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CIK: 0002012717
Total reported value
$1.7B
$1.7B
212 檔
5.1%
During the Q1 2025 filing period, Triad Wealth Partners, LLC (CIK: 0002012717) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.7B across 212 reported positions.
During Q1 2025, Triad Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 212 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 6.95% | -0.34% | +16.27% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.31% | +1.47% | +18.89% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.23% | +3.93% | -12.46% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 5.22% | -4.14% | +5.06% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 4.20% | -0.03% | +45.36% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.19% | -0.04% | +34.58% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.38% | +0.47% | +20.41% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.64% | -0.85% | +2.10% | |
| 9 | MBB | Ishares Mbs ETF | ETF-Other | 2.46% | -1.54% | -3.24% | |
| 10 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.06% | -0.44% | +29.95% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.01% | -0.88% | +87.84% | |
| 12 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.96% | -1.14% | — | |
| 13 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.80% | -0.07% | -27.31% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.78% | +0.07% | +7.51% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.73% | +0.21% | +6.65% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.45% | -1.64% | +157.57% | |
| 17 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.40% | +0.02% | +19.41% | |
| 18 | IAU | Ishares Gold Trust | ETF-Commodities | 1.20% | -0.13% | +101.66% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.20% | +0.03% | +15.81% | |
| 20 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.18% | -0.01% | -13.32% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.14% | +0.08% | +19.59% | |
| 22 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.10% | -0.20% | +16.77% | |
| 23 | BND | Vanguard Total Bond Market | ETF-Other | 1.02% | -0.16% | -23.99% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | +0.55% | +22.68% | |
| 25 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 1.00% | -0.07% | +9.05% | |
| 26 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.99% | -0.02% | EXIT | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.83% | +0.17% | +20.57% | |
| 28 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 0.79% | -0.08% | +13.92% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.77% | +0.41% | +103.91% | |
| 30 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.76% | -0.07% | -25.98% | |
| 31 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.76% | — | +29.08% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.72% | +0.02% | +42.65% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.72% | -0.08% | +16.87% | |
| 34 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.66% | -3.42% | +18.84% | |
| 35 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.65% | +0.01% | -38.94% | |
| 36 | QLTA | Ishares Aaa - A Rated Corpor | ETF-Other | 0.64% | -0.24% | EXIT | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | -0.02% | +4.97% | |
| 38 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.57% | -0.05% | +52.76% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | +0.16% | +1.93% | |
| 40 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.51% | -0.01% | +305.57% | |
| 41 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.47% | +0.01% | NEW | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.45% | +0.19% | -4.54% | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.41% | +0.02% | +195.35% | |
| 44 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.39% | -0.04% | +130.76% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.38% | +0.02% | -1.44% | |
| 46 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-Other | 0.38% | -0.06% | +55.80% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.37% | -0.01% | -42.41% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | -0.18% | +23.60% | |
| 49 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.36% | -0.07% | +102.00% | |
| 50 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.36% | -0.09% | +67.23% |
According to official SEC Form 13F filings, Triad Wealth Partners, LLC reported a total U.S. public equity portfolio value of $1.7B across 212 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including JCPB, IVW, VOO) accounted for 5.1% of total reported equity market value during Q1 2025.
During Q1 2025, Triad Wealth Partners, LLC's top holdings by market value included JCPB (7.0%)、IVW (5.3%)、VOO (5.2%). The largest single position, JCPB, represented 7.0% of total portfolio value.
In Q1 2025, 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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