Triad Wealth Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 21, 2025), Triad Wealth Partners, LLC reported 289 stock positions worth $495.1 million. Its top holding was JPMorgan Core Plus Bond ETF (JCPB) at 5.1% of the portfolio, followed by iShares S&P 500 Growth ETF (IVW, 3.9%) and iShares MSCI USA Quality Fac (QUAL, 3.8%). Compared with Q1 2025, it opened 84 new positions, sold out of 7, added to 151 and reduced 50. The biggest buy was a new position in Rltive Strngt MNG Vol St ETF (RSMV) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −24%).
- Most Recent 13F
- Q2 2026
- Location
- LAWRENCE, KS
- CIK
- 0002012717
- Portfolio Value
- $495.1M (Q2 2025)
- SEC Filing
- 0002012717-25-000005 ↗ filed Jul 21, 2025
Holdings Value
Holdings 289 stocks · $495.1M
| JCPB JPMorgan Core Plus Bond ETF | 5.11% | 537,237 | $25.3M | Add +13.1% |
| IVW iShares S&P 500 Growth ETF | 3.88% | 174,383 | $19.2M | Reduce -5.2% |
| QUAL iShares MSCI USA Quality Fac | 3.78% | 102,248 | $18.7M | Add +29.7% |
| FBND Fidelity Total Bond ETF | 3.76% | 407,431 | $18.6M | Add +10.8% |
| IVE iShares S&P 500 Value ETF | 3.50% | 88,782 | $17.3M | Add +25.3% |
| EFV iShares MSCI Eafe Value ETF | 3.12% | 243,645 | $15.5M | Add +69.1% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 3.12% | 283,546 | $15.4M | Add +27.1% |
| VOO Vanguard S&P 500 ETF | 2.87% | 25,014 | $14.2M | Reduce -23.6% |
| MSFT Microsoft Corp. | 2.30% | 22,912 | $11.4M | Add +50.3% |
| IEMG iShares Core MSCI Emerging | 2.20% | 181,271 | $10.9M | Add +110.1% |
| TLH iShares 10-20 Year Treasury | 2.13% | 103,737 | $10.5M | Add +71.1% |
| RSMV Rltive Strngt MNG Vol St ETF | 2.11% | 422,684 | $10.5M | New |
| MBB iShares MBS ETF | 2.03% | 107,237 | $10.1M | Add +27.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.68% | 157,615 | $8.3M | Add +24.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.59% | 108,578 | $7.9M | Add +10.7% |
| NVDA Nvidia Corp. | 1.50% | 46,888 | $7.4M | Add +56.9% |
| EFG iShares MSCI Eafe Growth ETF | 1.44% | 63,797 | $7.1M | Add +9.9% |
| BNDX Vanguard Total Intl Bond ETF | 1.44% | 143,689 | $7.1M | New |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 1.42% | 31,366 | $7.1M | Add +99.0% |
| THRO iShares U.S. Thematic Rotati | 1.42% | 197,135 | $7.0M | New |
| IYW iShares Ustechnology ETF | 1.26% | 36,141 | $6.3M | Add +12.9% |
| AAPL Apple Inc. | 1.26% | 30,302 | $6.2M | Add +20.7% |
| AMZN Amazon.com Inc. | 1.24% | 28,032 | $6.1M | Add +45.1% |
| DFAC Dimensional US Core Equity 2 | 1.22% | 168,808 | $6.1M | Add +242.7% |
| VEA Vanguard Ftse Developed ETF | 1.07% | 92,742 | $5.3M | Add +90.9% |
| SPMO Invesco S&P 500 Momentum ETF | 1.06% | 46,710 | $5.3M | Add +22.3% |
| BND Vanguard Total Bond Market | 1.00% | 67,338 | $5.0M | Add +50.3% |
| IAU iShares Gold Trust | 1.00% | 79,350 | $4.9M | Add +21.1% |
