THRYVE WEALTH MANAGEMENT LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 25, 2026, for the 2025 Q4 period, THRYVE WEALTH MANAGEMENT LLC held in its portfolio 93 assets valued at $202,091,695 (i.e. $202.09M).
The most valuable assets in the portfolio included: INVESCO QQQ TR ($40.52M), SPDR SERIES TRUST ($28.23M), and FIRST TR EXCHANGE TRADED FD ($8.13M).
The chart below shows the top 10 valuable assets, and the table below shows the top 93 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
THRYVE WEALTH MANAGEMENT LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| INVESCO QQQ TR | 65958 | 40518659 | UNIT SER 1 |
| SPDR SERIES TRUST | 356006 | 28232475 | STATE STREET SPD |
| FIRST TR EXCHANGE TRADED FD | 82715 | 8132539 | RBA INDL ETF |
| FIRST TR EXCHANGE TRADED FD | 50891 | 7787341 | NASDQ CLN EDGE |
| AMPLIFY ETF TR | 133614 | 7601300 | BLOCKCHAIN TECHN |
| GLOBAL X FDS | 157346 | 7519565 | US INFR DEV ETF |
| INVESCO EXCHANGE TRADED FD T | 96754 | 6812401 | WATER RES ETF |
| VANGUARD WORLD FD | 8600 | 6482508 | INF TECH ETF |
| ISHARES TR | 101461 | 5829949 | CALIF MUN BD ETF |
| APPLE INC | 20139 | 5474995 | COM |
| ISHARES TR | 89565 | 4825763 | ISHS 5-10YR INVT |
| NVIDIA CORPORATION | 21759 | 4058054 | COM |
| ISHARES TR | 102689 | 3840066 | BROAD USD HIGH |
| FIRST TR EXCHANGE-TRADED FD | 83523 | 3832033 | SENIOR LN FD |
| ISHARES TR | 63967 | 3253362 | FLTG RATE NT ETF |
| AMAZON COM INC | 12898 | 2977116 | COM |
| TESLA INC | 6519 | 2931725 | COM |
| MICROSOFT CORP | 5906 | 2856133 | COM |
| ISHARES TR | 26002 | 2785074 | NATIONAL MUN ETF |
| ISHARES TR | 51348 | 2590507 | 10+ YR INVST GRD |
| ALPHABET INC | 8210 | 2576298 | CAP STK CL C |
| GRAYSCALE BITCOIN MINI TR ET | 44543 | 1725150 | SHS NEW |
| EA SERIES TRUST | 78066 | 1580056 | STRIVE ENHANCED |
| UNITEDHEALTH GROUP INC | 3892 | 1284788 | COM |
| WISDOMTREE TR | 13204 | 1180847 | US QTLY DIV GRT |
| VANGUARD ADMIRAL FDS INC | 5759 | 1179731 | 500 VAL IDX FD |
| VISA INC | 3265 | 1145068 | COM CL A |
| J P MORGAN EXCHANGE TRADED F | 21231 | 1081507 | ULTRA SHT MUNCPL |
| ISHARES TR | 11979 | 1072865 | CORE 80/20 AGGRE |
| VANGUARD INDEX FDS | 2158 | 1052802 | GROWTH ETF |
| EA SERIES TRUST | 23669 | 1043448 | STRIVE 500 ETF |
| GOLDMAN SACHS ETF TR | 10412 | 1040575 | ACCES TREASURY |
| META PLATFORMS INC | 1556 | 1027100 | CL A |
| STRATEGY INC | 6128 | 931150 | CL A NEW |
| ALPHABET INC | 2938 | 919594 | CAP STK CL A |
| BROADCOM INC | 2638 | 913012 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1789 | 899241 | CL B NEW |
| BANK AMERICA CORP | 16007 | 880385 | COM |
