Triad Wealth Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 10, 2026), Triad Wealth Partners, LLC reported 553 stock positions worth $1.7 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 8.2% of the portfolio, followed by iShares Core 1-5 Year Usd Bo (ISTB, 7.4%) and iShares S&P 500 Growth ETF (IVW, 5.7%). Compared with Q1 2026, it opened 135 new positions, sold out of 61, added to 261 and reduced 152. The biggest buy was a new position in iShares Core 1-5 Year Usd Bo (ISTB) and the biggest sale Fidelity Total Bond ETF (FBND, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- LAWRENCE, KS
- CIK
- 0002012717
- Portfolio Value
- $1.7B (Q2 2026)
- SEC Filing
- 0002012717-26-000004 ↗ filed Aug 10, 2026
Holdings Value
Holdings 553 stocks · $1.7B
| VOO Vanguard S&P 500 ETF | 8.24% | 199,635 | $139.0M | Add +122.1% |
| ISTB iShares Core 1-5 Year Usd Bo | 7.39% | 2,603,382 | $124.7M | New |
| IVW iShares S&P 500 Growth ETF | 5.72% | 697,889 | $96.5M | Add +48.4% |
| IVE iShares S&P 500 Value ETF | 4.35% | 314,821 | $73.4M | Add +21.0% |
| CORO Ish Intl CTRY Rot Act ETF | 4.05% | 1,902,690 | $68.3M | Add +34.0% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 3.24% | 798,464 | $54.6M | Add +33.7% |
| NVDA Nvidia Corp. | 2.08% | 169,599 | $35.0M | Add +24.9% |
| BUFR FT Vest Lad Buffervetf-Usd I | 1.97% | 895,856 | $33.2M | Reduce -5.0% |
| AAPL Apple Inc. | 1.81% | 100,693 | $30.6M | Add +27.3% |
| SPTS SS SPDR P St Term TSY ETF | 1.74% | 1,015,011 | $29.3M | New |
| BAI Ishrs AI in and Tech Act ETF | 1.59% | 626,347 | $26.8M | Add +4.0% |
| ACYN FT Lad Autocall Bar Inc. ETF | 1.48% | 1,212,362 | $24.9M | New |
| SHLD Global X Defense Tech ETF | 1.37% | 358,058 | $23.0M | Add +67.3% |
| VMBS Vanguard Mortgage-Backed Sec | 1.36% | 499,229 | $23.0M | New |
| SPMO Invesco S&P 500 Momentum ETF | 1.29% | 149,188 | $21.7M | Reduce -10.2% |
| MUB iShares National Muni Bond E | 1.15% | 183,286 | $19.3M | Add +82.2% |
| VEA Vanguard Ftse Developed ETF | 1.14% | 271,173 | $19.3M | Add +89.2% |
| THRO iShares U.S. Thematic Rotati | 1.12% | 438,771 | $19.0M | Reduce -12.1% |
| MSFT Microsoft Corp. | 1.12% | 38,756 | $18.9M | Add +8.9% |
| AVEM Avantis Emerging Markets Eq | 1.02% | 190,829 | $17.2M | Add +5921.7% |
| AMZN Amazon.com Inc. | 1.01% | 59,842 | $17.0M | Add +7.1% |
| BNDX Vanguard Total Intl Bond ETF | 0.99% | 347,658 | $16.6M | Add +10.7% |
| DFAC Dimensional US Core Equity 2 | 0.84% | 313,350 | $14.1M | Add +15.5% |
| ACYS FT Vest Lad A Bar & Ri ETF | 0.82% | 676,402 | $13.8M | New |
| GOOGL Alphabet Inc. Class A | 0.78% | 35,049 | $13.1M | Add +29.3% |
| SCHF Schwab Intl Equity ETF | 0.74% | 451,926 | $12.5M | Add +25.9% |
| IVV iShares Core S&P 500 ETF | 0.70% | 15,577 | $11.9M | Add +49.2% |
| JCPB JPMorgan Core Plus Bond ETF | 0.64% | 236,043 | $10.9M | Reduce -9.7% |
| AVGO Broadcom Inc. | 0.60% | 25,720 | $10.1M | Add +11.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.58% | 12,909 | $9.8M | Reduce -15.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.58% | 112,192 | $9.8M | Reduce -2.9% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.56% | 181,518 | $9.4M | Reduce -24.6% |
