Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Triad Wealth Partners

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

Top 5 stock holdings are FBND, BUFR, DYNF, IVW, IVE, and represent 18.63% of Triad Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: BUFR (+$31M), XISE (+$21M), FBND (+$18M), MGC (+$11M), DYNF (+$9.6M), GOVT (+$9.0M), SPY (+$7.5M), VOO (+$7.3M), VUG (+$6.7M), AAPL (+$6.4M).
Started 96 new stock positions in SGOV, XISE, GLOF, XBAP, MTUM, DGCB, DBND, DFAS, IQDG, SMH.
Reduced shares in these 10 stocks: JCPB (-$15M), IYW (-$6.2M), EFG (-$5.9M), RSMV, EMB, EFV, ICVT, SECT, FTSM, BAMU.
Sold out of its positions in APO, DDOG, PNOV, BKLN, JAAA, JMBS, BAMD, BAMG, BAMV, BAMB. BAMO, BAMA, BAMU, SAIC, CLOZ, TXN, TDG, ACN, STLA.
Triad Wealth Partners was a net buyer of stock by $250M.
Triad Wealth Partners has $776M in assets under management (AUM), dropping by 56.63%.
Central Index Key (CIK): 0002012717

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Triad Wealth Partners

Triad Wealth Partners holds 366 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	4.7	$36M	+92%	786k	46.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	4.2	$33M	+1691%	980k	33.42	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	3.4	$26M	+56%	445k	59.20	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.3	$26M	+20%	211k	120.72	View chart
Ishares Tr S&p 500 Val Etf (IVE)	3.1	$24M	+29%	115k	206.51	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.9	$23M	+14%	117k	194.50	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.9	$23M	+47%	37k	612.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)	2.7	$21M	NEW	701k	30.22	View chart
Vanguard World Mega Cap Index (MGC)	2.3	$18M	+137%	75k	244.09	View chart
Ishares Core Msci Emkt (IEMG)	2.2	$17M	+45%	263k	65.92	View chart
Ishares Tr Eafe Value Etf (EFV)	2.0	$15M	-8%	223k	67.83	View chart
Apple (AAPL)	1.8	$14M	+82%	55k	254.63	View chart
Microsoft Corporation (MSFT)	1.8	$14M	+17%	27k	517.95	View chart
NVIDIA Corporation (NVDA)	1.8	$14M	+56%	74k	186.58	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	1.7	$13M	+20%	125k	102.99	View chart
Ishares Tr Mbs Etf (MBB)	1.5	$12M	+16%	125k	95.15	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.5	$12M	+333%	504k	23.12	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.4	$11M	-58%	222k	47.55	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	1.3	$10M	+120%	294k	34.16	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	1.3	$9.7M	+30%	257k	37.86	View chart
Ishares Gold Tr Ishares New (IAU)	1.2	$9.5M	+64%	131k	72.77	View chart
Amazon (AMZN)	1.2	$9.3M	+50%	42k	219.57	View chart
Broadcom (AVGO)	1.2	$9.0M	+67%	27k	329.92	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.1	$8.8M	+5%	166k	53.24	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.1	$8.7M	+22%	177k	49.46	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	1.1	$8.6M		110k	78.34	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.1	$8.3M	+27%	215k	38.57	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$8.0M	+1412%	12k	666.16	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$7.8M	+634%	16k	479.61	View chart
Listed Fds Tr Relative Strengt (RSMV)	0.9	$7.0M	-37%	263k	26.63	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.9	$6.7M	+17%	55k	121.06	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$6.6M	+19%	111k	59.92	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$6.1M	+32%	262k	23.28	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.7	$5.3M	+6%	72k	74.37	View chart
Global X Fds Defense Tech Etf (SHLD)	0.7	$5.2M	NEW	74k	70.24	View chart
Tesla Motors (TSLA)	0.6	$5.0M	+250%	14k	349.72	View chart
Meta Platforms Cl A (META)	0.6	$4.4M	+32%	6.1k	734.33	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.6	$4.4M	+76%	96k	45.60	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.6	$4.3M	+71%	113k	38.36	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.5	$4.1M	+70%	95k	43.10	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.5	$4.1M	+69%	90k	45.80	View chart
