Triad Wealth Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.26B
Q ending 2026-03-31
Prior quarter
$1.05B
Q ending 2025-12-31
Change
+19.9% QoQ · +292.3% YoY
Positions
478
reported holdings
Largest positions
Top 100 of 478 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVE | Shares | $55.0M | 260K |
| Vanguard Index Fds | VOO | Shares | $53.7M | 90K |
| Ishares Tr | IVW | Shares | $53.2M | 470K |
| Fidelity Merrimack Str Tr | FBND | Shares | $53.1M | 1.2M |
| Blackrock Etf Trust | CORO | Shares | $45.7M | 1.4M |
| Ishares Tr | GOVT | Shares | $44.7M | 2.0M |
| Blackrock Etf Trust | DYNF | Shares | $34.7M | 597K |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $31.9M | 943K |
| Nvidia Corporation | NVDA | Shares | $23.7M | 136K |
| Ishares Inc | IEMG | Shares | $23.3M | 334K |
| Ishares Tr | MBB | Shares | $20.4M | 215K |
| Apple Inc | AAPL | Shares | $20.1M | 79K |
| Blackrock Etf Trust | BAI | Shares | $19.8M | 602K |
| Invesco Exch Traded Fd Tr Ii | SPMO | Shares | $18.6M | 166K |
| Blackrock Etf Trust | THRO | Shares | $18.1M | 499K |
| J P Morgan Exchange Traded F | HELO | Shares | $17.9M | 281K |
| Spdr Series Trust | SPYM | Shares | $15.2M | 199K |
| Global X Fds | SHLD | Shares | $15.2M | 214K |
| Vanguard Charlotte Fds | BNDX | Shares | $15.1M | 314K |
| Ishares Tr | TLH | Shares | $15.0M | 148K |
| Microsoft Corp | MSFT | Shares | $13.2M | 36K |
| Ishares Tr | EFV | Shares | $12.7M | 171K |
| First Tr Exchange-Traded Fd | FTSM | Shares | $12.6M | 211K |
| Blackrock Etf Trust Ii | BINC | Shares | $12.5M | 241K |
| J P Morgan Exchange Traded F | JCPB | Shares | $12.3M | 262K |
| Amazon Com Inc | AMZN | Shares | $11.6M | 56K |
| Listed Fds Tr | RSMV | Shares | $11.6M | 439K |
| Ishares Tr | MUB | Shares | $10.7M | 101K |
| Dimensional Etf Trust | DFAC | Shares | $10.5M | 271K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $9.9M | 15K |
| Vanguard Tax-Managed Fds | VEA | Shares | $9.2M | 143K |
| Schwab Strategic Tr | SCHF | Shares | $8.9M | 359K |
| Vanguard Index Fds | VUG | Shares | $8.4M | 19K |
| Alphabet Inc | GOOGL | Shares | $7.8M | 27K |
| Vanguard Bd Index Fds | BND | Shares | $7.6M | 103K |
| Innovator Etfs Trust | BFRZ | Shares | $7.2M | 274K |
| Broadcom Inc | AVGO | Shares | $7.2M | 23K |
| Exxon Mobil Corp | XOM | Shares | $7.0M | 42K |
| Ishares Gold Tr | IAU | Shares | $7.0M | 79K |
| Innovator Etfs Trust | PAPR | Shares | $6.8M | 172K |
| Ishares Tr | IVV | Shares | $6.8M | 10K |
| Innovator Etfs Trust | PJUL | Shares | $6.5M | 142K |
| Innovator Etfs Trust | PJAN | Shares | $6.3M | 137K |
| Innovator Etfs Trust | POCT | Shares | $6.3M | 147K |
| Ea Series Trust | BRNY | Shares | $6.2M | 127K |
| Invesco Qqq Tr | QQQ | Shares | $5.9M | 10K |
| Blackrock Etf Trust Ii | CLOA | Shares | $5.9M | 114K |
| Dimensional Etf Trust | DFIC | Shares | $5.8M | 164K |
