Triad Wealth Partners, Llc Portfolio Stock Holdings
Triad Wealth Partners, Llc disclosed 478 stock positions valued at approximately $1.3 billion in its latest SEC 13F filing. The largest holdings include ISHARES TR, VANGUARD INDEX FDS, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on April 16, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 478
- Portfolio Value
- $1.3B
Holdings by Sector
Triad Wealth Partners, Llc Portfolio Holdings in Q1 2026
450 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVE | Other | 4.36% | 260,257 | +60,963 | +30.59% | $54,953,352 |
| VANGUARD INDEX FDS | VOO | Other | 4.26% | 89,893 | +47,000 | +109.57% | $53,715,417 |
| ISHARES TR | IVW | Other | 4.22% | 470,220 | +200,115 | +74.09% | $53,186,594 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 4.21% | 1,164,361 | +199,845 | +20.72% | $53,118,144 |
| ISHARES TR | GOVT | Other | 3.54% | 1,951,668 | +1,350,535 | +224.66% | $44,712,712 |
| BLACKROCK ETF TRUST | DYNF | Other | 2.75% | 597,256 | +37,915 | +6.78% | $34,748,333 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 2.52% | 943,338 | -100,761 | -9.65% | $31,856,533 |
| NVIDIA CORPORATION | NVDA | Technology | 1.88% | 135,795 | +50,478 | +59.17% | $23,682,682 |
| ISHARES INC | IEMG | Other | 1.84% | 333,512 | -79,768 | -19.30% | $23,262,474 |
| ISHARES TR | MBB | Other | 1.62% | 214,833 | +63,834 | +42.27% | $20,398,387 |
| APPLE INC | AAPL | Technology | 1.59% | 79,095 | +6,258 | +8.59% | $20,073,507 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 1.48% | 166,082 | +56,175 | +51.11% | $18,619,492 |
| J P MORGAN EXCHANGE TRADED F | HELO | Other | 1.42% | 280,770 | +98,552 | +54.08% | $17,943,980 |
| SPDR SERIES TRUST | SPLG | Other | 1.21% | 199,215 | +88,118 | +79.32% | $15,247,938 |
| GLOBAL X FDS | SHLD | Other | 1.20% | 214,036 | +113,480 | +112.85% | $15,162,300 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 1.20% | 314,149 | +101,979 | +48.06% | $15,094,852 |
| ISHARES TR | TLH | Other | 1.19% | 148,453 | +37,444 | +33.73% | $14,952,146 |
| MICROSOFT CORP | MSFT | Technology | 1.04% | 35,599 | +4,925 | +16.06% | $13,177,846 |
| ISHARES TR | EFV | Other | 1.01% | 171,308 | -49,168 | -22.30% | $12,736,732 |
| FIRST TR EXCHANGE-TRADED FD | FTSM | Other | 1.00% | 211,031 | -80,908 | -27.71% | $12,615,410 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.99% | 240,878 | +33,445 | +16.12% | $12,508,796 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 0.98% | 261,526 | +13,589 | +5.48% | $12,312,627 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.92% | 55,858 | +4,749 | +9.29% | $11,633,617 |
| ISHARES TR | MUB | Other | 0.85% | 100,580 | +30,724 | +43.98% | $10,676,549 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.84% | 271,250 | +28,589 | +11.78% | $10,540,760 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.78% | 15,201 | +2,249 | +17.36% | $9,886,129 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.73% | 143,307 | +13,729 | +10.60% | $9,183,094 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.70% | 358,863 | +90,771 | +33.86% | $8,881,854 |
| VANGUARD INDEX FDS | VUG | Other | 0.67% | 19,260 | +2,642 | +15.90% | $8,412,491 |