Nextera Energy (NEE)	0.5	$4.1M	+1305%	54k	75.49	View chart
Exxon Mobil Corporation (XOM)	0.5	$4.1M	+119%	36k	112.75	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.5	$4.0M	-10%	81k	49.31	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$4.0M	+217%	6.6k	600.39	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$3.9M	+46%	16k	243.10	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.5	$3.9M	+44%	80k	48.47	View chart
Chevron Corporation (CVX)	0.5	$3.8M	+382%	24k	155.29	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$3.5M	+122%	33k	106.49	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$3.4M	+63%	5.0k	669.25	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$3.3M	+65%	6.6k	502.71	View chart
JPMorgan Chase & Co. (JPM)	0.4	$3.3M	+8%	10k	315.43	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.4	$3.2M	+16%	34k	93.75	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$3.0M	+13%	59k	50.63	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$3.0M	+68%	12k	243.55	View chart
Ishares Tr High Yld Systm B (HYDB)	0.4	$2.8M	+7%	59k	47.84	View chart
Innovator Etfs Trust Equity Mngd 100 (BFRZ)	0.4	$2.8M	+293%	106k	26.54	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.4	$2.8M	+20%	40k	68.96	View chart
Costco Wholesale Corporation (COST)	0.4	$2.8M	+174%	3.0k	925.54	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.4	$2.7M	+13%	59k	46.41	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$2.7M	+6%	27k	100.25	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.3	$2.7M	+134%	82k	32.82	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$2.3M	+12%	26k	88.96	View chart
Oklo Com Cl A (OKLO)	0.3	$2.3M		20k	111.63	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.3	$2.3M	-26%	38k	59.91	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.3	$2.2M	+36%	51k	42.96	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.3	$2.2M	+55%	66k	32.79	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.3	$2.1M	-5%	45k	46.67	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.3	$2.1M	+10%	31k	67.77	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.2	$1.9M	+23%	17k	113.86	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.2	$1.9M		31k	60.26	View chart
Innovator Etfs Trust Innovator Us Eq (EALT)	0.2	$1.8M	+89%	53k	34.55	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$1.8M	+153%	32k	57.10	View chart
Wal-Mart Stores (WMT)	0.2	$1.8M	+39%	17k	103.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)	0.2	$1.8M	NEW	58k	30.38	View chart
Abbvie (ABBV)	0.2	$1.7M	+40%	7.3k	231.55	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.2	$1.7M	+162%	23k	71.94	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.6M	+28%	2.9k	568.82	View chart
Valero Energy Corporation (VLO)	0.2	$1.6M	NEW	9.6k	170.25	View chart
Blackrock Etf Trust Ishares Advantag (BALI)	0.2	$1.6M	+40%	51k	31.74	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.6M	+165%	4.6k	355.47	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.2	$1.6M	-15%	50k	32.60	View chart
Legg Mason Etf Invt Franklin Us Low (LVHD)	0.2	$1.5M	+39%	37k	41.34	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$1.5M		47k	31.38	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$1.5M	+31%	34k	42.79	View chart
Visa Com Cl A (V)	0.2	$1.5M	+5%	4.3k	341.34	View chart
Innovator Etfs Trust Equity Defined P (JAJL)	0.2	$1.4M	+86%	51k	28.65	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$1.4M	+10%	44k	31.84	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.2	$1.4M	+4%	11k	120.66	View chart
Home Depot (HD)	0.2	$1.4M	+22%	3.4k	405.16	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$1.4M	-81%	12k	113.88	View chart
Kla Corp Com New (KLAC)	0.2	$1.3M	+4%	1.2k	1078.63	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$1.3M	+2%	18k	72.44	View chart
