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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 VOO, ISTB, IVW, IVE, CORO, and represent 29.58% of Triad Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: ISTB (+$125M), VOO (+$76M), IVW (+$32M), SPTS (+$29M), ACYN (+$25M), VMBS (+$23M), CORO (+$17M), AVEM (+$17M), First Tr Exchange-traded (+$14M), DYNF (+$14M).
Started 138 new stock positions in SPCX, WST, ICVT, PRU, HWM, AIRR, EIPI, MRSH, CCL, SMMU.
Reduced shares in these 10 stocks: FBND (-$51M), GOVT (-$42M), IEMG (-$23M), HELO (-$19M), MBB (-$19M), TLH (-$14M), SPYM (-$12M), EFV (-$11M), FTSM (-$9.0M), RSMV (-$6.2M).
Sold out of its positions in DECU, SIXO, AVIG, AMT, SCEC, ONEZ, CEG, CORT, Dupont De Nemours, FBTC.
Triad Wealth Partners was a net buyer of stock by $323M.
Triad Wealth Partners has $1.7B in assets under management (AUM), dropping by 34.47%.
Central Index Key (CIK): 0002012717

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Portfolio Holdings for Triad Wealth Partners

Triad Wealth Partners holds 553 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Triad Wealth Partners has 553 total positions. Only the first 250 positions are shown.

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Download the Triad Wealth Partners June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	8.2	$139M	+122%	200k	696.40	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	7.4	$125M	NEW	2.6M	47.91	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	5.7	$97M	+48%	698k	138.24	View chart
Ishares Tr S&p 500 Val Etf (IVE)	4.3	$73M	+20%	315k	233.09	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	4.0	$68M	+33%	1.9M	35.88	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	3.2	$55M	+33%	799k	68.35	View chart
NVIDIA Corporation (NVDA)	2.4	$41M	+47%	200k	206.64	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	2.0	$33M	-5%	896k	37.02	View chart
Apple (AAPL)	1.8	$31M	+27%	101k	303.42	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	1.7	$29M	NEW	1.0M	28.88	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	1.6	$27M	+4%	626k	42.77	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	1.5	$25M	NEW	1.2M	20.57	View chart
Global X Fds Defense Tech Etf (SHLD)	1.4	$23M	+67%	358k	64.37	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.4	$23M	NEW	499k	46.02	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.3	$22M	-10%	149k	145.35	View chart
Ishares Tr National Mun Etf (MUB)	1.1	$19M	+82%	183k	105.45	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$19M	+89%	271k	71.04	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	1.1	$19M	-12%	439k	43.22	View chart
Microsoft Corporation (MSFT)	1.1	$19M	+8%	39k	487.66	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.0	$17M	+5921%	191k	90.23	View chart
Amazon (AMZN)	1.0	$17M	+7%	60k	284.02	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.0	$17M	+10%	348k	47.84	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.8	$14M	+15%	313k	45.11	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$14M	+36%	37k	373.51	View chart
First Tr Exchange-traded Vest Lad Aut Etf	0.8	$14M	NEW	676k	20.39	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.7	$13M	+25%	452k	27.56	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$12M	+49%	16k	761.31	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.6	$11M	-9%	236k	46.08	View chart
Broadcom (AVGO)	0.6	$10M	+11%	26k	392.24	View chart
Alphabet Cap Stk Cl C Put Option (GOOG)	0.6	$10M	+36%	27k	372.47	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$9.8M	-15%	13k	757.66	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$9.8M	+482%	112k	87.08	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.6	$9.4M	-24%	182k	51.85	View chart
