Triad Wealth Partners, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $775 Billion distributed in 366 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Fidelity Merrimack Str Tr Tota with a value of $36.3B, First Tr Ex Td Viii Ft Cboe Ve with a value of $32.7B, Blackrock ETF Tr U S Equity Fa with a value of $26.3B, Ishares S&P 500 Growth ETF with a value of $25.5B, and Ishares S&P 500 Value ETF with a value of $23.7B.
Examining the 13F form we can see an increase of $280B in the current position value, from $495B to 775B.
Triad Wealth Partners, LLC is based out at Lawrence, KS
Below you can find more details about Triad Wealth Partners, LLC portfolio as well as his latest detailed transactions.