| BFRZ Innovator Eq MNG 100 BFR ETF | 0.56% | 346,426 | $9.4M | Add +26.6% |
| GOOG Alphabet Inc. Class C | 0.54% | 24,433 | $9.1M | Add +24.6% |
| BALT Inn Defined Wealth Shield | 0.47% | 231,224 | $8.0M | Add +62.2% |
| PAPR Innovator U.S. Equity Power | 0.45% | 177,922 | $7.6M | Add +3.4% |
| BND Vanguard Total Bond Market | 0.44% | 103,030 | $7.4M | Reduce -0.4% |
| PJUL Innovator U.S. Equity Power | 0.44% | 149,663 | $7.4M | Add +5.2% |
| SECT Main Sector Rotation ETF | 0.44% | 103,495 | $7.4M | Add +917.3% |
| IAU iShares Gold Trust | 0.43% | 94,937 | $7.2M | Add +19.5% |
| PJAN Innovator U.S. Equity Power | 0.43% | 143,967 | $7.2M | Add +5.0% |
| POCT Innovator U.S. Equity Power | 0.43% | 152,974 | $7.2M | Add +4.4% |
| EALT Innovator US Eqty 5TO15 Buff | 0.42% | 193,349 | $7.0M | Add +82.9% |
| AGG iShares Core U.S. Aggregate | 0.42% | 71,989 | $7.0M | Add +138.8% |
| DFIC Dimensional International Co. | 0.39% | 170,798 | $6.5M | Add +4.0% |
| JPM JPMorgan Chase & Co. | 0.39% | 18,467 | $6.5M | Add +8.6% |
| XOM Exxon Mobil Corp. | 0.38% | 41,471 | $6.4M | Reduce -0.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.38% | 9,126 | $6.4M | Reduce -11.3% |
| RSMV Rltive Strngt MNG Vol St ETF | 0.37% | 220,775 | $6.3M | Reduce -49.7% |
| META Meta Platforms Inc. Class A | 0.37% | 10,636 | $6.3M | Add +6.6% |
| JAVA JPMorgan Active Value ETF | 0.36% | 72,757 | $6.0M | Add +4.9% |
| TSLA Tesla Inc. | 0.35% | 18,104 | $5.8M | Add +5.4% |
| SUB iShares Short-Term National | 0.34% | 54,459 | $5.8M | Add +105.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.34% | 63,466 | $5.7M | Reduce -68.1% |
| JGRO JPMorgan Active Growth ETF | 0.33% | 59,319 | $5.5M | Add +6.0% |
| RDVY First Trust Rising Dividend | 0.32% | 66,296 | $5.4M | Add +51.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.32% | 10,409 | $5.3M | Add +21.5% |
| CVX Chevron Corp. | 0.31% | 27,379 | $5.3M | Add +3.2% |
| VLO Valero Energy Corp. | 0.31% | 17,157 | $5.3M | Reduce -5.2% |
| HYDB iShares High Yield Systemati | 0.31% | 112,904 | $5.2M | Add +10.8% |
| BBUS JPMorgan Betabuilders US Equ | 0.31% | 38,218 | $5.2M | Add +0.0% |
| NEE Nextera Energy Inc. | 0.30% | 57,905 | $5.0M | Add +4.5% |
| SYSB iShares Systematic Bond ETF | 0.29% | 56,670 | $4.9M | Add +8.0% |
| LLY Eli Lilly & Co. | 0.29% | 4,306 | $4.8M | Reduce -0.7% |
| OMFL Invesco Russell 1000 DYN M/F | 0.28% | 66,725 | $4.7M | Add +18.3% |
| ABBV Abbvie Inc. | 0.27% | 18,700 | $4.6M | Add +91.2% |
| JAJL Innovator Edp ETF - 6M Ja | 0.26% | 144,388 | $4.3M | Add +19.1% |
| WMT Walmart Inc. | 0.25% | 38,824 | $4.3M | Add +21.9% |
| FGD First Trust DJ GL Sel DVD | 0.25% | 122,204 | $4.2M | New |
| EIPI FT Energy Income ETF | 0.25% | 186,543 | $4.2M | New |
| AIRR First Trust Rba American Ind | 0.24% | 34,082 | $4.1M | New |
| COST Costco Wholesale Corp. | 0.24% | 4,249 | $4.1M | Add +21.7% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.24% | 33,906 | $4.0M | Add +52.6% |
| BRNY Burney US Factor Rotation | 0.22% | 65,220 | $3.8M | Reduce -48.5% |
| ZNOV Invtr Equ DE PR ETF - 1 YR N | 0.22% | 134,579 | $3.7M | Add +21.8% |
