Triad Wealth Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Triad Wealth Partners, LLC reported 212 stock positions worth $321.7 million. Its top holding was JPMorgan Core Plus Bond ETF (JCPB) at 6.9% of the portfolio, followed by iShares S&P 500 Growth ETF (IVW, 5.3%) and Vanguard S&P 500 ETF (VOO, 5.2%). Compared with Q4 2024, it opened 53 new positions, sold out of 14, added to 107 and reduced 50. The biggest buy was a new position in iShares 10-20 Year Treasury (TLH) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- LAWRENCE, KS
- CIK
- 0002012717
- Portfolio Value
- $321.7M (Q1 2025)
- SEC Filing
- 0002012717-25-000003 ↗ filed May 14, 2025
Holdings Value
Holdings 212 stocks · $321.7M
| JCPB JPMorgan Core Plus Bond ETF | 6.95% | 475,193 | $22.4M | Add +16.3% |
| IVW iShares S&P 500 Growth ETF | 5.31% | 184,005 | $17.1M | Add +18.9% |
| VOO Vanguard S&P 500 ETF | 5.23% | 32,732 | $16.8M | Reduce -12.5% |
| FBND Fidelity Total Bond ETF | 5.22% | 367,874 | $16.8M | Add +5.1% |
| IVE iShares S&P 500 Value ETF | 4.20% | 70,867 | $13.5M | Add +45.4% |
| QUAL iShares MSCI USA Quality Fac | 4.19% | 78,861 | $13.5M | Add +34.6% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 3.38% | 223,009 | $10.9M | Add +20.4% |
| EFV iShares MSCI Eafe Value ETF | 2.64% | 144,057 | $8.5M | Add +2.1% |
| MBB iShares MBS ETF | 2.46% | 84,330 | $7.9M | Reduce -3.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 2.06% | 126,354 | $6.6M | Add +29.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.01% | 98,096 | $6.5M | Add +87.8% |
| TLH iShares 10-20 Year Treasury | 1.96% | 60,629 | $6.3M | New |
| EFG iShares MSCI Eafe Growth ETF | 1.80% | 58,024 | $5.8M | Reduce -27.3% |
| MSFT Microsoft Corp. | 1.78% | 15,240 | $5.7M | Add +7.5% |
| AAPL Apple Inc. | 1.73% | 25,100 | $5.6M | Add +6.7% |
| IEMG iShares Core MSCI Emerging | 1.45% | 86,282 | $4.7M | Add +157.6% |
| IYW iShares Ustechnology ETF | 1.40% | 32,024 | $4.5M | Add +19.4% |
| IAU iShares Gold Trust | 1.20% | 65,544 | $3.9M | Add +101.7% |
| SCHF Schwab Intl Equity ETF | 1.20% | 195,032 | $3.9M | Add +15.8% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.18% | 68,889 | $3.8M | Reduce -13.3% |
| AMZN Amazon.com Inc. | 1.14% | 19,313 | $3.7M | Add +19.6% |
| SPMO Invesco S&P 500 Momentum ETF | 1.10% | 38,207 | $3.5M | Add +16.8% |
| BND Vanguard Total Bond Market | 1.02% | 44,791 | $3.3M | Reduce -24.0% |
| NVDA Nvidia Corp. | 1.01% | 29,888 | $3.2M | Add +22.7% |
| HYDB iShares High Yield Systemati | 1.00% | 68,081 | $3.2M | Add +9.1% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.99% | 15,761 | $3.2M | New |
| AGG iShares Core U.S. Aggregate | 0.83% | 26,969 | $2.7M | Add +20.6% |
| BBAG JPMorgan Betabuilders US Agg | 0.79% | 54,994 | $2.5M | Add +13.9% |
| VEA Vanguard Ftse Developed ETF | 0.77% | 48,585 | $2.5M | Add +103.9% |
