Triad Wealth Partners, LLC

CIK

2012717

Location

LAWRENCE, KS

Portfolio Value

Mid $1,698,071,778

Diversification

Diversified

Filing Date

Global Rank

#1,785 / 8,794 ▲ 410 · as of Jun 2026

Top Industry

Semiconductors 17.2%

Period ended 3 months ago

Filed Aug 10, 2026 · 54d

10 quarters · since Mar 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

335 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

23.2%

+10.5 pts

Top 5

48.9%

+12.8 pts

Top 10

60.6%

+8.7 pts

HHI

805

Diversified+410

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	77.3%	$1,312,475,671	75
Technology	8.9%	$151,062,356	57
Financial Services	3.5%	$58,979,785	43
Consumer Cyclical	2.0%	$33,377,873	24
Communication Services	1.9%	$32,760,049	9
Healthcare	1.7%	$28,325,218	29
Industrials	1.5%	$25,947,528	41
Energy	1.2%	$19,658,119	14
Consumer Defensive	1.1%	$17,898,616	14
Utilities	0.6%	$10,410,158	13
Basic Materials	0.2%	$4,068,819	10
Real Estate	0.2%	$3,107,586	6

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	+2,084,453	2,111,201	$43,856,365
—		+1,010,938	1,015,011	$29,445,469
BAI	iShares A.I. Innovation and Tech Active ETF	+678,634	3,885,119	$180,077,827
BNDW	Vanguard Total World Bond ETF	+502,472	508,262	$24,342,039
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+412,552	4,729,633	$394,401,275
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	+346,626	1,717,434	$59,008,997
VB	Vanguard Morningstar Small-Cap ETF	+212,097	333,939	$151,305,194
ACSG	American Century Small Cap Growth Insights ETF	+177,453	194,623	$18,751,514
AGNG	Global X Funds Global X Aging Population ETF	+144,022	358,058	$21,379,643
VEA	Vanguard FTSE Developed Markets ETF	+127,866	271,173	$19,321,076
—		+120,832	139,820	$8,262,489
DCOR	Dimensional US Core Equity 1 ETF	+116,119	1,018,347	$45,058,282
FNDA	Schwab Fundamental U.S. Small Company ETF	+113,357	705,905	$20,757,795
AIRR	First Trust RBA American Industrial Renaissance ETF	+88,283	159,639	$12,253,645
NVDA	Nvidia Corp	+64,004	199,799	$39,977,781
BNDX	Vanguard Total International Bond ETF	+33,509	347,658	$16,837,076
—		+31,218	58,901	$2,794,842
AAPL	Apple Inc.	+21,598	100,693	$29,136,526
BILZ	PIMCO Ultra Short Government Active ETF	+20,101	106,011	$5,460,065
NCLO	Nuveen AA-BBB CLO ETF	+18,361	32,317	$1,450,034
GOOGL	Alphabet Inc.	+17,067	63,782	$22,685,367
EDV	Vanguard World Funds Extended Duration ETF	+15,584	19,242	$2,455,842
IAU	Ishares Gold Trust	+15,482	94,937	$7,168,692
KLAC	Kla Corp	+13,639	15,100	$4,555,821
FBCG	Fidelity Blue Chip Growth ETF	+12,180	47,921	$2,823,026
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FAAA	Fidelity AAA CLO ETF	−1,138,892	25,469	$1,158,584
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−306,958	633,837	$40,662,029
AFGR	First Trust Active Factor Large Cap Growth ETF	−271,925	1,347,905	$45,955,255
BCDF	Horizon Kinetics Blockchain Development ETF	−234,280	262,605	$0
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−130,837	146,149	$10,113,738
CAAA	First Trust AAA CMBS ETF	−66,135	348,297	$11,715,232
BCLO	iShares BBB-B CLO Active ETF	−52,196	336,062	$17,074,149
AAAA	Amplius Aggressive Asset Allocation ETF	−49,733	99,126	$7,765,661
IVZ	Invesco Ltd.	−42,016	149,188	$24,099,829
FCA	First Trust China AlphaDEX Fund	−26,891	10,235	$745,360
