Q3 2026 13F · SEC CIK 2012717

Triad Wealth Partners, LLC

Wealth managerFiled 2026-10-26 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.8B
Reported positions: 547
Top holdings a year, 3 yrs: +11.4%
Assets under management: $1.5B

Triad Wealth Partners, LLC is a wealth manager that reported 547 positions worth $1.8B in its Q3 2026 13F, filed 2026-10-26. Its largest holdings were Vanguard Index Fds (VOO, 9.5%), Ishares Tr (ISTB, 8.0%), Ishares Tr (IVW, 5.9%). A portfolio copying its top holdings returned 11.4% a year over the last 3 years, against 18.4% for the S&P 500.

Triad Wealth Partners, LLC holdings largest 50 of 547 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Triad Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	9.5%	8.2%	244,126	+22.3%	$171.1M
ISTBIshares Tr	8.0%	7.4%	3,045,373	+17.0%	$143.9M
IVWIshares Tr	5.9%	5.7%	750,482	+7.5%	$106.8M
IVEIshares Tr	4.3%	4.3%	340,388	+8.1%	$77.7M
COROBlackrock ETF Trust	4.3%	4.0%	2,133,045	+12.1%	$77.5M
DYNFBlackrock ETF Trust	3.3%	3.2%	864,663	+8.3%	$59.9M
VEAVanguard Ftse Developed Markets Index Fu	2.4%	1.1%	615,699	+127.1%	$43.5M
NVDANvidia Corporation	2.2%	2.1%	173,563	+2.3%	$39.6M
AAPLApple Inc	1.9%	1.8%	101,306	+0.6%	$33.7M
BUFRFirst Tr Exchng Traded Fd Vi	1.9%	2.0%	897,149	+0.1%	$33.6M
SPTSSpdr Series Trust	1.7%	1.7%	1,062,996	+4.7%	$30.5M
BAIBlackrock ETF Trust	1.5%	1.6%	583,828	-6.8%	$27.6M
ACYNFirst Tr Exchange-Traded Fd	1.5%	1.5%	1,250,189	+3.1%	$26.1M
BNDXVanguard Charlotte Fds	1.2%	1.0%	462,200	+32.9%	$21.7M
BTHMBlackrock ETF Trust	1.2%	1.1%	477,393	+8.8%	$21.0M
MUBIshares Tr	1.2%	1.1%	205,696	+12.2%	$20.8M
AVEMAmerican Centy ETF Tr	1.2%	1.0%	220,453	+15.5%	$20.7M
MSFTMicrosoft Corp	1.1%	1.1%	40,035	+3.3%	$20.5M
SHLDGlobal X Defense Tech ETF	1.0%	1.4%	299,319	-16.4%	$18.0M
DFACDimensional ETF Trust	0.9%	0.8%	352,877	+12.6%	$15.7M
AMZNAmazon Com Inc	0.9%	1.0%	62,623	+4.6%	$15.6M
SCHFSchwab Strategic Tr	0.8%	0.7%	501,170	+10.9%	$13.8M
ACYSFirst Tr Exchange-Traded Fd	0.8%	0.8%	665,816	-1.6%	$13.7M
SPYState Str Spdr S&p 500 ETF T	0.7%	0.6%	16,793	+30.1%	$12.8M
IVVIshares Tr	0.7%	0.7%	16,432	+5.5%	$12.6M
GOOGLAlphabet Inc	0.7%	0.8%	34,639	-1.2%	$11.9M
QQQInvesco Qqq Tr	0.7%	0.4%	16,106	+76.5%	$11.9M
JCPBJ P Morgan Exchange Traded F	0.6%	0.6%	256,193	+8.5%	$11.5M
VUGVanguard Index Fds	0.6%	0.6%	118,422	+5.6%	$10.7M
BALTInnovator Etfs Trust	0.6%	0.5%	284,676	+23.1%	$9.9M
BINCBlackrock ETF Trust II	0.5%	0.6%	188,730	+4.0%	$9.6M
AVGOBroadcom Inc	0.5%	0.6%	25,957	+0.9%	$9.1M
POCTInnovator Etfs Trust	0.5%	0.4%	188,366	+23.1%	$9.0M
GOOGAlphabet Inc	0.5%	0.5%	25,976	+6.3%	$8.9M
VMBSVanguard Scottsdale Fds	0.5%	1.4%	198,987	-60.1%	$8.8M
EALTInnovator Etfs Trust	0.5%	0.4%	241,511	+24.9%	$8.8M
IAUIshares Gold Tr	0.5%	0.4%	112,000	+18.0%	$8.7M
PAPRInnovator Etfs Trust	0.5%	0.5%	200,699	+12.8%	$8.7M
PJULInnovator Etfs Trust	0.5%	0.4%	172,476	+15.2%	$8.6M
PJANInnovator Etfs Trust	0.5%	0.4%	165,140	+14.7%	$8.4M
BNDVanguard Bd Index Fds	0.4%	0.4%	108,900	+5.7%	$7.6M
BFRZInnovator Etfs Trust	0.4%	0.6%	278,733	-19.5%	$7.5M
METAMeta Platforms Inc	0.4%	0.4%	10,336	-2.8%	$7.5M
XOMExxonmobil Holdings Corp	0.4%	—	44,577	—	$7.3M
AGGIshares Tr	0.4%	0.4%	75,899	+5.4%	$7.2M
VLOValero Energy Corp	0.4%	—	17,277	—	$6.7M
SUBIshares Tr	0.4%	—	61,549	—	$6.4M
TSLATesla Inc	0.3%	—	17,604	—	$6.2M
JPMJpmorgan Chase & Co	0.3%	0.4%	17,691	-4.2%	$5.9M
RSMVListed Fds Tr	0.3%	0.4%	201,686	-8.6%	$5.8M

