2026 Q3 Portfolio Activity
In 2026 Q3, THRIVENT FINANCIAL FOR LUTHERANS maintained a portfolio of 2815 distinct positions. The most significant new addition was WEDBUSH SER TR, now representing 0.17% of the total fund value. They heavily accumulated shares in THRIVENT ETF TRUST, increasing the position by 306803.5%. Conversely, THRIVENT FINANCIAL FOR LUTHERANS completely exited their position in THRIVENT ETF TRUST.
Position History
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THRIVENT FINANCIAL FOR LUTHERANS
Minneapolis, MN
Insurance Asset Manager / Fraternal Organization
AUM $60M
Total Positions
2815
Quarter
2026 Q3
Top Holding
NVDA (3.8%)
Top 10 Concentration
20.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 2815
THRIVENT FINANCIAL FOR LUTHERANS Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.77% | 3.33% |
#1
Prev: #1
|
4.0 |
—
|
143,733 | 1.4% |
P
S
|
10,060,049 | $2,298,111 |
$100.52
+85.7%
|
2001 Q3 | 13F Filing | 2026-09-30 | 2026-11-05 | ||
|
MSFT
MICROSOFT CORP
|
Technology | 2.99% | 2.22% |
#2
2
Prev: #4
|
3.2 |
—
|
24,181 | 0.7% |
P
S
|
3,559,348 | $1,825,581 |
$40.54
+1207.7%
|
1999 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | ||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.68% | 2.57% |
#3
1
Prev: #2
|
2.6 |
—
|
154,248 | 2.4% |
P
S
|
6,573,407 | $1,637,663 |
$150.15
+73.3%
|
2002 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | ||
|
AAPL
APPLE INC
|
Technology | 2.55% | 2.31% |
#4
1
Prev: #3
|
2.0 |
—
|
-75,580 | -1.6% |
P
S
|
4,677,190 | $1,556,663 | 1999 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.66% | 1.78% |
#5
Prev: #5
|
1.7 |
—
|
-12,452 | -0.4% |
P
S
|
2,982,320 | $1,016,010 | 2004 Q3 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.55% | 1.65% |
#6
Prev: #6
|
1.1 |
—
|
3,270 | 0.1% |
P
S
|
2,751,965 | $946,475 | 2015 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.54% | 1.26% |
#7
2
Prev: #9
|
1.1 |
—
|
-41,314 | -3.1% |
P
S
|
1,291,961 | $936,926 | 2013 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
N/A
THRIVENT ETF TR...
|
|
Bond/Debt | 1.41% | 1.41% |
#8
1
Prev: #7
|
1.1 |
—
|
1,082,555 | 3.3% |
P
S
|
34,287,258 | $861,823 | — | 13F Filing | 2026-09-30 | 2026-11-05 | ||
|
IVV
ISHARES TR
|
ETF | 1.29% | 1.23% |
#9
1
Prev: #10
|
1.0 |
—
|
48,719 | 5.0% |
P
S
|
1,028,822 | $788,977 | 2012 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.16% | 1.29% |
#10
2
Prev: #8
|
1.0 |
—
|
-5,185 | -0.3% |
P
S
|
2,020,443 | $709,257 | 2016 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.90% | 0.99% |
#11
Prev: #11
|
0.9 |
—
|
-132,724 | -7.4% |
P
S
|
1,659,256 | $549,039 | 1999 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.83% | 0.82% |
#12
1
Prev: #13
|
0.8 |
—
|
-15,122 | -1.8% |
P
S
|
827,666 | $506,412 | 1999 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.75% | 0.80% |
#13
1
Prev: #14
|
0.8 |
—
|
-2,343 | -0.6% |
P
S
|
394,197 | $456,049 | 1999 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
V
VISA INC
|
Financial Services | 0.73% | 0.69% |
#14
3
Prev: #17
|
0.8 |
—
|
49,851 | 4.2% |
P
S
|
1,242,233 | $446,394 | 2008 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.71% | 0.70% |
#15
1
Prev: #16
|
2.3 |
—
|
46,011 | 12.8% |
P
S
|
404,836 | $431,463 | 1999 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.69% | 0.78% |
#16
1
Prev: #15