Innovator Etfs Trust Equity Mngd 100 (BFRZ)	0.6	$9.4M	+26%	346k	27.07	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.5	$8.0M	+62%	231k	34.54	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.4	$7.6M	+3%	178k	42.62	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$7.4M		103k	72.15	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.4	$7.4M	+5%	150k	49.30	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.4	$7.4M	+917%	104k	71.03	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$7.2M	+19%	95k	76.19	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.4	$7.2M	+4%	144k	50.10	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.4	$7.2M	+4%	153k	46.94	View chart
Innovator Etfs Trust Innovator Us Eq (EALT)	0.4	$7.0M	+82%	193k	36.25	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$7.0M	+138%	72k	97.26	View chart
Tesla Motors (TSLA)	0.4	$6.9M	+23%	21k	322.09	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.4	$6.5M	+3%	171k	38.25	View chart
JPMorgan Chase & Co. (JPM)	0.4	$6.5M	+8%	19k	352.65	View chart
Exxon Mobil Corporation (XOM)	0.4	$6.4M		42k	155.06	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$6.4M	-11%	9.1k	700.05	View chart
Listed Fds Tr Rela St Mana Etf (RSMV)	0.4	$6.3M	-49%	221k	28.53	View chart
Meta Platforms Cl A (META)	0.4	$6.3M	+6%	11k	590.22	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.4	$6.0M	+4%	73k	82.68	View chart
Eli Lilly & Co. (LLY)	0.3	$5.8M	+20%	5.2k	1121.43	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$5.8M	+105%	55k	105.97	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.3	$5.7M	-68%	64k	89.19	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.3	$5.5M	+6%	59k	93.36	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$5.4M	+51%	66k	81.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$5.3M	+21%	10k	513.14	View chart
Chevron Corporation (CVX)	0.3	$5.3M	+3%	27k	193.18	View chart
Valero Energy Corporation (VLO)	0.3	$5.3M	-5%	17k	307.55	View chart
Ishares Tr High Yld Systm B (HYDB)	0.3	$5.2M	+10%	113k	46.25	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.3	$5.2M		38k	136.56	View chart
Nextera Energy (NEE)	0.3	$5.0M	+4%	58k	86.55	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.3	$4.9M	+7%	57k	86.96	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.3	$4.7M	+18%	67k	69.93	View chart
Abbvie (ABBV)	0.3	$4.6M	+91%	19k	245.10	View chart
Innovator Etfs Trust Equit Defin Jul (JAJL)	0.3	$4.3M	+19%	144k	30.10	View chart
Wal-Mart Stores (WMT)	0.3	$4.3M	+21%	39k	110.71	View chart
First Tr Exchange-traded Dj Glbl Divid (FGD)	0.2	$4.2M	NEW	122k	34.54	View chart
First Tr Exchng Traded Fd Vi Ft Ener Inco Etf (EIPI)	0.2	$4.2M	NEW	187k	22.31	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$4.1M	NEW	34k	120.25	View chart
Costco Wholesale Corporation (COST)	0.2	$4.1M	+21%	4.2k	954.04	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.2	$4.0M	+52%	34k	117.70	View chart
Ea Series Trust Burney Us Fctr (BRNY)	0.2	$3.8M	-48%	65k	58.09	View chart
Innovator Etfs Trust Equi Defi 1 Nove (ZNOV)	0.2	$3.7M	+21%	135k	27.67	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.2	$3.7M	+23%	108k	34.33	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$3.6M	-71%	61k	59.74	View chart
First Tr Exchange-traded Vest Autocallabl	0.2	$3.6M	NEW	179k	20.22	View chart
Invesco Actively Managed Exc Qqq Inc Adv Etf (QQA)	0.2	$3.5M	-18%	63k	55.26	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.2	$3.4M	-42%	66k	51.79	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.2	$3.4M	+8%	74k	45.69	View chart
Ishares Tr Long Term Muni (LMUB)	0.2	$3.4M	+5%	68k	49.49	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$3.3M	-87%	43k	78.11	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.2	$3.3M	NEW	18k	182.02	View chart
First Tr Exchange-traded Ft Vest Tec (TDVI)	0.2	$3.3M	NEW	106k	30.73	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$3.2M	+29%	132k	24.03	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$3.0M	-27%	55k	54.10	View chart
Johnson & Johnson (JNJ)	0.2	$2.9M	+18%	12k	254.41	View chart
Advanced Micro Devices (AMD)	0.2	$2.9M	+11%	6.1k	484.60	View chart