What Triad Wealth Partners, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.7% /yr; S&P 500 +20.1%
3 years: +11.4% /yr; S&P 500 +18.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$1.8B	547
Q2 2026	$1.7B	553
Q1 2026	$1.3B	478
Q4 2025	$1.1B	460
Q3 2025	$775.5M	366
Q2 2025	$495.1M	289
Q1 2025	$321.7M	212
Q4 2024	$276.9M	173
Q3 2024	$188.0M	47
Q2 2024	$190.8M	1,003
Q1 2024	$130.3M	59

Questions about Triad Wealth Partners, LLC's portfolio

What stocks does Triad Wealth Partners, LLC own?

Triad Wealth Partners, LLC's latest 13F, for Q3 2026 and filed Oct 26, 2026, lists 547 positions worth $1.8B. The largest are Vanguard Index Fds (VOO) at 9.5%, Ishares Tr (ISTB) at 8.0%, Ishares Tr (IVW) at 5.9%, Ishares Tr (IVE) at 4.3% and Blackrock ETF Trust (CORO) at 4.3%.

What did Triad Wealth Partners, LLC buy last quarter?

In Q3 2026, Triad Wealth Partners, LLC added Vanguard Ftse Developed Markets Index Fu (VEA) (+127.1% shares), Invesco Qqq Tr (QQQ) (+76.5% shares) and Vanguard Charlotte Fds (BNDX) (+32.9% shares), compared with its Q2 2026 filing.

What did Triad Wealth Partners, LLC sell last quarter?

In Q3 2026, Triad Wealth Partners, LLC cut from its top 50 Invesco Exch Traded Fd Tr II (SPMO), cut from its top 50 Northern Lts Fd Tr IV, cut from its top 50 Dimensional ETF Trust (DFIC), cut from its top 50 Exxon Mobil Corp (XOM), Vanguard Scottsdale Fds (VMBS) (-60.1% shares), Innovator Etfs Trust (BFRZ) (-19.5% shares) and Global X Defense Tech ETF (SHLD) (-16.4% shares), compared with its Q2 2026 filing.

How has Triad Wealth Partners, LLC's portfolio performed?

A portfolio copying Triad Wealth Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.4% a year over the last 3 years, against +18.4% for the S&P 500. Over 1 year: +14.7% against +20.1%.

When is Triad Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Triad Wealth Partners, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Triad Wealth Partners, LLC manage?

Triad Wealth Partners, LLC reported $1.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.8B.