| AVGO Broadcom Inc. | 0.91% | 16,331 | $4.5M | Add +17.8% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.90% | 90,383 | $4.4M | New |
| SCHF Schwab Intl Equity ETF | 0.88% | 197,528 | $4.4M | Add +1.3% |
| BAI Ishrs AI in and Tech Act ETF | 0.78% | 133,092 | $3.8M | New |
| META Meta Platforms Inc. Class A | 0.68% | 4,556 | $3.4M | Add +13.2% |
| EMB iShares JP Morgan Usd Emergi | 0.63% | 33,567 | $3.1M | Add +24.2% |
| FTSM First Trust Enh Short Mat FD | 0.62% | 51,331 | $3.1M | Add +604.2% |
| JPM JPMorgan Chase & Co. | 0.56% | 9,564 | $2.8M | Add +22.1% |
| GOVT iShares US Treasury Bond ETF | 0.54% | 116,312 | $2.7M | Add +26.3% |
| QLTA iShares Aaa - A Rated Corpor | 0.53% | 55,185 | $2.6M | Add +26.7% |
| VTIP Vanguard Short-Term Tips | 0.53% | 51,987 | $2.6M | New |
| HYDB iShares High Yield Systemati | 0.52% | 54,495 | $2.6M | Reduce -20.0% |
| AGG iShares Core U.S. Aggregate | 0.51% | 25,610 | $2.5M | Reduce -5.0% |
| JGRO JPMorgan Active Growth ETF | 0.51% | 29,144 | $2.5M | Add +179.6% |
| PAPR Innovator U.S. Equity Power | 0.50% | 65,731 | $2.5M | Add +137.5% |
| JPIE JPMorgan Income ETF | 0.49% | 52,055 | $2.4M | Add +30.5% |
| PJUL Innovator U.S. Equity Power | 0.48% | 53,978 | $2.4M | Add +89.5% |
| PJAN Innovator U.S. Equity Power | 0.47% | 52,823 | $2.3M | Add +91.3% |
| POCT Innovator U.S. Equity Power | 0.47% | 55,967 | $2.3M | Add +90.5% |
| BBAG JPMorgan Betabuilders US Agg | 0.45% | 47,870 | $2.2M | Reduce -12.9% |
| JAVA JPMorgan Active Value ETF | 0.44% | 33,467 | $2.2M | Add +71.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.39% | 3,993 | $1.9M | Add +180.0% |
| DGRW Wisdomtree U.S. Quality Divi | 0.39% | 23,050 | $1.9M | Reduce -24.9% |
| GOOGL Alphabet Inc. Class A | 0.39% | 10,914 | $1.9M | Add +17.0% |
| IVV iShares Core S&P 500 ETF | 0.39% | 3,091 | $1.9M | Add +2.7% |
| MARM Ftvestus Max Buff ETF March | 0.38% | 58,893 | $1.9M | New |
| OMFL Invesco Russell 1000 DYN M/F | 0.37% | 31,441 | $1.8M | Reduce -19.7% |
| JGLO JPMorgan GLBL SLCT Eq ETF | 0.36% | 28,024 | $1.8M | Add +35.9% |
| XOM Exxon Mobil Corp. | 0.36% | 16,478 | $1.8M | Add +68.0% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.35% | 54,676 | $1.7M | Add +413.8% |
| MUB iShares National Muni Bond E | 0.31% | 14,842 | $1.6M | Add +61.1% |
| SECT Main Sector Rotation ETF | 0.31% | 26,460 | $1.5M | New |
| BOXX Alpha Architect 1-3 MNTH Box | 0.31% | 13,595 | $1.5M | Add +46.3% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.30% | 36,929 | $1.5M | Add +293.8% |
| V Visa Inc. Class A | 0.29% | 4,069 | $1.4M | Add +75.9% |
| DFAX Dimensional World Ex US Core | 0.28% | 46,923 | $1.4M | New |
| DFIC Dimensional International Co. | 0.27% | 42,327 | $1.3M | Add +98.1% |
| TSLA Tesla Inc. | 0.26% | 4,084 | $1.3M | Add +18.5% |
| GOOG Alphabet Inc. Class C | 0.26% | 7,252 | $1.3M | Add +14.8% |
| MA Mastercard Inc. Class A | 0.26% | 2,262 | $1.3M | Add +27.8% |
