Institutional Fund
Triad Wealth Partners, LLC
Lawrence, KSCIK 20127175 filings on record
Portfolio Value
$1.26B
Q1 2026
Holdings
478
Reported positions
New Buys
67
Opened this quarter
QoQ Change
+19.9%
from $1.05B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr4.4%
- Vanguard Index Fds4.3%
- Ishares Tr4.2%
- Fidelity Merrimack Str Tr4.2%
- Blackrock ETF Trust3.6%
- Ishares Tr3.5%
- Other75.8%
Portfolio Holdings
478 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 260.3K | $54.95M | 4.4% | +61.0K | Added |
| 2 | Vanguard Index Fds | 89.9K | $53.72M | 4.3% | +47.0K | Added |
| 3 | Ishares Tr | 470.2K | $53.19M | 4.2% | +200.1K | Added |
| 4 | Fidelity Merrimack Str Tr | 1.16M | $53.12M | 4.2% | +199.8K | Added |
| 5 | Blackrock ETF Trust | 1.42M | $45.67M | 3.6% | +1.42M | New |
| 6 | Ishares Tr | 1.95M | $44.71M | 3.5% | +1.35M | Added |
| 7 | Blackrock ETF Trust | 597.3K | $34.75M | 2.8% | +37.9K | Added |
| 8 | First Tr Exchng Traded Fd Vi | 943.3K | $31.86M | 2.5% | −100.8K | Reduced |
| 9 | Nvidia Corporation | 135.8K | $23.68M | 1.9% | +50.5K | Added |
| 10 | Ishares Inc | 333.5K | $23.26M | 1.8% | −79.8K | Reduced |
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