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CIK: 0002012717
Total reported value
$1.7B
$1.7B
460 檔
11.2%
As reported in its official Q4 2025 Form 13F filing, Triad Wealth Partners, LLC's tracked investment portfolio stood at $1.7B with 460 total positions.
In Q4 2025, Triad Wealth Partners, LLC displayed an active expansion posture, initiating 7 new positions and adding to 40 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 460 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.22% | -4.14% | +22.79% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 4.02% | -0.03% | +74.01% | |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 3.40% | -0.57% | +6.60% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.23% | +0.47% | +25.70% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.16% | +1.47% | +28.09% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.64% | -1.64% | +57.10% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.56% | +3.93% | +15.96% | |
| 8 | MGC | Vanguard Mega Cap ETF | ETF-Other | 2.25% | -0.02% | EXIT | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.88% | +0.21% | +31.61% | |
| 10 | XISE | Ft Vest US Equity Buffer & P | ETF-Other | 1.82% | -0.29% | -10.23% | |
| 11 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.66% | -0.79% | +674.39% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.51% | +0.55% | +15.97% | |
| 13 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.50% | -0.85% | -1.16% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.41% | +0.07% | +13.79% | |
| 15 | MBB | Ishares Mbs ETF | ETF-Other | 1.37% | -1.54% | +21.27% | |
| 16 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.32% | -3.42% | +19.24% | |
| 17 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.25% | -0.20% | +99.47% | |
| 18 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.23% | +0.01% | +32.52% | |
| 19 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.20% | -0.31% | +27.78% | |
| 20 | IAU | Ishares Gold Trust | ETF-Commodities | 1.17% | -0.13% | +16.32% | |
| 21 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.15% | -1.40% | — | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | +0.08% | +21.30% | |
| 23 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.12% | -0.34% | +11.72% | |
| 24 | RSMV | Rltive Strngt Mng Vol St ETF | ETF-Other | 1.09% | -0.55% | +59.67% | |
| 25 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.07% | -1.14% | -11.19% | |
| 26 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.04% | -0.44% | +24.91% | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.97% | -0.22% | +20.16% | |
| 28 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.94% | -0.01% | — | |
| 29 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.91% | -0.01% | +12.63% | |
| 30 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | -0.88% | +1.30% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.84% | -0.20% | +7.57% | |
| 32 | BRNY | Burney US Factor Rotation | ETF-Other | 0.83% | -0.27% | — | |
| 33 | BND | Vanguard Total Bond Market | ETF-Other | 0.77% | -0.16% | +52.22% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.77% | -0.09% | +2.31% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.77% | +0.41% | +16.93% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.75% | +0.19% | +58.28% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.73% | +0.02% | -19.53% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-Other | 0.71% | +0.29% | +111.96% | |
| 39 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.70% | -0.22% | +1277.68% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.64% | -0.09% | +65.67% | |
| 41 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.62% | +0.16% | +36.81% | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.61% | +0.03% | +2.37% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.54% | -0.01% | -11.59% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.53% | -0.08% | +39.19% | |
| 45 | DFIC | Dimensional International Co | ETF-Other | 0.51% | -0.07% | +135.51% | |
| 46 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.50% | -0.09% | +19.34% | |