Lockheed Martin Corporation (LMT)	0.2	$1.3M	+9%	2.6k	499.13	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.2	$1.3M	+28%	25k	51.97	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.3M	+316%	3.9k	328.15	View chart
Blackrock Etf Trust Ishares Intl Div (BIDD)	0.2	$1.3M	+42%	46k	27.99	View chart
Abbott Laboratories (ABT)	0.2	$1.3M	+28%	9.3k	133.93	View chart
UnitedHealth (UNH)	0.2	$1.2M	+38%	3.6k	345.30	View chart
Ishares Tr High Yld Corp Bd (HYGW)	0.2	$1.2M	+46%	41k	30.37	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.2	$1.2M	+62%	38k	32.69	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$1.2M	NEW	18k	67.26	View chart
Procter & Gamble Company (PG)	0.2	$1.2M	+16%	7.7k	153.65	View chart
Oracle Corporation (ORCL)	0.2	$1.2M	+14%	4.2k	281.25	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.2	$1.2M	+69%	33k	35.19	View chart
Johnson & Johnson (JNJ)	0.2	$1.2M		6.3k	185.41	View chart
Morgan Stanley Com New (MS)	0.1	$1.2M	+8%	7.3k	158.95	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$1.1M	+73%	34k	34.17	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$1.1M		11k	104.30	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.1	$1.1M	+74%	38k	30.07	View chart
Innovator Etfs Trust Equity Defined P (ZNOV)	0.1	$1.1M	+87%	43k	26.40	View chart
Eaton Corp SHS (ETN)	0.1	$1.1M	+14%	2.9k	374.23	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity B (XIMR)	0.1	$1.1M	NEW	34k	31.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.1	$1.1M	+5%	27k	38.88	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$1.0M	NEW	6.4k	164.54	View chart
Southern Company (SO)	0.1	$1.0M	+10%	11k	94.77	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.0M	+255%	2.0k	490.38	View chart
Exchange Listed Fds Tr Etc Cabana Targt (CLSM)	0.1	$984k	NEW	43k	23.03	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$974k	NEW	15k	65.00	View chart
Exchange Listed Fds Tr Etc Cabana Targt (TDSC)	0.1	$951k	NEW	38k	25.21	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$932k	+23%	25k	37.77	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$924k	+2%	2.8k	332.84	View chart
At&t (T)	0.1	$922k	+53%	33k	28.24	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$917k	-3%	14k	65.26	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$911k	+36%	21k	43.41	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$911k	NEW	13k	68.08	View chart
Flexshares Tr Cr Scd Us Bd (SKOR)	0.1	$909k	+32%	19k	49.25	View chart
Palantir Technologies Cl A (PLTR)	0.1	$902k	+77%	4.9k	182.42	View chart
McDonald's Corporation (MCD)	0.1	$896k	+43%	2.9k	303.91	View chart
Eli Lilly & Co. (LLY)	0.1	$887k	-16%	1.2k	762.68	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.1	$867k	+71%	30k	28.94	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.1	$859k	+13%	16k	55.57	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$852k	+98%	4.6k	186.48	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$851k	+191%	3.0k	281.83	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.1	$849k	+74%	26k	33.21	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$848k	+44%	8.8k	96.46	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$846k	+33%	7.9k	106.78	View chart
Innovator Etfs Trust Us Equity Accele (XDSQ)	0.1	$842k	+100%	21k	39.86	View chart
International Business Machines (IBM)	0.1	$837k	+35%	3.0k	282.14	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$836k	-88%	4.3k	195.86	View chart
Qualcomm (QCOM)	0.1	$806k		4.8k	166.35	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$804k	NEW	47k	17.16	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.1	$798k	+102%	16k	49.19	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$796k	+28%	15k	54.18	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.1	$781k	+261%	14k	55.33	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$775k	+49%	8.9k	87.31	View chart
Ryder System (R)	0.1	$775k		4.1k	188.64	View chart
