Thrive Wealth Management, LLC

CIK 0001847610 • 6 13F filings • Apr 10, 2025 – Jul 7, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $523.3M219 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$483K	0.1%	3,641 SH
ABBVIE INC	COM	$1.3M	0.2%	5,980 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$277K	0.1%	889 SH
ADOBE INC	COM	$491K	0.1%	1,279 SH
AFLAC INC	COM	$204K	0.0%	1,836 SH
AIR PRODS & CHEMS INC	COM	$595K	0.1%	2,018 SH
ALEXANDRIA REAL ESTATE EQ IN	COM	$280K	0.1%	3,022 SH
ALLEGION PLC	ORD SHS	$242K	0.0%	1,853 SH
ALLIANT ENERGY CORP	COM	$520K	0.1%	8,079 SH
ALPHABET INC	CAP STK CL A	$2.0M	0.4%	12,616 SH
ALPHABET INC	CAP STK CL C	$5.0M	1.0%	32,189 SH
AMAZON COM INC	COM	$3.8M	0.7%	19,798 SH
AMERICAN EXPRESS CO	COM	$539K	0.1%	2,002 SH
AMERICAN TOWER CORP NEW	COM	$946K	0.2%	4,347 SH
AMGEN INC	COM	$889K	0.2%	2,852 SH
AMPHENOL CORP NEW	CL A	$911K	0.2%	13,893 SH
APPLE INC	COM	$12.4M	2.4%	55,836 SH
APPLIED MATLS INC	COM	$264K	0.1%	1,819 SH
ASTRAZENECA PLC	SPONSORED ADR	$304K	0.1%	4,135 SH
AT&T INC	COM	$1.0M	0.2%	35,661 SH
AUTOMATIC DATA PROCESSING IN	COM	$379K	0.1%	1,241 SH
BANK AMERICA CORP	COM	$490K	0.1%	11,753 SH
BENTLEY SYS INC	COM CL B	$306K	0.1%	7,785 SH
BERKLEY W R CORP	COM	$434K	0.1%	6,097 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.4M	0.6%	6,343 SH
BJS WHSL CLUB HLDGS INC	COM	$284K	0.1%	2,485 SH
BLACKROCK INC	COM	$294K	0.1%	311 SH
BLOCK H & R INC	COM	$222K	0.0%	4,045 SH
BRIGHT HORIZONS FAM SOL IN D	COM	$260K	0.0%	2,044 SH
BRISTOL-MYERS SQUIBB CO	COM	$358K	0.1%	5,875 SH
BROADCOM INC	COM	$959K	0.2%	5,727 SH
CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$1.0M	0.2%	37,854 SH
CARIBOU BIOSCIENCES INC	COM	$29K	0.0%	32,000 SH
CATERPILLAR INC	COM	$623K	0.1%	1,889 SH
CENCORA INC	COM	$252K	0.0%	906 SH
CHEMED CORP NEW	COM	$248K	0.0%	403 SH
CHEVRON CORP NEW	COM	$1.4M	0.3%	8,521 SH
CHOICE HOTELS INTL INC	COM	$262K	0.1%	1,973 SH
CHUBB LIMITED	COM	$225K	0.0%	745 SH
CISCO SYS INC	COM	$1.1M	0.2%	17,836 SH
CITIGROUP INC	COM NEW	$650K	0.1%	9,160 SH
COCA COLA CO	COM	$1.0M	0.2%	14,651 SH
COLLEGIUM PHARMACEUTICAL INC	COM	$716K	0.1%	23,976 SH
COMCAST CORP NEW	CL A	$574K	0.1%	15,554 SH
CONOCOPHILLIPS	COM	$374K	0.1%	3,559 SH
COOPER COS INC	COM	$309K	0.1%	3,659 SH
COSTCO WHSL CORP NEW	COM	$709K	0.1%	750 SH
CROWN CASTLE INC	COM	$410K	0.1%	3,938 SH
CUMMINS INC	COM	$516K	0.1%	1,645 SH
DANAHER CORPORATION	COM	$1.4M	0.3%	6,710 SH
DEERE & CO	COM	$325K	0.1%	693 SH
DISNEY WALT CO	COM	$390K	0.1%	3,948 SH
DOLLAR GEN CORP NEW	COM	$321K	0.1%	3,648 SH
DUKE ENERGY CORP NEW	COM NEW	$1.0M	0.2%	8,420 SH
EATON CORP PLC	SHS	$245K	0.0%	901 SH
ECOLAB INC	COM	$926K	0.2%	3,651 SH
EDITAS MEDICINE INC	COM	$39K	0.0%	33,500 SH