| 47 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.50% | -0.09% | +20.24% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | +0.16% | +49.09% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | -0.02% | +54.42% | |
| 50 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.49% | -0.07% | +21.54% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FTSM | First Trust Enh Short Mat Fd | +1.4% | +674.39% | Add |
| 2 | IVE | Ishares S&p 500 Value ETF | +1% | +74.01% | Add |
| 3 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | +0.6% | +1277.68% | Add |
| 4 | IEMG | Ishares Core Msci Emerging | +0.4% | +57.10% | Add |
| 5 | SPMO | Invesco S&p 500 Momentum ETF | +0.4% | +99.47% | Add |
| 6 | MUB | Ishares National Muni Bond E | +0.3% | +111.96% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | +58.28% | Add |
| 8 | DFIC | Dimensional International Co | +0.2% | +135.51% | Add |
| 9 | WMT | Walmart Inc | +0.2% | +131.85% | Add |
| 10 | RSMV | Rltive Strngt Mng Vol St ETF | +0.2% | +59.67% | Add |
| 11 | BBUS | Jpmorgan Betabuilders US Equ | +0.2% | +176.58% | Add |
| 12 | BOXX | Alpha Architect 1-3 Mnth Box | +0.2% | +119.45% | Add |
| 13 | JAJL | Innovator Edp ETF - 6m Ja/jy | +0.2% | +144.25% | Add |
| 14 | LLY | Eli Lilly & Co | +0.2% | +114.79% | Add |
| 15 | XIJN | Ft Eq Buf & Prem Inc-june | +0.2% | +536.03% | Add |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +65.67% | Add |
| 17 | CLOA | Ishares Aaa Clo Act Etf-usdi | +0.1% | +139.67% | Add |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +276.41% | Add |
| 19 | SUB | Ishares Short-term National | +0.1% | +175.46% | Add |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | +28.36% | Add |
| 21 | BND | Vanguard Total Bond Market | +0.1% | +52.22% | Add |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | +54.42% | Add |
| 23 | AAPL | Apple Inc | +0.1% | +31.61% | Add |
| 24 | JAVA | Jpmorgan Active Value ETF | +0.1% | +52.34% | Add |
| 25 | IVV | Ishares Core S&p 500 ETF | +0.1% | +49.09% | Add |
| 26 | THRO | Ishares U.s. Thematic Rotati | -0.1% | +27.78% | Add |
| 27 | BAI | Ishrs Ai In And Tech Act ETF | -0.1% | +32.52% | Add |
| 28 | IAU | Ishares Gold Trust | -0.1% | +16.32% | Add |
| 29 | AMZN | Amazon.com Inc | -0.1% | +21.30% | Add |
| 30 | MGC | Vanguard Mega Cap ETF | -0.1% | +26.21% | Add |
| 31 | BINC | Ishares Flex I A Etf-usd Inc | -0.1% | +24.91% | Add |
| 32 | IVW | Ishares S&p 500 Growth ETF | -0.1% | +28.09% | Add |
| 33 | MBB | Ishares Mbs ETF | -0.2% | +21.27% | Add |
| 34 | BNDX | Vanguard Total Intl Bond ETF | -0.2% | +20.16% | Add |
| 35 | DYNF | Ishrs US E F R A Etf-usd Inc | -0.2% | +25.70% | Add |
| 36 | GOVT | Ishares US Treasury Bond ETF | -0.2% | +19.24% | Add |
| 37 | NVDA | Nvidia CORP | -0.3% | +15.97% | Add |
| 38 | VOO | Vanguard S&p 500 ETF | -0.4% | +15.96% | Add |
| 39 | FBND | Fidelity Total Bond ETF | -0.5% | +22.79% | Add |
| 40 | TLH | Ishares 10-20 Year Treasury | -0.6% | -11.19% | Trim |
| 41 | BUFR | Ft Vest Lad Buffervetf-usd I | -0.8% | +6.60% | Add |
| 42 | XISE | Ft Vest US Equity Buffer & P | -0.9% | -10.23% | Trim |
| 43 | QUAL | Ishares Msci USA Quality Fac | -2.6% | -85.24% | Trim |
| 44 | HELO | Jpmorgan Hedged Equity ETF | — | NEW | New buy |
| 45 | SCHO | Schwab Short-term US Treas | — | NEW | New buy |
| 46 | BRNY | Burney US Factor Rotation | — | NEW | New buy |
| 47 | SYSB | Ishares Systematic Bond ETF | — | NEW | New buy |
| 48 | MCK | Mckesson CORP | — | NEW | New buy |
| 49 | ANET | Arista Networks Inc | — | NEW | New buy |
| 50 | SRLN | Ss Blackstone Sr Loan 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 460 disclosed positions in Q4 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, IVE, BUFR) accounted for 11.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
HELO
市值: $12.1M
Top Position Liquidated / Trimmed
QUAL
前期市值: $22.8M
During Q4 2025, Triad Wealth Partners, LLC's top holdings by market value included FBND (4.2%)、IVE (4.0%)、BUFR (3.4%). The largest single position, FBND, represented 4.2% of total portfolio value.
In Q4 2025, Triad Wealth Partners, LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 40 positions, trimming 3 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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