Tranquility Partners, LLC

CIK 0001783773 • 7 13F filings • Apr 24, 2025 – Oct 20, 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: $258.9M207 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$1.4M	0.5%	6,576 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$229K	0.1%	733 SH
ADOBE INC	COM	$415K	0.2%	1,083 SH
ALCON AG	ORD SHS	$605K	0.2%	6,373 SH
ALPHABET INC	CAP STK CL A	$3.5M	1.4%	22,853 SH
ALPHABET INC	CAP STK CL C	$2.3M	0.9%	14,488 SH
AMAZON COM INC	COM	$6.1M	2.4%	32,082 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$454K	0.2%	6,505 SH
AMERICAN CENTY ETF TR	QUALITY DIVRSFED	$217K	0.1%	4,191 SH
AMERICAN CENTY ETF TR	US EQT ETF	$456K	0.2%	4,936 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$926K	0.4%	14,194 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$2.4M	0.9%	27,848 SH
AMERICAN TOWER CORP NEW	COM	$1.3M	0.5%	6,031 SH
AMERICAN WTR WKS CO INC NEW	COM	$225K	0.1%	1,524 SH
AMPHENOL CORP NEW	CL A	$871K	0.3%	13,279 SH
APPLE INC	COM	$9.4M	3.6%	42,284 SH
AUTOMATIC DATA PROCESSING IN	COM	$1.2M	0.5%	4,058 SH
AUTOZONE INC	COM	$214K	0.1%	56 SH
BANK AMERICA CORP	COM	$766K	0.3%	18,368 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.7M	1.0%	4,999 SH
BGC GROUP INC	CL A	$533K	0.2%	58,089 SH
BLACKROCK INC	COM	$933K	0.4%	985 SH
BLACKSTONE INC	COM	$10.6M	4.1%	75,671 SH
BLACKSTONE SECD LENDING FD	COMMON STOCK	$6.0M	2.3%	186,096 SH
BLACKSTONE SENI FLTN RAT 202	COM	$1.3M	0.5%	89,664 SH
BLACKSTONE STRATEGIC CRED 20	COM SHS BEN IN	$1.4M	0.5%	115,754 SH
BLUE OWL CAPITAL CORPORATION	COM	$2.2M	0.9%	153,391 SH
BLUE OWL CAPITAL INC	COM CL A	$5.1M	2.0%	256,375 SH
BOSTON SCIENTIFIC CORP	COM	$462K	0.2%	4,581 SH
BROADCOM INC	COM	$1.1M	0.4%	6,489 SH
BROOKFIELD INFRAST PARTNERS	LP INT UNIT	$2.5M	0.9%	82,510 SH
BROOKFIELD INFRASTRUCTURE CO	COM SUB VTG A	$442K	0.2%	12,200 SH
CADENCE DESIGN SYSTEM INC	COM	$660K	0.3%	2,596 SH
CANADIAN PACIFIC KANSAS CITY	COM	$828K	0.3%	11,793 SH
CHART INDS INC	COM	$230K	0.1%	1,591 SH
CHENIERE ENERGY INC	COM NEW	$630K	0.2%	2,723 SH
CHEVRON CORP NEW	COM	$542K	0.2%	3,243 SH
CHUBB LIMITED	COM	$214K	0.1%	710 SH
CINTAS CORP	COM	$480K	0.2%	2,337 SH
CISCO SYS INC	COM	$508K	0.2%	8,235 SH
COCA COLA CO	COM	$1.7M	0.7%	23,624 SH
CONSTELLATION BRANDS INC	CL A	$586K	0.2%	3,194 SH
COOPER COS INC	COM	$689K	0.3%	8,168 SH
COSTCO WHSL CORP NEW	COM	$6.7M	2.6%	7,135 SH
DANAHER CORPORATION	COM	$322K	0.1%	1,571 SH
