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Holders — by stockHoldings — by fund

Thrive Capital Management, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001845943

$530.5M

disclosed book value

170

positions

5.4%

largest position share

Positions, as of 2026-06-30

top 100 of 170 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1QQQINVESCO QQQ TR39,112$28.8M5.4%
2VEAVANGUARD TAX-MANAGED FDS221,270$15.8M3%
3VUGVANGUARD INDEX FDS173,800$15.0M2.8%
4VOOVANGUARD INDEX FDS21,061$14.5M2.7%
5VTVVANGUARD INDEX FDS63,226$13.8M2.6%
6VBKVANGUARD INDEX FDS35,547$13.0M2.5%
7VWOVANGUARD INTL EQUITY INDEX F207,936$12.4M2.3%
8VBRVANGUARD INDEX FDS41,187$10.0M1.9%
9QYLDGLOBAL X FDS513,689$9.5M1.8%
10VOEVANGUARD INDEX FDS46,680$9.2M1.7%
11RYLDGLOBAL X FDS505,492$8.1M1.5%
12XYLDGLOBAL X FDS185,849$7.6M1.4%
13AMDADVANCED MICRO DEVICES INC12,733$7.4M1.4%
14NVDANVIDIA CORPORATION34,515$6.9M1.3%
15JNJJOHNSON & JOHNSON26,428$6.7M1.3%
16YYYAMPLIFY ETF TR562,491$6.5M1.2%
17MUMICRON TECHNOLOGY INC5,048$5.8M1.1%
18VNQVANGUARD INDEX FDS58,703$5.7M1.1%
19MRKMERCK & CO INC42,844$5.5M1%
20LLYELI LILLY & CO4,356$5.2M1%
21GOOGLALPHABET INC14,187$5.1M1%
22FLEX LTD31,262$5.1M1%
23MSFTMICROSOFT CORP13,477$5.0M0.9%
24KMBKIMBERLY-CLARK CORP45,745$5.0M0.9%
25MOALTRIA GROUP INC69,379$5.0M0.9%
26HALOHALOZYME THERAPEUTICS INC63,376$5.0M0.9%
27AOSSMITH A O CORP78,843$4.9M0.9%
28PGPROCTER & GAMBLE CO33,649$4.9M0.9%
29TROWPRICE T ROWE GROUP INC43,160$4.9M0.9%
30PGRPROGRESSIVE CORP22,426$4.9M0.9%
31VVISA INC14,233$4.9M0.9%
32IGLDFIRST TR EXCHANGE-TRADED FD230,760$4.9M0.9%
33JEPIJ P MORGAN EXCHANGE TRADED F86,034$4.9M0.9%
34ITWILLINOIS TOOL WKS INC17,948$4.9M0.9%
35SNASNAP ON INC12,057$4.9M0.9%
36MMSIMERIT MED SYS INC69,350$4.8M0.9%
37THCTENET HEALTHCARE CORP25,658$4.8M0.9%
38EXELEXELIXIS INC87,664$4.8M0.9%
39AVGOBROADCOM INC12,451$4.7M0.9%
40CLCOLGATE PALMOLIVE CO51,230$4.7M0.9%
41RLRALPH LAUREN CORP11,681$4.7M0.9%
42NBIXNEUROCRINE BIOSCIENCES INC27,428$4.6M0.9%
43AVYAVERY DENNISON CORP28,254$4.6M0.9%
44METAMETA PLATFORMS INC8,139$4.6M0.9%
45ELANELANCO ANIMAL HEALTH INC186,267$4.6M0.9%
46AAPLAPPLE INC15,838$4.6M0.9%
47GISGENERAL MILLS INC131,449$4.6M0.9%
48KHCKRAFT HEINZ CO191,251$4.5M0.9%
49CMCSACOMCAST CORP NEW183,389$4.5M0.8%
50PODDINSULET CORP29,292$4.5M0.8%
51UHSUNIVERSAL HLTH SVCS INC29,801$4.4M0.8%
52PEPPEPSICO INC32,632$4.4M0.8%
53PAYXPAYCHEX INC44,898$4.4M0.8%
54TOSTTOAST INC157,397$4.4M0.8%
55GILDGILEAD SCIENCES INC34,523$4.4M0.8%
56HYGVFLEXSHARES TR107,269$4.3M0.8%
57CFCF INDUSTRIES HOLD39,176$4.2M0.8%
58UTHRUNITED THERAPEUTICS CORP DEL7,824$4.2M0.8%
59VZVERIZON COMMUNICATIONS INC99,649$4.2M0.8%
60EOGEOG RES INC32,489$4.2M0.8%
61VICIVICI PPTYS INC157,078$4.2M0.8%
62IDVISHARES TR99,061$4.1M0.8%
63DGROISHARES TR53,829$4.1M0.8%
64MPWRMONOLITHIC PWR SYS INC2,928$4.0M0.8%
65APPAPPLOVIN CORP7,615$3.9M0.7%
66CHWYCHEWY INC196,406$3.9M0.7%
67CMECME GROUP INC16,941$3.7M0.7%
68ZMZOOM COMMUNICATIONS INC40,797$3.5M0.7%
69CBOECBOE GLOBAL MKTS INC14,407$3.5M0.7%
70WRBBERKLEY W R CORP48,586$3.4M0.6%
71WMTWALMART INC28,251$3.2M0.6%
72DVYEISHARES INC93,679$3.0M0.6%
73CWBSPDR SERIES TRUST27,730$3.0M0.6%
74ACCENTURE PLC IRELAND23,365$2.9M0.5%
75VOTVANGUARD INDEX FDS9,161$2.8M0.5%
76VYMVANGUARD WHITEHALL FDS17,756$2.8M0.5%
77VBVANGUARD INDEX FDS9,045$2.7M0.5%
78VCITVANGUARD SCOTTSDALE FDS33,070$2.7M0.5%
79VIGVANGUARD SPECIALIZED FUNDS11,421$2.7M0.5%
80JNKSPDR SERIES TRUST25,332$2.4M0.5%
81VMBSVANGUARD SCOTTSDALE FDS51,721$2.4M0.5%
82ICSHISHARES TR47,292$2.4M0.5%
83VGITVANGUARD SCOTTSDALE FDS39,358$2.3M0.4%
84BNDVANGUARD BD INDEX FDS31,402$2.3M0.4%
85SPYDSPDR SERIES TRUST47,140$2.2M0.4%
86SHYGISHARES TR51,924$2.2M0.4%
87VGLTVANGUARD SCOTTSDALE FDS38,557$2.1M0.4%
88VTIVANGUARD INDEX FDS4,970$1.8M0.3%
89XLESELECT SECTOR SPDR TR34,534$1.8M0.3%
90PFFISHARES TR59,663$1.8M0.3%
91HYDVANECK ETF TRUST35,132$1.8M0.3%
92GLDMWORLD GOLD TR21,888$1.7M0.3%
93AMGNAMGEN INC4,477$1.6M0.3%
94KBWDINVESCO EXCH TRADED FD TR II128,509$1.6M0.3%
95SPYGSPDR SERIES TRUST13,104$1.6M0.3%
96XLPSELECT SECTOR SPDR TR18,007$1.5M0.3%
97RSPINVESCO EXCHANGE TRADED FD T5,598$1.2M0.2%
98AOKISHARES TR26,529$1.1M0.2%
99SPSBSPDR SERIES TRUST34,215$1.0M0.2%
100CVSCVS HEALTH CORP9,801$1.0M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.