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CIK: 0002012717
Total reported value
$1.7B
$1.7B
366 檔
8.5%
The Q3 2025 SEC filing reveals that Triad Wealth Partners, LLC held a total portfolio value of $1.7B, covering 366 public equity positions.
In Q3 2025, Triad Wealth Partners, LLC displayed an active expansion posture, initiating 9 new positions and adding to 37 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 366 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.68% | -4.14% | +92.80% | |
| 2 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 4.22% | -0.57% | +1691.44% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.40% | +0.47% | +56.93% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.28% | +1.47% | +20.93% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.05% | -0.03% | +29.00% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.94% | -0.04% | +14.55% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.92% | +3.93% | +47.88% | |
| 8 | XISE | Ft Vest US Equity Buffer & P | ETF-Other | 2.73% | -0.29% | — | |
| 9 | MGC | Vanguard Mega Cap ETF | ETF-Other | 2.35% | -0.02% | EXIT | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.24% | -1.64% | +45.13% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.95% | -0.85% | -8.45% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.82% | +0.21% | +82.64% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.80% | +0.07% | +17.65% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.77% | +0.55% | +56.91% | |
| 15 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.66% | -1.14% | +20.49% | |
| 16 | MBB | Ishares Mbs ETF | ETF-Other | 1.53% | -1.54% | +16.12% | |
| 17 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.50% | -3.42% | +333.45% | |
| 18 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.36% | -0.34% | -58.69% | |
| 19 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.29% | +0.01% | +120.70% | |
| 20 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.25% | -0.31% | +30.31% | |
| 21 | IAU | Ishares Gold Trust | ETF-Commodities | 1.23% | -0.13% | +64.88% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.19% | +0.08% | +50.31% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.17% | +0.02% | +67.79% | |
| 24 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.14% | -0.44% | +5.36% | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.13% | -0.22% | +22.88% | |
| 26 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.11% | -0.88% | +1.00% | |
| 27 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.07% | -0.01% | +27.63% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.03% | -0.20% | +1412.56% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 1.00% | -0.09% | +634.60% | |
| 30 | RSMV | Rltive Strngt Mng Vol St ETF | ETF-Other | 0.90% | -0.55% | -37.91% | |
| 31 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.86% | -0.20% | +17.96% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.86% | +0.41% | +19.49% | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.79% | +0.03% | +32.59% | |
| 34 | BND | Vanguard Total Bond Market | ETF-Other | 0.69% | -0.16% | +6.80% | |
| 35 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.67% | +0.16% | — | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | -0.01% | +250.95% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | -0.08% | +32.97% | |
| 38 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.56% | -0.09% | +76.94% | |
| 39 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.56% | -0.09% | +71.13% | |
| 40 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.53% | -0.08% | +70.51% | |
| 41 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.53% | -0.07% | +69.87% | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.53% | -0.11% | +1305.08% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.52% | -0.18% | +119.08% | |
| 44 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.52% | -0.33% | -10.30% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.51% | -0.09% | +217.61% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.50% | +0.19% | +46.39% | |
| 47 | QLTA | Ishares Aaa - A Rated Corpor | ETF-Other | 0.50% | -0.24% | EXIT | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.49% | -0.12% | +382.86% | |