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	−22,123	19,379	$541,643
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	−21,269	17,778	$975,598
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−20,712	52,660	$4,190,999
LRGE	Legg Mason ETF Investment Trust ClearBridge Large Cap Growth Select ETF	−20,115	42,317	$1,862,074
AIOO	AllianzIM U.S. Equity Buffer100 Protection ETF	−17,518	11,105	$429,485
DVVY	Invesco Diversified Dividend Opportunities ETF	−14,161	62,790	$3,618,776
AFK	VanEck Africa Index ETF	−9,832	59,940	$2,549,670
—		−9,749	4,223	$444,090
SCEP	Sterling Capital Hedged Equity Premium Income ETF	−8,343	28,700	$721,948
SCHW	Schwab Charles Corp	−7,643	6,548	$604,183
ALSN	Allison Transmission Holdings Inc	−7,410	2,798	$315,446
IBIT	iShares Bitcoin Trust ETF	−6,056	17,603	$586,003
ANET	Arista Networks, Inc.	−5,838	6,557	$1,113,903
NFLX	Netflix Inc	−5,625	14,676	$1,047,866
SO	Southern Co	−5,235	5,144	$492,332
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	140,346	$7,388,033
JA	Janus Henderson AA-A CLO ETF	148,381	$3,907,572
SPCX	Space Exploration Technologies Corp	18,603	$3,178,508
AADR	AdvisorShares Dorsey Wright ADR ETF	31,541	$1,657,479
MRVL	Marvell Technology, Inc.	3,020	$899,627
STX	Seagate Technology Holdings plc	832	$802,880
BUYZ	Franklin Disruptive Commerce ETF	10,657	$640,464
WDC	Western Digital Corp	863	$551,215
SNDK	Sandisk Corp	232	$527,505
MTRN	MATERION Corp	1,649	$490,396
PNC	Pnc Financial Services Group, Inc.	1,962	$483,083
WAY	Waystar Holding Corp.	21,405	$439,444
O	Realty Income Corp	6,938	$429,878
PH	Parker-Hannifin Corp	433	$423,525
COF	Capital One Financial Corp	2,034	$408,061
HONA	Honeywell Aerospace Inc.	1,754	$387,774
HWM	Howmet Aerospace Inc.	1,418	$381,243
BNY	Bank of New York Mellon Corp	2,633	$380,758
VRT	Vertiv Holdings Co	1,136	$380,355
ACII	Innovator Index Autocallable Income Strategy ETF	14,613	$371,900
SOFI	SoFi Technologies, Inc.	20,736	$371,796
MAR	Marriott International Inc /Md/	998	$369,848
PWR	Quanta Services, Inc.	507	$365,060
BKNG	Booking Holdings Inc.	1,956	$348,637
TSCO	Tractor Supply Co /De/	10,633	$336,109
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
ASGM	Virtus AlphaSimplex Global Macro ETF	132,219	$3,048,970
NITE	The Nightview Fund	37,389	$937,903
LPLA	LPL Financial Holdings Inc.	2,011	$604,969
IDCC	InterDigital, Inc.	1,827	$551,754
UGI	Ugi Corp /Pa/	14,853	$540,946
SSNC	SS&C Technologies Holdings Inc	7,952	$537,316
FNV	FRANCO NEVADA Corp	2,085	$515,099
MZTI	Marzetti Co	3,248	$449,295
OHI	Omega Healthcare Investors Inc	9,498	$416,202
STT	State Street Corp	7,802	$385,184
SHOP	Shopify Inc.	3,184	$377,686
CORT	Corcept Therapeutics Inc	9,092	$366,498
RL	Ralph Lauren Corp	1,057	$363,597
UHS	Universal Health Services Inc	1,858	$332,526
GLDM	World Gold Trust	3,530	$327,195
G	Genpact LTD	8,655	$322,398
GBTC	Grayscale Bitcoin Trust ETF	5,091	$268,601
PCG	PG&E Corp	14,757	$259,280
AMT	American Tower Corp /Ma/	1,449	$250,068
FBTC	Fidelity Wise Origin Bitcoin Fund	4,034	$238,127
LUV	Southwest Airlines Co	6,264	$235,338
MLM	Martin Marietta Materials Inc	398	$234,294
CVGD	CresAlta Global Dividend ETF	8,417	$210,736
CEG	Constellation Energy Corp	722	$201,618
GGN	GAMCO Global Gold, Natural Resources & Income Trust	15,078	$80,214
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