|
2.3 |
—
|
209,382 | 19.5% |
P
S
|
1,284,392 | $422,230 | 2002 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.67% | 0.86% |
#17
5
Prev: #12
|
0.8 |
—
|
-62,996 | -5.2% |
P
S
|
1,151,208 | $408,430 | 2014 Q3 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.63% | 0.51% |
#18
10
Prev: #28
|
2.3 |
—
|
299,656 | 12.8% |
P
S
|
2,640,053 | $383,560 | 1999 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
APH
AMPHENOL CORP
|
Technology | 0.60% | 0.27% |
#19
52
Prev: #71
|
3.2 |
—
|
3,424,008 | 372.0% |
P
S
|
4,344,458 | $366,402 | 2002 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.59% | 0.59% |
#20
1
Prev: #21
|
0.7 |
—
|
1,849 | 0.4% |
P
S
|
472,909 | $360,669 | 2005 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.58% | 0.60% |
#21
1
Prev: #20
|
2.2 |
—
|
236,848 | 7.7% |
P
S
|
3,300,272 | $355,310 | 1999 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.56% | 0.62% |
#22
3
Prev: #19
|
0.7 |
—
|
-171,421 | -11.8% |
P
S
|
1,287,301 | $340,514 | 1999 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 0.52% | 0.48% |
#23
8
Prev: #31
|
0.7 |
—
|
-109,393 | -6.5% |
P
S
|
1,566,242 | $318,932 | 2015 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
WFC
WELLS FARGO & C...
|
Financial Services | 0.50% | 0.53% |
#24
1
Prev: #25
|
0.7 |
—
|
-40,943 | -1.1% |
P
S
|
3,786,346 | $303,100 | 1999 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
MS
MORGAN STANLEY
|
Financial Services | 0.49% | 0.62% |
#25
7
Prev: #18
|
0.7 |
—
|
-187,299 | -10.5% |
P
S
|
1,588,050 | $298,680 | 1999 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.49% | 0.30% |
#26
34
Prev: #60
|
0.7 |
—
|
38,017 | 2.5% |
P
S
|
1,584,106 | $296,329 | 2021 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
TSME
THRIVENT ETF TR...
|
ETF | 0.48% | 0.03% |
#27
461
Prev: #488
|
3.2 |
—
|
6,102,695 | 1766.7% |
P
S
|
6,448,133 | $292,904 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.47% | 0.53% |
#28
1
Prev: #27
|
0.7 |
—
|
-22,457 | -0.8% |
P
S
|
2,758,458 | $286,694 | 1999 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
BAC
BANK OF AMER CO...
|
Financial Services | 0.47% | 0.57% |
#29
7
Prev: #22
|
0.7 |
—
|
-731,586 | -12.3% |
P
S
|
5,227,961 | $284,545 | 1999 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
TMVE
THRIVENT ETF TR...
|
ETF | 0.44% | 0.49% |
#30
1
Prev: #29
|
1.2 |
—
|
no change | no change |
P
S
|
16,032,013 | $271,228 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.44% | 0.46% |
#31
1
Prev: #32
|
0.7 |
—
|
-10,614 | -1.9% |
P
S
|
537,805 | $267,944 | 2010 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.43% | 0.46% |
#32
1
Prev: #33
|
0.7 |
—
|
-1,226 | -0.2% |
P
S
|
573,403 | $261,616 | 2002 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
FAST
FASTENAL CO
|
Industrials | 0.43% | 0.48% |
#33
3
Prev: #30
|
0.7 |
—
|
-713,650 | -11.9% |
P
S
|
5,277,841 | $261,412 | 2002 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
COP
CONOCOPHILLIPS
|
Energy | 0.40% | 0.36% |
#34
10
Prev: #44
|
0.7 |
—
|
-104,108 | -5.1% |
P
S
|
1,944,153 | $243,321 | 2002 Q3 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
QCOM
QUALCOMM INC
|
Technology | 0.40% | 0.35% |
#35
11
Prev: #46
|
2.2 |
—
|
189,110 | 16.7% |
P
S
|
1,320,596 | $243,039 | 1999 Q3 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
SNX
TD SYNNEX CORPO...
