Triad Wealth Partners, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 23, 2024), Triad Wealth Partners, LLC reported 59 stock positions worth $130.3 million. Its top holding was Vanguard Total Bond Market (BND) at 11.4% of the portfolio, followed by Fidelity Total Bond ETF (FBND, 11.4%) and Vanguard S&P 500 ETF (VOO, 10.5%).
- Most Recent 13F
- Q2 2026
- Location
- LAWRENCE, KS
- CIK
- 0002012717
- Portfolio Value
- $130.3M (Q1 2024)
- SEC Filing
- 0002012717-24-000001 ↗ filed Apr 23, 2024
Holdings Value
Holdings 59 stocks · $130.3M
| BND Vanguard Total Bond Market | 11.44% | 205,353 | $14.9M | — |
| FBND Fidelity Total Bond ETF | 11.43% | 328,748 | $14.9M | — |
| VOO Vanguard S&P 500 ETF | 10.50% | 28,465 | $13.7M | — |
| OMFL Invesco Russell 1000 DYN M/F | 8.66% | 204,361 | $11.3M | — |
| DGRW Wisdomtree U.S. Quality Divi | 6.74% | 115,330 | $8.8M | — |
| IJH iShares Core S&P Midcap ETF | 5.16% | 110,703 | $6.7M | — |
| JCPB JPMorgan Core Plus Bond ETF | 4.75% | 132,621 | $6.2M | — |
| IQLT iShares MSCI International Q | 3.97% | 130,427 | $5.2M | — |
| VIGI Vanguard Int Div App Indx FD | 3.97% | 63,395 | $5.2M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.26% | 69,119 | $4.3M | — |
| SKOR NT Crdscr US Corp. BD ETF | 3.09% | 84,346 | $4.0M | — |
| SCHF Schwab Intl Equity ETF | 2.63% | 87,944 | $3.4M | — |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 2.36% | 52,502 | $3.1M | — |
| HYDB iShares High Yield Systemati | 2.29% | 63,983 | $3.0M | — |
| MSFT Microsoft Corp. | 2.26% | 7,017 | $3.0M | — |
| IJR iShares Core S&P Small-Cap E | 2.13% | 25,095 | $2.8M | — |
| AAPL Apple Inc. | 1.06% | 8,036 | $1.4M | — |
| AMZN Amazon.com Inc. | 0.98% | 7,099 | $1.3M | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.97% | 35,353 | $1.3M | — |
| GOOGL Alphabet Inc. Class A | 0.93% | 8,021 | $1.2M | — |
| NVDA Nvidia Corp. | 0.72% | 1,034 | $934K | — |
| JPM JPMorgan Chase & Co. | 0.59% | 3,852 | $772K | — |
| MZTI The Marzetti Company filed as LANCASTER COLONY CORP | 0.59% | 3,703 | $769K | — |
| AVGO Broadcom Inc. | 0.56% | 547 | $725K | — |
| UNH Unitedhealth Group Inc. | 0.52% | 1,372 | $679K | — |
| XOM Exxon Mobil Corp. | 0.46% | 5,178 | $602K | — |
| GOOG Alphabet Inc. Class C | 0.46% | 3,920 | $597K | — |
| KLAC KLA Corp. | 0.40% | 750 | $524K | — |
| ABBV Abbvie Inc. | 0.38% | 2,737 | $498K | — |
| HD Home Depot Inc. | 0.33% | 1,124 | $431K | — |
| DMBS Doubleline Mortgage ETF | 0.33% | 8,833 | $430K | — |
| MA Mastercard Inc. Class A | 0.31% | 826 | $398K | — |
| MS Morgan Stanley | 0.29% | 4,047 | $381K | — |
| CVX Chevron Corp. | 0.28% | 2,308 | $364K | — |
| ETN Eaton Corp. PLC | 0.28% | 1,162 | $363K | — |
| META Meta Platforms Inc. Class A | 0.28% | 740 | $359K | — |
| PG The Procter & Gamble Co. | 0.27% | 2,206 | $358K | — |
| HON Honeywell International Inc. | 0.26% | 1,621 | $333K | — |
| TSLA Tesla Inc. | 0.24% | 1,816 | $319K | — |
| LLY Eli Lilly & Co. | 0.24% | 409 | $318K | — |
| PEP Pepsico Inc. | 0.24% | 1,763 | $309K | — |
| QUAL iShares MSCI USA Quality Fac | 0.23% | 1,804 | $296K | — |
| JNJ Johnson & Johnson | 0.23% | 1,859 | $294K | — |
| JEPI JPMorgan Equity Premium Inco | 0.22% | 5,020 | $290K | — |
| ACN Accenture PLC Class A | 0.22% | 829 | $287K | — |
| V Visa Inc. Class A | 0.21% | 996 | $278K | — |
| MRK Merck & Co. Inc. | 0.21% | 2,045 | $270K | — |
| KO The Coca-Cola Co. | 0.20% | 4,275 | $262K | — |
| QCOM Qualcomm Inc. | 0.19% | 1,461 | $247K | — |
| LMT Lockheed Martin Corp. | 0.18% | 502 | $228K | — |
| VZ Verizon Communications Inc. | 0.17% | 5,417 | $227K | — |
| CRM Salesforce Inc. | 0.17% | 753 | $227K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.17% | 5,929 | $225K | — |
| BLK BlackRock Finance Inc. | 0.17% | 269 | $224K | — |
| INTU Intuit Inc. | 0.17% | 341 | $222K | — |
| JAAA Janus Henderson Aaa Clo ETF | 0.17% | 4,314 | $219K | — |
| WMT Walmart Inc. | 0.16% | 3,510 | $211K | — |
| BX Blackstone Inc. | 0.16% | 1,606 | $211K | — |
| SPAB SS SPDR P Agg Bond ETF | 0.16% | 8,262 | $209K | — |
Portfolio Sells Q1 2024
No earlier filing to compare with.
Portfolio Buys Q1 2024
No earlier filing to compare with.
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 |