Fidelity Covington Trust Fun Lar Cor Etf (FFLC)	0.2	$2.9M	+219%	48k	59.83	View chart
Kla Corp Com New (KLAC)	0.2	$2.8M	+933%	15k	182.75	View chart
Micron Technology (MU)	0.2	$2.8M	+14%	3.3k	829.60	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$2.7M	-14%	28k	97.78	View chart
Applied Materials (AMAT)	0.2	$2.7M	+40%	5.2k	518.24	View chart
First Tr Exchange-traded Structured Cr In (SCIO)	0.2	$2.7M	NEW	130k	20.53	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$2.7M	-80%	33k	81.09	View chart
Visa Com Cl A (V)	0.2	$2.6M	+25%	7.1k	365.65	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$2.6M	+2%	68k	38.11	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.1	$2.4M	-11%	34k	73.10	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$2.4M	+14%	26k	92.82	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$2.4M	+22%	26k	94.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD)	0.1	$2.4M	-50%	80k	30.06	View chart
Morgan Stanley Com New (MS)	0.1	$2.3M	+27%	11k	211.24	View chart
Flexshares Tr Cr Scd Us Bd (SKOR)	0.1	$2.3M	+12%	48k	47.89	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.1	$2.3M	+24%	57k	40.14	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$2.2M	-8%	10k	221.74	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.1	$2.2M	-13%	50k	45.09	View chart
Blackrock Etf Trust Ii Isha Secu In Etf (SECU)	0.1	$2.2M	NEW	45k	49.50	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.1	$2.2M	+148%	19k	119.66	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$2.2M	NEW	49k	44.35	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$2.1M	NEW	19k	114.53	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$2.1M	-9%	42k	50.34	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$2.1M	-95%	93k	22.41	View chart
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)	0.1	$2.1M	-24%	25k	83.68	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$2.1M		46k	45.36	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.1	$2.1M	+30%	50k	41.60	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$2.1M	+341%	10k	202.54	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.0M	+22%	3.5k	570.96	View chart
UnitedHealth (UNH)	0.1	$2.0M		4.8k	415.33	View chart
Cisco Systems (CSCO)	0.1	$2.0M	+18%	17k	115.86	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$2.0M	+13%	38k	51.64	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$2.0M	+69%	20k	98.67	View chart
Home Depot (HD)	0.1	$1.9M	+37%	5.6k	340.00	View chart
Legg Mason Etf Invt Franklin Us Low (LVHD)	0.1	$1.9M	-32%	42k	44.86	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.9M	-5%	5.0k	374.80	View chart
Caterpillar (CAT)	0.1	$1.8M	+67%	2.2k	829.95	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$1.8M	+6%	50k	36.72	View chart
Janus Detroit Str Tr Hend Eq High Etf	0.1	$1.8M	NEW	71k	25.40	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.8M	+544%	16k	115.14	View chart
Janus Detroit Str Tr Hend Eq Li Mode	0.1	$1.8M	NEW	71k	25.36	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$1.8M	+48%	4.4k	406.12	View chart
Procter & Gamble Company (PG)	0.1	$1.8M	+12%	12k	144.97	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.8M	-9%	4.7k	371.71	View chart
Bank of America Corporation (BAC)	0.1	$1.8M	+40%	28k	62.48	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.1	$1.7M	-8%	47k	36.53	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.1	$1.7M	+162%	32k	53.37	View chart
Coca-Cola Company (KO)	0.1	$1.7M	+46%	19k	86.86	View chart
Eaton Corp SHS (ETN)	0.1	$1.7M	+15%	3.8k	438.23	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.1	$1.7M	-8%	43k	38.61	View chart
Advisorshares Tr Star Glob Buyw (VEGA)	0.1	$1.7M	NEW	32k	52.51	View chart
Blackrock Etf Trust Ii Ish Hig Mun Etf (HIMU)	0.1	$1.6M	+43%	34k	48.37	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.1	$1.6M	-9%	49k	33.68	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$1.6M	-8%	43k	37.58	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.1	$1.6M	+60%	46k	35.45	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.1	$1.6M	+62%	35k	45.79	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.1	$1.6M	+65%	39k	41.04	View chart
