Thrive Wealth Management, LLC - Portfolio Stock Holdings
Thrive Wealth Management, LLC disclosed 265 stock positions in a recent SEC 13F filing. $776,559,929 of stock holdings were filed, with the largest holdings including VTV, SCHG, and SPY. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,578,511,836 and has 15 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
265Est. Stock Holding Value:
$776,559,929Top Stock Holdings By Sector
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Portfolio Stock Holdings - Thrive Wealth Management, LLC
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Portfolio Options Holdings - Thrive Wealth Management, LLC
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