ELEVANCE HEALTH INC	COM	$214K	0.0%	492 SH
ELI LILLY & CO	COM	$1.1M	0.2%	1,329 SH
EMERSON ELEC CO	COM	$228K	0.0%	2,082 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$856K	0.2%	46,034 SH
ENTERGY CORP NEW	COM	$545K	0.1%	6,380 SH
EQUIFAX INC	COM	$318K	0.1%	1,307 SH
EVERSOURCE ENERGY	COM	$326K	0.1%	5,256 SH
EXELON CORP	COM	$209K	0.0%	4,541 SH
EXXON MOBIL CORP	COM	$1.4M	0.3%	11,583 SH
FAIR ISAAC CORP	COM	$210K	0.0%	114 SH
FORTINET INC	COM	$918K	0.2%	9,532 SH
GARTNER INC	COM	$691K	0.1%	1,647 SH
GE AEROSPACE	COM NEW	$215K	0.0%	1,075 SH
GENERAL DYNAMICS CORP	COM	$546K	0.1%	2,002 SH
GENERAL MLS INC	COM	$311K	0.1%	5,210 SH
GOLDMAN SACHS GROUP INC	COM	$356K	0.1%	652 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$215K	0.0%	3,295 SH
GSK PLC	SPONSORED ADR	$354K	0.1%	9,140 SH
HARTFORD FDS EXCHANGE TRADED	MUN OPORTUNITE	$994K	0.2%	25,853 SH
HENRY JACK & ASSOC INC	COM	$294K	0.1%	1,609 SH
HOME DEPOT INC	COM	$1.1M	0.2%	2,994 SH
HONEYWELL INTL INC	COM	$441K	0.1%	2,083 SH
IMMUNITYBIO INC	COM	$30K	0.0%	10,077 SH
INTEL CORP	COM	$217K	0.0%	9,577 SH
INTERACTIVE BROKERS GROUP IN	COM CL A	$419K	0.1%	2,528 SH
INTERCONTINENTAL EXCHANGE IN	COM	$560K	0.1%	3,248 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.4M	0.3%	5,759 SH
INTUIT	COM	$1.1M	0.2%	1,812 SH
INVESCO QQQ TR	UNIT SER 1	$593K	0.1%	1,265 SH
ISHARES INC	CORE MSCI EMKT	$1.7M	0.3%	31,665 SH
ISHARES TR	CORE MSCI EAFE	$249K	0.0%	3,295 SH
ISHARES TR	CORE MSCI TOTAL	$256K	0.0%	3,672 SH
ISHARES TR	CORE S&P MCP ETF	$1.1M	0.2%	19,641 SH
ISHARES TR	CORE S&P SCP ETF	$1.4M	0.3%	13,322 SH
ISHARES TR	CORE S&P TTL STK	$570K	0.1%	4,671 SH
ISHARES TR	CORE S&P500 ETF	$3.5M	0.7%	6,299 SH
ISHARES TR	INTL EQTY FACTOR	$11.3M	2.2%	366,497 SH
ISHARES TR	MSCI EAFE ETF	$3.0M	0.6%	36,936 SH
ISHARES TR	MSCI EMG MKT ETF	$444K	0.1%	10,160 SH
ISHARES TR	MSCI INTL QUALTY	$3.6M	0.7%	91,304 SH
ISHARES TR	MSCI USA QLT FCT	$2.3M	0.4%	13,460 SH
ISHARES TR	NATIONAL MUN ETF	$3.2M	0.6%	30,474 SH
ISHARES TR	RUS 1000 ETF	$313K	0.1%	1,019 SH
ISHARES TR	RUS 1000 GRW ETF	$942K	0.2%	2,609 SH
ISHARES TR	RUS 1000 VAL ETF	$1.0M	0.2%	5,534 SH
ISHARES TR	RUS MID CAP ETF	$221K	0.0%	2,593 SH
ISHARES TR	RUSSELL 2000 ETF	$721K	0.1%	3,616 SH
ISHARES TR	S&P 500 GRWT ETF	$935K	0.2%	10,067 SH
ISHARES TR	S&P 500 VAL ETF	$276K	0.1%	1,448 SH
ISHARES TR	SELECT DIVID ETF	$408K	0.1%	3,037 SH
JOHNSON & JOHNSON	COM	$4.0M	0.8%	24,237 SH
JPMORGAN CHASE & CO.	COM	$1.8M	0.3%	7,229 SH
KRAFT HEINZ CO	COM	$288K	0.1%	9,450 SH
LAM RESEARCH CORP	COM NEW	$248K	0.0%	3,407 SH
LENNOX INTL INC	COM	$476K	0.1%	850 SH
LINDE PLC	SHS	$1.1M	0.2%	2,338 SH
LOCKHEED MARTIN CORP	COM	$1.6M	0.3%	3,611 SH
LOWES COS INC	COM	$315K	0.1%	1,350 SH
LPL FINL HLDGS INC	COM	$459K	0.1%	1,404 SH
LYONDELLBASELL INDUSTRIES N	SHS - A -	$275K	0.1%	3,905 SH
MAIN STR CAP CORP	COM	$293K	0.1%	5,172 SH
MARA HOLDINGS INC	COM	$348K	0.1%	30,249 SH
MARSH & MCLENNAN COS INC	COM	$839K	0.2%	3,439 SH
MASTERCARD INCORPORATED	CL A	$1.9M	0.4%	3,431 SH
MCDONALDS CORP	COM	$1.0M	0.2%	3,348 SH
MCKESSON CORP	COM	$997K	0.2%	1,482 SH
MEDTRONIC PLC	SHS	$501K	0.1%	5,570 SH
MERCK & CO INC	COM	$1.7M	0.3%	18,869 SH
META PLATFORMS INC	CL A	$1.6M	0.3%	2,824 SH
MICROSOFT CORP	COM	$8.0M	1.5%	21,273 SH
MICROVISION INC DEL	COM NEW	$123K	0.0%	99,047 SH
MONDELEZ INTL INC	CL A	$298K	0.1%	4,388 SH
MORGAN STANLEY	COM NEW	$292K	0.1%	2,503 SH
NETFLIX INC	COM	$578K	0.1%	620 SH
NEXTERA ENERGY INC	COM	$419K	0.1%	5,907 SH
NORDSON CORP	COM	$281K	0.1%	1,395 SH
NVIDIA CORPORATION	COM	$4.0M	0.8%	36,780 SH
OLLIES BARGAIN OUTLET HLDGS	COM	$252K	0.0%	2,167 SH
OMNIAB INC	COM	$39K	0.0%	16,081 SH
ORACLE CORP	COM	$808K	0.2%	5,776 SH
PALANTIR TECHNOLOGIES INC	CL A	$332K	0.1%	3,930 SH
PAYPAL HLDGS INC	COM	$392K	0.1%	6,010 SH
PEMBINA PIPELINE CORP	COM	$1.1M	0.2%	27,014 SH
PEPSICO INC	COM	$451K	0.1%	3,011 SH
PFIZER INC	COM	$1.1M	0.2%	45,292 SH
PHILIP MORRIS INTL INC	COM	$1.1M	0.2%	6,783 SH
PIMCO ETF TR	MULTISECTOR BD	$253K	0.0%	9,605 SH
PNC FINL SVCS GROUP INC	COM	$814K	0.2%	4,631 SH
POOL CORP	COM	$317K	0.1%	996 SH
PPL CORP	COM	$263K	0.1%	7,284 SH
PROCTER AND GAMBLE CO	COM	$2.8M	0.5%	16,673 SH
PRUDENTIAL FINL INC	COM	$436K	0.1%	3,906 SH
QUALCOMM INC	COM	$412K	0.1%	2,685 SH
RIVIAN AUTOMOTIVE INC	COM CL A	$137K	0.0%	10,965 SH
ROBLOX CORP	CL A	$434K	0.1%	7,453 SH
ROLLINS INC	COM	$327K	0.1%	6,046 SH
RTX CORPORATION	COM	$548K	0.1%	4,137 SH
S&P GLOBAL INC	COM	$1.4M	0.3%	2,705 SH
SAIA INC	COM	$203K	0.0%	581 SH
SALESFORCE INC	COM	$1.9M	0.4%	7,245 SH
SCHWAB CHARLES CORP	COM	$222K	0.0%	2,839 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$215K	0.0%	7,787 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$6.0M	1.2%	305,838 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$2.2M	0.4%	103,320 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.4M	0.3%	48,637 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$119.9M	22.9%	4,788,212 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$6.4M	1.2%	240,315 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$4.4M	0.8%	198,502 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$646K	0.1%	24,654 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$372K	0.1%	15,888 SH
SEI INVTS CO	COM	$3.2M	0.6%	41,119 SH
SELECT SECTOR SPDR TR	FINANCIAL	$207K	0.0%	4,151 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$310K	0.1%	1,502 SH
SERVICENOW INC	COM	$291K	0.1%	365 SH