|
Technology | 0.39% | 0.42% |
#36
2
Prev: #34
|
0.7 |
—
|
-6,931 | -0.7% |
P
S
|
925,538 | $237,724 | 2008 Q3 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
DYNF
BLACKROCK ETF T...
|
ETF | 0.39% | 0.22% |
#37
58
Prev: #95
|
3.2 |
—
|
1,444,566 | 73.9% |
P
S
|
3,400,217 | $235,934 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
GE
GE AEROSPACE
|
Industrials | 0.38% | 0.53% |
#38
12
Prev: #26
|
0.7 |
—
|
-93,822 | -11.1% |
P
S
|
749,041 | $233,921 | 1999 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.37% | 0.55% |
#39
16
Prev: #23
|
0.6 |
—
|
-30,191 | -9.8% |
P
S
|
278,239 | $225,998 | 1999 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
EPD
ENTERPRISE PROD...
|
Energy | 0.37% | 0.37% |
#40
2
Prev: #38
|
0.6 |
—
|
210,623 | 3.5% |
P
S
|
6,270,676 | $223,299 | 2002 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.36% | 0.55% |
#41
17
Prev: #24
|
0.6 |
—
|
-19,132 | -4.3% |
P
S
|
430,323 | $220,114 | 1999 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 0.36% | 0.31% |
#42
14
Prev: #56
|
2.1 |
—
|
265,534 | 13.4% |
P
S
|
2,244,292 | $219,390 | 1999 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
LH
LABCORP HOLDING...
|
Healthcare | 0.36% | 0.34% |
#43
6
Prev: #49
|
0.6 |
—
|
-6,345 | -0.9% |
P
S
|
705,955 | $217,512 | 2002 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
DVN
DEVON ENERGY CO...
|
Energy | 0.36% | 0.32% |
#44
8
Prev: #52
|
0.6 |
—
|
77,493 | 1.7% |
P
S
|
4,721,120 | $217,364 | 1999 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.35% | 0.37% |
#45
4
Prev: #41
|
0.6 |
—
|
-10,536 | -3.3% |
P
S
|
308,575 | $216,445 | 2016 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
USHY
ISHARES TR
|
ETF | 0.35% | 0.37% |
#46
6
Prev: #40
|
0.6 |
—
|
27,906 | 0.5% |
P
S
|
5,982,432 | $213,686 | 2019 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
CSX
CSX CORP
|
Industrials | 0.34% | 0.36% |
#47
4
Prev: #43
|
0.6 |
—
|
-36,074 | -0.8% |
P
S
|
4,506,270 | $209,587 | 1999 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
COF
CAPITAL ONE FIN...
|
Financial Services | 0.34% | 0.36% |
#48
6
Prev: #42
|
0.6 |
—
|
-2,983 | -0.3% |
P
S
|
1,074,959 | $207,543 | 1999 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
IVW
ISHARES TR
|
Warrant | 0.34% | 0.32% |
#49
4
Prev: #53
|
0.6 |
—
|
66,253 | 4.8% |
P
S
|
1,455,655 | $207,327 | 2015 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
EME
EMCOR GROUP INC
|
Industrials | 0.33% | 0.34% |
#50
2
Prev: #48
|
2.1 |
—
|
20,127 | 8.3% |
P
S
|
263,639 | $198,913 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 |
Showing 1-50 of 2815 holdings