| BALI Is US LRG CP Pre Inc. Act-Usd | 0.22% | 108,036 | $3.7M | Add +23.6% |
| FTSM First Trust Enh Short Mat FD | 0.21% | 60,606 | $3.6M | Reduce -71.3% |
| ACYQ FT Vest Atcl Barier & Hi ETF | 0.21% | 179,050 | $3.6M | New |
| QQA Invesco QQQ Income Adv ETF | 0.21% | 62,790 | $3.5M | Reduce -18.4% |
| CLOA iShares Aaa Clo Act ETF-Usdi | 0.20% | 65,841 | $3.4M | Reduce -42.3% |
| JPIE JPMorgan Income ETF | 0.20% | 74,154 | $3.4M | Add +8.7% |
| LMUB iShares LT National Muni BD | 0.20% | 67,859 | $3.4M | Add +5.6% |
| IEMG iShares Core MSCI Emerging | 0.20% | 42,785 | $3.3M | Reduce -87.2% |
| GRID First TRST Nasd Class Edg Sgiif | 0.20% | 18,142 | $3.3M | New |
| TDVI FT Vest Technology Dividend | 0.19% | 105,914 | $3.3M | New |
| SCHO Schwab Short-Term US Treas | 0.19% | 132,180 | $3.2M | Add +29.9% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.18% | 54,787 | $3.0M | Reduce -27.0% |
| JNJ Johnson & Johnson | 0.17% | 11,592 | $2.9M | Add +18.8% |
| AMD Advanced Micro Devices | 0.17% | 6,082 | $2.9M | Add +11.5% |
| FFLC Fidelity Fndmntl L/C Cor ETF | 0.17% | 47,921 | $2.9M | Add +219.5% |
| KLAC KLA Corp. | 0.16% | 15,100 | $2.8M | Add +3.4% |
| MU Micron Technology Inc. | 0.16% | 3,318 | $2.8M | Add +14.7% |
| DGRW Wisdomtree U.S. Quality Divi | 0.16% | 28,091 | $2.7M | Reduce -14.4% |
| AMAT Applied Materials Inc. | 0.16% | 5,222 | $2.7M | Add +40.7% |
| SCIO FT Struct Credit Inc. Opp ETF | 0.16% | 130,301 | $2.7M | New |
| EFV iShares MSCI Eafe Value ETF | 0.16% | 32,717 | $2.7M | Reduce -80.9% |
| V Visa Inc. Class A | 0.15% | 7,129 | $2.6M | Add +25.5% |
| DFEM Dimensional Emrg MRKT Core | 0.15% | 67,682 | $2.6M | Add +2.9% |
| JGLO JPMorgan GLBL SLCT Eq ETF | 0.15% | 33,513 | $2.4M | Reduce -11.2% |
| IEF iShares 7-10 Year Treasury B | 0.14% | 26,160 | $2.4M | Add +14.5% |
Options reported separately and not counted above: NVDA puts ($6.2M), TSLA puts ($1.0M), LLY puts ($1.0M), GOOG puts ($894K), GOOGL puts ($710K).
Portfolio Sells Q1 2026 → Q2 2026
| FBND Fidelity Total Bond ETF | Reduce -97.8% | 0.07% | −4.14 |
| GOVT iShares US Treasury Bond ETF | Reduce -95.2% | 0.12% | −3.42 |
| IEMG iShares Core MSCI Emerging | Reduce -87.2% | 0.20% | −1.65 |
| MBB iShares MBS ETF | Reduce -93.3% | 0.08% | −1.54 |
| HELO JPMorgan Hedged Equity ETF | Reduce -98.3% | 0.02% | −1.40 |
| TLH iShares 10-20 Year Treasury | Reduce -95.6% | 0.04% | −1.15 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -68.1% | 0.34% | −0.87 |
| EFV iShares MSCI Eafe Value ETF | Reduce -80.9% | 0.16% | −0.85 |
| FTSM First Trust Enh Short Mat FD | Reduce -71.3% | 0.21% | −0.79 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -5.0% | 1.97% | −0.56 |
| RSMV Rltive Strngt MNG Vol St ETF | Reduce -49.7% | 0.37% | −0.55 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -24.6% | 0.56% | −0.43 |
| XIJN FT Eq Buf & Prem Inc.-June | Reduce -91.8% | 0.03% | −0.41 |
| KNG FT Vest S&P 500 DVD Arst TRG | Reduce -76.8% | 0.08% | −0.34 |
| JCPB JPMorgan Core Plus Bond ETF | Reduce -9.7% | 0.64% | −0.33 |
| THRO iShares U.S. Thematic Rotati | Reduce -12.1% | 1.12% | −0.31 |
