EdgeMarket › What Triad Wealth Partners, Llc reported owning
What Triad Wealth Partners, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.3BPositions
478Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVE iShares S&P 500 Value ETF | 55.0M | 4.4% | 260.3K | 237.24 | +17.6% |
| VOO Vanguard S&P 500 ETF | 53.7M | 4.3% | 89.9K | 703.71 | +20.0% |
| IVW iShares S&P 500 Growth ETF | 53.2M | 4.2% | 470.2K | 138.83 | +22.2% |
| FBND Fidelity Total Bond ETF | 53.1M | 4.2% | 1.2M | 44.90 | -2.1% |
| CORO iShares International Country Rotation Active | 45.7M | 3.6% | 1.4M | 37.15 | +27.5% |
| GOVT iShares U.S. Treasury Bond ETF | 44.7M | 3.5% | 2.0M | 22.45 | -2.0% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 34.7M | 2.8% | 597.3K | 69.08 | +22.3% |
| BUFR FT Vest Laddered Buffer ETF | 31.9M | 2.5% | 943.3K | 37.30 | +14.5% |
| NVDA NVIDIA CORP | 23.7M | 1.9% | 135.8K | 214.72 | +22.4% |
| IEMG iShares Core MSCI Emerging Markets ETF | 23.3M | 1.8% | 333.5K | 81.57 | +31.9% |
| MBB iShares MBS ETF | 20.4M | 1.6% | 214.8K | 93.12 | -0.6% |
| AAPL Apple Inc. | 20.1M | 1.6% | 79.1K | 309.35 | +36.9% |
| BAI iShares A.I. Innovation and Tech Active ETF | 19.8M | 1.6% | 602.3K | 44.30 | +46.6% |
| SPMO Invesco S&P 500 Momentum ETF | 18.6M | 1.5% | 166.1K | 148.73 | +28.7% |
| THRO iShares U.S. Thematic Rotation Active ETF | 18.1M | 1.4% | 499.2K | 43.61 | +19.9% |
| HELO JPMorgan Hedged Equity Laddered Overlay ETF | 17.9M | 1.4% | 280.8K | 69.41 | +8.7% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 15.2M | 1.2% | 199.2K | 90.13 | +20.1% |
| SHLD Global X Defense Tech ETF | 15.2M | 1.2% | 214.0K | 67.09 | +11.1% |
| BNDX Vanguard Total International Bond ETF | 15.1M | 1.2% | 314.1K | 47.65 | -3.3% |
| TLH iShares 10-20 Year Treasury Bond ETF | 15.0M | 1.2% | 148.5K | 96.69 | -4.0% |
| MSFT MICROSOFT CORP | 13.2M | 1.0% | 35.6K | 483.24 | -4.4% |
| EFV iShares MSCI EAFE Value ETF | 12.7M | 1.0% | 171.3K | 82.23 | +21.4% |
| FTSM First Trust Enhanced Short Maturity ETF | 12.6M | 1.0% | 211.0K | 59.87 | -0.3% |
| BINC iShares Flexible Income Active ETF | 12.5M | 1.0% | 240.9K | 52.00 | -1.7% |
| JCPB JPMorgan Core Plus Bond ETF | 12.3M | 1.0% | 261.5K | 46.16 | -1.8% |
| AMZN AMAZON COM INC | 11.6M | 0.9% | 55.9K | 258.63 | +15.6% |
| RSMV Relative Strength Managed Volatility Strategy | 11.6M | 0.9% | 439.2K | 29.11 | +14.0% |
| MUB iShares National Muni Bond ETF | 10.7M | 0.8% | 100.6K | 105.34 | +1.2% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 10.5M | 0.8% | 271.2K | 45.61 | +22.8% |
| SPY SPDR S&P 500 ETF TRUST | 9.9M | 0.8% | 15.2K | 765.72 | +20.0% |
| VEA Vanguard FTSE Developed Markets ETF | 9.2M | 0.7% | 143.3K | 73.42 | +24.7% |
| SCHF Schwab International Equity ETF | 8.9M | 0.7% | 358.9K | 28.46 | +24.7% |
| VUG Vanguard Morningstar Growth ETF | 8.4M | 0.7% | 19.3K | 87.50 | +15.9% |
| GOOGL Alphabet Inc. | 7.8M | 0.6% | 27.1K | 344.82 | +73.0% |
| BND Vanguard Total Bond Market ETF | 7.6M | 0.6% | 103.5K | 72.23 | -1.8% |
| BFRZ Innovator Equity Managed 100 Buffer ETF | 7.2M | 0.6% | 273.6K | 27.04 | +4.6% |
| AVGO Broadcom Inc. | 7.2M | 0.6% | 23.1K | 368.45 | +26.5% |
| XOM ExxonMobil Holdings Corp | 7.0M | 0.6% | 41.5K | 165.11 | +52.1% |
| IAU ISHARES GOLD TRUST | 7.0M | 0.6% | 79.5K | 86.79 | +37.5% |
| PAPR Innovator U.S. Equity Power Buffer ETF - April | 6.8M | 0.5% | 172.0K | 42.87 | +13.3% |
| IVV iShares Core S&P 500 ETF | 6.8M | 0.5% | 10.4K | 769.31 | +20.0% |
| PJUL Innovator U.S. Equity Power Buffer ETF - July | 6.5M | 0.5% | 142.3K | 49.58 | +11.0% |
| PJAN Innovator U.S. Equity Power Buffer ETF - Janua | 6.3M | 0.5% | 137.1K | 50.42 | +12.4% |
| POCT Innovator U.S. Equity Power Buffer ETF - Octob | 6.3M | 0.5% | 146.6K | 47.29 | +12.0% |
| BRNY Burney U.S. Factor Rotation ETF | 6.2M | 0.5% | 126.6K | 59.18 | +29.2% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 5.9M | 0.5% | 10.3K | 713.44 | +26.1% |
| CLOA iShares AAA CLO Active ETF | 5.9M | 0.5% | 114.0K | 51.92 | +0.0% |
| DFIC Dimensional International Core Equity 2 ETF | 5.8M | 0.5% | 164.3K | 39.41 | +22.0% |
| META Meta Platforms, Inc. | 5.7M | 0.5% | 10.0K | 549.90 | -26.5% |
| GOOG Alphabet Inc. | 5.6M | 0.4% | 19.6K | 341.75 | +70.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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