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Portfolio (Quarterly) Guide ↗

Thrive Capital Management, LLC

· CIK 0001845943
13F Portfolio $530M AUM 170 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 170 New
Page 5 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VMBS VANGUARD SCOTTSDALE FDS 51,721.0 $2.4M 0.46% NEW $46.81 -1.2%
82 ICSH ISHARES TR 47,292.0 $2.4M 0.45% NEW $50.58 -0.1%
83 VGIT VANGUARD SCOTTSDALE FDS 39,358.0 $2.3M 0.44% NEW $58.98 -1.0%
84 BND VANGUARD BD INDEX FDS 31,402.0 $2.3M 0.43% NEW $73.41 -1.4%
85 SPYD SPDR SERIES TRUST 47,140.0 $2.2M 0.42% NEW $47.71 +6.2%
86 SHYG ISHARES TR 51,924.0 $2.2M 0.41% NEW $42.41 -0.4%
87 VGLT VANGUARD SCOTTSDALE FDS 38,557.0 $2.1M 0.40% NEW $55.18 -3.9%
88 VTI VANGUARD INDEX FDS 4,970.0 $1.8M 0.35% NEW $370.03 +1.9%
89 XLE SELECT SECTOR SPDR TR 34,534.0 $1.8M 0.35% NEW $53.11 +18.8%
90 PFF ISHARES TR 59,663.0 $1.8M 0.34% NEW $30.49 +0.1%
91 HYD VANECK ETF TRUST 35,132.0 $1.8M 0.34% NEW $51.51 -2.4%
92 GLDM WORLD GOLD TR Financial Services 21,888.0 $1.7M 0.33% NEW $79.42 +15.9%
93 AMGN AMGEN INC Healthcare 4,477.0 $1.6M 0.31% NEW $362.10 +22.6%
94 KBWD INVESCO EXCH TRADED FD TR II 128,509.0 $1.6M 0.30% NEW $12.42 +0.8%
95 SPYG SPDR SERIES TRUST 13,104.0 $1.6M 0.29% NEW $118.99 +0.3%
96 XLP SELECT SECTOR SPDR TR 18,007.0 $1.5M 0.28% NEW $83.07 +5.3%
97 RSP INVESCO EXCHANGE TRADED FD T 5,598.0 $1.2M 0.23% NEW $212.75 +4.3%
98 AOK ISHARES TR 26,529.0 $1.1M 0.21% NEW $41.48 -0.4%
99 SPSB SPDR SERIES TRUST 34,215.0 $1.0M 0.19% NEW $30.01 -0.2%
100 CVS CVS HEALTH CORP Healthcare 9,801.0 $1.0M 0.19% NEW $103.46 -9.0%
Page 5 of 9  ·  170 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 23.0%
Technology 20.8%
Financial Services 20.4%
Consumer Defensive 12.6%
Industrials 8.2%
Communication Services 6.2%
Consumer Cyclical 3.7%
Basic Materials 1.9%
Energy 1.4%
Real Estate 1.4%