DIGITAL RLTY TR INC	COM	$278K	0.1%	1,940 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$416K	0.2%	15,374 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$579K	0.2%	22,355 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$405K	0.2%	10,296 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$818K	0.3%	26,198 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$361K	0.1%	13,008 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$281K	0.1%	10,417 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$396K	0.2%	15,320 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$439K	0.2%	11,433 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$1.0M	0.4%	30,589 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$268K	0.1%	4,488 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$279K	0.1%	5,422 SH
DOMINION ENERGY INC	COM	$227K	0.1%	4,046 SH
DRAFTKINGS INC NEW	COM CL A	$528K	0.2%	15,890 SH
DUKE ENERGY CORP NEW	COM NEW	$224K	0.1%	1,833 SH
EATON CORP PLC	SHS	$1.7M	0.7%	6,294 SH
ECOLAB INC	COM	$494K	0.2%	1,947 SH
ELI LILLY & CO	COM	$801K	0.3%	970 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$363K	0.1%	19,521 SH
ENTERPRISE PRODS PARTNERS L	COM	$806K	0.3%	23,605 SH
EXXON MOBIL CORP	COM	$409K	0.2%	3,441 SH
FAIR ISAAC CORP	COM	$481K	0.2%	261 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$327K	0.1%	6,590 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$412K	0.2%	2,554 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$967K	0.4%	16,514 SH
FIRSTENERGY CORP	COM	$734K	0.3%	18,159 SH
GALLAGHER ARTHUR J & CO	COM	$577K	0.2%	1,672 SH
GARTNER INC	COM	$458K	0.2%	1,090 SH
GENERAL DYNAMICS CORP	COM	$289K	0.1%	1,061 SH
GOLDMAN SACHS GROUP INC	COM	$2.1M	0.8%	3,924 SH
GOLUB CAP BDC INC	COM	$5.3M	2.1%	351,815 SH
HCA HEALTHCARE INC	COM	$5.8M	2.2%	16,645 SH
HOME DEPOT INC	COM	$848K	0.3%	2,314 SH
HONEYWELL INTL INC	COM	$776K	0.3%	3,666 SH
INTERCONTINENTAL EXCHANGE IN	COM	$221K	0.1%	1,279 SH
INTERNATIONAL BUSINESS MACHS	COM	$427K	0.2%	1,716 SH
INTUIT	COM	$335K	0.1%	545 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$1.5M	0.6%	20,065 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.4M	0.9%	13,887 SH
INVESCO QQQ TR	UNIT SER 1	$1.6M	0.6%	3,322 SH
IQVIA HLDGS INC	COM	$2.3M	0.9%	12,877 SH
ISHARES INC	CORE MSCI EMKT	$914K	0.4%	16,932 SH
ISHARES INC	MSCI GBL MIN VOL	$311K	0.1%	2,669 SH
ISHARES TR	CORE DIV GRWTH	$4.4M	1.7%	70,751 SH
ISHARES TR	CORE MSCI EAFE	$787K	0.3%	10,398 SH
ISHARES TR	CORE MSCI INTL	$824K	0.3%	11,965 SH
ISHARES TR	CORE S&P MCP ETF	$1.9M	0.7%	32,371 SH
ISHARES TR	CORE S&P SCP ETF	$2.2M	0.9%	21,086 SH
ISHARES TR	CORE S&P TTL STK	$2.0M	0.8%	16,677 SH
ISHARES TR	CORE S&P500 ETF	$3.2M	1.2%	5,756 SH
ISHARES TR	EAFE SML CP ETF	$459K	0.2%	7,218 SH
ISHARES TR	EAFE VALUE ETF	$430K	0.2%	7,293 SH
ISHARES TR	MSCI USA MIN VOL	$1.3M	0.5%	14,128 SH
ISHARES TR	MSCI USA QLT FCT	$2.0M	0.8%	11,427 SH
ISHARES TR	MSCI USA VALUE	$513K	0.2%	4,813 SH
ISHARES TR	RUS 1000 ETF	$682K	0.3%	2,224 SH
ISHARES TR	RUS 1000 GRW ETF	$1.7M	0.6%	4,631 SH
ISHARES TR	RUS 1000 VAL ETF	$1.2M	0.5%	6,569 SH
