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Triad Wealth Partners

Latest statistics and disclosures from Triad Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are FBND, VOO, OMFL, JCPB, BND, and represent 39.74% of Triad Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: IVW (+$5.9M), JCPB (+$5.0M), MBB, IUSB, QUAL, IVE, EFV, EFG, BINC, EMXC.
Started 7 new stock positions in SPTI, TDSC, EMXC, CLSM, TDSB, IGEB, IUSB.
Reduced shares in these 10 stocks: BND (-$5.6M), DGRW, IJH, GOOGL, VIGI, IQLT, IVV, SKOR, , JMEE.
Sold out of its positions in AAON, ADT, AGNC, AES, OUSA, AMC, APG, ARKK, ARKG, ABT.
Triad Wealth Partners was a net seller of stock by $-9.3M.
Triad Wealth Partners has $188M in assets under management (AUM), dropping by -1.47%.
Central Index Key (CIK): 0002012717

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Positions held by Triad Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Triad Wealth Partners

Triad Wealth Partners holds 47 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	9.8	$18M	+3%	393k	46.74	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	9.5	$18M	+5%	34k	527.67	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	6.9	$13M		245k	52.99	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	6.8	$13M	+64%	265k	48.24	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	6.8	$13M	-30%	169k	75.11	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	4.4	$8.2M	-27%	98k	83.21	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.2	$6.0M	-26%	97k	62.32	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.2	$6.0M	+9950%	62k	95.75	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	3.1	$5.9M	+29%	87k	67.51	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.6	$4.9M	+1530%	27k	179.30	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	2.6	$4.9M	-27%	55k	88.28	View chart
Microsoft Corporation (MSFT)	2.6	$4.9M	+14%	11k	430.31	View chart
Ishares Tr Mbs Etf (MBB)	2.6	$4.8M	+217517%	50k	95.81	View chart
Ishares Tr Core Total Usd (IUSB)	2.5	$4.7M	NEW	100k	47.12	View chart
Ishares Tr Msci Intl Qualty (IQLT)	2.5	$4.6M	-27%	111k	41.49	View chart
Apple (AAPL)	2.3	$4.4M	+57%	19k	233.00	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.1	$4.0M	+510175%	20k	197.17	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.0	$3.8M	-19%	91k	41.12	View chart
Flexshares Tr Cr Scd Us Bd (SKOR)	1.9	$3.5M	-28%	72k	49.12	View chart
Ishares Tr Eafe Value Etf (EFV)	1.7	$3.3M	+16046%	57k	57.53	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.7	$3.3M	+15270%	30k	107.65	View chart
Ishares Tr High Yld Systm B (HYDB)	1.5	$2.8M	-24%	58k	48.06	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	1.5	$2.8M	-27%	45k	60.96	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	1.4	$2.6M	+123550%	50k	53.53	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.4	$2.5M	-28%	22k	116.96	View chart
NVIDIA Corporation (NVDA)	1.3	$2.4M	+19%	20k	121.44	View chart
Amazon (AMZN)	1.3	$2.4M	+19%	13k	186.33	View chart
Ishares Tr National Mun Etf (MUB)	1.1	$2.1M	+99%	20k	108.63	View chart
Ishares Msci Emrg Chn (EMXC)	1.1	$2.1M	NEW	34k	61.11	View chart
Ishares Tr Ibonds Dec (IBMM)	1.1	$2.0M	+100%	77k	26.10	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.0	$1.9M	+11843%	13k	151.62	View chart
Ishares Tr Investment Grade (IGEB)	0.8	$1.4M	NEW	31k	46.47	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.7	$1.2M	+1571333%	47k	26.14	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.6	$1.2M	+12168%	12k	98.10	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.6	$1.2M	-5%	31k	37.56	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.6	$1.2M	+8792%	13k	93.58	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.4	$819k	+78709%	17k	49.47	View chart
Exchange Listed Fds Tr Cabana Target 10 (TDSC)	0.4	$809k	NEW	32k	25.43	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.4	$752k	+210%	32k	23.45	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$708k	+3306%	12k	57.41	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.3	$645k	+945%	22k	29.07	View chart
Exchange Listed Fds Tr Cabana Moderate (CLSM)	0.3	$612k	NEW	29k	21.32	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.2	$461k	NEW	16k	29.06	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$458k		13k	36.04	View chart
First Tr Exchange Traded Dj Glbl Divid (FGD)	0.2	$434k	+42%	18k	24.35	View chart
Exchange Listed Fds Tr Cabana Trgt Beta (TDSB)	0.2	$359k	NEW	16k	22.68	View chart
At&t (T)	0.1	$231k	-10%	11k	22.00	View chart

Past Filings by Triad Wealth Partners

SEC 13F filings are viewable for Triad Wealth Partners going back to 2024

Triad Wealth Partners 2024 Q3 filed Oct. 21, 2024
Triad Wealth Partners 2024 Q2 filed July 18, 2024
Triad Wealth Partners 2024 Q1 filed April 23, 2024

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