Triad Wealth Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 30, 2025), Triad Wealth Partners, LLC reported 366 stock positions worth $775.5 million. Its top holding was Fidelity Total Bond ETF (FBND) at 4.7% of the portfolio, followed by FT Vest Lad Buffervetf-Usd I (BUFR, 4.2%) and Ishrs US E F R A ETF-Usd (DYNF, 3.4%). Compared with Q2 2025, it opened 96 new positions, sold out of 19, added to 215 and reduced 45. The biggest buy was FT Vest Lad Buffervetf-Usd I (BUFR, shares +1691%) and the biggest sale JPMorgan Core Plus Bond ETF (JCPB, shares −59%).
- Most Recent 13F
- Q2 2026
- Location
- LAWRENCE, KS
- CIK
- 0002012717
- Portfolio Value
- $775.5M (Q3 2025)
- SEC Filing
- 0002012717-25-000007 ↗ filed Oct 30, 2025
Holdings Value
Holdings 366 stocks · $775.5M
| FBND Fidelity Total Bond ETF | 4.68% | 785,511 | $36.3M | Add +92.8% |
| BUFR FT Vest Lad Buffervetf-Usd I | 4.22% | 979,487 | $32.7M | Add +1691.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 3.40% | 444,973 | $26.3M | Add +56.9% |
| IVW iShares S&P 500 Growth ETF | 3.28% | 210,875 | $25.5M | Add +20.9% |
| IVE iShares S&P 500 Value ETF | 3.05% | 114,533 | $23.7M | Add +29.0% |
| QUAL iShares MSCI USA Quality Fac | 2.94% | 117,127 | $22.8M | Add +14.6% |
| VOO Vanguard S&P 500 ETF | 2.92% | 36,990 | $22.7M | Add +47.9% |
| XISE FT Vest US Equity Buffer & P | 2.73% | 700,492 | $21.2M | New |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 2.35% | 74,572 | $18.2M | Add +137.8% |
| IEMG iShares Core MSCI Emerging | 2.24% | 263,071 | $17.3M | Add +45.1% |
| EFV iShares MSCI Eafe Value ETF | 1.95% | 223,069 | $15.1M | Reduce -8.4% |
| AAPL Apple Inc. | 1.82% | 55,344 | $14.1M | Add +82.6% |
| MSFT Microsoft Corp. | 1.80% | 26,956 | $14.0M | Add +17.6% |
| NVDA Nvidia Corp. | 1.77% | 73,571 | $13.7M | Add +56.9% |
| TLH iShares 10-20 Year Treasury | 1.66% | 124,995 | $12.9M | Add +20.5% |
| MBB iShares MBS ETF | 1.53% | 124,519 | $11.8M | Add +16.1% |
| GOVT iShares US Treasury Bond ETF | 1.50% | 504,156 | $11.7M | Add +333.4% |
| JCPB JPMorgan Core Plus Bond ETF | 1.36% | 221,935 | $10.6M | Reduce -58.7% |
| BAI Ishrs AI in and Tech Act ETF | 1.29% | 293,733 | $10.0M | Add +120.7% |
| THRO iShares U.S. Thematic Rotati | 1.25% | 256,889 | $9.7M | Add +30.3% |
| IAU iShares Gold Trust | 1.23% | 130,830 | $9.5M | Add +64.9% |
| AMZN Amazon.com Inc. | 1.19% | 42,134 | $9.3M | Add +50.3% |
| AVGO Broadcom Inc. | 1.17% | 27,402 | $9.0M | Add +67.8% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.14% | 166,064 | $8.8M | Add +5.4% |
| BNDX Vanguard Total Intl Bond ETF | 1.13% | 176,569 | $8.7M | Add +22.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.11% | 109,669 | $8.6M | Add +1.0% |
