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CIK: 0002012717
Total reported value
$1.8B
$1.8B
553 檔
27.8%
At the close of Q2 2026, Triad Wealth Partners, LLC disclosed equity holdings valued at approximately $1.8B, spread across 553 reported holdings.
In Q2 2026, Triad Wealth Partners, LLC displayed an active expansion posture, initiating 37 new positions and adding to 96 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 553 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.19% | +1.27% | +122.08% | |
| 2 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 7.35% | +0.61% | — | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.69% | +0.21% | +48.42% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 4.33% | -0.03% | +20.97% | |
| 5 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 4.02% | +0.27% | +33.96% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.22% | +0.09% | +33.69% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.43% | +0.14% | +47.13% | |
| 8 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.95% | -0.09% | -5.03% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.80% | +0.08% | +27.31% | |
| 10 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.73% | -0.04% | — | |
| 11 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.58% | -0.06% | +4.00% | |
| 12 | ACYN | Ft Lad Autocall Bar Inc ETF | ETF-Other | 1.47% | -0.03% | — | |
| 13 | SHLD | Global X Defense Tech ETF | ETF-Tech | 1.36% | -0.37% | +67.29% | |
| 14 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.35% | -0.86% | — | |
| 15 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.28% | -1.19% | -10.17% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.14% | +0.01% | +82.23% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.14% | +1.26% | +89.23% | |
| 18 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.12% | +0.04% | -12.10% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.11% | +0.03% | +8.87% | |
| 20 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.01% | +0.14% | +5921.74% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.00% | -0.14% | +7.13% | |
| 22 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.98% | +0.22% | +10.67% | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.83% | +0.04% | +15.52% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.81% | -0.11% | +36.35% | |
| 25 | ✓ | Stock-Other | 0.81% | -0.05% | — | ||
| 26 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.73% | +0.03% | +25.93% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | — | +49.20% | |
| 28 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.64% | -0.01% | -9.74% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.59% | -0.09% | +11.16% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | -0.06% | +36.78% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.58% | +0.13% | -15.08% | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.58% | +0.01% | +482.51% | |
| 33 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.55% | -0.02% | -24.64% | |
| 34 | BFRZ | Innovator Eq Mng 100 Bfr ETF | ETF-Other | 0.55% | -0.13% | +26.62% | |
| 35 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.47% | +0.08% | +62.16% | |
| 36 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.45% | +0.03% | +3.42% | |
| 37 | BND | Vanguard Total Bond Market | ETF-Other | 0.44% | -0.02% | -0.41% | |
| 38 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.43% | +0.04% | +5.19% | |
| 39 | SECT | Main Sector Rotation ETF | ETF-Other | 0.43% | -0.39% | +917.25% | |
| 40 | IAU | Ishares Gold Trust | ETF-Commodities | 0.43% | +0.05% | +19.49% | |
| 41 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.43% | +0.03% | +4.98% | |
| 42 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.42% | +0.08% | +4.36% | |
| 43 | EALT | Innovator US Eqty 5to15 Buff | ETF-Other | 0.41% | +0.08% | +82.87% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.41% | -0.01% | +138.80% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | +0.01% | +23.98% | |
| 46 | DFIC | Dimensional International Co | ETF-Other | 0.39% | -0.18% | +3.96% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | -0.04% | +8.64% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.38% | EXIT | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.38% | +0.28% | -11.32% | |
