Triad Wealth Partners, LLC: 13F holdings
CIK 20127172026Q2
| Positions | 553 |
|---|
| Reported value | $1.7bn |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 553 (+75 vs prior quarter) |
|---|
| Reported value | $1.7bn (+34.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 199,635 | $139.0m | 8.2% |
| ISTB ISHARES TR | 2,603,382 | $124.7m | 7.4% |
| IWF ISHARES TR | 697,889 | $96.5m | 5.7% |
| IVE ISHARES TR | 314,821 | $73.4m | 4.3% |
| CORO BLACKROCK ETF TRUST | 1,902,690 | $68.3m | 4.0% |
| DYNF BLACKROCK ETF TRUST | 798,464 | $54.6m | 3.2% |
| NVDA NVIDIA CORPORATION | 169,599 | $35.0m | 2.1% |
| BUFR FIRST TR EXCHNG TRADED FD VI | 895,856 | $33.2m | 2.0% |
| AAPL APPLE INC | 100,693 | $30.6m | 1.8% |
| SPTS SPDR SERIES TRUST | 1,015,011 | $29.3m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2012717")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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