Triad Wealth Partners, LLC
CIK 2012717
13F filing for Q2 2026・No. 1,827
- Holdings
- US$1.7B
- Quarter change
- +US$434.89M
- Entries
- 559
- Net bought (estimate)
- +US$298.08M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 138
- Sold out 63
- Cut 151
- Added 260
- Corporate actions 2
- Unchanged 4
Largest holdings
553 stocks worth US$1.69B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 199,635 | US$139.03M | 8.24% |
| ISHARES TRCORE 1 5 YR USD | New | 2,603,382 | US$124.73M | 7.39% |
| ISHARES TRS&P 500 GRWT ETF | Added | 697,889 | US$96.48M | 5.72% |
| ISHARES TRS&P 500 VAL ETF | Added | 314,821 | US$73.38M | 4.35% |
| BLACKROCK ETF TRUSTISHA IN CTRY ETF | Added | 1,902,690 | US$68.27M | 4.05% |
| BLACKROCK ETF TRUSTISHARES US EQUIT | Added | 798,464 | US$54.57M | 3.24% |
| NVDANvidiaCOM | Added | 169,599 | US$35.05M | 2.08% |
| FIRST TR EXCHNG TRADED FD VIFT LADD BUFF ETF | Cut | 895,856 | US$33.16M | 1.97% |
| AAPLAppleCOM | Added | 100,693 | US$30.55M | 1.81% |
| SPDR SERIES TRUSTST SHO TREAS ETF | New | 1,015,011 | US$29.31M | 1.74% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.