Triad Wealth Partners
$1.7B 13F equity value
614 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Triad Wealth Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 199,635 | $139M | 8.2% |
| ISTB | ISHARES TR | 2,603,382 | $125M | 7.4% |
| IVW | ISHARES TR | 697,889 | $96M | 5.7% |
| IVE | ISHARES TR | 314,821 | $73M | 4.4% |
| CORO | BLACKROCK ETF TRUST | 1,902,690 | $68M | 4.0% |
| DYNF | BLACKROCK ETF TRUST | 798,464 | $55M | 3.2% |
| NVDA | NVIDIA CORPORATION | 169,599 | $35M | 2.1% |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 895,856 | $33M | 2.0% |
| AAPL | APPLE INC | 100,693 | $31M | 1.8% |
| SPTS | SPDR SERIES TRUST | 1,015,011 | $29M | 1.7% |
Track Triad Wealth Partners's 13F portfolio: $1.7B in reported holdings, 614 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}