| Meta Platforms Inc | META | Shares | $5.7M | 10K |
| Alphabet Inc | GOOG | Shares | $5.6M | 20K |
| First Tr Exchng Traded Fd Vi | XIJN | Shares | $5.6M | 181K |
| Chevron Corporation | CVX | Shares | $5.5M | 27K |
| Tesla Inc | TSLA | Shares | $5.2M | 17K |
| First Tr Exchange-Traded Fd | KNG | Shares | $5.2M | 107K |
| Nextera Energy Inc | NEE | Shares | $5.1M | 55K |
| Jpmorgan Chase & Co | JPM | Shares | $5.0M | 17K |
| J P Morgan Exchange Traded F | JAVA | Shares | $5.0M | 69K |
| Innovator Etfs Trust | BALT | Shares | $4.8M | 143K |
| Ishares Tr | HYDB | Shares | $4.7M | 102K |
| J P Morgan Exchange Traded F | JGRO | Shares | $4.7M | 56K |
| Ishares Tr | SYSB | Shares | $4.7M | 52K |
| First Tr Exchng Traded Fd Vi | BUFD | Shares | $4.6M | 163K |
| J P Morgan Exchange Traded F | BBUS | Shares | $4.5M | 38K |
| Valero Energy Corp | VLO | Shares | $4.5M | 18K |
| First Tr Exchng Traded Fd Vi | XISE | Shares | $4.4M | 146K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $4.1M | 9K |
| Walmart Inc | WMT | Shares | $4.0M | 32K |
| Invesco Actively Managed Exc | QQA | Shares | $3.8M | 77K |
| Schwab Strategic Tr | FNDF | Shares | $3.7M | 75K |
| Innovator Etfs Trust | EALT | Shares | $3.6M | 106K |
| Innovator Etfs Trust | JAJL | Shares | $3.5M | 121K |
| Costco Wholesale Corporation | COST | Shares | $3.5M | 3K |
| Invesco Exch Trd Slf Idx Fd | OMFL | Shares | $3.4M | 56K |
| Eli Lilly & Co | LLY | Shares | $3.2M | 4K |
| Ishares Tr | LMUB | Shares | $3.2M | 64K |
| J P Morgan Exchange Traded F | JPIE | Shares | $3.1M | 68K |
| Ishares Tr | QLTA | Shares | $3.1M | 64K |
| Virtus Etf Tr Ii | SEIX | Shares | $3.0M | 132K |
| Ishares Tr | AGG | Shares | $3.0M | 30K |
| First Tr Exchange Traded Fd | RDVY | Shares | $3.0M | 44K |
| Innovator Etfs Trust | ZNOV | Shares | $2.9M | 111K |
| Wisdomtree Tr | DGRW | Shares | $2.9M | 33K |
| Ishares Tr | SUB | Shares | $2.8M | 27K |
| Blackrock Etf Trust | BALI | Shares | $2.7M | 87K |
| Legg Mason Etf Invt | LVHD | Shares | $2.7M | 62K |
| J P Morgan Exchange Traded F | BBAG | Shares | $2.7M | 58K |
| Ea Series Trust | BOXX | Shares | $2.6M | 22K |
| Schwab Strategic Tr | SCHO | Shares | $2.5M | 102K |
| J P Morgan Exchange Traded F | JGLO | Shares | $2.5M | 38K |
| Johnson & Johnson | JNJ | Shares | $2.4M | 10K |
| Dimensional Etf Trust | DCOR | Shares | $2.4M | 33K |
| Dimensional Etf Trust | DFEM | Shares | $2.3M | 66K |
| Spdr Gold Tr | GLD | Shares | $2.2M | 5K |
| Ishares Tr | IEF | Shares | $2.2M | 23K |
| Kla Corp | KLAC | Shares | $2.2M | 1K |
| Ishares Tr | QUAL | Shares | $2.1M | 11K |
| Abbvie Inc | ABBV | Shares | $2.1M | 10K |
| Ishares Tr | IWY | Shares | $2.1M | 9K |
| Spdr Index Shs Fds | SPDW | Shares | $2.1M | 46K |
| Ishares Tr | IUSB | Shares | $2.1M | 45K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.