Triad Wealth Partners, LLC
CIK 0002012717 · LAWRENCE, KS · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.70B
2026 Q2
Positions
558
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
40.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VOO
VANGUARD INDEX FDS
8.2%
ISTB
ISHARES TR
7.4%
IVW
ISHARES TR
5.7%
IVE
ISHARES TR
4.3%
CORO
BLACKROCK ETF TRUST
4.0%
DYNF
BLACKROCK ETF TRUST
3.2%
NVDA
NVIDIA CORPORATION
2.1%
BUFR
FIRST TR EXCHNG TRADED FD VI
2.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.