Triad Wealth Partners, LLC

Est. AUM

$1.24B

13F long equity, this entity only

Positions

471

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	S&P 500 VAL ETF	$55.0M	260257	4.43%	SOLE
2	VANGUARD INDEX FDS	S&P 500 ETF SHS	$53.7M	89893	4.33%	SOLE
3	ISHARES TR	S&P 500 GRWT ETF	$53.2M	470220	4.29%	SOLE
4	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$53.1M	1164361	4.29%	SOLE
5	BLACKROCK ETF TRUST	ISHARES INTL CTR	$45.7M	1420366	3.68%	SOLE
6	ISHARES TR	US TREAS BD ETF	$44.7M	1951668	3.61%	SOLE
7	BLACKROCK ETF TRUST	ISHARES US EQUIT	$34.7M	597256	2.80%	SOLE
8	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$31.9M	943338	2.57%	SOLE
9	NVIDIA CORPORATION	COM	$23.7M	135795	1.91%	SOLE
10	ISHARES INC	CORE MSCI EMKT	$23.3M	333512	1.88%	SOLE
11	ISHARES TR	MBS ETF	$20.4M	214833	1.65%	SOLE
12	APPLE INC	COM	$20.1M	79095	1.62%	SOLE
13	BLACKROCK ETF TRUST	ISHARES A I INNO	$19.8M	602252	1.60%	SOLE
14	BLACKROCK ETF TRUST	ISHARES US THEMA	$18.1M	499177	1.46%	SOLE
15	J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$17.9M	280770	1.45%	SOLE
16	SPDR SERIES TRUST	STATE STREET SPD	$15.2M	199215	1.23%	SOLE
17	GLOBAL X FDS	DEFENSE TECH ETF	$15.2M	214036	1.22%	SOLE
18	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$15.1M	314149	1.22%	SOLE
19	ISHARES TR	10-20 YR TRS ETF	$15.0M	148453	1.21%	SOLE
20	MICROSOFT CORP	COM	$13.2M	35599	1.06%	SOLE
21	ISHARES TR	EAFE VALUE ETF	$12.7M	171308	1.03%	SOLE
22	FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$12.6M	211031	1.02%	SOLE
23	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$12.5M	240878	1.01%	SOLE
24	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$12.3M	261526	0.99%	SOLE
25	AMAZON COM INC	COM	$11.6M	55858	0.94%	SOLE
26	LISTED FDS TR	RELATIVE STRENGT	$11.6M	439207	0.94%	SOLE
27	ISHARES TR	NATIONAL MUN ETF	$10.7M	100580	0.86%	SOLE
28	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$10.5M	271250	0.85%	SOLE
29	STATE STR SPDR S&P 500 ETF T	TR UNIT	$9.9M	15201	0.80%	SOLE
30	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$9.2M	143307	0.74%	SOLE
31	SCHWAB STRATEGIC TR	INTL EQTY ETF	$8.9M	358863	0.72%	SOLE
32	VANGUARD INDEX FDS	GROWTH ETF	$8.4M	19260	0.68%	SOLE
33	ALPHABET INC	CAP STK CL A	$7.8M	27098	0.63%	SOLE
34	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$7.6M	103450	0.61%	SOLE
35	INNOVATOR ETFS TRUST	EQUITY MNGD 100	$7.2M	273585	0.58%	SOLE
36	BROADCOM INC	COM	$7.2M	23138	0.58%	SOLE
37	EXXON MOBIL CORP	COM	$7.0M	41544	0.57%	SOLE
38	ISHARES GOLD TR	ISHARES NEW	$7.0M	79455	0.57%	SOLE
39	INNOVATOR ETFS TRUST	US EQT PWR BUF	$6.8M	172043	0.55%	SOLE
40	ISHARES TR	CORE S&P500 ETF	$6.8M	10440	0.55%	SOLE
41	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$6.5M	142284	0.53%	SOLE
42	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$6.3M	137141	0.51%	SOLE
43	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$6.3M	146583	0.51%	SOLE
44	EA SERIES TRUST	BURNEY US FCTR	$6.2M	126647	0.50%	SOLE
45	INVESCO QQQ TR	UNIT SER 1	$5.9M	10291	0.48%	SOLE
46	BLACKROCK ETF TRUST II	ISHARES AAA CLO	$5.9M	114010	0.48%	SOLE
47	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$5.8M	164300	0.47%	SOLE
48	META PLATFORMS INC	CL A	$5.7M	9974	0.46%	SOLE
49	ALPHABET INC	CAP STK CL C	$5.6M	19617	0.45%	SOLE
50	FIRST TR EXCHNG TRADED FD VI	VEST US EQUITY B	$5.6M	181233	0.45%	SOLE

1–50 of 471

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.