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CIK 0002113283 • 3 13F filings • Feb 25, 2026 – Aug 6, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $202K | 0.1% | 1,260 SH | New |
| ABBOTT LABS | COM | $356K | 0.2% | 2,843 SH | New |
| ALPHABET INC | CAP STK CL A | $920K | 0.5% | 2,938 SH | New |
| ALPHABET INC | CAP STK CL C | $2.6M | 1.3%Prev: 0.4% | 8,210 SH | Increased+6,287 SH |
| AMAZON COM INC | COM | $3.0M | 1.5%Prev: 0.4% | 12,898 SH | Increased+10,040 SH |
| AMERICAN EXPRESS CO | COM | $670K | 0.3% | 1,812 SH | New |
| AMGEN INC | COM | $339K | 0.2% | 1,037 SH | New |
| AMPHENOL CORP NEW | CL A | $233K | 0.1% | 1,727 SH | New |
| AMPLIFY ETF TR | BLOCKCHAIN TECHN | $7.6M | 3.8% | 133,614 SH | New |
| APPLE INC | COM | $5.5M | 2.7%Prev: 0.5% | 20,139 SH | Increased+17,508 SH |
| AT&T INC | COM | $477K | 0.2% | 19,203 SH | New |
| BANK AMERICA CORP | COM | $880K | 0.4% | 16,007 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $899K | 0.4% | 1,789 SH | New |
| BOEING CO | COM | $206K | 0.1% | 951 SH | New |
| BROADCOM INC | COM | $913K | 0.5% | 2,638 SH | New |
| CHEVRON CORP NEW | COM | $245K | 0.1% | 1,609 SH | New |
| CISCO SYS INC | COM | $486K | 0.2% | 6,303 SH | New |
| CITIGROUP INC | COM NEW | $621K | 0.3% | 5,324 SH | New |
| CROWDSTRIKE HLDGS INC | CL A | $379K | 0.2% | 809 SH | New |
| D R HORTON INC | COM | $265K | 0.1% | 1,839 SH | New |
| DOMINION ENERGY INC | COM | $249K | 0.1% | 4,256 SH | New |
| EA SERIES TRUST | STRIVE 500 ETF | $1.0M | 0.5%Prev: 0.6% | 23,669 SH | Decreased+1,563 SH |
| EA SERIES TRUST | STRIVE ENHANCED | $1.6M | 0.8%Prev: 0.8% | 78,066 SH | Increased+3,234 SH |
| ELI LILLY & CO | COM | $523K | 0.3% | 487 SH | New |
| ENBRIDGE INC | COM | $293K | 0.1% | 6,124 SH | New |
| EXXON MOBIL CORP | COM | $474K | 0.2% | 3,940 SH | New |
| FERRARI N V | COM | $739K | 0.4% | 2,000 SH | New |
| FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | $7.8M | 3.9% | 50,891 SH | New |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | $8.1M | 4.0%Prev: 5.2% | 82,715 SH | Decreased-7,563 SH |
| FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | $3.8M | 1.9%Prev: 1.6% | 83,523 SH | Increased+17,203 SH |
| FRANKLIN TEMPLETON DIGITAL H | BITCOIN ETF SHS | $230K | 0.1% | 4,550 SH | New |
| FUNDX INVT TR | FUTURE FUND OPPO | $377K | 0.2% | 13,811 SH | New |
| GENERAL DYNAMICS CORP | COM | $390K | 0.2% | 1,157 SH | New |
| GLOBAL X FDS | US INFR DEV ETF | $7.5M | 3.7%Prev: 5.2% | 157,346 SH | Decreased-18,832 SH |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | $1.0M | 0.5%Prev: 0.5% | 10,412 SH | Increased+2,153 SH |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | $1.7M | 0.9%Prev: 1.1% | 44,543 SH | Decreased-9,036 SH |
| HOME DEPOT INC | COM | $364K | 0.2% | 1,058 SH | New |
| INVESCO EXCHANGE TRADED FD T | WATER RES ETF | $6.8M | 3.4% | 96,754 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $40.5M | 20.0%Prev: 26.0% | 65,958 SH | Decreased+2,940 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $815K | 0.4% | 16,420 SH | New |
| ISHARES ETHEREUM TR | SHS | $820K | 0.4% | 36,578 SH | New |
| ISHARES TR | 10+ YR INVST GRD | $2.6M | 1.3%Prev: 0.3% | 51,348 SH | Increased+41,339 SH |
| ISHARES TR | BROAD USD HIGH | $3.8M | 1.9%Prev: 2.3% | 102,689 SH | Decreased-10,502 SH |
| ISHARES TR | CALIF MUN BD ETF | $5.8M | 2.9%Prev: 3.0% | 101,461 SH | Increased+3,523 SH |
| ISHARES TR | CORE 80/20 AGGRE | $1.1M | 0.5% | 11,979 SH | New |
| ISHARES TR | CORE S&P500 ETF | $265K | 0.1%Prev: 0.7% | 387 SH | Decreased-1,158 SH |