| DGRW Wisdomtree U.S. Quality Divi | 0.76% | 30,713 | $2.5M | Reduce -26.0% |
| EMB iShares JP Morgan Usd Emergi | 0.76% | 27,017 | $2.4M | Add +29.1% |
| AVGO Broadcom Inc. | 0.72% | 13,863 | $2.3M | Add +42.6% |
| META Meta Platforms Inc. Class A | 0.72% | 4,024 | $2.3M | Add +16.9% |
| GOVT iShares US Treasury Bond ETF | 0.66% | 92,119 | $2.1M | Add +18.8% |
| OMFL Invesco Russell 1000 DYN M/F | 0.65% | 39,151 | $2.1M | Reduce -38.9% |
| QLTA iShares Aaa - A Rated Corpor | 0.64% | 43,553 | $2.1M | Add +174.8% |
| JPM JPMorgan Chase & Co. | 0.60% | 7,830 | $1.9M | Add +5.0% |
| JPIE JPMorgan Income ETF | 0.57% | 39,883 | $1.8M | Add +52.8% |
| IVV iShares Core S&P 500 ETF | 0.53% | 3,011 | $1.7M | Add +1.9% |
| DFAC Dimensional US Core Equity 2 | 0.51% | 49,260 | $1.6M | Add +305.6% |
| ICVT iShares Convertible Bond ETF | 0.47% | 18,117 | $1.5M | Add +26.1% |
| GOOGL Alphabet Inc. Class A | 0.45% | 9,330 | $1.4M | Reduce -4.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.41% | 31,340 | $1.3M | Add +195.3% |
| JAVA JPMorgan Active Value ETF | 0.39% | 19,536 | $1.2M | Add +130.8% |
| UNH Unitedhealth Group Inc. | 0.38% | 2,334 | $1.2M | Reduce -1.4% |
| JGLO JPMorgan GLBL SLCT Eq ETF | 0.38% | 20,627 | $1.2M | Add +55.8% |
| IJH iShares Core S&P Midcap ETF | 0.37% | 20,578 | $1.2M | Reduce -42.4% |
| XOM Exxon Mobil Corp. | 0.36% | 9,808 | $1.2M | Add +23.6% |
| PJAN Innovator U.S. Equity Power | 0.36% | 27,610 | $1.1M | Add +102.0% |
| PJUL Innovator U.S. Equity Power | 0.36% | 28,486 | $1.1M | Add +67.2% |
| POCT Innovator U.S. Equity Power | 0.35% | 29,382 | $1.1M | Add +126.4% |
| ABBV Abbvie Inc. | 0.34% | 5,231 | $1.1M | Add +15.9% |
| BBUS JPMorgan Betabuilders US Equ | 0.34% | 10,780 | $1.1M | New |
| BOXX Alpha Architect 1-3 MNTH Box | 0.32% | 9,295 | $1.0M | Add +53.6% |
| GOOG Alphabet Inc. Class C | 0.31% | 6,316 | $987K | Add +0.3% |
| PAPR Innovator U.S. Equity Power | 0.31% | 27,671 | $987K | Add +77.7% |
| MUB iShares National Muni Bond E | 0.30% | 9,210 | $971K | Reduce -54.8% |
| MA Mastercard Inc. Class A | 0.30% | 1,770 | $970K | Reduce -8.4% |
| PG The Procter & Gamble Co. | 0.30% | 5,576 | $950K | Add +41.6% |
| WMT Walmart Inc. | 0.28% | 10,356 | $909K | Add +7.4% |
| LMT Lockheed Martin Corp. | 0.28% | 2,016 | $900K | Reduce -11.8% |
| LVHD Franklin U.S. Low Volatility | 0.28% | 21,922 | $898K | Add +41.4% |
| TSLA Tesla Inc. | 0.28% | 3,446 | $893K | Add +67.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.28% | 24,461 | $891K | Reduce -2.6% |
| HD Home Depot Inc. | 0.27% | 2,408 | $883K | Add +0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.26% | 1,813 | $850K | Add +16.5% |
| KLAC KLA Corp. | 0.26% | 1,218 | $828K | Reduce -3.3% |
| V Visa Inc. Class A | 0.25% | 2,313 | $810K | Add +9.2% |
| LLY Eli Lilly & Co. | 0.25% | 966 | $798K | Add +13.4% |
| MS Morgan Stanley | 0.24% | 6,729 | $785K | Reduce -1.4% |