| XISE FT Vest US Equity Buffer & P | Reduce -76.4% | 0.06% | −0.29 |
| CLOA iShares Aaa Clo Act ETF-Usdi | Reduce -42.3% | 0.20% | −0.27 |
| BRNY Burney US Factor Rotation | Reduce -48.5% | 0.22% | −0.26 |
| QLTA iShares Aaa - A Rated Corpor | Sold out | 0.00% | −0.24 |
| SEIX Virtus Seix Senior Loan ETF | Sold out | 0.00% | −0.24 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Reduce -50.8% | 0.14% | −0.22 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -15.1% | 0.58% | −0.20 |
| SPMO Invesco S&P 500 Momentum ETF | Reduce -10.2% | 1.29% | −0.19 |
| XOM Exxon Mobil Corp. | Reduce -0.2% | 0.38% | −0.18 |
| BND Vanguard Total Bond Market | Reduce -0.4% | 0.44% | −0.16 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.15 |
| IWY iShares Russell Top 200 Grow | Reduce -67.0% | 0.05% | −0.12 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -27.0% | 0.18% | −0.12 |
| SPHD Invesco S&P 500 High Dividen | Sold out | 0.00% | −0.10 |
| QQA Invesco QQQ Income Adv ETF | Reduce -18.4% | 0.21% | −0.10 |
| LVHD Franklin U.S. Low Volatility | Reduce -32.2% | 0.11% | −0.10 |
| CBOE Cboe Global Markets Inc. | Reduce -68.3% | 0.03% | −0.09 |
| FIXD First Trust Smith Opportunis | Reduce -79.8% | 0.02% | −0.09 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -11.3% | 0.38% | −0.09 |
| SPYI Neos S&P 500 High Income ETF | Reduce -70.2% | 0.03% | −0.09 |
| NFLX Netflix Inc. | Reduce -27.7% | 0.06% | −0.09 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.9% | 0.58% | −0.09 |
| TOCT Innovator Ed P 2 YR To OCT27 | Sold out | 0.00% | −0.09 |
| JEPI JPMorgan Equity Premium Inco | Reduce -55.1% | 0.04% | −0.08 |
| TRGP Targa Resources Corp. | Reduce -64.8% | 0.03% | −0.08 |
| BBAG JPMorgan Betabuilders US Agg | Reduce -13.9% | 0.13% | −0.08 |
| HYGW iShares HY Corp. BD Buywr ETF | Sold out | 0.00% | −0.08 |
| ALSN Allison Transmission Holding | Reduce -72.6% | 0.02% | −0.08 |
| IWX iShares Russell Top 200 Valu | Reduce -69.8% | 0.03% | −0.07 |
| CAPITOL SER TR | Sold out | 0.00% | −0.07 |
| GLD SPDR Gold Shares | Reduce -9.1% | 0.10% | −0.07 |
| USFR Wisdomtree Floating Rate Tre | Reduce -66.2% | 0.02% | −0.07 |
| SRLN SS Blackstone Sr Loan ETF | Sold out | 0.00% | −0.07 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -37.7% | 0.07% | −0.07 |
Portfolio Buys Q1 2026 → Q2 2026
| ISTB iShares Core 1-5 Year Usd Bo | New | 7.39% | +7.39 |
| VOO Vanguard S&P 500 ETF | Add +122.1% | 8.24% | +3.98 |
| SPTS SS SPDR P St Term TSY ETF | New | 1.74% | +1.74 |
| IVW iShares S&P 500 Growth ETF | Add +48.4% | 5.72% | +1.50 |
| ACYN FT Lad Autocall Bar Inc. ETF | New | 1.48% | +1.48 |
| VMBS Vanguard Mortgage-Backed Sec | New | 1.36% | +1.36 |
| AVEM Avantis Emerging Markets Eq | Add +5921.7% | 1.02% | +1.00 |
| ACYS FT Vest Lad A Bar & Ri ETF | New | 0.82% | +0.82 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +33.7% | 3.24% | +0.48 |
| CORO Ish Intl CTRY Rot Act ETF | Add +34.0% | 4.05% | +0.43 |
| VEA Vanguard Ftse Developed ETF | Add +89.2% | 1.14% | +0.41 |
| SECT Main Sector Rotation ETF | Add +917.3% | 0.44% | +0.39 |
| MUB iShares National Muni Bond E | Add +82.2% | 1.15% | +0.30 |