| JPMORGAN CHASE & CO. | 2727 | 878694 | COM |
| NETFLIX INC | 8858 | 830526 | COM |
| ISHARES ETHEREUM TR | 36578 | 820445 | SHS |
| ISHARES BITCOIN TRUST ETF | 16420 | 815253 | SHS BEN INT |
| WALMART INC | 7204 | 802598 | COM |
| FERRARI N V | 2000 | 739120 | COM |
| AMERICAN EXPRESS CO | 1812 | 670349 | COM |
| WISDOMTREE TR | 15755 | 653508 | INTL QULTY DIV |
| MASTERCARD INCORPORATED | 1121 | 639956 | CL A |
| CITIGROUP INC | 5324 | 621258 | COM NEW |
| ELI LILLY & CO | 487 | 523369 | COM |
| CISCO SYS INC | 6303 | 485520 | COM |
| ISHARES TR | 5020 | 482071 | MSCI EAFE ETF |
| AT&T INC | 19203 | 477004 | COM |
| EXXON MOBIL CORP | 3940 | 474195 | COM |
| ORACLE CORP | 2342 | 456479 | COM |
| SALESFORCE INC | 1683 | 445844 | COM |
| SHOPIFY INC | 2766 | 445243 | CL A SUB VTG SHS |
| PALANTIR TECHNOLOGIES INC | 2399 | 426422 | CL A |
| SAP SE | 1746 | 424121 | SPON ADR |
| ISHARES TR | 2951 | 416550 | S&P SML 600 GWT |
| JOHNSON & JOHNSON | 1955 | 404623 | COM |
| GENERAL DYNAMICS CORP | 1157 | 389516 | COM |
| ISHARES TR | 2698 | 380504 | RUS MDCP VAL ETF |
| CROWDSTRIKE HLDGS INC | 809 | 379227 | CL A |
| FUNDX INVT TR | 13811 | 376626 | FUTURE FUND OPPO |
| ISHARES TR | 3271 | 371943 | SP SMCP600VL ETF |
| HOME DEPOT INC | 1058 | 364058 | COM |
| PALO ALTO NETWORKS INC | 1967 | 362321 | COM |
| ISHARES TR | 2614 | 358023 | RUS MD CP GR ETF |
| ABBOTT LABS | 2843 | 356199 | COM |
| WISDOMTREE TR | 10962 | 343212 | EM MKTS QTLY DIV |
| AMGEN INC | 1037 | 339420 | COM |
| ISHARES TR | 3847 | 298222 | EAFE SML CP ETF |
| ENBRIDGE INC | 6124 | 292911 | COM |
| THEMES ETF TR | 7341 | 286042 | GENERATIVE ARTIF |
| METLIFE INC | 3611 | 285052 | COM |
| RPM INTL INC | 2582 | 268528 | COM |
| ISHARES TR | 5055 | 267321 | ISHS 1-5YR INVS |
| ISHARES TR | 387 | 265101 | CORE S&P500 ETF |
| D R HORTON INC | 1839 | 264871 | COM |
| SERVICENOW INC | 1655 | 253529 | COM |
| DOMINION ENERGY INC | 4256 | 249359 | COM |
| UNILEVER PLC | 3802 | 248651 | SPON ADR NEW |
| CHEVRON CORP NEW | 1609 | 245228 | COM |
| ISHARES TR | 2210 | 235807 | SHRT NAT MUN ETF |
| AMPHENOL CORP NEW | 1727 | 233387 | CL A |
| MERCK & CO INC | 2206 | 232204 | COM |
| FRANKLIN TEMPLETON DIGITAL H | 4550 | 230230 | BITCOIN ETF SHS |
| PROCTER AND GAMBLE CO | 1589 | 227720 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 734 | 223055 | SPONSORED ADS |
| ISHARES TR | 2028 | 222889 | TIPS BD ETF |
| BOEING CO | 951 | 206481 | COM |
| 3M CO | 1260 | 201726 | COM |
| STRIVE INC | 32523 | 24002 | CL A COM |
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