| ALPHABET INC | GOOGL | Communication Services | 0.62% | 27,098 | +1,809 | +7.15% | $7,792,387 |
| VANGUARD BD INDEX FDS | BND | Other | 0.60% | 103,450 | -6,021 | -5.50% | $7,618,033 |
| BROADCOM INC | AVGO | Technology | 0.57% | 23,138 | +1,088 | +4.93% | $7,161,304 |
| EXXON MOBIL CORP | XOM | Energy | 0.56% | 41,544 | +4,307 | +11.57% | $7,048,288 |
| ISHARES GOLD TR | IAU | Other | 0.56% | 79,455 | -72,725 | -47.79% | $7,004,739 |
| INNOVATOR ETFS TRUST | PAPR | Other | 0.54% | 172,043 | +36,794 | +27.20% | $6,847,311 |
| ISHARES TR | IVV | Other | 0.54% | 10,440 | +2,923 | +38.89% | $6,819,794 |
| INNOVATOR ETFS TRUST | PJUL | Other | 0.52% | 142,284 | +28,300 | +24.83% | $6,540,440 |
| INNOVATOR ETFS TRUST | PJAN | Other | 0.50% | 137,141 | +28,078 | +25.74% | $6,326,314 |
| INNOVATOR ETFS TRUST | POCT | Other | 0.50% | 146,583 | +30,655 | +26.44% | $6,319,193 |
| INVESCO QQQ TR | QQQ | Other | 0.47% | 10,291 | -617 | -5.66% | $5,939,958 |
| BLACKROCK ETF TRUST II | CLOA | Other | 0.47% | 114,010 | +54,331 | +91.04% | $5,909,722 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 0.46% | 164,300 | +9,226 | +5.95% | $5,837,566 |
| META PLATFORMS INC | META | Communication Services | 0.45% | 9,974 | +1,542 | +18.29% | $5,706,673 |
| ALPHABET INC | GOOG | Communication Services | 0.45% | 19,617 | +3,958 | +25.28% | $5,627,414 |
| CHEVRON CORPORATION | CVX | Energy | 0.43% | 26,521 | +1,080 | +4.25% | $5,487,274 |
| TESLA INC | TSLA | Consumer Cyclical | 0.41% | 17,183 | +4,511 | +35.60% | $5,233,257 |
| FIRST TR EXCHANGE-TRADED FD | KNG | Other | 0.41% | 107,125 | +21,275 | +24.78% | $5,218,073 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.41% | 55,387 | +304 | +0.55% | $5,144,385 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.40% | 16,998 | +1,034 | +6.48% | $5,000,113 |
| J P MORGAN EXCHANGE TRADED F | JAVA | Other | 0.39% | 69,375 | +7,906 | +12.86% | $4,977,656 |
| INNOVATOR ETFS TRUST | BALT | Other | 0.38% | 142,586 | +44,841 | +45.88% | $4,771,640 |
| ISHARES TR | HYDB | Other | 0.38% | 101,890 | +16,371 | +19.14% | $4,739,914 |
| J P MORGAN EXCHANGE TRADED F | JGRO | Other | 0.37% | 55,940 | +6,805 | +13.85% | $4,728,046 |
| ISHARES TR | FIBR | Other | 0.37% | 52,480 | +18,022 | +52.30% | $4,670,699 |
| FIRST TR EXCHNG TRADED FD VI | BUFD | Other | 0.36% | 163,132 | -97,980 | -37.52% | $4,567,696 |
| J P MORGAN EXCHANGE TRADED F | BBUS | Other | 0.35% | 38,212 | +6,690 | +21.22% | $4,477,663 |
| VALERO ENERGY CORP | VLO | Energy | 0.35% | 18,088 | -520 | -2.79% | $4,469,111 |
| FIRST TR EXCHNG TRADED FD VI | XISE | Other | 0.35% | 146,291 | -482,527 | -76.74% | $4,384,254 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.33% | 8,569 | +458 | +5.65% | $4,106,049 |
| WALMART INC | WMT | Consumer Defensive | 0.31% | 31,838 | -8,537 | -21.14% | $3,956,830 |
| SCHWAB STRATEGIC TR | FNDF | Other | 0.29% | 75,068 | +14,917 | +24.80% | $3,673,085 |
| INNOVATOR ETFS TRUST | EALT | Other | 0.28% | 105,730 | +41,748 | +65.25% | $3,551,471 |
| INNOVATOR ETFS TRUST | 45783Y244 | Other | 0.28% | 121,273 | -2,115 | -1.71% | $3,525,406 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.28% | 3,491 | +438 | +14.35% | $3,478,623 |