| ISHARES TR | EAFE SML CP ETF | $298K | 0.1% | 3,847 SH | New |
| ISHARES TR | FLTG RATE NT ETF | $3.3M | 1.6%Prev: 2.1% | 63,967 SH | Decreased-9,554 SH |
| ISHARES TR | ISHS 1-5YR INVS | $267K | 0.1% | 5,055 SH | New |
| ISHARES TR | ISHS 5-10YR INVT | $4.8M | 2.4%Prev: 0.7% | 89,565 SH | Increased+65,066 SH |
| ISHARES TR | MSCI EAFE ETF | $482K | 0.2% | 5,020 SH | New |
| ISHARES TR | NATIONAL MUN ETF | $2.8M | 1.4%Prev: 0.5% | 26,002 SH | Increased+16,820 SH |
| ISHARES TR | RUS MD CP GR ETF | $358K | 0.2%Prev: 0.1% | 2,614 SH | Increased+1,133 SH |
| ISHARES TR | RUS MDCP VAL ETF | $381K | 0.2% | 2,698 SH | New |
| ISHARES TR | S&P SML 600 GWT | $417K | 0.2% | 2,951 SH | New |
| ISHARES TR | SHRT NAT MUN ETF | $236K | 0.1% | 2,210 SH | New |
| ISHARES TR | SP SMCP600VL ETF | $372K | 0.2% | 3,271 SH | New |
| ISHARES TR | TIPS BD ETF | $223K | 0.1% | 2,028 SH | New |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $1.1M | 0.5%Prev: 0.6% | 21,231 SH | Decreased-1,608 SH |
| JOHNSON & JOHNSON | COM | $405K | 0.2% | 1,955 SH | New |
| JPMORGAN CHASE & CO. | COM | $879K | 0.4% | 2,727 SH | New |
| MASTERCARD INCORPORATED | CL A | $640K | 0.3% | 1,121 SH | New |
| MERCK & CO INC | COM | $232K | 0.1% | 2,206 SH | New |
| META PLATFORMS INC | CL A | $1.0M | 0.5% | 1,556 SH | New |
| METLIFE INC | COM | $285K | 0.1% | 3,611 SH | New |
| MICROSOFT CORP | COM | $2.9M | 1.4%Prev: 0.2% | 5,906 SH | Increased+5,097 SH |
| NETFLIX INC | COM | $831K | 0.4% | 8,858 SH | New |
| NVIDIA CORPORATION | COM | $4.1M | 2.0%Prev: 0.7% | 21,759 SH | Increased+16,193 SH |
| ORACLE CORP | COM | $456K | 0.2% | 2,342 SH | New |
| PALANTIR TECHNOLOGIES INC | CL A | $426K | 0.2% | 2,399 SH | New |
| PALO ALTO NETWORKS INC | COM | $362K | 0.2%Prev: 0.4% | 1,967 SH | Decreased+161 SH |
| PROCTER AND GAMBLE CO | COM | $228K | 0.1% | 1,589 SH | New |
| RPM INTL INC | COM | $269K | 0.1% | 2,582 SH | New |
| SALESFORCE INC | COM | $446K | 0.2% | 1,683 SH | New |
| SAP SE | SPON ADR | $424K | 0.2% | 1,746 SH | New |
| SERVICENOW INC | COM | $254K | 0.1% | 1,655 SH | New |
| SHOPIFY INC | CL A SUB VTG SHS | $445K | 0.2% | 2,766 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $28.2M | 14.0% | 356,006 SH | New |
| STRATEGY INC | CL A NEW | $931K | 0.5%Prev: 0.2% | 6,128 SH | Increased+4,344 SH |
| STRIVE INC | CL A COM | $24K | 0.0% | 32,523 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $223K | 0.1% | 734 SH | New |
| TESLA INC | COM | $2.9M | 1.5%Prev: 0.2% | 6,519 SH | Increased+5,429 SH |
| THEMES ETF TR | GENERATIVE ARTIF | $286K | 0.1% | 7,341 SH | New |
| UNILEVER PLC | SPON ADR NEW | $249K | 0.1% | 3,802 SH | New |
| UNITEDHEALTH GROUP INC | COM | $1.3M | 0.6% | 3,892 SH | New |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | $1.2M | 0.6%Prev: 0.3% | 5,759 SH | Increased+3,202 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.1M | 0.5% | 2,158 SH | New |
| VANGUARD WORLD FD | INF TECH ETF | $6.5M | 3.2%Prev: 9.5% | 8,600 SH | Decreased-127,093 SH |
| VISA INC | COM CL A | $1.1M | 0.6% | 3,265 SH | New |
| WALMART INC | COM | $803K | 0.4% | 7,204 SH | New |
| WISDOMTREE TR | EM MKTS QTLY DIV | $343K | 0.2% | 10,962 SH | New |
| WISDOMTREE TR | INTL QULTY DIV | $654K | 0.3% | 15,755 SH | New |
| WISDOMTREE TR | US QTLY DIV GRT | $1.2M | 0.6%Prev: 0.2% | 13,204 SH | Increased+10,423 SH |
| Q2 2026 |
| 13F-HR |
| 0001951757-26-001130 |
| $178.9M |
| View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000868 | $149.7M | View |