13F Filings History of Thrive Wealth Management, LLC

Latest 13F report
Q4 2025 - 12 Jan 2026
Value $
$680,486,032
Signature - Title
Michael Ptaszenski - Managing Member and Chief Compliance Officer
Location
Audubon, PA
Summary
This page shows a list of all the recent 13F filings made by Thrive Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Thrive Wealth Management, LLC reported 237 stock holdings with total value $680,486,032 as of Q4 2025. Top holdings included SCHG, VTV, SPY, AAPL, and VUG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 237 $680,486,032 +$18,419,367 -$13,411,523 +$5,007,844 SCHG, VTV, SPY, AAPL, VUG 13F-HR 12 Jan 2026, 10:03
Q3 2025 239 $662,752,403 +$23,372,980 -$24,017,129 -$644,149 SCHG, VTV, SPY, VUG, AAPL 13F-HR 06 Oct 2025, 20:29
Q2 2025 229 $619,327,806 +$57,462,570 -$6,068,259 +$51,394,311 SCHG, VTV, SPY, VUG, MDY 13F-HR 09 Jul 2025, 15:39
Q1 2025 219 $523,275,029 +$17,042,571 -$30,947,300 -$13,904,729 VTV, SCHG, SPY, AAPL, INTF 13F-HR 10 Apr 2025, 16:59
Q4 2024 196 $556,140,618 +$140,561,116 -$14,978,993 +$125,582,123 SCHG, VTV, SPY, AAPL, VUG 13F-HR 16 Jan 2025, 11:16
Q3 2024 214 $545,048,161 +$14,410,928 -$9,254,929 +$5,155,999 SCHG, VTV, SPY, INTF, VUG 13F-HR 04 Oct 2024, 16:32
Q2 2024 216 $510,608,198 +$24,578,952 -$6,948,708 +$17,630,244 SCHG, VTV, SPY, VUG, INTF 13F-HR 12 Jul 2024, 14:47
Q1 2024 211 $483,932,178 +$25,255,447 -$28,483,280 -$3,227,833 SCHG, VTV, SPY, INTF, VUG 13F-HR 15 Apr 2024, 21:05
Q4 2023 195 $449,298,065 +$43,602,192 -$9,607,575 +$33,994,617 SCHG, VTV, SPY, INTF, VUG 13F-HR 09 Jan 2024, 17:50
Q3 2023 169 $375,920,092 +$12,964,909 -$10,213,271 +$2,751,638 VTV, SCHG, SPY, INTF, VUG 13F-HR 13 Oct 2023, 10:26
Q2 2023 180 $386,196,143 +$15,295,350 -$46,964,929 -$31,669,579 SCHG, VTV, SPY, VUG, INTF 13F-HR 11 Jul 2023, 21:04
Q1 2023 171 $390,148,660 +$40,134,462 -$16,156,020 +$23,978,442 SCHG, VTV, SPY, VWO, IJR 13F-HR 07 Apr 2023, 13:17
Q4 2022 159 $349,135,981 +$84,887,472 -$42,694,128 +$42,193,344 VTV, SCHG, VWO, IJR, VONE 13F-HR 25 Jan 2023, 07:39
Q3 2022 146 $285,446,000 +$52,487,495 -$34,210,122 +$18,277,373 VTV, SCHG, QUAL, VONE, AAPL 13F-HR 24 Oct 2022, 15:42
Q2 2022 146 $286,610,000 +$45,911,885 -$46,703,835 -$791,950 SCHG, VTV, QUAL, IUSB, VONE 13F-HR 08 Jul 2022, 18:08
Q1 2022 154 $338,127,000 +$119,735,692 -$21,223,310 +$98,512,382 SCHG, QUAL, IUSB, VTV, MUB 13F-HR 02 May 2022, 11:55
Q4 2021 145 $292,391,000 $0 $0 $0 SCHG, QUAL, VTV, HYMB, VONE 13F-HR 14 Feb 2022, 12:32