Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Triad Wealth Partners, LLC (CIK 2012717) reported $1.70B across 553 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($139.0M, 8.19%), ISTB ($124.7M, 7.35%), IVW ($96.5M, 5.69%), IVE ($73.4M, 4.33%), CORO ($68.3M, 4.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $139.0M | 8.19% | 199,635 | Added |
| 2 | ISTB | ISHARES TR | $124.7M | 7.35% | 2.6M | New |
| 3 | IVW | ISHARES TR | $96.5M | 5.69% | 697,889 | Added |
| 4 | IVE | ISHARES TR | $73.4M | 4.33% | 314,821 | Added |
| 5 | CORO | BLACKROCK ETF TRUST | $68.3M | 4.02% | 1.9M | Added |
| 6 | DYNF | BLACKROCK ETF TRUST | $54.6M | 3.22% | 798,464 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $41.3M | 2.43% | 199,799 | Added |
| 8 | BUFR | FIRST TR EXCHNG TRADED FD VI | $33.2M | 1.95% | 895,856 | Trimmed |
| 9 | AAPL | APPLE INC | $30.6M | 1.80% | 100,693 | Added |
| 10 | SPTS | SPDR SERIES TRUST | $29.3M | 1.73% | 1.0M | New |
| 11 | BAI | BLACKROCK ETF TRUST | $26.8M | 1.58% | 626,347 | Added |
| 12 | ACYN | FIRST TR EXCHANGE-TRADED FD | $24.9M | 1.47% | 1.2M | New |
| 13 | SHLD | GLOBAL X FDS | $23.0M | 1.36% | 358,058 | Added |
| 14 | VMBS | VANGUARD SCOTTSDALE FDS | $23.0M | 1.35% | 499,229 | New |
| 15 | SPMO | INVESCO EXCH TRADED FD TR II | $21.7M | 1.28% | 149,188 | Trimmed |
| 16 | VEA | VANGUARD TAX-MANAGED FDS | $19.3M | 1.14% | 271,173 | Added |
| 17 | MUB | ISHARES TR | $19.3M | 1.14% | 183,286 | Added |
| 18 | THRO | BLACKROCK ETF TRUST | $19.0M | 1.12% | 438,771 | Trimmed |
| 19 | MSFT | MICROSOFT CORP | $18.9M | 1.11% | 38,756 | Added |
| 20 | AVEM | AMERICAN CENTY ETF TR | $17.2M | 1.01% | 190,829 | Added |
| 21 | AMZN | AMAZON COM INC | $17.0M | 1.00% | 59,842 | Added |
| 22 | BNDX | VANGUARD CHARLOTTE FDS | $16.6M | 0.98% | 347,658 | Added |
| 23 | DFAC | DIMENSIONAL ETF TRUST | $14.1M | 0.83% | 313,350 | Added |
| 24 | ACYS | FIRST TR EXCHANGE-TRADED FD | $13.8M | 0.81% | 676,402 | New |
| 25 | GOOGL | ALPHABET INC | $13.8M | 0.81% | 36,949 | Added |
Source: SEC Form 13F filings · as of 2026-06-30