| SO The Southern Co. | 0.24% | 8,485 | $780K | Add +1.5% |
| JGRO JPMorgan Active Growth ETF | 0.24% | 10,424 | $769K | Add +16.1% |
| ABT Abbott Laboratories | 0.24% | 5,786 | $768K | Add +226.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.24% | 1,426 | $759K | Add +48.5% |
| COST Costco Wholesale Corp. | 0.23% | 782 | $739K | Add +8.8% |
| SKOR NT Crdscr US Corp. BD ETF | 0.23% | 15,233 | $736K | Reduce -36.3% |
| OEF iShares S&P 100 ETF | 0.23% | 2,677 | $725K | New |
| CVX Chevron Corp. | 0.22% | 4,278 | $716K | Add +9.6% |
| FDL First Trust Morn DVD Lead Inc. | 0.22% | 16,007 | $695K | Add +10.4% |
| IQLT iShares MSCI International Q | 0.22% | 17,511 | $695K | Reduce -51.4% |
| JMBS Janus Henderson Mortg Backed | 0.21% | 14,974 | $677K | New |
| ETN Eaton Corp. PLC | 0.21% | 2,444 | $664K | Add +5.1% |
| VIGI Vanguard Int Div App Indx FD | 0.21% | 7,997 | $663K | Reduce -54.8% |
| MZTI The Marzetti Company filed as LANCASTER COLONY CORP | 0.21% | 3,778 | $661K | Add +0.6% |
| HYGW iShares HY Corp. BD Buywr ETF | 0.20% | 20,404 | $642K | Add +66.8% |
| BIDD iShares International Divide | 0.20% | 24,772 | $641K | Add +114.4% |
| KO The Coca-Cola Co. | 0.20% | 8,852 | $634K | Add +10.8% |
| SPAB SS SPDR P Agg Bond ETF | 0.20% | 24,688 | $631K | Reduce -24.3% |
| JNJ Johnson & Johnson | 0.19% | 3,702 | $614K | Add +20.3% |
| BALT Inn Defined Wealth Shield | 0.19% | 19,416 | $609K | Add +93.6% |
| DFIC Dimensional International Co. | 0.18% | 21,369 | $593K | Add +110.1% |
| R Ryder System Inc. | 0.18% | 4,104 | $590K | Add +0.1% |
| COR Cencora Inc. | 0.18% | 2,078 | $578K | Add +0.8% |
| T AT&T Inc. | 0.18% | 20,276 | $573K | Add +4.7% |
| LHX L3HARRIS Technologies Inc. | 0.18% | 2,733 | $572K | Add +35.2% |
| MO Altria Group Inc. | 0.18% | 9,521 | $571K | Add +65.8% |
| DFSV Dimensional US Small Cap Val | 0.18% | 20,052 | $564K | New |
| VZ Verizon Communications Inc. | 0.17% | 12,073 | $548K | Reduce -2.8% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 0.17% | 9,747 | $546K | Reduce -56.1% |
| HON Honeywell International Inc. | 0.16% | 2,495 | $528K | Add +2.7% |
Portfolio Sells Q4 2024 → Q1 2025
| VOO Vanguard S&P 500 ETF | Reduce -12.5% | 5.23% | −2.05 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -27.3% | 1.80% | −0.99 |
| TLT iShares 20+ Year Treasury BD | Reduce -93.0% | 0.07% | −0.97 |
| USFR Wisdomtree Floating Rate Tre | Sold out | 0.00% | −0.62 |
| OMFL Invesco Russell 1000 DYN M/F | Reduce -38.9% | 0.65% | −0.61 |
| BND Vanguard Total Bond Market | Reduce -24.0% | 1.02% | −0.51 |
| MUB iShares National Muni Bond E | Reduce -54.8% | 0.30% | −0.48 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -26.0% | 0.76% | −0.45 |
| IJH iShares Core S&P Midcap ETF | Reduce -42.4% | 0.37% | −0.43 |
| MBB iShares MBS ETF | Reduce -3.2% | 2.46% | −0.43 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -13.3% | 1.18% | −0.41 |
