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Simplify Exchange Traded Fun shares owned by Triad Wealth Partners

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SBAR) shares owned by Triad Wealth Partners from 13F filings

Historical chart of Triad Wealth Partners investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Triad Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $257k 9.8k 26.26

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
Vanguard World Mega Cap Index (MGC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for Triad Wealth Partners

Top funds holding Simplify Exchange Traded Fun

AE Wealth Management
Mid-American Wealth Advisory Group
Simplify Asset Management
Beacon Capital Management
Change Path
Elevated Capital Advisors
POM Investment Strategies
Principal Securities
Old Mission Capital
Envestnet Asset Management
Brookwood Investment Group
Brookstone Capital Management
Cetera Investment Advisers
Strategic Blueprint
Authentikos Wealth Advisory

View all funds holding Simplify Exchange Traded Fun