| ICVT iShares Convertible Bond ETF | 0.26% | 14,065 | $1.3M | Reduce -22.4% |
| WMT Walmart Inc. | 0.25% | 12,496 | $1.2M | Add +20.7% |
| BBUS JPMorgan Betabuilders US Equ | 0.25% | 10,865 | $1.2M | Add +0.8% |
| DFUS Dimensional US Eq MKT ETF | 0.24% | 17,634 | $1.2M | New |
| DFSV Dimensional US Small Cap Val | 0.24% | 39,697 | $1.2M | Add +98.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.23% | 2,073 | $1.1M | Add +14.3% |
| BALT Inn Defined Wealth Shield | 0.23% | 35,032 | $1.1M | Add +80.4% |
| OKLO Oklo Inc. | 0.23% | 19,950 | $1.1M | New |
| LMT Lockheed Martin Corp. | 0.22% | 2,382 | $1.1M | Add +18.1% |
| BALI Is US LRG CP Pre Inc. Act-Usd | 0.22% | 36,298 | $1.1M | Add +114.1% |
| LLY Eli Lilly & Co. | 0.22% | 1,385 | $1.1M | Add +43.4% |
| COST Costco Wholesale Corp. | 0.22% | 1,089 | $1.1M | Add +39.3% |
| KLAC KLA Corp. | 0.22% | 1,197 | $1.1M | Reduce -1.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.21% | 26,148 | $1.1M | Add +6.9% |
| PG The Procter & Gamble Co. | 0.21% | 6,623 | $1.1M | Add +18.8% |
| LVHD Franklin U.S. Low Volatility | 0.21% | 26,383 | $1.1M | Add +20.4% |
| ILCG iShares Morningstar Growth E | 0.21% | 10,835 | $1.0M | New |
| HD Home Depot Inc. | 0.20% | 2,761 | $1.0M | Add +14.7% |
| CLOA iShares Aaa Clo Act ETF-Usdi | 0.20% | 19,354 | $1.0M | Add +133.1% |
| ABT Abbott Laboratories | 0.20% | 7,246 | $986K | Add +25.2% |
| GJUN FT Vest US Equity Moderate B | 0.20% | 25,887 | $973K | New |
| JNJ Johnson & Johnson | 0.20% | 6,369 | $973K | Add +72.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.20% | 2,211 | $969K | Add +124.0% |
| ABBV Abbvie Inc. | 0.20% | 5,222 | $969K | Reduce -0.2% |
| MS Morgan Stanley | 0.19% | 6,679 | $941K | Reduce -0.7% |
| EALT Innovator US Eqty 5TO15 Buff | 0.18% | 28,056 | $914K | Add +97.4% |
| ETN Eaton Corp. PLC | 0.18% | 2,559 | $913K | Add +4.7% |
| SO The Southern Co. | 0.18% | 9,904 | $909K | Add +16.7% |
| IJH iShares Core S&P Midcap ETF | 0.18% | 14,489 | $899K | Reduce -29.6% |
| BIDD iShares International Divide | 0.18% | 31,918 | $871K | Add +28.9% |
| HYGW iShares HY Corp. BD Buywr ETF | 0.17% | 27,679 | $847K | Add +35.6% |
| OEF iShares S&P 100 ETF | 0.17% | 2,718 | $827K | Add +1.5% |
Portfolio Sells Q1 2025 → Q2 2025
| VOO Vanguard S&P 500 ETF | Reduce -23.6% | 2.87% | −2.36 |
| IVW iShares S&P 500 Growth ETF | Reduce -5.2% | 3.88% | −1.43 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -89.7% | 0.09% | −1.09 |
| HYDB iShares High Yield Systemati | Reduce -20.0% | 0.52% | −0.47 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -24.9% | 0.39% | −0.37 |
| BBAG JPMorgan Betabuilders US Agg | Reduce -12.9% | 0.45% | −0.34 |
| AGG iShares Core U.S. Aggregate | Reduce -5.0% | 0.51% | −0.32 |
| BAC Bank of America Corp. | Reduce -62.8% | 0.11% | −0.30 |
| OMFL Invesco Russell 1000 DYN M/F | Reduce -19.7% | 0.37% | −0.28 |