| IFRA iShares US Infrastructure | Sold out | 0.00% | −0.39 |
| JMEE JPM Sma & Mid Cap En Eq Et-U | Reduce -56.1% | 0.17% | −0.31 |
| VIGI Vanguard Int Div App Indx FD | Reduce -54.8% | 0.21% | −0.31 |
| IQLT iShares MSCI International Q | Reduce -51.4% | 0.22% | −0.27 |
| GOOGL Alphabet Inc. Class A | Reduce -4.5% | 0.45% | −0.22 |
| IJR iShares Core S&P Small-Cap E | Reduce -48.1% | 0.14% | −0.21 |
| SKOR NT Crdscr US Corp. BD ETF | Reduce -36.3% | 0.23% | −0.18 |
| ONEY SS SPDR R1000 Yield Foc ETF | Sold out | 0.00% | −0.15 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.13 |
| APO Apollo Global Management Inc. | Sold out | 0.00% | −0.12 |
| LMT Lockheed Martin Corp. | Reduce -11.8% | 0.28% | −0.12 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.12 |
| RDVI FT Vest Rising Dividend Achi | Sold out | 0.00% | −0.10 |
| MLM Martin Marietta Materials | Sold out | 0.00% | −0.10 |
| FGD First Trust DJ GL Sel DVD | Sold out | 0.00% | −0.10 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -24.3% | 0.20% | −0.10 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.09 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.09 |
| MNST Monster Beverage Corp. | Sold out | 0.00% | −0.09 |
| SUSL iShares ESG MSCI USA Leaders | Sold out | 0.00% | −0.08 |
| ACN Accenture PLC Class A | Reduce -38.6% | 0.07% | −0.08 |
| SRE Sempra | Sold out | 0.00% | −0.07 |
| SCHX Schwab US Large-Cap ETF | Reduce -22.5% | 0.12% | −0.07 |
| MA Mastercard Inc. Class A | Reduce -8.4% | 0.30% | −0.07 |
| MS Morgan Stanley | Reduce -1.4% | 0.24% | −0.07 |
| JEPI JPMorgan Equity Premium Inco | Reduce -19.8% | 0.13% | −0.06 |
| BX Blackstone Inc. | Reduce -1.3% | 0.12% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -1.4% | 0.38% | −0.05 |
| CG The Carlyle Group Inc. | Reduce -10.2% | 0.10% | −0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -6.6% | 0.11% | −0.04 |
| CLOA iShares Aaa Clo Act ETF-Usdi | Reduce -9.5% | 0.13% | −0.04 |
| IWF iShares Russell 1000 Growth | Reduce -0.9% | 0.12% | −0.04 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -1.0% | 0.09% | −0.04 |
| ADBE Adobe Inc. | Reduce -5.7% | 0.08% | −0.03 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -2.6% | 0.28% | −0.03 |
| KLAC KLA Corp. | Reduce -3.3% | 0.26% | −0.03 |
| IWO iShares Russell 2000 Growth | Reduce -0.3% | 0.09% | −0.03 |
| JBND JPMorgan Active Bond ETF | Reduce -9.8% | 0.10% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -0.3% | 0.16% | −0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| TLH iShares 10-20 Year Treasury | New | 1.96% | +1.96 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | New | 0.99% | +0.99 |
| IVE iShares S&P 500 Value ETF | Add +45.4% | 4.20% | +0.84 |
| IEMG iShares Core MSCI Emerging | Add +157.6% | 1.45% | +0.82 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +87.8% | 2.01% | +0.71 |