| DFAC Dimensional US Core Equity 2 | 1.07% | 215,443 | $8.3M | Add +27.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.03% | 12,040 | $8.0M | Add +1412.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.00% | 16,242 | $7.8M | Add +634.6% |
| RSMV Rltive Strngt MNG Vol St ETF | 0.90% | 262,465 | $7.0M | Reduce -37.9% |
| SPMO Invesco S&P 500 Momentum ETF | 0.86% | 55,100 | $6.7M | Add +18.0% |
| VEA Vanguard Ftse Developed ETF | 0.86% | 110,814 | $6.6M | Add +19.5% |
| SCHF Schwab Intl Equity ETF | 0.79% | 261,895 | $6.1M | Add +32.6% |
| BND Vanguard Total Bond Market | 0.69% | 71,917 | $5.3M | Add +6.8% |
| SHLD Global X Defense Tech ETF | 0.67% | 73,503 | $5.2M | New |
| TSLA Tesla Inc. | 0.65% | 14,333 | $5.0M | Add +250.9% |
| META Meta Platforms Inc. Class A | 0.57% | 6,058 | $4.4M | Add +33.0% |
| PJUL Innovator U.S. Equity Power | 0.56% | 95,509 | $4.4M | Add +76.9% |
| PAPR Innovator U.S. Equity Power | 0.56% | 112,484 | $4.3M | Add +71.1% |
| POCT Innovator U.S. Equity Power | 0.53% | 95,427 | $4.1M | Add +70.5% |
| PJAN Innovator U.S. Equity Power | 0.53% | 89,731 | $4.1M | Add +69.9% |
| NEE Nextera Energy Inc. | 0.53% | 53,969 | $4.1M | Add +1305.1% |
| XOM Exxon Mobil Corp. | 0.52% | 36,100 | $4.1M | Add +119.1% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.52% | 81,071 | $4.0M | Reduce -10.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.51% | 6,584 | $4.0M | Add +217.6% |
| GOOGL Alphabet Inc. Class A | 0.50% | 15,977 | $3.9M | Add +46.4% |
| QLTA iShares Aaa - A Rated Corpor | 0.50% | 79,776 | $3.9M | Add +44.6% |
| CVX Chevron Corp. | 0.49% | 24,375 | $3.8M | Add +382.9% |
| MUB iShares National Muni Bond E | 0.45% | 32,957 | $3.5M | Add +122.0% |
| IVV iShares Core S&P 500 ETF | 0.44% | 5,042 | $3.4M | Add +63.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.43% | 6,628 | $3.3M | Add +66.0% |
| JPM JPMorgan Chase & Co. | 0.42% | 10,338 | $3.3M | Add +8.1% |
| JGRO JPMorgan Active Growth ETF | 0.41% | 34,051 | $3.2M | Add +16.8% |
| VTIP Vanguard Short-Term Tips | 0.39% | 59,131 | $3.0M | Add +13.7% |
| GOOG Alphabet Inc. Class C | 0.38% | 12,199 | $3.0M | Add +68.2% |
| HYDB iShares High Yield Systemati | 0.36% | 58,829 | $2.8M | Add +8.0% |
| BFRZ Innovator Eq MNG 100 BFR ETF | 0.36% | 105,482 | $2.8M | Add +293.7% |
| JAVA JPMorgan Active Value ETF | 0.36% | 40,351 | $2.8M | Add +20.6% |
| COST Costco Wholesale Corp. | 0.36% | 2,988 | $2.8M | Add +174.4% |
| JPIE JPMorgan Income ETF | 0.35% | 59,235 | $2.7M | Add +13.8% |
| AGG iShares Core U.S. Aggregate | 0.35% | 27,239 | $2.7M | Add +6.4% |
| BALT Inn Defined Wealth Shield | 0.35% | 82,013 | $2.7M | Add +134.1% |