ISHARES TR	RUS 2000 GRW ETF	$1.2M	0.5%	4,755 SH
ISHARES TR	RUS MDCP VAL ETF	$895K	0.3%	7,107 SH
ISHARES TR	RUS MID CAP ETF	$601K	0.2%	7,061 SH
ISHARES TR	RUSSELL 2000 ETF	$914K	0.4%	4,580 SH
ISHARES TR	S&P 500 VAL ETF	$1.9M	0.8%	10,215 SH
ISHARES TR	U S EQUITY FACTR	$730K	0.3%	12,615 SH
ISHARES TR	U.S. TECH ETF	$246K	0.1%	1,752 SH
ISHARES TR	US HLTHCARE ETF	$595K	0.2%	9,768 SH
ISHARES TR	US SML CAP EQT	$244K	0.1%	3,924 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$837K	0.3%	14,653 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$226K	0.1%	4,371 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$1.0M	0.4%	20,049 SH
JOHNSON & JOHNSON	COM	$1.5M	0.6%	9,139 SH
JPMORGAN CHASE & CO.	COM	$4.7M	1.8%	19,083 SH
KAYNE ANDERSON ENERGY INFRST	COM	$207K	0.1%	16,117 SH
LINDE PLC	SHS	$243K	0.1%	522 SH
MARATHON PETE CORP	COM	$1.5M	0.6%	10,179 SH
MASTERCARD INCORPORATED	CL A	$4.9M	1.9%	8,892 SH
MCDONALDS CORP	COM	$242K	0.1%	775 SH
MERCK & CO INC	COM	$467K	0.2%	5,204 SH
MICROSOFT CORP	COM	$14.2M	5.5%	37,813 SH
MONDELEZ INTL INC	CL A	$261K	0.1%	3,846 SH
NETFLIX INC	COM	$836K	0.3%	897 SH
NEW MTN FIN CORP	COM	$1.3M	0.5%	120,472 SH
NEWMARK GROUP INC	CL A	$1.7M	0.7%	138,992 SH
NEXTERA ENERGY INC	COM	$1.0M	0.4%	14,550 SH
NORTH AMERN CONSTR GROUP LTD	COM	$246K	0.1%	15,584 SH
NUVEEN CHURCHILL DIRECT LEND	COM SHS	$1.2M	0.5%	72,823 SH
NVIDIA CORPORATION	COM	$4.5M	1.7%	41,572 SH
ONEOK INC NEW	COM	$1.7M	0.7%	17,583 SH
PACER FDS TR	US CASH COWS 100	$494K	0.2%	9,030 SH
PALO ALTO NETWORKS INC	COM	$997K	0.4%	5,845 SH
PEPSICO INC	COM	$855K	0.3%	5,704 SH
PFIZER INC	COM	$227K	0.1%	8,954 SH
PHILIP MORRIS INTL INC	COM	$386K	0.1%	2,430 SH
PHILLIPS 66	COM	$234K	0.1%	1,891 SH
PROCTER AND GAMBLE CO	COM	$416K	0.2%	2,440 SH
PROGRESSIVE CORP	COM	$368K	0.1%	1,300 SH
PROLOGIS INC.	COM	$218K	0.1%	1,954 SH
PROSHARES TR	S&P 500 DV ARIST	$421K	0.2%	4,119 SH
QUALCOMM INC	COM	$454K	0.2%	2,955 SH
RAYMOND JAMES FINL INC	COM	$690K	0.3%	4,967 SH
ROPER TECHNOLOGIES INC	COM	$687K	0.3%	1,165 SH
RTX CORPORATION	COM	$501K	0.2%	3,782 SH
S&P GLOBAL INC	COM	$1.2M	0.5%	2,364 SH
SALESFORCE INC	COM	$826K	0.3%	3,077 SH
SCHWAB CHARLES CORP	COM	$1.3M	0.5%	17,115 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$255K	0.1%	7,101 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$302K	0.1%	14,050 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$545K	0.2%	19,476 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$417K	0.2%	16,655 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$403K	0.2%	17,189 SH
SELECT SECTOR SPDR TR	FINANCIAL	$1.4M	0.5%	27,555 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$225K	0.1%	1,543 SH
SELECT SECTOR SPDR TR	SBI INT-UTILS	$468K	0.2%	5,939 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$754K	0.3%	3,653 SH