| IAU iShares Gold Trust | Add +101.7% | 1.20% | +0.62 |
| QUAL iShares MSCI USA Quality Fac | Add +34.6% | 4.19% | +0.42 |
| QLTA iShares Aaa - A Rated Corpor | Add +174.8% | 0.64% | +0.38 |
| VEA Vanguard Ftse Developed ETF | Add +103.9% | 0.77% | +0.36 |
| DFAC Dimensional US Core Equity 2 | Add +305.6% | 0.51% | +0.35 |
| BBUS JPMorgan Betabuilders US Equ | New | 0.34% | +0.34 |
| BAC Bank of America Corp. | Add +195.3% | 0.41% | +0.24 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +29.9% | 2.06% | +0.23 |
| OEF iShares S&P 100 ETF | New | 0.23% | +0.23 |
| JMBS Janus Henderson Mortg Backed | New | 0.21% | +0.21 |
| JAVA JPMorgan Active Value ETF | Add +130.8% | 0.39% | +0.19 |
| DFSV Dimensional US Small Cap Val | New | 0.18% | +0.18 |
| POCT Innovator U.S. Equity Power | Add +126.4% | 0.35% | +0.17 |
| ABT Abbott Laboratories | Add +226.3% | 0.24% | +0.17 |
| JAJL Innovator Edp ETF - 6M Ja | New | 0.15% | +0.15 |
| JCPB JPMorgan Core Plus Bond ETF | Add +16.3% | 6.95% | +0.15 |
| RSP Invesco S&P 500 Equal Weight | New | 0.15% | +0.15 |
| PJAN Innovator U.S. Equity Power | Add +102.0% | 0.36% | +0.15 |
| JPIE JPMorgan Income ETF | Add +52.8% | 0.57% | +0.14 |
| EALT Innovator US Eqty 5TO15 Buff | New | 0.14% | +0.14 |
| FTSM First Trust Enh Short Mat FD | New | 0.14% | +0.14 |
| DFGP Dimensional GLBL Core PL Fix | New | 0.12% | +0.12 |
| SUB iShares Short-Term National | New | 0.12% | +0.12 |
| ZNOV Invtr Equ DE PR ETF - 1 YR N | New | 0.12% | +0.12 |
| LOW Lowe's Cos Inc. | New | 0.12% | +0.12 |
| BAMU Brookstone Ultrashrt BND ETF | New | 0.11% | +0.11 |
| PM Philip Morris International | New | 0.11% | +0.11 |
| DVY iShares Select Dividend ETF | New | 0.11% | +0.11 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | New | 0.11% | +0.11 |
| PJUL Innovator U.S. Equity Power | Add +67.2% | 0.36% | +0.10 |
| SPYG SS SPDR P S&P 500 Growth ETF | New | 0.10% | +0.10 |
| PAPR Innovator U.S. Equity Power | Add +77.7% | 0.31% | +0.10 |
| IOCT Innovator Int Dev Power Buff | New | 0.10% | +0.10 |
| BAMB Brookstone Intermd Bond ETF | New | 0.10% | +0.10 |
| BUFR FT Vest Lad Buffervetf-Usd I | New | 0.10% | +0.10 |
| IAPR Innovator International Deve | New | 0.10% | +0.10 |
| DUHP Dimensional US High Profi Et | New | 0.10% | +0.10 |
| BIDD iShares International Divide | Add +114.4% | 0.20% | +0.10 |
| IDXX Idexx Laboratories Inc. | New | 0.09% | +0.09 |
| JGLO JPMorgan GLBL SLCT Eq ETF | Add +55.8% | 0.38% | +0.09 |
| BKLN Invesco Senior Loan ETF | New | 0.09% | +0.09 |
| DFIC Dimensional International Co. | Add +110.1% | 0.18% | +0.09 |
| EMB iShares JP Morgan Usd Emergi | Add +29.1% | 0.76% | +0.09 |
| D Dominion Energy Inc. | New | 0.09% | +0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.08% | +0.08 |
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 |