Triad Wealth Partners
$1.3B Assets Reported
526 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVE | ISHARES TR | 260,257 | $55M | 4.4% |
| VOO | VANGUARD INDEX FDS | 89,893 | $54M | 4.3% |
| IVW | ISHARES TR | 470,220 | $53M | 4.2% |
| FBND | FIDELITY MERRIMACK STR TR | 1,164,361 | $53M | 4.2% |
| CORO | BLACKROCK ETF TRUST | 1,420,366 | $46M | 3.6% |
| GOVT | ISHARES TR | 1,951,668 | $45M | 3.5% |
| DYNF | BLACKROCK ETF TRUST | 597,256 | $35M | 2.8% |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 943,338 | $32M | 2.5% |
| NVDA | NVIDIA CORPORATION | 135,795 | $24M | 1.9% |
| IEMG | ISHARES INC | 333,512 | $23M | 1.8% |
Track Triad Wealth Partners's 13F portfolio: $1.3B in reported holdings, 526 positions. Top holdings, AUM, and quarterly changes on SentiSense.