13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002012717
Total reported value
$1.7B
$1.7B
478 檔
15.4%
At the close of Q1 2026, Triad Wealth Partners, LLC disclosed equity holdings valued at approximately $1.7B, spread across 478 reported holdings.
In Q1 2026, Triad Wealth Partners, LLC displayed an active expansion posture, initiating 32 new positions and adding to 105 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 478 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 4.36% | -0.03% | +30.59% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.26% | +3.93% | +109.58% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.22% | +1.47% | +74.09% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.21% | -4.14% | +20.72% | |
| 5 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 3.62% | +0.40% | — | |
| 6 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.54% | -3.42% | +224.66% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.75% | +0.47% | +6.78% | |
| 8 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.52% | -0.57% | -9.65% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.88% | +0.55% | +59.17% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.84% | -1.64% | -19.30% | |
| 11 | MBB | Ishares Mbs ETF | ETF-Other | 1.62% | -1.54% | +42.27% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.59% | +0.21% | +8.59% | |
| 13 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.57% | +0.01% | +54.72% | |
| 14 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.48% | -0.20% | +51.11% | |
| 15 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.43% | -0.31% | +52.07% | |
| 16 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.42% | -1.40% | +54.08% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.21% | -0.88% | +79.32% | |
| 18 | SHLD | Global X Defense Tech ETF | ETF-Tech | 1.20% | +0.16% | +112.85% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.20% | -0.22% | +48.06% | |
| 20 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.19% | -1.14% | +33.73% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.04% | +0.07% | +16.06% | |
| 22 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.01% | -0.85% | -22.30% | |
| 23 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.00% | -0.79% | -27.71% | |
| 24 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.99% | -0.44% | +16.12% | |
| 25 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.98% | -0.34% | +5.48% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.92% | +0.08% | +9.29% | |
| 27 | RSMV | Rltive Strngt Mng Vol St ETF | ETF-Other | 0.92% | -0.55% | +4.80% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-Other | 0.85% | +0.29% | +43.98% | |
| 29 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.84% | -0.01% | +11.78% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.78% | -0.20% | +17.36% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.73% | +0.41% | +10.60% | |
| 32 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.70% | +0.03% | +33.86% | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.67% | -0.09% | +15.90% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +0.19% | +7.15% | |
| 35 | BND | Vanguard Total Bond Market | ETF-Other | 0.60% | -0.16% | -5.50% | |
| 36 | BFRZ | Innovator Eq Mng 100 Bfr ETF | ETF-Other | 0.57% | -0.02% | +73.46% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | +0.02% | +4.93% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.18% | +11.57% | |
| 39 | IAU | Ishares Gold Trust | ETF-Commodities | 0.56% | -0.13% | -47.79% | |
| 40 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.54% | -0.09% | +27.20% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | +0.16% | +38.89% | |
| 42 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.52% | -0.09% | +24.83% | |
| 43 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.50% | -0.07% | +25.74% | |
| 44 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.50% | -0.08% | +26.44% | |
| 45 | BRNY | Burney US Factor Rotation | ETF-Other | 0.49% | -0.27% | -26.82% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.47% | -0.09% | -5.66% | |
| 47 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-Other | 0.47% | -0.27% | +91.04% | |
| 48 | DFIC | Dimensional International Co | ETF-Other | 0.46% | -0.07% | +5.95% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | -0.08% | +18.29% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | +0.14% | +25.28% |
According to official SEC Form 13F filings, Triad Wealth Partners, LLC reported a total U.S. public equity portfolio value of $1.7B across 478 disclosed positions in Q1 2026.
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 IVE, VOO, IVW) accounted for 15.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
CORO
市值: $45.7M
Top Position Liquidated / Trimmed
VTIP
前期市值: $2.1M
During Q1 2026, Triad Wealth Partners, LLC's top holdings by market value included IVE (4.4%)、VOO (4.3%)、IVW (4.2%). The largest single position, IVE, represented 4.4% of total portfolio value.
In Q1 2026, Triad Wealth Partners, LLC made 200 total portfolio adjustments, initiating 32 new buys, adding to 105 positions, trimming 35 holdings, and fully liquidating 28 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.