| INVESCO EXCH TRD SLF IDX FD | OMFL | Other | 0.27% | 56,407 | +14,541 | +34.73% | $3,391,176 |
| ELI LILLY & CO | LLY | Healthcare | 0.26% | 4,336 | +1,838 | +73.58% | $3,247,778 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 0.25% | 68,218 | -6,837 | -9.11% | $3,142,799 |
| ISHARES TR | QLTA | Other | 0.24% | 64,167 | -9,932 | -13.40% | $3,053,730 |
| VIRTUS ETF TR II | SEIX | Other | 0.24% | 132,219 | +95,250 | +257.65% | $3,049,027 |
| ISHARES TR | AGG | Other | 0.24% | 30,146 | +3,751 | +14.21% | $2,992,612 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 0.24% | 43,821 | +15,792 | +56.34% | $2,992,090 |
| WISDOMTREE TR | DGRW | Other | 0.23% | 32,834 | +2,161 | +7.05% | $2,884,124 |
| ISHARES TR | SUB | Other | 0.22% | 26,559 | +4,729 | +21.66% | $2,828,571 |
| BLACKROCK ETF TRUST | BALI | Other | 0.21% | 87,434 | +20,128 | +29.91% | $2,693,829 |
| LEGG MASON ETF INVT | LVHD | Other | 0.21% | 62,432 | +15,579 | +33.25% | $2,657,123 |
| J P MORGAN EXCHANGE TRADED F | BBAG | Other | 0.21% | 57,554 | -651 | -1.12% | $2,656,670 |
| EA SERIES TRUST | BOXX | Other | 0.20% | 22,212 | -14,656 | -39.75% | $2,583,033 |
| SCHWAB STRATEGIC TR | SCHO | Other | 0.20% | 101,755 | -303,604 | -74.90% | $2,469,602 |
| J P MORGAN EXCHANGE TRADED F | JGLO | Other | 0.20% | 37,752 | +3,425 | +9.98% | $2,464,098 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.19% | 9,759 | +2,518 | +34.77% | $2,385,532 |
| DIMENSIONAL ETF TRUST | DCOR | Other | 0.19% | 33,051 | +3,740 | +12.76% | $2,382,306 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 0.18% | 65,798 | +5,892 | +9.84% | $2,273,320 |
| SPDR GOLD TR | GLD | Other | 0.18% | 5,212 | +699 | +15.49% | $2,242,671 |
| ISHARES TR | IEF | Other | 0.17% | 22,840 | +5,088 | +28.66% | $2,179,826 |
| KLA CORP | KLAC | Technology | 0.17% | 1,461 | +170 | +13.17% | $2,151,337 |
| ISHARES TR | QUAL | Other | 0.17% | 11,108 | -6,184 | -35.76% | $2,130,682 |
| ABBVIE INC | ABBV | Healthcare | 0.17% | 9,779 | +891 | +10.02% | $2,126,768 |
| ISHARES TR | IWY | Other | 0.17% | 8,514 | +6,318 | +287.70% | $2,118,715 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.17% | 45,935 | +13,787 | +42.89% | $2,096,935 |
| ISHARES TR | IUSB | Other | 0.17% | 45,216 | +2,117 | +4.91% | $2,088,527 |
| FLEXSHARES TR | SKOR | Other | 0.16% | 42,563 | +14,269 | +50.43% | $2,069,403 |
| ISHARES TR | HDV | Other | 0.16% | 14,663 | +14,663 | +100.00% | $1,990,024 |
| NETFLIX INC. | NFLX | Communication Services | 0.15% | 20,301 | +3,728 | +22.49% | $1,951,959 |
| ISHARES TR | TLT | Other | 0.15% | 21,338 | +5,641 | +35.94% | $1,849,784 |
| INNOVATOR ETFS TRUST | XDSQ | Other | 0.15% | 46,364 | +12,932 | +38.68% | $1,835,268 |
| ISHARES TR | IXUS | Other | 0.14% | 20,744 | +9,367 | +82.33% | $1,797,226 |
| PIMCO ETF TR | MUNI | Other | 0.14% | 33,601 | +12,155 | +56.68% | $1,753,615 |
| INNOVATOR ETFS TRUST | IJUL | Other | 0.14% | 51,743 | +8,318 | +19.15% | $1,746,331 |
| MCKESSON CORP | MCK | Healthcare | 0.14% | 2,011 | +67 | +3.45% | $1,740,431 |
| VISA INC | V | Financial Services | 0.14% | 5,679 | +896 | +18.73% | $1,716,362 |