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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 6 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XLV SELECT SECTOR SPDR TR 6,386.0 $1.0M 0.19% NEW $158.66 +10.1%
102 VO VANGUARD INDEX FDS 12,493.0 $1.0M 0.19% NEW $80.57 +2.8%
103 AOM ISHARES TR 18,811.0 $938K 0.18% NEW $49.89 -0.3%
104 BAC BANK OF AMER CORP Financial Services 16,239.0 $925K 0.17% NEW $56.98 +9.4%
105 AMZN AMAZON COM INC Consumer Cyclical 3,807.0 $907K 0.17% NEW $238.34 +10.0%
106 DWM WISDOMTREE TR 12,348.0 $904K 0.17% NEW $73.21 +4.7%
107 VYMI VANGUARD WHITEHALL FDS 9,190.0 $902K 0.17% NEW $98.20 +7.1%
108 VCSH VANGUARD SCOTTSDALE FDS 11,133.0 $880K 0.17% NEW $79.03 -0.5%
109 TSLA TESLA INC Consumer Cyclical 2,078.0 $874K 0.17% NEW $420.60 -17.0%
110 SNEX STONEX GROUP INC Financial Services 7,086.0 $840K 0.16% NEW $118.50 -42.8%
111 GOOG ALPHABET INC 2,312.0 $817K 0.15% NEW $353.38
112 VGSH VANGUARD SCOTTSDALE FDS 13,452.0 $783K 0.15% NEW $58.20 -0.1%
113 NUE NUCOR CORP Basic Materials 3,467.0 $772K 0.15% NEW $222.75 +9.8%
114 ISHARES TR 15,500.0 $768K 0.14% NEW $49.55
115 XOVR ENTREPRENEURSHARES SERIES TR 35,061.0 $738K 0.14% NEW $21.05 -4.7%
116 HYG ISHARES TR 8,862.0 $709K 0.13% NEW $79.97 -0.3%
117 SPY STATE STR SPDR S&P 500 ETF T Financial Services 907.0 $678K 0.13% NEW $747.03 +2.2%
118 LGLV SPDR SERIES TRUST 3,720.0 $675K 0.13% NEW $181.47 +4.6%
119 LQD ISHARES TR 5,855.0 $639K 0.12% NEW $109.07 -2.7%
120 BERKSHIRE HATHAWAY INC DEL 1,238.0 $619K 0.12% NEW $500.20
Page 6 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%