| FGD First Trust DJ GL Sel DVD | New | 0.25% | +0.25 |
| EIPI FT Energy Income ETF | New | 0.25% | +0.25 |
| AIRR First Trust Rba American Ind | New | 0.24% | +0.24 |
| AAPL Apple Inc. | Add +27.3% | 1.81% | +0.22 |
| ACYQ FT Vest Atcl Barier & Hi ETF | New | 0.21% | +0.21 |
| NVDA Nvidia Corp. | Add +24.9% | 2.08% | +0.20 |
| GRID First TRST Nasd Class Edg Sgiif | New | 0.20% | +0.20 |
| TDVI FT Vest Technology Dividend | New | 0.19% | +0.19 |
| AGG iShares Core U.S. Aggregate | Add +138.8% | 0.42% | +0.18 |
| SHLD Global X Defense Tech ETF | Add +67.3% | 1.37% | +0.16 |
| IVV iShares Core S&P 500 ETF | Add +49.2% | 0.70% | +0.16 |
| SCIO FT Struct Credit Inc. Opp ETF | New | 0.16% | +0.16 |
| GOOGL Alphabet Inc. Class A | Add +29.3% | 0.78% | +0.16 |
| EALT Innovator US Eqty 5TO15 Buff | Add +82.9% | 0.42% | +0.13 |
| SECU Ishrs Secur Incom Act ETF | New | 0.13% | +0.13 |
| SDVY First Trust Smid Cap Rising | New | 0.13% | +0.13 |
| SPCX Space Exploration Techn Class A | New | 0.13% | +0.13 |
| SUB iShares Short-Term National | Add +105.0% | 0.34% | +0.12 |
| FFLC Fidelity Fndmntl L/C Cor ETF | Add +219.5% | 0.17% | +0.11 |
| JELH JH Eq Linked High Inc. ETF | New | 0.11% | +0.11 |
| JELM JH Eq Linked Mod Income ETF | New | 0.11% | +0.11 |
| ABBV Abbvie Inc. | Add +91.2% | 0.27% | +0.10 |
| VEGA Advshrs Star GBL Buy-Write | New | 0.10% | +0.10 |
| BALT Inn Defined Wealth Shield | Add +62.2% | 0.47% | +0.10 |
| GOOG Alphabet Inc. Class C | Add +24.6% | 0.54% | +0.09 |
| AMD Advanced Micro Devices | Add +11.5% | 0.17% | +0.09 |
| MU Micron Technology Inc. | Add +14.7% | 0.16% | +0.09 |
| AMZN Amazon.com Inc. | Add +7.1% | 1.01% | +0.09 |
| RDVY First Trust Rising Dividend | Add +51.3% | 0.32% | +0.08 |
| IGSB iShares 1-5Y Inv Grade Corp. | New | 0.08% | +0.08 |
| MSFT Microsoft Corp. | Add +8.9% | 1.12% | +0.08 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +148.2% | 0.13% | +0.07 |
| ZJUL Innovator Edp ETF 1 YR July | New | 0.07% | +0.07 |
| SOXX iShares Semiconductor ETF | Add +275.6% | 0.08% | +0.06 |
| SMMU PIMCO SHRT TRM Muni BND ETF | New | 0.06% | +0.06 |
| AMAT Applied Materials Inc. | Add +40.7% | 0.16% | +0.06 |
| USHY iShares Broad Usd High Yield | Add +276.0% | 0.09% | +0.06 |
Options Activity Q1 2026 → Q2 2026
| NVDA Nvidia Corp. | put | New | 30,200 | $6.2M |
| TSLA Tesla Inc. | put | New | 3,200 | $1.0M |
| LLY Eli Lilly & Co. | put | New | 900 | $1.0M |
| GOOG Alphabet Inc. Class C | put | New | 2,400 | $894K |
| GOOGL Alphabet Inc. Class A | put | New | 1,900 | $710K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 553 | $1.7B | VOO, ISTB, IVW, IVE, CORO |
| Q1 2026 | 478 | $1.3B | IVE, VOO, IVW, FBND, CORO |
| Q4 2025 | 460 | $1.1B | FBND, IVE, BUFR, DYNF, IVW |
| Q3 2025 | 366 | $775.5M | FBND, BUFR, DYNF, IVW, IVE |
| Q2 2025 | 289 | $495.1M | JCPB, IVW, QUAL, FBND, IVE |
| Q1 2025 | 212 | $321.7M | JCPB, IVW, VOO, FBND, IVE |
| Q4 2024 | 173 | $276.9M | VOO, JCPB, IVW, FBND, QUAL |
| Q3 2024 | 47 | $188.0M | FBND, VOO, OMFL, JCPB, BND |
| Q2 2024 | 998 | $190.8M | BND, FBND, VOO, OMFL, DGRW |
| Q1 2024 | 59 | $130.3M | BND, FBND, VOO, OMFL, DGRW |