§ 13F · FUND PROFILE
Triad Wealth Partners, LLC.
AUM · $1.7B (13F)Positions · 559Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$293M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 200K | $139M | 8.2% | +122% |
| 2 | ISTB | ISHARES TR | 2.60M | $125M | 7.4% | NEW |
| 3 | IVW | ISHARES TR | 698K | $96M | 5.7% | +48% |
| 4 | IVE | ISHARES TR | 315K | $73M | 4.3% | +21% |
| 5 | CORO | BLACKROCK ETF TRUST | 1.90M | $68M | 4.0% | +34% |
| 6 | DYNF | BLACKROCK ETF TRUST | 798K | $55M | 3.2% | +34% |
| 7 | NVDA | NVIDIA CORPORATION | 170K | $35M | 2.1% | +47% |
| 8 | BUFR | FIRST TR EXCHNG TRADED FD VI | 896K | $33M | 2.0% | −5% |
| 9 | AAPL | APPLE INC | 101K | $31M | 1.8% | +27% |
| 10 | SPTS | SPDR SERIES TRUST | 1.02M | $29M | 1.7% | NEW |
§ 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 $1.7 billion in assets. The fund runs a broad portfolio of 559 positions.
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