Philip Morris International (PM)	0.1	$1.6M	+98%	8.5k	187.41	View chart
Merck & Co (MRK)	0.1	$1.6M	+83%	12k	127.77	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.1	$1.6M	+65%	38k	41.64	View chart
Ge Aerospace Com New (GE)	0.1	$1.6M	+108%	4.2k	368.96	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$1.5M	+267%	54k	28.64	View chart
Innovator Etfs Trust Us Equity Accele (XDSQ)	0.1	$1.5M	-26%	34k	43.78	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$1.5M	+276%	40k	36.68	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.1	$1.4M	+13%	30k	47.34	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$1.4M	+275%	2.8k	507.68	View chart
Goldman Sachs (GS)	0.1	$1.4M	+76%	1.4k	1026.71	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.1	$1.4M	-17%	55k	25.38	View chart
Dell Technologies CL C (DELL)	0.1	$1.4M	+10%	3.3k	429.00	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.1	$1.4M	-18%	40k	34.33	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.1	$1.4M	-4%	38k	35.95	View chart
Qualcomm (QCOM)	0.1	$1.3M	+8%	8.9k	151.57	View chart
Ishares Euro High Yield (EUHY)	0.1	$1.3M	-19%	25k	53.28	View chart
McKesson Corporation (MCK)	0.1	$1.3M	-19%	1.6k	827.29	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$1.3M	-93%	14k	92.72	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.1	$1.3M	-4%	16k	82.79	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.3M	+10%	11k	125.65	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.1	$1.3M	-4%	44k	30.33	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.3M	-10%	2.3k	586.27	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.3M	+6%	17k	76.11	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$1.3M	NEW	25k	52.00	View chart
Altria (MO)	0.1	$1.3M	+42%	19k	68.26	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.3M	+154%	5.3k	240.13	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$1.3M	-76%	25k	51.14	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$1.3M	+38%	12k	103.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.1	$1.3M	+3%	30k	41.60	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.2M	+68%	3.6k	348.88	View chart
Innovator Etfs Trust Equi Defi 1 July (ZJUL)	0.1	$1.2M	NEW	41k	30.12	View chart
Amphenol Corp Cl A (APH)	0.1	$1.2M	+62%	7.4k	163.34	View chart
Arista Networks Com Shs (ANET)	0.1	$1.2M	-47%	6.6k	184.88	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.2M	+25%	7.4k	162.80	View chart
Intel Corporation (INTC)	0.1	$1.2M	+22%	13k	91.00	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$1.2M	+4%	13k	90.31	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.1	$1.2M	+15%	29k	41.57	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.2M	+55%	4.9k	243.68	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$1.2M	-37%	9.6k	122.07	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$1.1M	-97%	26k	44.83	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.1M	+30%	3.8k	294.60	View chart
Innovator Etfs Trust Growt Accel Etf (XDQQ)	0.1	$1.1M	-25%	29k	38.91	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.1M	+71%	23k	49.52	View chart
Union Pacific Corporation (UNP)	0.1	$1.1M	+20%	3.8k	291.22	View chart
McDonald's Corporation (MCD)	0.1	$1.1M	+16%	4.1k	265.24	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.1M	+82%	4.1k	269.03	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	0.1	$1.1M	-11%	21k	53.43	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.1M	+7%	19k	59.06	View chart
Netflix (NFLX)	0.1	$1.1M	-27%	15k	73.33	View chart
Abbott Laboratories (ABT)	0.1	$1.1M	-6%	10k	107.12	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.1M	-19%	4.8k	221.00	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	0.1	$1.1M	+21%	20k	52.39	View chart
International Business Machines (IBM)	0.1	$1.1M	+24%	4.7k	226.32	View chart
First Tr Exchng Traded Fd Vi Ft Ve U.s. Eq Bu (XISE)	0.1	$1.0M	-76%	35k	30.34	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$1.0M	NEW	21k	50.17	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.0M	+40%	4.8k	216.66	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$982k	+11%	6.6k	147.86	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$973k	+5%	48k	20.28	View chart
Simon Property (SPG)	0.1	$972k	+26%	4.2k	229.18	View chart
Chubb (CB)	0.1	$966k	+17%	2.8k	348.24	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$965k	-21%	2.6k	373.87	View chart
Blackrock (BLK)	0.1	$954k	+33%	847.00	1126.56	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$954k	+374%	7.9k	120.87	View chart
Palo Alto Networks (PANW)	0.1	$951k	-53%	2.7k	347.13	View chart
Oracle Corporation (ORCL)	0.1	$951k	+37%	6.7k	141.86	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.1	$936k	-2%	44k	21.17	View chart
At&t (T)	0.1	$917k	+4%	39k	23.59	View chart
Wells Fargo & Company (WFC)	0.1	$916k	+11%	10k	87.89	View chart
Pepsi (PEP)	0.1	$912k	+22%	6.5k	139.62	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$904k	+22%	8.1k	111.08	View chart
Verizon Communications (VZ)	0.1	$903k	+36%	19k	47.36	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.1	$890k		11k	79.78	View chart
Ge Vernova (GEV)	0.1	$878k	+67%	872.00	1006.99	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$846k	+76%	20k	42.27	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$845k	+18%	5.4k	157.62	View chart
Oklo Com Cl A (OKLO)	0.0	$831k		20k	41.22	View chart
Deere & Company (DE)	0.0	$830k	+45%	1.4k	605.20	View chart
Amgen (AMGN)	0.0	$822k	+53%	2.2k	378.88	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$816k	+57%	10k	78.28	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.0	$816k	NEW	8.7k	93.91	View chart
Corning Incorporated (GLW)	0.0	$812k		5.5k	146.63	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$811k	+76%	14k	58.34	View chart
Air Products & Chemicals (APD)	0.0	$798k	+3%	2.7k	292.98	View chart
Coinbase Global Com Cl A (COIN)	0.0	$797k	+15%	5.4k	146.50	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$795k	+35%	23k	34.86	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$793k	-66%	2.8k	282.16	View chart
AmerisourceBergen (COR)	0.0	$783k	+11%	2.5k	308.35	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.0	$782k	NEW	27k	29.40	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.0	$779k	+76%	40k	19.32	View chart
Linde SHS (LIN)	0.0	$777k	+22%	1.6k	480.50	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.0	$777k	NEW	15k	50.51	View chart
L3harris Technologies (LHX)	0.0	$775k	+9%	2.8k	277.90	View chart
Ryder System (R)	0.0	$766k	-10%	2.9k	262.36	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$764k	NEW	9.3k	81.78	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$747k		7.6k	97.93	View chart
Spdr Series Trust St Str P500val (SPYV)	0.0	$746k	+2%	12k	62.42	View chart
Citigroup Com New (C)	0.0	$736k	+50%	5.5k	133.57	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.0	$730k	-19%	13k	54.94	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$727k	-55%	13k	57.35	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$714k	+29%	5.3k	134.69	View chart
ConocoPhillips (COP)	0.0	$713k	+54%	6.0k	119.16	View chart
Sterling Cap Fds National Muni Bd (SCNM)	0.0	$709k	-22%	29k	24.69	View chart
Johnson Controls Internation SHS (JCI)	0.0	$705k	+30%	4.8k	146.39	View chart
Totalenergies Se Act (TTE)	0.0	$697k	+28%	8.0k	87.20	View chart

Past Filings by Triad Wealth Partners

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

Triad Wealth Partners 2026 Q2 filed Aug. 10, 2026
Triad Wealth Partners 2026 Q1 filed April 16, 2026
Triad Wealth Partners 2025 Q4 filed Jan. 22, 2026
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

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