SERVICE CORP INTL	COM	$646K	0.2%	8,060 SH
SERVICENOW INC	COM	$311K	0.1%	391 SH
SHELL PLC	SPON ADS	$303K	0.1%	4,139 SH
SOUTHERN CO	COM	$435K	0.2%	4,729 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$220K	0.1%	6,036 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.4M	0.6%	2,552 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$209K	0.1%	392 SH
SPDR SER TR	PORTFOLIO S&P400	$239K	0.1%	4,673 SH
SPDR SER TR	PRTFLO S&P500 VL	$264K	0.1%	5,168 SH
SURGERY PARTNERS INC	COM	$1.5M	0.6%	61,892 SH
T-MOBILE US INC	COM	$695K	0.3%	2,607 SH
TEXAS INSTRS INC	COM	$708K	0.3%	3,942 SH
THERMO FISHER SCIENTIFIC INC	COM	$1.1M	0.4%	2,262 SH
TJX COS INC NEW	COM	$1.7M	0.6%	13,604 SH
TRANSDIGM GROUP INC	COM	$548K	0.2%	396 SH
UNION PAC CORP	COM	$1.0M	0.4%	4,235 SH
UNITED BANKSHARES INC WEST V	COM	$850K	0.3%	24,515 SH
UNITEDHEALTH GROUP INC	COM	$4.7M	1.8%	8,964 SH
VALERO ENERGY CORP	COM	$377K	0.1%	2,854 SH
VANECK ETF TRUST	MORNINGSTAR SMID	$439K	0.2%	13,400 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$5.1M	2.0%	57,869 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$1.2M	0.5%	4,596 SH
VANGUARD INDEX FDS	MID CAP ETF	$759K	0.3%	2,933 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.8M	1.1%	5,378 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.9M	0.7%	9,987 SH
VANGUARD INDEX FDS	SMALL CP ETF	$1.3M	0.5%	5,701 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$1.3M	0.5%	5,172 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$265K	0.1%	965 SH
VANGUARD INDEX FDS	VALUE ETF	$298K	0.1%	1,726 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$267K	0.1%	2,877 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$281K	0.1%	1,105 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$254K	0.1%	3,081 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$242K	0.1%	3,004 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.0M	1.1%	15,270 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$326K	0.1%	3,931 SH
VANGUARD WORLD FD	ENERGY ETF	$712K	0.3%	5,492 SH
VANGUARD WORLD FD	UTILITIES ETF	$961K	0.4%	5,629 SH
VERISK ANALYTICS INC	COM	$951K	0.4%	3,196 SH
VISA INC	COM CL A	$2.7M	1.0%	7,683 SH
VISTRA CORP	COM	$267K	0.1%	2,270 SH
WALMART INC	COM	$407K	0.2%	4,640 SH
WASTE CONNECTIONS INC	COM	$850K	0.3%	4,354 SH
WISDOMTREE TR	US HIGH DIVIDEND	$582K	0.2%	5,872 SH
WISDOMTREE TR	US LARGECAP DIVD	$1.3M	0.5%	16,294 SH
WISDOMTREE TR	US QTLY DIV GRT	$376K	0.1%	4,708 SH
WORKDAY INC	CL A	$211K	0.1%	905 SH
WORLD GOLD TR	SPDR GLD MINIS	$209K	0.1%	3,383 SH
ZOETIS INC	CL A	$1.3M	0.5%	7,635 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 20, 2026	Q3 2026	13F-HR	0002085853-26-001253	—	View
Feb 3, 2026	Q4 2025	13F-HR	0002085853-26-000174	$277.6M	View
Oct 30, 2025	Q3 2025