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Triad Wealth Partners, LLC

Q2 2026 13F filing

Updated 31 days ago

559 disclosed positions worth $1.7B

Portfolio value
$1.7B
Total holdings
559
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-10

Full holdings

Every line item disclosed in Q2 2026

V

VANGUARD INDEX FDS

Value
$139M
Shares
199.6K
% Port
8.19%
E

ISHARES TR

Value
$124.7M
Shares
2.60M
% Port
7.35%
E

ISHARES TR

Value
$96.5M
Shares
697.9K
% Port
5.69%
E

ISHARES TR

Value
$73.4M
Shares
314.8K
% Port
4.33%
E

BLACKROCK ETF TRUST

Value
$68.3M
Shares
1.90M
% Port
4.02%
E

BLACKROCK ETF TRUST

Value
$54.6M
Shares
798.5K
% Port
3.22%
N

NVIDIA CORPORATION

Value
$35M
Shares
169.6K
% Port
2.07%
F
8.FPF

FIRST TR EXCHNG TRADED FD VI

Value
$33.2M
Shares
895.9K
% Port
1.95%
A

APPLE INC

Value
$30.6M
Shares
100.7K
% Port
1.80%
S

SPDR SERIES TRUST

Value
$29.3M
Shares
1.02M
% Port
1.73%
E
11.ETHA

BLACKROCK ETF TRUST

Value
$26.8M
Shares
626.3K
% Port
1.58%
?
12.N/A

FIRST TR EXCHANGE-TRADED FD

Value
$24.9M
Shares
1.21M
% Port
1.47%
G

GLOBAL X FDS

Value
$23M
Shares
358.1K
% Port
1.36%
V
14.VGES

VANGUARD SCOTTSDALE FDS

Value
$23M
Shares
499.2K
% Port
1.35%
I
15.IVZ

INVESCO EXCH TRADED FD TR II

Value
$21.7M
Shares
149.2K
% Port
1.28%
E
16.ETHA

ISHARES TR

Value
$19.3M
Shares
183.3K
% Port
1.14%
V
17.VGES

VANGUARD TAX-MANAGED FDS

Value
$19.3M
Shares
271.2K
% Port
1.14%
E
18.ETHA

BLACKROCK ETF TRUST

Value
$19M
Shares
438.8K
% Port
1.12%
M
19.MSFT

MICROSOFT CORP

Value
$18.9M
Shares
38.8K
% Port
1.11%
?
20.N/A

AMERICAN CENTY ETF TR

Value
$17.2M
Shares
190.8K
% Port
1.01%
A
21.AMZN

AMAZON COM INC

Value
$17M
Shares
59.8K
% Port
1.00%
V
22.VGES

VANGUARD CHARLOTTE FDS

Value
$16.6M
Shares
347.7K
% Port
0.98%
?
23.N/A

DIMENSIONAL ETF TRUST

Value
$14.1M
Shares
313.4K
% Port
0.83%
?
24.N/A

FIRST TR EXCHANGE-TRADED FD

Value
$13.8M
Shares
676.4K
% Port
0.81%
G

ALPHABET INC

Value
$13.1M
Shares
35.0K
% Port
0.77%
S

SCHWAB STRATEGIC TR

Value
$12.5M
Shares
451.9K
% Port
0.73%
E
27.ETHA

ISHARES TR

Value
$11.9M
Shares
15.6K
% Port
0.70%
J

J P MORGAN EXCHANGE TRADED F

Value
$10.9M
Shares
236.0K
% Port
0.64%
A
29.AVGO

BROADCOM INC

Value
$10.1M
Shares
25.7K
% Port
0.59%
S
30.SPY

STATE STR SPDR S&P 500 ETF T

Value
$9.8M
Shares
12.9K
% Port
0.58%
V
31.VGES

VANGUARD INDEX FDS

Value
$9.8M
Shares
112.2K
% Port
0.58%
E
32.ETHA

BLACKROCK ETF TRUST II

Value
$9.4M
Shares
181.5K
% Port
0.55%
?
33.N/A

INNOVATOR ETFS TRUST

Value
$9.4M
Shares
346.4K
% Port
0.55%
G

ALPHABET INC

Value
$9.1M
Shares
24.4K
% Port
0.54%
?
35.N/A

INNOVATOR ETFS TRUST

Value
$8M
Shares
231.2K
% Port
0.47%
?
36.N/A

INNOVATOR ETFS TRUST

Value
$7.6M
Shares
177.9K
% Port
0.45%
V
37.VGES

VANGUARD BD INDEX FDS

Value
$7.4M
Shares
103.0K
% Port
0.44%
I
38.ITGR

INNOVATOR ETFS TRUST

Value
$7.4M
Shares
149.7K
% Port
0.43%
?
39.N/A

NORTHERN LTS FD TR IV

Value
$7.4M
Shares
103.5K
% Port
0.43%
I
40.IAU

ISHARES GOLD TR

Value
$7.2M
Shares
94.9K
% Port
0.43%
?
41.N/A

INNOVATOR ETFS TRUST

Value
$7.2M
Shares
144.0K
% Port
0.43%
?
42.N/A

INNOVATOR ETFS TRUST

Value
$7.2M
Shares
153.0K
% Port
0.42%
?
43.N/A

INNOVATOR ETFS TRUST

Value
$7M
Shares
193.3K
% Port
0.41%
E
44.ETHA

ISHARES TR

Value
$7M
Shares
72.0K
% Port
0.41%
?
45.N/A

DIMENSIONAL ETF TRUST

Value
$6.5M
Shares
170.8K
% Port
0.39%
J

JPMORGAN CHASE & CO

Value
$6.5M
Shares
18.5K
% Port
0.38%
X
47.XOM

EXXON MOBIL CORP

Value
$6.4M
Shares
41.5K
% Port
0.38%
Q
48.QQQ

INVESCO QQQ TR

Value
$6.4M
Shares
9.1K
% Port
0.38%
?
49.N/A

LISTED FDS TR

Value
$6.3M
Shares
220.8K
% Port
0.37%
M
50.META

META PLATFORMS INC

Value
$6.3M
Shares
10.6K
% Port
0.37%