Triad Wealth Partners, LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $495 Billion distributed in 289 stocks.
Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $25.3B, Ishares S&P 500 Growth ETF with a value of $19.2B, Ishares Msci Usa Quality Facto with a value of $18.7B, Fidelity Merrimack Str Tr Tota with a value of $18.6B, and Ishares S&P 500 Value ETF with a value of $17.3B.
Examining the 13F form we can see an increase of $173B in the current position value, from $322B to 495B.
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.
