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Latest Triad Wealth Partners, LLC Stock Portfolio

$1.81Billion | No. of Holdings #547

Triad Wealth Partners, LLC Performance

2026 Q3+0.70%
YTD+4.51%
2025+10.55%

About Triad Wealth Partners, LLC and 13F Hedge Fund Stock Holdings

On 2026-10-26, the fund reported it's updated stock portfolio. In the 13F Holdings report, Triad Wealth Partners, LLC reported an equity portfolio of $1.8 Billions as of 30 Sep, 2026. <br><br> The top stock holdings of Triad Wealth Partners, LLC are VB, IBCE, IJR. The fund has invested 9.5% of it's portfolio in VANGUARD INDEX FDS and 8% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), DIMENSIONAL ETF TRUST (DFAC) and ADVISORSHARES TR (ACT) stocks. They significantly reduced their stock positions in INVESCO EXCH TRADED FD TR II (CGW), NORTHERN LTS FD TR IV (BIBL) and CROWDSTRIKE HLDGS INC (CRWD). Triad Wealth Partners, LLC opened new stock positions in EXXONMOBIL HOLDINGS CORP, J P MORGAN EXCHANGE TRADED F (BBAX) and WISDOMTREE TR (AGZD). The fund showed a lot of confidence in some stocks as they added substantially to ADOBE INC (ADBE), VANGUARD MALVERN FDS (VTIP) and VANGUARD TAX-MANAGED FDS (VEA).
Triad Wealth Partners, LLC Equity Portfolio Value
Last Reported on: 26 Oct, 2026
$1.81Billion
  as of Oct 26, 2026

Triad Wealth Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Triad Wealth Partners, LLC made a return of 0.7% in the last quarter. In trailing 12 months, it's portfolio return was 5.92%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp7,254,940
thor finl technologies tr3,240,300
j p morgan exchange traded f2,956,340
dfa invt dimensions group in2,755,360
wisdomtree tr2,497,580
dfa invt dimensions group in2,253,240
dfa invt dimensions group in2,245,190
innovator etfs trust2,241,820
New stocks bought by Triad Wealth Partners, LLC

Additions

Ticker% Inc.
adobe inc183
vanguard malvern fds129
vanguard tax-managed fds127
spdr series trust115
vaneck etf trust110
vanguard index fds100
amphenol corp93.51
monster beverage corp new84.07
Additions to existing portfolio by Triad Wealth Partners, LLC

Reductions

Ticker% Reduced
invesco exch traded fd tr ii-93.05
northern lts fd tr iv-89.28
crowdstrike hldgs inc-75.38
ishares tr-70.26
vanguard specialized funds-60.78
vanguard scottsdale fds-60.14
dimensional etf trust-52.72
ishares tr-50.67
Triad Wealth Partners, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Triad Wealth Partners, LLC

Sector Distribution

Triad Wealth Partners, LLC has about 81.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Healthcare
  • Consumer Cyclical
  • Financial Services
  • Industrials
Sector%
Others81.3
Technology8.5
Communication Services1.8
Healthcare1.6
Consumer Cyclical1.6
Financial Services1.5
Industrials1.1

Market Cap. Distribution

Triad Wealth Partners, LLC has about 18.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED81.3
MEGA-CAP13.6
LARGE-CAP4.7

Stocks belong to which Index?

About 17.2% of the stocks held by Triad Wealth Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others82.2
S&P 50017.2
Top 5 Winners (%)%
CRWD
crowdstrike hldgs inc
263.5 %
PSTG
everpure inc
62.4 %
PLTR
palantir technologies inc
44.7 %
ishares ethereum tr
42.5 %
MRVL
marvell technology inc
34.0 %
Top 5 Winners ($)$
CRWD
crowdstrike hldgs inc
5.4 M
NVDA
nvidia corporation
3.7 M
AAPL
apple inc
3.0 M
IJR
ishares tr
2.9 M
BECO
blackrock etf trust
2.7 M
Top 5 Losers (%)%
MNST
monster beverage corp new
-49.0 %
APH
amphenol corp
-41.5 %
HWM
howmet aerospace inc
-19.4 %
SYK
stryker corporation
-19.0 %
CMI
cummins inc
-18.9 %
Top 5 Losers ($)$
AMZN
amazon com inc
-2.1 M
IBCE
ishares tr
-1.9 M
IJR
ishares tr
-1.6 M
BITS
global x fds
-1.4 M
AVGO
broadcom inc
-1.1 M

Triad Wealth Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Triad Wealth Partners, LLC

Triad Wealth Partners, LLC has 547 stocks in it's portfolio. About 43.5% of the portfolio is in top 10 stocks. AMZN proved to be the most loss making stock for the portfolio. CRWD was the most profitable stock for Triad Wealth Partners, LLC last quarter.

$1.79BTotal Value
492Positions
26 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Triad Wealth Partners, LLC, last reported on 26 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Triad Wealth Partners, LLC's holding in Ishares Tr over time
1.15%205,696
$20.80M
1.15%
increased 12.23 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Triad Wealth Partners, LLC's holding in Ishares Tr over time
0.36%61,549
$6.43M
0.36%
increased 13.02 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Triad Wealth Partners, LLC's holding in Ishares Tr over time
0.13%28,891
$2.29M
0.13%
decreased 11.69 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Triad Wealth Partners, LLC's holding in Ishares Tr over time
0.07%10,143
$1.22M
0.07%
increased 6.13 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Triad Wealth Partners, LLC's holding in Ishares Tr over time
0.06%12,068
$1.08M
0.06%
decreased 15.99 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Triad Wealth Partners, LLC's holding in Ishares Tr over time
0.05%17,746
$909.1K
0.05%
decreased 29.53 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Triad Wealth Partners, LLC's holding in Ishares Tr over time
0.03%6,576
$606.1K
0.03%
increased 1.36 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Triad Wealth Partners, LLC's holding in Ishares Tr over time
0.01%4,398
$270.7K
0.01%
decreased 12.93 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Triad Wealth Partners, LLC's holding in Ishares Tr over time
0.01%2,426
$255.5K
0.01%
decreased 4.86 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Triad Wealth Partners, LLC's holding in Ishares Tr over time
0.12%49,412
$2.18M
0.12%
increased 7.7 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Triad Wealth Partners, LLC's holding in Ishares Tr over time
0.04%13,876
$703.1K
0.04%
decreased 9.77 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Triad Wealth Partners, LLC's holding in Ishares Tr over time
0.04%8,695
$655.5K
0.04%
decreased 16.6 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Triad Wealth Partners, LLC's holding in Ishares Tr over time
0.03%7,378
$447.5K
0.03%
decreased 3.69 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Triad Wealth Partners, LLC's holding in Ishares Tr over time
0.02%8,634
$427.1K
0.02%
decreased 2.77 percentreduced