Triad Wealth Partners, LLC Portfolio Holdings

Triad Wealth Partners, LLC

  • $495 Billion
  • Q2 2025

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.

Portfolio value $495 Billion
ETFs: $332 Billion
Technology: $40.3 Billion
Financial Services: $12.5 Billion
Consumer Cyclical: $10.9 Billion
Communication Services: $9.02 Billion
Healthcare: $8.17 Billion
Consumer Defensive: $6.52 Billion
Industrials: $6.18 Billion
Other: $6.94 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$215B
$239 Million 0.05% of portfolio
3,418
Q2 2025 Added 23.53%
$148B
$267 Million 0.05% of portfolio
3,841
Q2 2025 Added 11.43%
$241B
$236 Million 0.05% of portfolio
333
Q2 2025 New
$53.3B
$247 Million 0.05% of portfolio
1,538
Q2 2025 Added 16.6%
$119B
$242 Million 0.05% of portfolio
2,773
Q2 2025 Reduced 11.55%
$31.1B
$269 Million 0.05% of portfolio
4,294
Q2 2025 New
$284B
$254 Million 0.05% of portfolio
985
Q2 2025 New
$75B
$252 Million 0.05% of portfolio
2,385
Q2 2025 New
$138B
$212 Million 0.04% of portfolio
8,764
Q2 2025 New
$8.11B
$206 Million 0.04% of portfolio
4,044
Q2 2025 New
$34.5B
$212 Million 0.04% of portfolio
386
Q2 2025 New
$60.6B
$201 Million 0.04% of portfolio
2,034
Q2 2025 New
$160B
$206 Million 0.04% of portfolio
738
Q2 2025 New
$221B
$209 Million 0.04% of portfolio
539
Q2 2025 New
$74.6B
$221 Million 0.04% of portfolio
2,188
Q2 2025 Reduced 5.08%
$136B
$205 Million 0.04% of portfolio
1,847
Q2 2025 New
$86.5B
$217 Million 0.04% of portfolio
143
Q2 2025 Reduced 2.05%
$6.26B
$211 Million 0.04% of portfolio
1,875
Q2 2025 Added 0.48%
-
$214 Million 0.04% of portfolio
-
Q2 2025 New
$35.7B
$223 Million 0.04% of portfolio
2,220
Q2 2025 Added 2.68%
$30.2B
$102 Million 0.02% of portfolio
10,145
Q2 2025 Added 0.09%

Summary

  • Portfolio
  • No. of Stocks 289
  • Current Value $495 Billion
  • Prior Value $322 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 84 stocks
  • Additional Purchases 151 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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