Latest Triad Wealth Partners, LLC Stock Portfolio

Triad Wealth Partners, LLC Performance:

2026 Q1: -1.67%YTD: -1.67%2025: 10.55%

Performance for 2026 Q1 is -1.67%, and YTD is -1.67%, and 2025 is 10.55%.

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

On 2026-04-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, Triad Wealth Partners, LLC reported an equity portfolio of $1.3 Billions as of 31 Mar, 2026.

The top stock holdings of Triad Wealth Partners, LLC are IJR, VB, IJR. The fund has invested 4.4% of it's portfolio in ISHARES TR and 4.3% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off VANGUARD MALVERN FDS (VTIP), VANECK ETF TRUST (AFK) and FIRST TR EXCHANGE-TRADED FD (FDL) stocks. They significantly reduced their stock positions in VANGUARD WORLD FD (EDV), FIRST TR EXCHNG TRADED FD VI (AFLG) and SCHWAB STRATEGIC TR (FNDA). Triad Wealth Partners, LLC opened new stock positions in BLACKROCK ETF TRUST (BECO), ISHARES TR and ISHARES TR (AMPS). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AOA), INVESCO EXCH TRADED FD TR II (CGW) and VIRTUS ETF TR II (BLHY).

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

Our best estimate is that Triad Wealth Partners, LLC made a return of -1.67% in the last quarter. In trailing 12 months, it's portfolio return was 10.43%.

Performance
S&P 500

New Buys

Ticker	$ Bought
blackrock etf trust	45,669,000
ishares tr	3,208,300
ishares tr	1,990,020
ishares inc	1,628,810
ishares tr	1,294,820
wisdomtree tr	1,211,690
pimco etf tr	1,168,810
pimco etf tr	980,004

New stocks bought by Triad Wealth Partners, LLC

Additions

Ticker	% Inc.
ishares tr	287
invesco exch traded fd tr ii	277
virtus etf tr ii	257
innovator etfs trust	253
invesco actively managed exc	224
ishares tr	224
first tr exchng traded fd vi	185
first tr exchng traded fd vi	149

Additions to existing portfolio by Triad Wealth Partners, LLC

Reductions

Ticker	% Reduced
vanguard world fd	-98.7
first tr exchng traded fd vi	-76.74
schwab strategic tr	-74.9
vanguard whitehall fds	-72.97
first tr exchange trad fd vi	-62.31
first tr exchange-traded fd	-60.68
first tr exchange-traded fd	-59.96
first tr exch traded fd iii	-59.65

Triad Wealth Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
vaneck etf trust	-1,346,890
vanguard malvern fds	-2,137,510
select sector spdr tr	-577,119
two rds shared tr	-106,245
ishares tr	-517,886
select sector spdr tr	-429,524
jd.com inc	-264,177
janus detroit str tr	-331,291

Triad Wealth Partners, LLC got rid off the above stocks

Sector Distribution

Triad Wealth Partners, LLC has about 76.7% of it's holdings in Others sector.

Sector	%
Others	76.7
Technology	7.4
Utilities	4.8
Consumer Cyclical	2
Communication Services	1.9
Energy	1.7
Financial Services	1.5
Healthcare	1.4
Consumer Defensive	1.2
Industrials	1.1

Market Cap. Distribution

Triad Wealth Partners, LLC has about 18.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	76.6
MEGA-CAP	13.1
LARGE-CAP	5.6
MID-CAP	4.5

Stocks belong to which Index?

About 22.4% of the stocks held by Triad Wealth Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	77.6
S&P 500	17.8
RUSSELL 2000	4.6

Top 5 Winners (%)		%
VLO	valero energy corp	51.0 %
GLW	corning inc	49.4 %
XOM	exxon mobil corp	38.0 %
COP	conocophillips	37.9 %
	totalenergies se	37.8 %

Top 5 Winners ($)		$
XOM	exxon mobil corp	1.9 M
VLO	valero energy corp	1.5 M
CVX	chevron corporation	1.4 M
BITS	global x fds	1.0 M
EMGF	ishares inc	0.9 M

Top 5 Losers (%)		%
STLA	stellantis n.v	-34.7 %
INTU	intuit	-33.3 %
ALCC	oklo inc	-30.9 %
	ishares ethereum tr	-29.4 %
TSLA	tesla inc	-29.3 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-3.8 M
IJR	ishares tr	-3.8 M
TSLA	tesla inc	-2.2 M
VB	vanguard index fds	-2.0 M
BECO	blackrock etf trust	-1.5 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 478 stocks in it's portfolio. About 33.2% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Triad Wealth Partners, LLC last quarter.

Last Reported on: 16 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.02	2,546	290,225	added	14.43

AAPL	apple inc	1.59	79,095	20,073,500	added	8.59

AAXJ	ishares tr	1.62	214,833	20,398,400	added	42.27

AAXJ	ishares tr	1.19	148,453	14,952,100	added	33.73

AAXJ	ishares tr	1.01	171,308	12,736,700	reduced	-22.3

AAXJ	ishares tr	0.85	100,580	10,676,500	added	43.98

AAXJ	ishares tr	0.22	26,559	2,828,570	added	21.66

AAXJ	ishares tr	0.14	15,346	1,709,040	added	24.66

AAXJ	ishares tr	0.05	7,632	636,738	reduced	-4.65

AAXJ	ishares tr	0.03	5,788	387,818	added	28.48

AAXJ	ishares tr	0.02	2,621	244,105	new

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.17	9,779	2,126,770	added	10.02

ABC	cencora inc	0.06	2,274	714,280	reduced	-4.65

ABT	abbott laboratories	0.09	10,738	1,102,440	added	4.02

ACN	accenture plc ireland	0.03	1,574	312,108	added	39.42

ACTV	two rds shared tr	0.00	0.00	0.00	sold off	-100

ACWF	ishares tr	0.17	45,216	2,088,530	added	4.91

ACWF	ishares tr	0.04	6,633	465,526	added	4.74

ACWF	ishares tr	0.04	9,470	437,820	reduced	-6.29