335 tracked positions · $1,698,071,778 total · filing declares 559 positions · $1,696,637,356 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 335 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	4,729,633	+412,552	$394,401,275	—	23.23%
BAI	iShares A.I. Innovation and Tech Active ETF	Added	3,885,119	+678,634	$180,077,827	+48.8%	10.60%
VB	Vanguard Morningstar Small-Cap ETF	Added	333,939	+212,097	$151,305,194	+159.5%	8.91%
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	Added	1,717,434	+346,626	$59,008,997	+30.1%	3.48%
AFGR	First Trust Active Factor Large Cap Growth ETF	Reduced	1,347,905	-271,925	$45,955,255	−13.7%	2.71%
DCOR	Dimensional US Core Equity 1 ETF	Added	1,018,347	+116,119	$45,058,282	+23.2%	2.65%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Added	2,111,201	+2,084,453	$43,856,365	+5486.0%	2.58%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	633,837	-306,958	$40,662,029	−28.7%	2.39%
NVDA	Nvidia Corp PUT + SHARES Technology	Added	199,799	+64,004	$39,977,781	+68.8%	2.35%
		Added	1,015,011	+1,010,938	$29,445,469	+7789.0%	1.73%
AAPL	Apple Inc. Technology	Added	100,693	+21,598	$29,136,526	+45.1%	1.72%
BAPR	Innovator U.S. Equity Buffer ETF - April	Reduced	582,778	-1,356	$25,821,741	+6.7%	1.52%
BNDW	Vanguard Total World Bond ETF	Added	508,262	+502,472	$24,342,039	+4097.0%	1.43%
IVZ	Invesco Ltd. Financial Services	Reduced	149,188	-42,016	$24,099,829	+21.3%	1.42%
GOOGL	Alphabet Inc. PUT + SHARES Communication Services	Added	63,782	+17,067	$22,685,367	+69.0%	1.34%
AGNG	Global X Funds Global X Aging Population ETF	Added	358,058	+144,022	$21,379,643	+41.0%	1.26%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	705,905	+113,357	$20,757,795	+24.8%	1.22%
VEA	Vanguard FTSE Developed Markets ETF	Added	271,173	+127,866	$19,321,076	+110.4%	1.14%
ACSG	American Century Small Cap Growth Insights ETF	Added	194,623	+177,453	$18,751,514	+1766.7%	1.10%
BCLO	iShares BBB-B CLO Active ETF	Reduced	336,062	-52,196	$17,074,149	−13.6%	1.01%
BNDX	Vanguard Total International Bond ETF	Added	347,658	+33,509	$16,837,076	+11.5%	0.99%
MSFT	Microsoft Corp Technology	Added	38,756	+3,157	$14,456,763	+9.7%	0.85%
AMZN	Amazon Com Inc Consumer Cyclical	Added	59,842	+3,984	$14,262,742	+22.6%	0.84%
AIRR	First Trust RBA American Industrial Renaissance ETF	Added	159,639	+88,283	$12,253,645	+230.4%	0.72%
CAAA	First Trust AAA CMBS ETF	Reduced	348,297	-66,135	$11,715,232	−42.9%	0.69%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	146,149	-130,837	$10,113,738	−44.5%	0.60%
AVGO	Broadcom Inc. Technology	Added	25,720	+2,582	$9,715,730	+35.7%	0.57%
SPY	Spdr S&P 500 ETF Trust	Reduced	12,909	-2,292	$9,640,053	−2.5%	0.57%
TSLA	Tesla, Inc. PUT + SHARES Consumer Cyclical	Added	21,304	+4,121	$8,960,462	+40.3%	0.53%
		Added	139,820	+120,832	$8,262,489	+901.9%	0.49%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	10,190	+7,884	$7,776,396	+763.8%	0.46%
AAAA	Amplius Aggressive Asset Allocation ETF	Reduced	99,126	-49,733	$7,765,661	−11.3%	0.46%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	103,030	-420	$7,563,432	−0.7%	0.45%
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	NEW	140,346	NEW	$7,388,033	NEW	0.44%
IAU	Ishares Gold Trust	Added	94,937	+15,482	$7,168,692	+2.3%	0.42%
QQQ	Invesco Qqq Trust, Series 1	Reduced	9,126	-1,165	$6,720,386	+13.1%	0.40%
LLY	ELI LILLY & Co PUT + SHARES Healthcare	Added	5,206	+870	$6,244,233	+56.6%	0.37%
JPM	Jpmorgan Chase & Co Financial Services	Added	18,467	+1,469	$6,044,803	+20.9%	0.36%
META	Meta Platforms, Inc. Communication Services	Added	10,636	+662	$5,991,152	+5.0%	0.35%
XOM	ExxonMobil Holdings Corp Energy	Reduced	41,471	-73	$5,669,915	−19.6%	0.33%
BILZ	PIMCO Ultra Short Government Active ETF	Added	106,011	+20,101	$5,460,065	+32.3%	0.32%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	10,409	+1,840	$5,208,559	+26.8%	0.31%
NEE	Nextera Energy Inc Utilities	Added	57,905	+2,518	$5,082,321	−1.2%	0.30%
ABBV	AbbVie Inc. Healthcare	Added	18,700	+8,921	$4,705,668	+121.3%	0.28%
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	Added	66,725	+10,318	$4,573,331	+34.9%	0.27%
KLAC	Kla Corp Technology	Added	15,100	+13,639	$4,555,821	+111.8%	0.27%
CVX	Chevron Corp Energy	Added	27,379	+858	$4,538,343	−17.3%	0.27%
VLO	Valero Energy Corp/Tx Energy	Reduced	17,157	-931	$4,468,369	−0.0%	0.26%
WMT	Walmart Inc. Consumer Defensive	Added	38,824	+6,986	$4,397,206	+11.1%	0.26%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Reduced	52,660	-20,712	$4,190,999	−17.4%	0.25%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.