§ 13F · FUND PROFILE
Triad Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $495.1T (13F)Positions · 289Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$90.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | FBND | FIDELITY MERRIMACK STR TR | 965K | $44.4T | 4.2% | +23% |
| 2 | IVE | ISHARES TR | 199K | $42.3T | 4.0% | +74% |
| 3 | BUFR | FIRST TR EXCHNG TRADED FD VI | 1.04M | $35.8T | 3.4% | +7% |
| 4 | DYNF | BLACKROCK ETF TRUST | 559K | $34.0T | 3.2% | +26% |
| 5 | IVW | ISHARES TR | 270K | $33.3T | 3.2% | +28% |
| 6 | IEMG | ISHARES INC | 413K | $27.8T | 2.6% | +57% |
| 7 | VOO | VANGUARD INDEX FDS | 43K | $26.9T | 2.6% | +16% |
| 8 | MGC | VANGUARD WORLD FD | 94K | $23.6T | 2.2% | +26% |
| 9 | AAPL | APPLE INC | 73K | $19.8T | 1.9% | +32% |
| 10 | XISE | FIRST TR EXCHNG TRADED FD VI | 629K | $19.1T | 1.8% | −10% |
§ 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 $495099.0 trillion in assets. The fund runs a broad portfolio of 289 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed