Triad Wealth Partners, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 6, 2025), Triad Wealth Partners, LLC reported 173 stock positions worth $276.9 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 7.3% of the portfolio, followed by JPMorgan Core Plus Bond ETF (JCPB, 6.8%) and iShares S&P 500 Growth ETF (IVW, 5.7%). Compared with Q3 2024, it opened 133 new positions, sold out of 7, added to 23 and reduced 17. The biggest buy was Ishrs US E F R A ETF-Usd (DYNF, shares +1019%) and the biggest sale Invesco Russell 1000 DYN M/F (OMFL, shares −74%).

Most Recent 13F
Q2 2026
Location
LAWRENCE, KS
CIK
0002012717
Portfolio Value
$276.9M (Q4 2024)
SEC Filing
0002012717-25-000001 ↗ filed Feb 6, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $130.3M Q1 2024 Q2 2024: $190.8M Q2 2024 Q3 2024: $188.0M Q3 2024 Q4 2024: $276.9M $276.9M Q4 2024 Q1 2025: $321.7M Q1 2025 Q2 2025: $495.1M Q2 2025 Q3 2025: $775.5M Q3 2025 Q4 2025: $1.1B Q4 2025 Q1 2026: $1.3B Q1 2026 Q2 2026: $1.7B Q2 2026

Holdings 173 stocks · $276.9M
VOO Vanguard S&P 500 ETF 7.28% 37,393 $20.1M Add +10.5%
JCPB JPMorgan Core Plus Bond ETF 6.80% 408,683 $18.8M Add +54.1%
IVW iShares S&P 500 Growth ETF 5.67% 154,767 $15.7M Add +148.8%
FBND Fidelity Total Bond ETF 5.67% 350,166 $15.7M Reduce -11.0%
QUAL iShares MSCI USA Quality Fac 3.77% 58,596 $10.4M Add +114.7%
DYNF Ishrs US E F R A ETF-Usd Inc. 3.43% 185,215 $9.5M Add +1019.1%
IVE iShares S&P 500 Value ETF 3.36% 48,752 $9.3M Add +138.8%
MBB iShares MBS ETF 2.89% 87,157 $8.0M Add +74.1%
EFG iShares MSCI Eafe Growth ETF 2.79% 79,826 $7.7M Add +163.6%
EFV iShares MSCI Eafe Value ETF 2.67% 141,099 $7.4M Add +148.3%
MSFT Microsoft Corp. 2.16% 14,175 $6.0M Add +24.8%
AAPL Apple Inc. 2.13% 23,536 $5.9M Add +25.2%
BINC iShares Flex I A ETF-Usd Inc. 1.83% 97,234 $5.1M Add +96.6%
EMXC iShares MSCI Emr MRK Ex Chna 1.59% 79,478 $4.4M Add +132.3%
IYW iShares Ustechnology ETF 1.54% 26,818 $4.3M Add +111.8%
BND Vanguard Total Bond Market 1.53% 58,924 $4.2M Reduce -65.2%
SPYM Ste STR SPDR PT S&P 500 ETF 1.30% 52,224 $3.6M Reduce -40.0%
AMZN Amazon.com Inc. 1.28% 16,149 $3.5M Add +24.0%
OMFL Invesco Russell 1000 DYN M/F 1.26% 64,121 $3.5M Reduce -73.8%
DGRW Wisdomtree U.S. Quality Divi 1.21% 41,492 $3.4M Reduce -57.8%
NVDA Nvidia Corp. 1.18% 24,362 $3.3M Add +21.7%
SCHF Schwab Intl Equity ETF 1.13% 168,406 $3.1M Reduce -7.7%
SPMO Invesco S&P 500 Momentum ETF 1.12% 32,719 $3.1M New
HYDB iShares High Yield Systemati 1.06% 62,433 $2.9M Add +7.8%
TLT iShares 20+ Year Treasury BD 1.04% 32,964 $2.9M Add +168.7%
AVGO Broadcom Inc. 0.81% 9,718 $2.3M New
IJH iShares Core S&P Midcap ETF 0.80% 35,735 $2.2M Reduce -63.1%
BBAG JPMorgan Betabuilders US Agg 0.79% 48,273 $2.2M New
MUB iShares National Muni Bond E 0.78% 20,393 $2.2M Add +3.9%
AGG iShares Core U.S. Aggregate 0.78% 22,367 $2.2M New
META Meta Platforms Inc. Class A 0.73% 3,443 $2.0M New
EMB iShares JP Morgan Usd Emergi 0.67% 20,930 $1.9M Add +66.9%
GOOGL Alphabet Inc. Class A 0.67% 9,774 $1.9M New
JPM JPMorgan Chase & Co. 0.65% 7,459 $1.8M New
GOVT iShares US Treasury Bond ETF 0.64% 77,513 $1.8M Add +141.7%
IEMG iShares Core MSCI Emerging 0.63% 33,498 $1.7M Add +171.6%
IVV iShares Core S&P 500 ETF 0.63% 2,954 $1.7M New
USFR Wisdomtree Floating Rate Tre 0.62% 33,965 $1.7M New
IAU iShares Gold Trust 0.58% 32,503 $1.6M New
VIGI Vanguard Int Div App Indx FD 0.51% 17,701 $1.4M Reduce -68.1%
JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F 0.48% 22,188 $1.3M Reduce -50.9%
IQLT iShares MSCI International Q 0.48% 36,061 $1.3M Reduce -67.6%
ICVT iShares Convertible Bond ETF 0.44% 14,365 $1.2M New
GOOG Alphabet Inc. Class C 0.43% 6,294 $1.2M New
UNH Unitedhealth Group Inc. 0.43% 2,368 $1.2M New
JPIE JPMorgan Income ETF 0.43% 26,108 $1.2M New
SKOR NT Crdscr US Corp. BD ETF 0.41% 23,924 $1.1M Reduce -66.6%
VEA Vanguard Ftse Developed ETF 0.41% 23,827 $1.1M New
LMT Lockheed Martin Corp. 0.40% 2,287 $1.1M New
IFRA iShares US Infrastructure 0.39% 23,163 $1.1M New
MA Mastercard Inc. Class A 0.37% 1,932 $1.0M New
IJR iShares Core S&P Small-Cap E 0.35% 8,486 $978K Reduce -60.9%
HD Home Depot Inc. 0.34% 2,402 $934K New
WMT Walmart Inc. 0.31% 9,639 $871K New
MS Morgan Stanley 0.31% 6,821 $858K New
SPDW Ste STR SPDR PT DW Eu ETF 0.31% 25,120 $857K Reduce -20.1%
XOM Exxon Mobil Corp. 0.31% 7,935 $854K New
TSLA Tesla Inc. 0.30% 2,064 $834K New
SPAB SS SPDR P Agg Bond ETF 0.29% 32,601 $815K Reduce -30.9%
ABBV Abbvie Inc. 0.29% 4,512 $802K New
QQQ Invesco QQQ Trust Series 1 0.29% 1,556 $796K New
JGLO JPMorgan GLBL SLCT Eq ETF 0.29% 13,239 $795K New
KLAC KLA Corp. 0.29% 1,259 $793K New
ETN Eaton Corp. PLC 0.28% 2,326 $772K New
QLTA iShares Aaa - A Rated Corpor 0.27% 15,848 $742K New
JGRO JPMorgan Active Growth ETF 0.26% 8,982 $728K New
PJUL Innovator U.S. Equity Power 0.25% 17,034 $701K New
SO The Southern Co. 0.25% 8,358 $688K New
V Visa Inc. Class A 0.24% 2,119 $670K New
BOXX Alpha Architect 1-3 MNTH Box 0.24% 6,051 $667K New
PG The Procter & Gamble Co. 0.24% 3,938 $660K New
COST Costco Wholesale Corp. 0.24% 719 $659K New
LLY Eli Lilly & Co. 0.24% 852 $658K New
MZTI The Marzetti Company filed as LANCASTER COLONY CORP 0.23% 3,754 $650K New
R Ryder System Inc. 0.23% 4,101 $643K New
LVHD Franklin U.S. Low Volatility 0.21% 15,506 $595K New
FDL First Trust Morn DVD Lead Inc. 0.21% 14,495 $584K New
PJAN Innovator U.S. Equity Power 0.21% 13,668 $577K New
PAPR Innovator U.S. Equity Power 0.21% 15,569 $571K New
CVX Chevron Corp. 0.20% 3,902 $565K New
CRM Salesforce Inc. 0.20% 1,689 $565K New
HON Honeywell International Inc. 0.20% 2,430 $549K New
JAVA JPMorgan Active Value ETF 0.19% 8,466 $536K New
SCHX Schwab US Large-Cap ETF 0.19% 22,785 $528K New
BLK BlackRock Inc. 0.19% 515 $528K New
QCOM Qualcomm Inc. 0.19% 3,349 $515K New
POCT Innovator U.S. Equity Power 0.19% 12,980 $514K New
JEPI JPMorgan Equity Premium Inco 0.18% 8,876 $511K New
NOW ServiceNow Inc. 0.18% 478 $507K New
KO The Coca-Cola Co. 0.18% 7,988 $497K New
VZ Verizon Communications Inc. 0.18% 12,418 $497K New
CLOA iShares Aaa Clo Act ETF-Usdi 0.17% 9,174 $475K New
INTU Intuit Inc. 0.17% 750 $472K New
PEP Pepsico Inc. 0.17% 3,100 $471K New
BX Blackstone Inc. 0.17% 2,720 $469K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.17% 10,611 $466K New
COR Cencora Inc. 0.17% 2,061 $463K New
JNJ Johnson & Johnson 0.16% 3,078 $445K New
PFEB Innovator U.S. Equity Power 0.16% 12,037 $443K Reduce -5.3%
T AT&T Inc. 0.16% 19,372 $441K Add +84.8%
BRK.B Berkshire Hathaway Inc. Class B 0.16% 960 $435K New
VUG Vanguard Mrngstar GR ETF-Sui 0.16% 1,057 $434K New
LHX L3HARRIS Technologies Inc. 0.15% 2,022 $425K New
IWF iShares Russell 1000 Growth 0.15% 1,052 $423K New
DFAC Dimensional US Core Equity 2 0.15% 12,146 $420K New
CG The Carlyle Group Inc. 0.15% 8,265 $417K New
IWN iShares Russell 2000 Value E 0.15% 2,515 $413K New
ONEY SS SPDR R1000 Yield Foc ETF 0.15% 3,705 $403K New
CMG Chipotle Mexican Grill Inc. 0.15% 6,684 $403K New
ACN Accenture PLC Class A 0.14% 1,124 $395K New
APD Air Products & Chemicals Inc. 0.14% 1,362 $395K New
HYGW iShares HY Corp. BD Buywr ETF 0.14% 12,230 $389K New
PEG Public Service Enterprise GP 0.14% 4,580 $387K New
CPRT Copart Inc. 0.14% 6,742 $387K New
MRK Merck & Co. Inc. 0.14% 3,816 $380K New
CSCO Cisco Systems Inc. 0.14% 6,392 $378K New
JBND JPMorgan Active Bond ETF 0.13% 6,880 $359K New
TXN Texas Instruments Inc. 0.13% 1,914 $359K New
PSEP Innovator U.S. Equity Power 0.13% 9,077 $355K New
APO Apollo Global Management Inc. 0.12% 2,090 $345K New
ORLY O'reilly Automotive Inc. 0.12% 291 $345K New
TSM Taiwan Semiconductor-SP ADR 0.12% 1,733 $342K New
IWO iShares Russell 2000 Growth 0.12% 1,174 $338K New
JAAA Janus Henderson Aaa Clo ETF 0.12% 6,569 $333K New
AMD Advanced Micro Devices 0.12% 2,699 $326K New
VWO Vanguard Ftse Emerging Marke 0.12% 7,328 $323K New
UBER Uber Technologies Inc. 0.12% 5,299 $320K New
BALT Inn Defined Wealth Shield 0.11% 10,030 $315K New
UNP Union Pacific Corp. 0.11% 1,376 $314K New
LYV Live Nation Entertainment Inc. 0.11% 2,406 $312K New
IWD iShares Russell 1000 Value E 0.11% 1,681 $311K New
TRU Transunion 0.11% 3,352 $311K New
LDOS Leidos Holdings Inc. 0.11% 2,140 $308K New
ADBE Adobe Inc. 0.11% 690 $307K New
MO Altria Group Inc. 0.11% 5,743 $300K New
PANW Palo Alto Networks Inc. 0.11% 1,638 $298K New
CME Cme Group Inc. 0.11% 1,253 $291K New
IJUL Innovator International Deve 0.10% 10,485 $290K New
BALI Is US LRG CP Pre Inc. Act-Usd 0.10% 9,536 $288K New
DFAT Dimensional US Target Value 0.10% 5,160 $287K New
BIDD iShares International Divide 0.10% 11,554 $285K New
RDVI FT Vest Rising Dividend Achi 0.10% 11,714 $284K New
MLM Martin Marietta Materials 0.10% 548 $283K New
MCD McDonald's Corp. 0.10% 969 $281K New
CMCSA Comcast Corp. Class A 0.10% 7,453 $280K New
FGD First Trust DJ GL Sel DVD 0.10% 12,569 $280K Reduce -29.4%
ORCL Oracle Corp. 0.10% 1,655 $276K New
WELL Welltower Inc. 0.10% 2,182 $275K New
IEF iShares 7-10 Year Treasury B 0.10% 2,926 $271K New
XLG Invesco S&P 500 Top 50 ETF 0.10% 5,372 $268K New
EVRG Evergy Inc. 0.10% 4,332 $267K New
NEE Nextera Energy Inc. 0.10% 3,701 $265K New
DFIC Dimensional International Co. 0.09% 10,172 $263K New
LIN Linde PLC 0.09% 620 $260K New
LRCX Lam Research Corp. 0.09% 3,584 $259K New
A Agilent Technologies Inc. 0.09% 1,903 $256K New
IJAN Innovator International Deve 0.09% 8,294 $251K New
VYM Vanguard High DVD Yield ETF 0.09% 1,928 $246K New
ISRG Intuitive Surgical Inc. 0.09% 467 $244K New
SPG Simon Property Group Inc. 0.09% 1,400 $241K New
MNST Monster Beverage Corp. 0.09% 4,504 $237K New
OKE Oneok Inc. 0.08% 2,337 $235K New
DUK Duke Energy Corp. 0.08% 2,103 $227K New
IXUS iShares Core Intl Stock ETF 0.08% 3,368 $223K New
SHYM iShares Short Duration High 0.08% 9,812 $222K New
MDT Medtronic PLC 0.08% 2,773 $221K New
VEEV Veeva Systems Inc. Class A 0.08% 1,007 $212K New
SUSL iShares ESG MSCI USA Leaders 0.08% 2,050 $211K New
BJUL Innovator U.S. Equity Buffer 0.08% 4,679 $208K New
SAIC Science Applications Inte 0.08% 1,864 $208K New
TDSC Exchange Listed Funds Trust 0.08% 8,507 $208K Reduce -73.3%
SRE Sempra 0.07% 2,295 $201K New
ABT Abbott Laboratories 0.07% 1,773 $201K New

Portfolio Sells Q3 2024 → Q4 2024
OMFL Invesco Russell 1000 DYN M/F Reduce -73.8% 1.26% −5.64
BND Vanguard Total Bond Market Reduce -65.2% 1.53% −5.23
FBND Fidelity Total Bond ETF Reduce -11.0% 5.67% −4.11
DGRW Wisdomtree U.S. Quality Divi Reduce -57.8% 1.21% −3.14
IUSB Ishr CR Unvrse Usd BD ETF-Ui Sold out 0.00% −2.50
IJH iShares Core S&P Midcap ETF Reduce -63.1% 0.80% −2.41
VIGI Vanguard Int Div App Indx FD Reduce -68.1% 0.51% −2.09
IQLT iShares MSCI International Q Reduce -67.6% 0.48% −1.97
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -40.0% 1.30% −1.83
SKOR NT Crdscr US Corp. BD ETF Reduce -66.6% 0.41% −1.46
IBMM iShares Ibonds Dec 2024 Term Sold out 0.00% −1.07
IJR iShares Core S&P Small-Cap E Reduce -60.9% 0.35% −1.00
JMEE JPM Sma & Mid Cap En Eq Et-U Reduce -50.9% 0.48% −0.98
SCHF Schwab Intl Equity ETF Reduce -7.7% 1.13% −0.87
IGEB iShares Investment Grade SYS Sold out 0.00% −0.76
SPAB SS SPDR P Agg Bond ETF Reduce -30.9% 0.29% −0.36
TDSC Exchange Listed Funds Trust Reduce -73.3% 0.08% −0.36
SPTL SS SPDR PF LNG TRM TSY E-Usd Sold out 0.00% −0.34
CLSM Exchange Listed Funds Trust Sold out 0.00% −0.33
SPDW Ste STR SPDR PT DW Eu ETF Reduce -20.1% 0.31% −0.32
SPTI SS SPDR P Int Term TSY ETF Sold out 0.00% −0.24
TDSB Etc Cabana Target Beta ETF Sold out 0.00% −0.19
FGD First Trust DJ GL Sel DVD Reduce -29.4% 0.10% −0.13
PFEB Innovator U.S. Equity Power Reduce -5.3% 0.16% −0.08

Portfolio Buys Q3 2024 → Q4 2024
DYNF Ishrs US E F R A ETF-Usd Inc. Add +1019.1% 3.43% +2.99
IVW iShares S&P 500 Growth ETF Add +148.8% 5.67% +2.51
IVE iShares S&P 500 Value ETF Add +138.8% 3.36% +1.22
QUAL iShares MSCI USA Quality Fac Add +114.7% 3.77% +1.17
SPMO Invesco S&P 500 Momentum ETF New 1.12% +1.12
EFG iShares MSCI Eafe Growth ETF Add +163.6% 2.79% +1.06
EFV iShares MSCI Eafe Value ETF Add +148.3% 2.67% +0.93
AVGO Broadcom Inc. New 0.81% +0.81
BBAG JPMorgan Betabuilders US Agg New 0.79% +0.79
AGG iShares Core U.S. Aggregate New 0.78% +0.78
META Meta Platforms Inc. Class A New 0.73% +0.73
GOOGL Alphabet Inc. Class A New 0.67% +0.67
JPM JPMorgan Chase & Co. New 0.65% +0.65
IVV iShares Core S&P 500 ETF New 0.63% +0.63
USFR Wisdomtree Floating Rate Tre New 0.62% +0.62
IAU iShares Gold Trust New 0.58% +0.58
IYW iShares Ustechnology ETF Add +111.8% 1.54% +0.52
EMXC iShares MSCI Emr MRK Ex Chna Add +132.3% 1.59% +0.48
ICVT iShares Convertible Bond ETF New 0.44% +0.44
GOOG Alphabet Inc. Class C New 0.43% +0.43
UNH Unitedhealth Group Inc. New 0.43% +0.43
JPIE JPMorgan Income ETF New 0.43% +0.43
BINC iShares Flex I A ETF-Usd Inc. Add +96.6% 1.83% +0.42
VEA Vanguard Ftse Developed ETF New 0.41% +0.41
LMT Lockheed Martin Corp. New 0.40% +0.40
TLT iShares 20+ Year Treasury BD Add +168.7% 1.04% +0.40
IFRA iShares US Infrastructure New 0.39% +0.39
MA Mastercard Inc. Class A New 0.37% +0.37
HD Home Depot Inc. New 0.34% +0.34
MBB iShares MBS ETF Add +74.1% 2.89% +0.34
WMT Walmart Inc. New 0.31% +0.31
MS Morgan Stanley New 0.31% +0.31
XOM Exxon Mobil Corp. New 0.31% +0.31
TSLA Tesla Inc. New 0.30% +0.30
ABBV Abbvie Inc. New 0.29% +0.29
QQQ Invesco QQQ Trust Series 1 New 0.29% +0.29
JGLO JPMorgan GLBL SLCT Eq ETF New 0.29% +0.29
KLAC KLA Corp. New 0.29% +0.29
ETN Eaton Corp. PLC New 0.28% +0.28
QLTA iShares Aaa - A Rated Corpor New 0.27% +0.27
JGRO JPMorgan Active Growth ETF New 0.26% +0.26
IEMG iShares Core MSCI Emerging Add +171.6% 0.63% +0.26
PJUL Innovator U.S. Equity Power New 0.25% +0.25
SO The Southern Co. New 0.25% +0.25
GOVT iShares US Treasury Bond ETF Add +141.7% 0.64% +0.24
V Visa Inc. Class A New 0.24% +0.24
BOXX Alpha Architect 1-3 MNTH Box New 0.24% +0.24
PG The Procter & Gamble Co. New 0.24% +0.24
COST Costco Wholesale Corp. New 0.24% +0.24
LLY Eli Lilly & Co. New 0.24% +0.24

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 553$1.7BVOO, ISTB, IVW, IVE, CORO
Q1 2026 478$1.3BIVE, VOO, IVW, FBND, CORO
Q4 2025 460$1.1BFBND, IVE, BUFR, DYNF, IVW
Q3 2025 366$775.5MFBND, BUFR, DYNF, IVW, IVE
Q2 2025 289$495.1MJCPB, IVW, QUAL, FBND, IVE
Q1 2025 212$321.7MJCPB, IVW, VOO, FBND, IVE
Q4 2024 173$276.9MVOO, JCPB, IVW, FBND, QUAL
Q3 2024 47$188.0MFBND, VOO, OMFL, JCPB, BND
Q2 2024 998$190.8MBND, FBND, VOO, OMFL, DGRW
Q1 2024 59$130.3MBND, FBND, VOO, OMFL, DGRW