| 50 | RSMV | Rltive Strngt Mng Vol St ETF | ETF-Other | 0.37% | -0.05% | -49.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ISTB | Ishares Core 1-5 Year Usd Bo | +7.4% | NEW | New buy |
| 2 | VOO | Vanguard S&p 500 ETF | +3.9% | +122.08% | Add |
| 3 | SPTS | Ss Spdr P St Term Tsy ETF | +1.7% | NEW | New buy |
| 4 | IVW | Ishares S&p 500 Growth ETF | +1.5% | +48.42% | Add |
| 5 | ACYN | Ft Lad Autocall Bar Inc ETF | +1.5% | NEW | New buy |
| 6 | VMBS | Vanguard Mortgage-backed Sec | +1.4% | NEW | New buy |
| 7 | AVEM | Avantis Emerging Markets Eq | +1% | +5921.74% | Add |
| 8 | ✓ | +0.8% | NEW | New buy | |
| 9 | NVDA | Nvidia CORP | +0.6% | +47.13% | Add |
| 10 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.5% | +33.69% | Add |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.4% | +89.23% | Add |
| 12 | CORO | Ish Intl Ctry Rot Act ETF | +0.4% | +33.96% | Add |
| 13 | SECT | Main Sector Rotation ETF | +0.4% | +917.25% | Add |
| 14 | MUB | Ishares National Muni Bond E | +0.3% | +82.23% | Add |
| 15 | FGD | First Trust Dj Gl Sel Dvd | +0.3% | NEW | New buy |
| 16 | EIPI | Ft Energy Income ETF | +0.3% | NEW | New buy |
| 17 | AIRR | First Trust Rba American Ind | +0.2% | NEW | New buy |
| 18 | AAPL | Apple Inc | +0.2% | +27.31% | Add |
| 19 | ✓ | +0.2% | NEW | New buy | |
| 20 | GOOGL | Alphabet Inc-cl A | +0.2% | +36.35% | Add |
| 21 | GRID | First Trst Nasd Cl Edg Sgiif | +0.2% | NEW | New buy |
| 22 | TDVI | Ft Vest Technology Dividend | +0.2% | NEW | New buy |
| 23 | AGG | Ishares Core U.s. Aggregate | +0.2% | +138.80% | Add |
| 24 | SHLD | Global X Defense Tech ETF | +0.2% | +67.29% | Add |
| 25 | IVV | Ishares Core S&p 500 ETF | +0.2% | +49.20% | Add |
| 26 | SCIO | Ft Struct Credit Inc Opp ETF | +0.2% | NEW | New buy |
| 27 | GOOG | Alphabet Inc-cl C | +0.1% | +36.78% | Add |
| 28 | EALT | Innovator US Eqty 5to15 Buff | +0.1% | +82.87% | Add |
| 29 | SECU | Ishrs Secur Incom Act ETF | +0.1% | NEW | New buy |
| 30 | SDVY | First Trust Smid Cap Rising | +0.1% | NEW | New buy |
| 31 | ✓ | +0.1% | NEW | New buy | |
| 32 | SUB | Ishares Short-term National | +0.1% | +105.05% | Add |
| 33 | FFLC | Fidelity Fndmntl L/c Cor ETF | +0.1% | +219.49% | Add |
| 34 | ✓ | +0.1% | NEW | New buy | |
| 35 | ✓ | +0.1% | NEW | New buy | |
| 36 | ABBV | Abbvie Inc | +0.1% | +91.23% | Add |
| 37 | VEGA | Advshrs Star Gbl Buy-write | +0.1% | NEW | New buy |
| 38 | BALT | Inn Defined Wealth Shield | +0.1% | +62.16% | Add |
| 39 | AMZN | Amazon.com Inc | +0.1% | +7.13% | Add |
| 40 | LLY | Eli Lilly & Co | +0.1% | +20.06% | Add |
| 41 | RDVY | First Trust Rising Dividend | +0.1% | +51.29% | Add |
| 42 | AMD | Advanced Micro Devices | +0.1% | +11.47% | Add |
| 43 | MU | Micron Technology Inc | +0.1% | +14.69% | Add |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | NEW | New buy |
| 45 | MSFT | Microsoft CORP | +0.1% | +8.87% | Add |
| 46 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +148.23% | Add |
| 47 | ZJUL | Innovator Edp ETF 1 Yr July | +0.1% | NEW | New buy |
| 48 | AMAT | Applied Materials Inc | +0.1% | +40.68% | Add |
| 49 | SOXX | Ishares Semiconductor ETF | +0.1% | +275.57% | Add |
| 50 | USHY | Ishares Broad Usd High Yield | +0.1% | +276.01% | Add |
According to official SEC Form 13F filings, Triad Wealth Partners, LLC reported a total U.S. public equity portfolio value of $1.8B across 553 disclosed positions in Q2 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 VOO, ISTB, IVW) accounted for 27.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
ISTB
市值: $124.7M
Top Position Liquidated / Trimmed
QLTA
前期市值: $3.1M
During Q2 2026, Triad Wealth Partners, LLC's top holdings by market value included VOO (8.2%)、ISTB (7.3%)、IVW (5.7%). The largest single position, VOO, represented 8.2% of total portfolio value.
In Q2 2026, Triad Wealth Partners, LLC made 200 total portfolio adjustments, initiating 37 new buys, adding to 96 positions, trimming 46 holdings, and fully liquidating 21 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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