Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Triad Wealth Partners, LLC (CIK 2012717) reported $1.26B across 478 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVE ($55.0M, 4.36%), VOO ($53.7M, 4.26%), IVW ($53.2M, 4.22%), FBND ($53.1M, 4.21%), CORO ($45.7M, 3.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | $55.0M | 4.36% | 260,257 | Added |
| 2 | VOO | VANGUARD INDEX FDS | $53.7M | 4.26% | 89,893 | Added |
| 3 | IVW | ISHARES TR | $53.2M | 4.22% | 470,220 | Added |
| 4 | FBND | FIDELITY MERRIMACK STR TR | $53.1M | 4.21% | 1.2M | Added |
| 5 | CORO | BLACKROCK ETF TRUST | $45.7M | 3.62% | 1.4M | New |
| 6 | GOVT | ISHARES TR | $44.7M | 3.54% | 2.0M | Added |
| 7 | DYNF | BLACKROCK ETF TRUST | $34.7M | 2.75% | 597,256 | Added |
| 8 | BUFR | FIRST TR EXCHNG TRADED FD VI | $31.9M | 2.52% | 943,338 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $23.7M | 1.88% | 135,795 | Added |
| 10 | IEMG | ISHARES INC | $23.3M | 1.84% | 333,512 | Trimmed |
| 11 | MBB | ISHARES TR | $20.4M | 1.62% | 214,833 | Added |
| 12 | AAPL | APPLE INC | $20.1M | 1.59% | 79,095 | Added |
| 13 | BAI | BLACKROCK ETF TRUST | $19.8M | 1.57% | 602,252 | Added |
| 14 | SPMO | INVESCO EXCH TRADED FD TR II | $18.6M | 1.48% | 166,082 | Added |
| 15 | THRO | BLACKROCK ETF TRUST | $18.1M | 1.43% | 499,177 | Added |
| 16 | HELO | J P MORGAN EXCHANGE TRADED F | $17.9M | 1.42% | 280,770 | Added |
| 17 | SPLG | SPDR SERIES TRUST | $15.2M | 1.21% | 199,215 | Added |
| 18 | BNDX | VANGUARD CHARLOTTE FDS | $15.1M | 1.20% | 314,149 | Added |
| 19 | SHLD | GLOBAL X FDS | $15.2M | 1.20% | 214,036 | Added |
| 20 | TLH | ISHARES TR | $15.0M | 1.19% | 148,453 | Added |
| 21 | MSFT | MICROSOFT CORP | $13.2M | 1.04% | 35,599 | Added |
| 22 | EFV | ISHARES TR | $12.7M | 1.01% | 171,308 | Trimmed |
| 23 | FTSM | FIRST TR EXCHANGE-TRADED FD | $12.6M | 1.00% | 211,031 | Trimmed |
| 24 | BINC | BLACKROCK ETF TRUST II | $12.5M | 0.99% | 240,878 | Added |
| 25 | JCPB | J P MORGAN EXCHANGE TRADED F | $12.3M | 0.98% | 261,526 | Added |
Source: SEC Form 13F filings · as of 2026-03-31