account_balance
Investment manager · 13F filer · SEC CIK 2012717
Triad Wealth Partners, LLC
Reported value$1.8Bas of Sep 30, 2026
Positions547 47 new, 53 sold out
Top 10 weight43.8%VOO alone is 10%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
9.5%Added +22%
ISTBiShares Tr
8.0%Added +17%
IVWiShares Tr
5.9%Added +8%
IVEiShares Tr
4.3%Added +8%
COROBlackRock ETF Trust
4.3%Added +12%
DYNFBlackRock ETF Trust
3.3%Added +8%
VEAVanguard Tax-Managed FDS
2.4%Added +127%
NVDANVIDIA Corp
2.2%Added +2%
AAPLApple Inc.
1.9%
BUFRFirst Tr Exchng Traded Fd Vi
1.9%
SPTSSPDR Series Trust
1.7%+5%
BAIBlackRock ETF Trust
1.5%
VOOVanguard Index FDS
9.5%Added +22%
ISTBiShares Tr
8.0%Added +17%
IVWiShares Tr
5.9%+8%
IVEiShares Tr
4.3%+8%
COROBlackRock ETF Trust
4.3%+12%
DYNFBlackRock ETF Trust
3.3%
VEAVanguard Tax-Managed FDS
2.4%
BUFR
SPTS
BAI1.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 9.5% Added +22%
ISTB iShares Tr 8.0% Added +17%
IVW iShares Tr 5.9% Added +8%
IVE iShares Tr 4.3% Added +8%
CORO BlackRock ETF Trust 4.3% Added +12%
DYNF BlackRock ETF Trust 3.3% Added +8%
VEA Vanguard Tax-Managed FDS 2.4% Added +127%
NVDA NVIDIA Corp 2.2% Added +2%AAPL Apple Inc. 1.9% HeldBUFR First Tr Exchng Traded Fd Vi 1.9% Held
SPTS SPDR Series Trust 1.7% Added +5%
BAI BlackRock ETF Trust 1.5% Trimmed −7%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- THIR $3.24M
- JMST $2.96M
- USDU $2.5M
- ZSEP $2.24M
arrow_upwardAdded
- VEA +127%
- QQQ +76%
- BNDX +33%
- SPY +30%
arrow_downwardTrimmed
- VMBS −60%
- DFIC −40%
- OMFL −20%
- BFRZ −20%
remove_circleSold out
- VEGA $1.66M
- BOND $1.2M
- IMCB $747K
- PYLD $684K
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