| 49 | MUB | Ishares National Muni Bond E | ETF-Other | 0.45% | +0.29% | +122.05% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | +0.16% | +63.12% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BUFR | Ft Vest Lad Buffervetf-usd I | +4.1% | +1691.44% | Add |
| 2 | MGC | Vanguard Mega Cap ETF | +1.4% | +137.75% | Add |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1% | +1412.56% | Add |
| 4 | VUG | Vanguard Growth ETF | +0.9% | +634.60% | Add |
| 5 | GOVT | Ishares US Treasury Bond ETF | +0.8% | +333.45% | Add |
| 6 | IEMG | Ishares Core Msci Emerging | +0.8% | +45.13% | Add |
| 7 | NVDA | Nvidia CORP | +0.8% | +56.91% | Add |
| 8 | DFAC | Dimensional US Core Equity 2 | +0.6% | +27.63% | Add |
| 9 | AVGO | Broadcom Inc | +0.5% | +67.79% | Add |
| 10 | NEE | Nextera Energy Inc | +0.5% | +1305.08% | Add |
| 11 | TSLA | Tesla Inc | +0.4% | +250.95% | Add |
| 12 | CVX | Chevron CORP | +0.3% | +382.86% | Add |
| 13 | PAPR | Innovator U.s. Equity Power | +0.3% | +71.13% | Add |
| 14 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +217.61% | Add |
| 15 | PJUL | Innovator U.s. Equity Power | +0.2% | +76.94% | Add |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +65.99% | Add |
| 17 | POCT | Innovator U.s. Equity Power | +0.2% | +70.51% | Add |
| 18 | PJAN | Innovator U.s. Equity Power | +0.2% | +69.87% | Add |
| 19 | JGRO | Jpmorgan Active Growth ETF | +0.2% | +16.84% | Add |
| 20 | XOM | Exxon Mobil CORP | +0.2% | +119.08% | Add |
| 21 | MUB | Ishares National Muni Bond E | +0.2% | +122.05% | Add |
| 22 | AAPL | Apple Inc | +0.1% | +82.64% | Add |
| 23 | VEA | Vanguard Ftse Developed ETF | +0.1% | +19.49% | Add |
| 24 | AMZN | Amazon.com Inc | +0.1% | +50.31% | Add |
| 25 | GOOGL | Alphabet Inc-cl A | +0.1% | +46.39% | Add |
| 26 | IAU | Ishares Gold Trust | 0% | +64.88% | Add |
| 27 | DYNF | Ishrs US E F R A Etf-usd Inc | 0% | +56.93% | Add |
| 28 | MSFT | Microsoft CORP | 0% | +17.65% | Add |
| 29 | SPMO | Invesco S&p 500 Momentum ETF | -0.2% | +17.96% | Add |
| 30 | TLH | Ishares 10-20 Year Treasury | -0.3% | +20.49% | Add |
| 31 | FBND | Fidelity Total Bond ETF | -0.5% | +92.80% | Add |
| 32 | EFV | Ishares Msci Eafe Value ETF | -0.7% | -8.45% | Add |
| 33 | MBB | Ishares Mbs ETF | -0.9% | +16.12% | Add |
| 34 | EMXC | Ishares Msci Emr Mrk Ex Chna | -1.1% | -22.43% | Trim |
| 35 | IVE | Ishares S&p 500 Value ETF | -1.2% | +29.00% | Add |
| 36 | QUAL | Ishares Msci USA Quality Fac | -1.3% | +14.55% | Add |
| 37 | IYW | Ishares Ustechnology ETF | -1.3% | -88.20% | Trim |
| 38 | EFG | Ishares Msci Eafe Growth ETF | -1.6% | -81.25% | Trim |
| 39 | IVW | Ishares S&p 500 Growth ETF | -2% | +20.93% | Add |
| 40 | VOO | Vanguard S&p 500 ETF | -2.3% | +47.88% | Add |
| 41 | JCPB | Jpmorgan Core Plus Bond ETF | -5.6% | -58.69% | Trim |
| 42 | XISE | Ft Vest US Equity Buffer & P | — | NEW | New buy |
| 43 | BAI | Ishrs Ai In And Tech Act ETF | — | NEW | New buy |
| 44 | THRO | Ishares U.s. Thematic Rotati | — | NEW | New buy |
| 45 | BNDX | Vanguard Total Intl Bond ETF | — | NEW | New buy |
| 46 | RSMV | Rltive Strngt Mng Vol St ETF | — | NEW | New buy |
| 47 | SHLD | Global X Defense Tech ETF | — | NEW | New buy |
| 48 | KNG | Ft Vest S&p 500 Dvd Arst Trg | — | NEW | New buy |
| 49 | VTIP | Vanguard Short-term Tips | — | NEW | New buy |
| 50 | BFRZ | Innovator Eq Mng 100 Bfr ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Triad Wealth Partners, LLC reported a total U.S. public equity portfolio value of $1.7B across 366 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FBND, BUFR, DYNF) accounted for 8.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
XISE
市值: $21.2M
Top Position Liquidated / Trimmed
JCPB
前期市值: $22.4M
During Q3 2025, Triad Wealth Partners, LLC's top holdings by market value included FBND (4.7%)、BUFR (4.2%)、DYNF (3.4%). The largest single position, FBND, represented 4.7% of total portfolio value.
In Q3 2025, Triad Wealth Partners, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 37 positions, trimming 4 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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