SOUTHERN CO	COM	$564K	0.1%	6,134 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$238K	0.0%	6,045 SH
SPDR S&P 500 ETF TR	TR UNIT	$19.8M	3.8%	35,341 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$457K	0.1%	856 SH
SPDR SER TR	BLOOMBERG 1-3 MO	$364K	0.1%	3,964 SH
SPDR SER TR	NUVEEN BLOOMBERG	$2.4M	0.5%	95,052 SH
SPDR SER TR	S&P DIVID ETF	$278K	0.1%	2,050 SH
STARBUCKS CORP	COM	$405K	0.1%	4,125 SH
TELEDYNE TECHNOLOGIES INC	COM	$285K	0.1%	573 SH
TERNS PHARMACEUTICALS INC	COM	$29K	0.0%	10,500 SH
TESLA INC	COM	$1.3M	0.2%	5,046 SH
THE CIGNA GROUP	COM	$247K	0.0%	750 SH
THERMO FISHER SCIENTIFIC INC	COM	$1.5M	0.3%	3,017 SH
TJX COS INC NEW	COM	$1.0M	0.2%	8,376 SH
TRAVELERS COMPANIES INC	COM	$210K	0.0%	795 SH
UNION PAC CORP	COM	$923K	0.2%	3,905 SH
UNITED PARCEL SERVICE INC	CL B	$372K	0.1%	3,386 SH
UNITEDHEALTH GROUP INC	COM	$900K	0.2%	1,719 SH
UNIVERSAL DISPLAY CORP	COM	$392K	0.1%	2,810 SH
VANGUARD INDEX FDS	GROWTH ETF	$10.8M	2.1%	29,121 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$249K	0.0%	969 SH
VANGUARD INDEX FDS	MID CAP ETF	$236K	0.0%	914 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$8.3M	1.6%	16,127 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$361K	0.1%	1,936 SH
VANGUARD INDEX FDS	SMALL CP ETF	$4.7M	0.9%	21,042 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$395K	0.1%	1,567 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$5.1M	1.0%	18,454 SH
VANGUARD INDEX FDS	VALUE ETF	$129.7M	24.8%	751,089 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$4.3M	0.8%	95,755 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$250K	0.0%	2,156 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$355K	0.1%	4,500 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$7.9M	1.5%	31,098 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$802K	0.2%	4,135 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.3M	0.4%	45,654 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.0M	0.2%	7,955 SH
VERISIGN INC	COM	$800K	0.2%	3,153 SH
VERISK ANALYTICS INC	COM	$922K	0.2%	3,099 SH
VERIZON COMMUNICATIONS INC	COM	$857K	0.2%	18,896 SH
VISA INC	COM CL A	$3.2M	0.6%	9,009 SH
WALMART INC	COM	$532K	0.1%	6,059 SH
WATSCO INC	COM	$369K	0.1%	725 SH
WEC ENERGY GROUP INC	COM	$576K	0.1%	5,286 SH
WELLS FARGO CO NEW	COM	$756K	0.1%	10,533 SH
WISDOMTREE TR	US QTLY DIV GRT	$552K	0.1%	6,911 SH
XYLEM INC	COM	$602K	0.1%	5,042 SH
ZEBRA TECHNOLOGIES CORPORATI	CL A	$298K	0.1%	1,054 SH
ZOETIS INC	CL A	$1.1M	0.2%	6,647 SH
ZURN ELKAY WATER SOLNS CORP	COM	$271K	0.1%	8,213 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001847610-26-000007	—	View
Jan 12, 2026	Q4 2025	13F-HR	0001847610-26-000001	$680.7M	View
Oct 7, 2025	Q3 2025