Pepsi (PEP)	0.1	$758k	+49%	5.4k	140.43	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$741k	+108%	14k	52.28	View chart
L3harris Technologies (LHX)	0.1	$728k	+9%	2.4k	305.38	View chart
AmerisourceBergen (COR)	0.1	$726k	+6%	2.3k	312.55	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$724k	+141%	7.3k	99.11	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$719k	+74%	22k	32.07	View chart
Altria (MO)	0.1	$713k	+9%	11k	66.06	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$712k	NEW	26k	27.30	View chart
Verizon Communications (VZ)	0.1	$700k	+16%	16k	43.95	View chart
Servicenow (NOW)	0.1	$689k	+7%	749.00	920.28	View chart
Coca-Cola Company (KO)	0.1	$687k	+5%	10k	66.32	View chart
Innovator Etfs Trust Equity Def Pro 2 (AOCT)	0.1	$684k	+71%	26k	26.26	View chart
Air Products & Chemicals (APD)	0.1	$683k		2.5k	272.73	View chart
Cisco Systems (CSCO)	0.1	$675k	+25%	9.9k	68.42	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.1	$671k	-59%	11k	63.02	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.1	$667k	NEW	9.7k	68.94	View chart
Innovator Etfs Trust Growth Accelerat (XDQQ)	0.1	$664k	+98%	18k	37.81	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$659k		6.8k	96.55	View chart
Bank of America Corporation (BAC)	0.1	$658k	+9%	13k	51.59	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.1	$656k	+22%	6.3k	104.52	View chart
Lancaster Colony (MZTI)	0.1	$653k		3.8k	172.78	View chart
Blackrock (BLK)	0.1	$652k	+6%	559.00	1165.94	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.1	$646k	NEW	7.0k	91.75	View chart
Honeywell International (HON)	0.1	$642k	+21%	3.1k	210.50	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$634k	+22%	7.7k	82.58	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.1	$634k		7.6k	83.05	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$627k	+99%	4.5k	137.79	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$616k	+38%	2.2k	279.29	View chart
Chubb (CB)	0.1	$603k		2.1k	282.25	View chart
Netflix (NFLX)	0.1	$597k	+79%	498.00	1198.97	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$591k	+49%	6.6k	89.37	View chart
Lowe's Companies (LOW)	0.1	$577k	+9%	2.3k	251.32	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.1	$576k	+8%	22k	25.85	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$574k	+41%	11k	52.30	View chart
Applied Materials (AMAT)	0.1	$571k	NEW	2.8k	204.74	View chart
Consolidated Edison (ED)	0.1	$570k	+155%	5.7k	100.52	View chart
Intuit (INTU)	0.1	$568k	-5%	832.00	683.11	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$565k	+142%	11k	53.40	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.1	$560k	+97%	17k	32.14	View chart
Advanced Micro Devices (AMD)	0.1	$555k	+109%	3.4k	161.77	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$553k	-4%	9.5k	58.21	View chart
Invesco Actively Managed Exc Qqq Income Advan (QQA)	0.1	$552k	NEW	11k	52.62	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$549k	+11%	3.2k	170.86	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$548k	+6%	12k	45.76	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.1	$542k	+104%	13k	42.13	View chart
O'reilly Automotive (ORLY)	0.1	$542k		5.0k	107.81	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.1	$535k	+122%	14k	38.11	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$535k	-15%	12k	46.71	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$534k	-4%	1.1k	468.25	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$531k	+123%	711.00	746.77	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$527k	+12%	4.4k	118.83	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.1	$524k	-22%	19k	27.64	View chart
Simon Property (SPG)	0.1	$516k	+78%	2.8k	187.69	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$515k	NEW	9.6k	53.87	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$515k	+6%	16k	32.90	View chart
