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CIK: 0002012717
Total reported value
$1.7B
$1.7B
47 檔
4.4%
In Q3 2024, Triad Wealth Partners, LLC's U.S. equity holdings reached a combined market value of $1.7B, distributed across 47 disclosed stock positions.
During Q3 2024, Triad Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | ETF-Other | 9.78% | -4.14% | +3.55% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.50% | +3.93% | +5.25% | |
| 3 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 6.89% | +0.01% | +1.17% | |
| 4 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 6.80% | -0.34% | +64.64% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 6.76% | -0.16% | -30.61% | |
| 6 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 4.35% | -0.07% | -27.45% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.21% | -0.01% | -26.59% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.17% | +1.47% | +9950.89% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.13% | -0.88% | +29.21% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.60% | -0.04% | +1530.47% | |
| 11 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.60% | -0.01% | -27.64% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.60% | +0.07% | +14.29% | |
| 13 | MBB | Ishares Mbs ETF | ETF-Other | 2.55% | -1.54% | +217517.39% | |
| 14 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.50% | -0.05% | — | |
| 15 | IQLT | Ishares Msci International Q | ETF-Other | 2.46% | — | -27.80% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 2.33% | +0.21% | +57.37% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.14% | -0.03% | +510175.00% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.00% | +0.03% | -19.76% | |
| 19 | SKOR | Flexshares Credit-scored US | ETF-Other | 1.87% | -0.03% | -28.52% | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.74% | -0.85% | +16046.88% | |
| 21 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.73% | -0.07% | +15270.56% | |
| 22 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 1.48% | -0.07% | -24.79% | |
| 23 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 1.47% | -0.01% | -27.39% | |
| 24 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.41% | -0.44% | +123550.00% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.35% | — | -28.68% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 1.29% | +0.55% | +19.30% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.29% | +0.08% | +19.02% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-Other | 1.13% | +0.29% | +99.05% | |
| 29 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.11% | -0.01% | — | |
| 30 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 1.07% | — | +100.00% | |
| 31 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.02% | +0.02% | +11843.40% | |
| 32 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.76% | — | — | |
| 33 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.66% | -0.01% | +1571333.33% | |
| 34 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.64% | -0.15% | EXIT | |
| 35 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.63% | -0.05% | -5.37% | |
| 36 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.62% | — | +8792.20% | |
| 37 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.44% | +0.47% | +78709.52% | |
| 38 | TDSC | Exchange Listed Funds Trust | ETF-Other | 0.43% | -0.01% | — | |
| 39 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.40% | -3.42% | +210.42% | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.38% | -1.64% | +3306.91% | |
| 41 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.34% | — | +945.33% | |
| 42 | CLSM | Exchange Listed Funds Trust | ETF-Other | 0.33% | -0.01% | — | |
| 43 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.24% | — | — | |
| 44 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.24% | — | — | |
| 45 | FGD | First Trust Dj Gl Sel Dvd | ETF-Other | 0.23% | +0.25% | NEW | |
| 46 | TDSB | Etc Cabana Target Beta ETF | ETF-Other | 0.19% | — | — | |
| 47 | T | At&t Inc | Stock-Comm Services | 0.12% | -0.04% | -10.34% |
According to official SEC Form 13F filings, Triad Wealth Partners, LLC reported a total U.S. public equity portfolio value of $1.7B across 47 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including FBND, VOO, OMFL) accounted for 4.4% of total reported equity market value during Q3 2024.
During Q3 2024, Triad Wealth Partners, LLC's top holdings by market value included FBND (9.8%)、VOO (9.5%)、OMFL (6.9%). The largest single position, FBND, represented 9.8% of total portfolio value.
In Q3 2024, Triad Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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