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CIK: 0002012717
Total reported value
$1.7B
$1.7B
289 檔
5.8%
As reported in its official Q2 2025 Form 13F filing, Triad Wealth Partners, LLC's tracked investment portfolio stood at $1.7B with 289 total positions.
During Q2 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 289 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 5.11% | -0.34% | +13.06% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.88% | +1.47% | -5.23% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.78% | -0.04% | +29.66% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.76% | -4.14% | +10.75% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.50% | -0.03% | +25.28% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.12% | -0.85% | +69.13% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.12% | +0.47% | +27.15% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.87% | +3.93% | -23.58% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.30% | +0.07% | +50.34% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.20% | -1.64% | +110.09% | |
| 11 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 2.13% | -1.14% | +71.10% | |
| 12 | RSMV | Rltive Strngt Mng Vol St ETF | ETF-Other | 2.11% | -0.55% | — | |
| 13 | MBB | Ishares Mbs ETF | ETF-Other | 2.03% | -1.54% | +27.16% | |
| 14 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.68% | -0.44% | +24.74% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.59% | -0.88% | +10.69% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.50% | +0.55% | +56.88% | |
| 17 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.44% | -0.07% | +9.95% | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.44% | -0.22% | — | |
| 19 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.42% | -0.02% | EXIT | |
| 20 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.42% | -0.31% | — | |
| 21 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.26% | +0.02% | +12.86% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.26% | +0.21% | +20.73% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.24% | +0.08% | +45.15% | |
| 24 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.22% | -0.01% | +242.69% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.07% | +0.41% | +90.89% | |
| 26 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.06% | -0.20% | +22.26% | |
| 27 | BND | Vanguard Total Bond Market | ETF-Other | 1.00% | -0.16% | +50.34% | |
| 28 | IAU | Ishares Gold Trust | ETF-Commodities | 1.00% | -0.13% | +21.06% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.91% | +0.02% | +17.80% | |
| 30 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.90% | -0.33% | — | |
| 31 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.88% | +0.03% | +1.28% | |
| 32 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.78% | +0.01% | — | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | -0.08% | +13.22% | |
| 34 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.63% | — | +24.24% | |
| 35 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.62% | -0.79% | +604.23% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.56% | -0.02% | +22.15% | |
| 37 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.54% | -3.42% | +26.26% | |
| 38 | QLTA | Ishares Aaa - A Rated Corpor | ETF-Other | 0.53% | -0.24% | EXIT | |
| 39 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.53% | +0.01% | NEW | |
| 40 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.52% | -0.07% | -19.96% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.51% | +0.17% | -5.04% | |
| 42 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.51% | -0.04% | +179.59% | |
| 43 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.50% | -0.09% | +137.54% | |
| 44 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.49% | -0.05% | +30.52% | |
| 45 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.48% | -0.09% | +89.49% | |
| 46 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.47% | -0.07% | +91.32% | |
| 47 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.47% | -0.08% | +90.48% | |
| 48 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 0.45% | -0.08% | -12.95% | |
| 49 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.44% | -0.04% | +71.31% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | -0.02% | +180.01% |
According to official SEC Form 13F filings, Triad Wealth Partners, LLC reported a total U.S. public equity portfolio value of $1.7B across 289 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including JCPB, IVW, QUAL) accounted for 5.8% of total reported equity market value during Q2 2025.
During Q2 2025, Triad Wealth Partners, LLC's top holdings by market value included JCPB (5.1%)、IVW (3.9%)、QUAL (3.8%). The largest single position, JCPB, represented 5.1% of total portfolio value.
In Q2 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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