| ICVT iShares Convertible Bond ETF | Reduce -22.4% | 0.26% | −0.21 |
| IJH iShares Core S&P Midcap ETF | Reduce -29.6% | 0.18% | −0.19 |
| JMBS Janus Henderson Mortg Backed | Reduce -55.1% | 0.06% | −0.15 |
| ABBV Abbvie Inc. | Reduce -0.2% | 0.20% | −0.14 |
| VIGI Vanguard Int Div App Indx FD | Reduce -34.4% | 0.10% | −0.11 |
| IQLT iShares MSCI International Q | Reduce -30.7% | 0.11% | −0.11 |
| DVY iShares Select Dividend ETF | Sold out | 0.00% | −0.11 |
| JMEE JPM Sma & Mid Cap En Eq Et-U | Reduce -35.5% | 0.08% | −0.09 |
| SKOR NT Crdscr US Corp. BD ETF | Reduce -8.7% | 0.14% | −0.09 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -17.2% | 0.11% | −0.09 |
| FDL First Trust Morn DVD Lead Inc. | Reduce -4.2% | 0.13% | −0.09 |
| SPEM State Street SP PTF Em ETF | Sold out | 0.00% | −0.08 |
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −0.08 |
| MZTI The Marzetti Company | Reduce -0.1% | 0.13% | −0.07 |
| TDSC Exchange Listed Funds Trust | Sold out | 0.00% | −0.07 |
| LHX L3HARRIS Technologies Inc. | Reduce -20.3% | 0.11% | −0.07 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.07 |
| OKE Oneok Inc. | Sold out | 0.00% | −0.07 |
| CPRT Copart Inc. | Reduce -12.0% | 0.06% | −0.06 |
| AVDE Avantis International Equity | Sold out | 0.00% | −0.06 |
| IJR iShares Core S&P Small-Cap E | Reduce -10.2% | 0.09% | −0.06 |
| PFEB Innovator U.S. Equity Power | Reduce -3.4% | 0.11% | −0.05 |
| MS Morgan Stanley | Reduce -0.7% | 0.19% | −0.05 |
| IWN iShares Russell 2000 Value E | Reduce -16.5% | 0.07% | −0.05 |
| CRM Salesforce Inc. | Reduce -2.8% | 0.09% | −0.05 |
| RSP Invesco S&P 500 Equal Weight | Reduce -3.6% | 0.10% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -4.1% | 0.06% | −0.05 |
| BLK BlackRock Inc. | Reduce -1.3% | 0.11% | −0.05 |
| KLAC KLA Corp. | Reduce -1.7% | 0.22% | −0.04 |
| DUK Duke Energy Corp. | Reduce -9.9% | 0.05% | −0.04 |
| MDT Medtronic PLC | Reduce -11.6% | 0.05% | −0.04 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -3.1% | 0.06% | −0.04 |
| WELL Welltower Inc. | Reduce -1.6% | 0.07% | −0.04 |
| LRCX Lam Research Corp. | Reduce -27.7% | 0.06% | −0.04 |
| BKLN Invesco Senior Loan ETF | Reduce -4.9% | 0.06% | −0.03 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -17.4% | 0.04% | −0.03 |
| LYV Live Nation Entertainment Inc. | Reduce -11.9% | 0.06% | −0.03 |
| PANW Palo Alto Networks Inc. | Reduce -13.3% | 0.06% | −0.03 |
| CG The Carlyle Group Inc. | Reduce -5.6% | 0.07% | −0.03 |
| LDOS Leidos Holdings Inc. | Reduce -5.9% | 0.06% | −0.03 |
| CLOZ Eldridge BBB-B Clo ETF | Reduce -5.9% | 0.04% | −0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| RSMV Rltive Strngt MNG Vol St ETF | New | 2.11% | +2.11 |
| BNDX Vanguard Total Intl Bond ETF | New | 1.44% | +1.44 |
| THRO iShares U.S. Thematic Rotati | New | 1.42% | +1.42 |
| KNG FT Vest S&P 500 DVD Arst TRG | New | 0.90% | +0.90 |
| BAI Ishrs AI in and Tech Act ETF | New | 0.78% | +0.78 |
| IEMG iShares Core MSCI Emerging | Add +110.1% | 2.20% | +0.75 |
| DFAC Dimensional US Core Equity 2 | Add +242.7% | 1.22% | +0.72 |
| VTIP Vanguard Short-Term Tips | New | 0.53% | +0.53 |
| MSFT Microsoft Corp. | Add +50.3% | 2.30% | +0.52 |
| NVDA Nvidia Corp. | Add +56.9% | 1.50% | +0.49 |
| FTSM First Trust Enh Short Mat FD | Add +604.2% | 0.62% | +0.49 |
| EFV iShares MSCI Eafe Value ETF | Add +69.1% | 3.12% | +0.48 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Add +99.0% | 1.42% | +0.44 |
| MARM Ftvestus Max Buff ETF March | New | 0.38% | +0.38 |
| SECT Main Sector Rotation ETF | New | 0.31% | +0.31 |
| VEA Vanguard Ftse Developed ETF | Add +90.9% | 1.07% | +0.30 |
| DFAX Dimensional World Ex US Core | New | 0.28% | +0.28 |
| JGRO JPMorgan Active Growth ETF | Add +179.6% | 0.51% | +0.27 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +413.8% | 0.35% | +0.25 |
| DFUS Dimensional US Eq MKT ETF | New | 0.24% | +0.24 |
| OKLO Oklo Inc. | New | 0.23% | +0.23 |
| ILCG iShares Morningstar Growth E | New | 0.21% | +0.21 |
| GJUN FT Vest US Equity Moderate B | New | 0.20% | +0.20 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +293.8% | 0.30% | +0.19 |
| PAPR Innovator U.S. Equity Power | Add +137.5% | 0.50% | +0.19 |
| AVGO Broadcom Inc. | Add +17.8% | 0.91% | +0.19 |
| TLH iShares 10-20 Year Treasury | Add +71.1% | 2.13% | +0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +180.0% | 0.39% | +0.16 |
| BFRZ Innovator Eq MNG 100 BFR ETF | New | 0.14% | +0.14 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | New | 0.13% | +0.13 |
| IWR iShares Russell Mid-Cap ETF | New | 0.12% | +0.12 |
| CB Chubb Ltd. | New | 0.12% | +0.12 |
| IMCB iShares Morningstar Mid-Cap | New | 0.12% | +0.12 |
| PJUL Innovator U.S. Equity Power | Add +89.5% | 0.48% | +0.12 |
| DCOR Dimensional US Core Eq 1 ETF | New | 0.12% | +0.12 |
| PJAN Innovator U.S. Equity Power | Add +91.3% | 0.47% | +0.11 |
| POCT Innovator U.S. Equity Power | Add +90.5% | 0.47% | +0.11 |
| GLD SPDR Gold Shares | New | 0.11% | +0.11 |
| AMZN Amazon.com Inc. | Add +45.1% | 1.24% | +0.10 |
| DFAU Dimensional US Core Equity M | New | 0.10% | +0.10 |
| ADSK Autodesk Inc. | New | 0.09% | +0.09 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.08% | +0.08 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +124.0% | 0.20% | +0.08 |
| DFIC Dimensional International Co. | Add +98.1% | 0.27% | +0.08 |
| XDSQ Innovator US Eqy Accl-Quart | New | 0.08% | +0.08 |
| DFAI Dimensional International Co. | New | 0.08% | +0.08 |
| SPYI Neos S&P 500 High Income ETF | New | 0.08% | +0.08 |
| HIMU iShares High Yild Muni A ETF | New | 0.08% | +0.08 |
| DFEM Dimensional Emrg MRKT Core | New | 0.08% | +0.08 |
| PLTR Palantir Technologies Inc. Class A | 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 |