2.2M | 0.3% | 7.5K | 351.58 | +20.3% |
| MRK Merck & Co., Inc. | 2.1M | 0.3% | 17.6K | 152.55 | +80.2% |
| TSLA Tesla, Inc. | 2.1M | 0.3% | 5.6K | 362.86 | +12.0% |
| ORCL ORACLE CORP | 2.1M | 0.3% | 14.1K | 146.47 | -37.7% |
| LOAR Loar Holdings Inc. | 2.1M | 0.3% | 36.1K | 75.00 | +3.6% |
| IJR iShares Core S&P Small-Cap ETF | 2.1M | 0.3% | 16.6K | 147.31 | +29.0% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 2.0M | 0.3% | 8.5K | 235.68 | -2.8% |
| META Meta Platforms, Inc. | 2.0M | 0.3% | 3.5K | 549.90 | -26.5% |
| AVGO Broadcom Inc. | 2.0M | 0.3% | 6.4K | 368.45 | +26.5% |
| PG PROCTER & GAMBLE Co | 1.9M | 0.3% | 13.4K | 144.68 | -9.3% |
| LMT LOCKHEED MARTIN CORP | 1.7M | 0.3% | 2.9K | 563.57 | +26.4% |
| HYMB State Street SPDR Nuveen ICE High Yield Munici | 1.7M | 0.3% | 69.5K | 24.81 | +2.6% |
| HMOP Hartford Municipal Opportunities ETF | 1.7M | 0.3% | 43.7K | 38.66 | +0.9% |
| MA Mastercard Inc | 1.7M | 0.3% | 3.4K | 580.63 | -2.0% |
| SCHD Schwab US Dividend Equity ETF | 1.6M | 0.2% | 52.8K | 35.11 | +27.6% |
| CVX CHEVRON CORP | 1.6M | 0.2% | 7.7K | 205.27 | +34.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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