§ 13F · FUND PROFILE
Triad Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $775M (13F)Positions · 366Turnover · — · Q1Filed · Apr 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$77M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | 260K | $55M | 4.4% | +31% |
| 2 | VOO | VANGUARD INDEX FDS | 90K | $54M | 4.3% | +110% |
| 3 | IVW | ISHARES TR | 470K | $53M | 4.2% | +74% |
| 4 | FBND | FIDELITY MERRIMACK STR TR | 1.16M | $53M | 4.2% | +21% |
| 5 | CORO | BLACKROCK ETF TRUST | 1.42M | $46M | 3.6% | NEW |
| 6 | GOVT | ISHARES TR | 1.95M | $45M | 3.5% | +225% |
| 7 | DYNF | BLACKROCK ETF TRUST | 597K | $35M | 2.8% | +7% |
| 8 | BUFR | FIRST TR EXCHNG TRADED FD VI | 943K | $32M | 2.5% | −10% |
| 9 | NVDA | NVIDIA CORPORATION | 136K | $24M | 1.9% | +59% |
| 10 | IEMG | ISHARES INC | 334K | $23M | 1.8% | −19% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TRIAD SIGNAL
AC read
Triad Wealth Partners, LLC is a Other fund managing $775 million in assets. The fund runs a broad portfolio of 366 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed