Triad Wealth Partners, LLC 13F Holdings
CIK 0002012717 · LAWRENCE, KS
As of Sep 30, 2025, Triad Wealth Partners, LLC reported 366 positions worth $721.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| FIDELITY TOTAL BOND ETF | FBND | — | 785,511 | $36.3M | 5.03% |
| FT VEST LADDERED BUFFER ETF | BUFR | — | 979,487 | $32.7M | 4.54% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 444,973 | $26.3M | 3.65% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 210,875 | $25.5M | 3.53% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 114,533 | $23.7M | 3.28% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 117,127 | $22.8M | 3.16% |
| VANGUARD 500 INDEX FUND | VOO | — | 36,990 | $22.7M | 3.14% |
| FIRST TR EXCHNG TRADED FD VI | — | — | 700,492 | $21.2M | 2.93% |
| VANGUARD MEGA CAP INDEX FUND | MGC | — | 74,572 |