Pfizer (PFE)	0.1	$512k	+129%	20k	25.48	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.1	$507k	+117%	13k	38.43	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$505k	-14%	19k	26.34	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$505k	NEW	11k	44.42	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$496k	NEW	1.7k	293.68	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.1	$495k	NEW	17k	28.91	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$490k	-2%	2.6k	189.70	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.1	$490k	NEW	8.8k	55.45	View chart
Lam Research Corp Com New (LRCX)	0.1	$488k	+19%	3.6k	133.88	View chart
Pure Storage Cl A (PSTG)	0.1	$484k		5.8k	83.81	View chart
Carlyle Group (CG)	0.1	$480k	+9%	7.7k	62.70	View chart
Philip Morris International (PM)	0.1	$475k	+6%	2.9k	162.20	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$469k	+28%	1.9k	241.94	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.1	$468k	+17%	7.4k	63.43	View chart
Public Service Enterprise (PEG)	0.1	$461k	+6%	5.5k	83.46	View chart
Union Pacific Corporation (UNP)	0.1	$458k	+10%	1.9k	236.41	View chart
Uber Technologies (UBER)	0.1	$455k	+4%	4.6k	97.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.1	$450k	+110%	11k	40.10	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$448k	-16%	10k	44.19	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$448k	NEW	9.3k	48.19	View chart
Autodesk (ADSK)	0.1	$446k		1.4k	317.68	View chart
IDEXX Laboratories (IDXX)	0.1	$443k	-20%	693.00	638.89	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$442k	+6%	8.8k	50.07	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$438k	-11%	8.1k	54.16	View chart
Linde SHS (LIN)	0.1	$435k	+28%	917.00	474.76	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$429k	NEW	2.0k	215.74	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$428k	+9%	10k	42.95	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$417k	-11%	4.7k	89.57	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$415k	NEW	2.8k	148.61	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$414k		11k	36.35	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$410k	+5%	2.3k	176.81	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$408k	+57%	2.9k	140.96	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$407k	NEW	7.1k	57.52	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$404k	+8%	1.3k	320.16	View chart
Dominion Resources (D)	0.1	$401k	+15%	6.5k	61.17	View chart
Merck & Co (MRK)	0.1	$400k	+26%	4.8k	83.93	View chart
Welltower Inc Com reit (WELL)	0.1	$398k	+6%	2.2k	178.15	View chart
MercadoLibre (MELI)	0.0	$386k	NEW	165.00	2336.94	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$385k	-31%	9.7k	39.69	View chart
Leidos Holdings (LDOS)	0.0	$383k		2.0k	188.96	View chart
Phillips 66 (PSX)	0.0	$377k	NEW	2.8k	136.02	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$374k	NEW	3.2k	118.35	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$373k	NEW	7.3k	51.04	View chart
Agilent Technologies Inc C ommon (A)	0.0	$373k		2.9k	128.35	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$371k	-22%	5.5k	67.52	View chart
Dollar General (DG)	0.0	$370k	NEW	3.6k	103.36	View chart
Cme (CME)	0.0	$370k	+6%	1.4k	270.21	View chart
Caterpillar (CAT)	0.0	$369k	+43%	773.00	476.98	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$361k	-2%	4.7k	76.45	View chart
Celestica (CLS)	0.0	$360k		1.5k	246.38	View chart
Innovator Etfs Trust Equity Jan 20227 (TJAN)	0.0	$359k		13k	27.03	View chart
Nike CL B (NKE)	0.0	$355k	NEW	5.1k	69.73	View chart
ConocoPhillips (COP)	0.0	$353k	NEW	3.7k	94.58	View chart
Invesco Db Multi-sector Comm Agriculture Fd (DBA)	0.0	$353k	NEW	13k	26.76	View chart
Duke Energy Corp Com New (DUK)	0.0	$352k	+30%	2.8k	123.74	View chart
Ge Aerospace Com New (GE)	0.0	$349k	+17%	1.2k	300.73	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$349k	NEW	3.7k	93.64	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$339k	+32%	3.9k	87.22	View chart
Evergy (EVRG)	0.0	$336k		4.4k	76.02	View chart
Dell Technologies CL C (DELL)	0.0	$335k	+6%	2.4k	141.77	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$335k	+7%	1.6k	203.59	View chart
Totalenergies Se Sponsored Ads (TTE)	0.0	$333k	NEW	5.6k	59.69	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$333k	+44%	1.3k	254.34	View chart
Wells Fargo & Company (WFC)	0.0	$332k	+28%	4.0k	83.83	View chart
Chipotle Mexican Grill (CMG)	0.0	$329k	-6%	8.4k	39.19	View chart
Entergy Corporation (ETR)	0.0	$328k	NEW	3.5k	93.19	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.0	$327k	+4%	10k	31.89	View chart
Royal Caribbean Cruises (RCL)	0.0	$327k	NEW	1.0k	323.58	View chart
Goldman Sachs (GS)	0.0	$326k	+22%	409.00	797.32	View chart
Medtronic SHS (MDT)	0.0	$324k	+22%	3.4k	95.24	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.0	$323k	+19%	9.1k	35.69	View chart
Innovator Etfs Trust Equity Defined P (ZAPR)	0.0	$323k	-7%	13k	25.44	View chart
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)	0.0	$323k	NEW	10k	31.29	View chart
Exchange Listed Fds Tr Etc Cabana Targt (TDSB)	0.0	$322k	NEW	14k	23.33	View chart
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)	0.0	$322k	NEW	8.6k	37.45	View chart
Jd.com Spon Ads Cl A (JD)	0.0	$322k	NEW	9.2k	34.98	View chart
Live Nation Entertainment (LYV)	0.0	$321k	-5%	2.0k	163.42	View chart
Innovator Etfs Trust Us Equity Accele (XBAP)	0.0	$321k	NEW	8.5k	37.86	View chart
Corning Incorporated (GLW)	0.0	$320k	NEW	3.9k	82.04	View chart
Innovator Etfs Trust Us Eqty Accelrt9 (XBOC)	0.0	$320k	NEW	9.7k	32.80	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$319k	NEW	792.00	402.42	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.0	$319k	NEW	7.4k	42.76	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.0	$316k	NEW	5.9k	53.96	View chart
Transunion (TRU)	0.0	$314k		3.7k	83.79	View chart
salesforce (CRM)	0.0	$314k	-20%	1.3k	236.94	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity B (XIJN)	0.0	$311k	NEW	10k	31.09	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$307k	NEW	3.6k	84.68	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.0	$306k		6.4k	47.50	View chart
Johnson Ctls Intl SHS (JCI)	0.0	$305k	+16%	2.8k	109.95	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$303k	NEW	1.2k	256.45	View chart
Boeing Company (BA)	0.0	$302k	+6%	1.4k	215.83	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$299k	-90%	3.1k	95.19	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$295k	NEW	6.3k	46.81	View chart
Monster Beverage Corp (MNST)	0.0	$293k		4.4k	67.31	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.0	$291k	-2%	6.6k	43.92	View chart
Tyler Technologies (TYL)	0.0	$291k	+26%	556.00	523.16	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$289k	+23%	9.5k	30.40	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$288k	-17%	5.0k	57.52	View chart
Southern Copper Corporation (SCCO)	0.0	$288k	+8%	2.4k	121.36	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$288k	NEW	2.9k	99.45	View chart
Strategy Cl A New (MSTR)	0.0	$284k	NEW	881.00	322.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.0	$283k	NEW	7.2k	39.25	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$279k	NEW	6.4k	43.83	View chart
Micron Technology (MU)	0.0	$278k	NEW	1.7k	167.32	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$277k	+5%	3.6k	76.72	View chart
Veeva Sys Cl A Com (VEEV)	0.0	$276k	+13%	927.00	297.91	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$276k	NEW	4.0k	68.45	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$275k	-4%	6.0k	46.12	View chart
Calamos Etf Tr Autocallable Inc (CAIE)	0.0	$274k	NEW	10k	27.47	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$273k	NEW	3.5k	78.89	View chart
Comcast Corp Cl A (CMCSA)	0.0	$272k	-5%	8.6k	31.42	View chart
Ferguson Enterprises Common Stock New (FERG)	0.0	$261k	+22%	1.2k	224.59	View chart
Doubleline Etf Trust Shiller Cape U S (CAPE)	0.0	$259k	NEW	8.0k	32.58	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.0	$257k	NEW	9.8k	26.26	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.0	$257k	NEW	6.9k	37.27	View chart
Gilead Sciences (GILD)	0.0	$256k	+25%	2.3k	111.01	View chart
Amphenol Corp Cl A (APH)	0.0	$255k		2.1k	123.75	View chart
Walt Disney Company (DIS)	0.0	$255k	+20%	2.2k	114.49	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$253k	NEW	6.0k	42.37	View chart
Cardinal Health (CAH)	0.0	$250k	+2%	1.6k	156.96	View chart
Martin Marietta Materials (MLM)	0.0	$246k		390.00	630.23	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$245k	NEW	6.9k	35.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.0	$243k	NEW	6.0k	40.10	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.0	$240k		2.1k	117.04	View chart
The Trade Desk Com Cl A (TTD)	0.0	$239k	NEW	4.9k	49.01	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$237k	NEW	648.00	365.48	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$236k	NEW	724.00	326.36	View chart
Us Bancorp Del Com New (USB)	0.0	$236k	NEW	4.9k	48.33	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.0	$236k	NEW	8.6k	27.31	View chart
Raytheon Technologies Corp (RTX)	0.0	$235k	NEW	1.4k	167.35	View chart
Progressive Corporation (PGR)	0.0	$235k	NEW	949.00	247.06	View chart
Copart (CPRT)	0.0	$234k	-18%	5.2k	44.97	View chart
Amgen (AMGN)	0.0	$233k	+12%	827.00	282.26	View chart
Shell Spon Ads (SHEL)	0.0	$233k	NEW	3.3k	71.54	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.0	$232k		4.7k	49.66	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.0	$231k	NEW	9.6k	23.94	View chart
Allstate Corporation (ALL)	0.0	$230k	NEW	1.1k	214.65	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$230k	-83%	2.3k	100.04	View chart
Ishares Tr Global Equity (GLOF)	0.0	$229k	NEW	4.4k	51.62	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$229k		7.3k	31.53	View chart
Adobe Systems Incorporated (ADBE)	0.0	$229k	-2%	648.00	352.75	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$228k	NEW	3.0k	75.12	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.0	$228k	NEW	6.1k	37.62	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$226k	NEW	1.6k	143.18	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.0	$226k	NEW	3.7k	61.12	View chart
Ge Vernova (GEV)	0.0	$224k	NEW	364.00	614.90	View chart
Automatic Data Processing (ADP)	0.0	$223k	+2%	758.00	293.50	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$221k	NEW	6.9k	31.91	View chart
Garmin SHS (GRMN)	0.0	$221k	NEW	896.00	246.23	View chart
Teledyne Technologies Incorporated (TDY)	0.0	$220k	NEW	375.00	586.04	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$219k	NEW	2.2k	100.70	View chart
Starbucks Corporation (SBUX)	0.0	$218k	NEW	2.6k	84.61	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.0	$216k		9.7k	22.34	View chart
Metropcs Communications (TMUS)	0.0	$216k	NEW	902.00	239.38	View chart
Doubleline Etf Trust Opportunistic Co (DBND)	0.0	$215k	NEW	4.6k	46.53	View chart
Motorola Solutions Com New (MSI)	0.0	$213k	NEW	465.00	457.29	View chart
Palo Alto Networks (PANW)	0.0	$211k	-26%	1.0k	203.62	View chart
Fidelity Covington Trust Fundamental Larg (FFLC)	0.0	$211k	NEW	4.0k	52.04	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.0	$211k	NEW	5.3k	39.88	View chart
Api Group Corp Com Stk (APG)	0.0	$208k	+49%	6.1k	34.37	View chart
American Tower Reit (AMT)	0.0	$208k	NEW	1.1k	192.38	View chart
PG&E Corporation (PCG)	0.0	$203k	NEW	14k	15.08	View chart
American Express Company (AXP)	0.0	$202k	NEW	609.00	332.05	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$201k	NEW	3.7k	54.09	View chart

Past Filings by Triad Wealth Partners

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

Triad Wealth Partners 2025 Q3 filed Oct. 30, 2025
Triad Wealth Partners 2025 Q2 filed July 21, 2025
Triad Wealth Partners 2025 Q1 filed May 14, 2025
Triad Wealth Partners 2024 Q4 filed Feb. 6, 2025
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z