| DGRW Wisdomtree U.S. Quality Divi | 0.30% | 25,916 | $2.3M | Add +12.4% |
| OKLO Oklo Inc. | 0.29% | 20,311 | $2.3M | Add +1.8% |
| FTSM First Trust Enh Short Mat FD | 0.29% | 37,699 | $2.3M | Reduce -26.6% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.28% | 50,466 | $2.2M | Add +36.7% |
| DFIC Dimensional International Co. | 0.28% | 65,845 | $2.2M | Add +55.6% |
| BBAG JPMorgan Betabuilders US Agg | 0.27% | 45,250 | $2.1M | Reduce -5.5% |
| JGLO JPMorgan GLBL SLCT Eq ETF | 0.27% | 31,085 | $2.1M | Add +10.9% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.25% | 16,800 | $1.9M | Add +23.6% |
| OMFL Invesco Russell 1000 DYN M/F | 0.24% | 31,072 | $1.9M | Reduce -1.2% |
| EALT Innovator US Eqty 5TO15 Buff | 0.24% | 53,097 | $1.8M | Add +89.3% |
| JEPI JPMorgan Equity Premium Inco | 0.23% | 31,874 | $1.8M | Add +154.0% |
| WMT Walmart Inc. | 0.23% | 17,414 | $1.8M | Add +39.4% |
| XIDE FT Vest US Equity Buffer & P | 0.23% | 57,853 | $1.8M | New |
| ABBV Abbvie Inc. | 0.22% | 7,344 | $1.7M | Add +40.6% |
| DCOR Dimensional US Core Eq 1 ETF | 0.22% | 23,410 | $1.7M | Add +162.3% |
| MA Mastercard Inc. Class A | 0.21% | 2,897 | $1.6M | Add +28.1% |
| VLO Valero Energy Corp. | 0.21% | 9,609 | $1.6M | New |
| BALI Is US LRG CP Pre Inc. Act-Usd | 0.21% | 51,084 | $1.6M | Add +40.7% |
| GLD SPDR Gold Shares | 0.21% | 4,561 | $1.6M | Add +165.3% |
| MARM Ftvestus Max Buff ETF March | 0.21% | 49,699 | $1.6M | Reduce -15.6% |
| LVHD Franklin U.S. Low Volatility | 0.20% | 36,727 | $1.5M | Add +39.2% |
| DFAX Dimensional World Ex US Core | 0.19% | 47,085 | $1.5M | Add +0.3% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.19% | 34,301 | $1.5M | Add +31.2% |
| V Visa Inc. Class A | 0.19% | 4,281 | $1.5M | Add +5.2% |
| JAJL Innovator Edp ETF - 6M Ja | 0.19% | 50,518 | $1.4M | Add +86.8% |
| DFSV Dimensional US Small Cap Val | 0.18% | 43,942 | $1.4M | Add +10.7% |
| BBUS JPMorgan Betabuilders US Equ | 0.18% | 11,397 | $1.4M | Add +4.9% |
| HD Home Depot Inc. | 0.18% | 3,377 | $1.4M | Add +22.3% |
| EFG iShares MSCI Eafe Growth ETF | 0.18% | 11,963 | $1.4M | Reduce -81.3% |
| KLAC KLA Corp. | 0.17% | 1,245 | $1.3M | Add +4.0% |
| DFUS Dimensional US Eq MKT ETF | 0.17% | 18,012 | $1.3M | Add +2.1% |
| LMT Lockheed Martin Corp. | 0.17% | 2,608 | $1.3M | Add +9.5% |
| CLOA iShares Aaa Clo Act ETF-Usdi | 0.17% | 24,901 | $1.3M | Add +28.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.17% | 3,927 | $1.3M | Add +316.4% |
| BIDD iShares International Divide | 0.16% | 45,514 | $1.3M | Add +42.6% |
| ABT Abbott Laboratories | 0.16% | 9,336 | $1.3M | Add +28.8% |
| UNH Unitedhealth Group Inc. | 0.16% | 3,596 | $1.2M | Add +38.8% |
| HYGW iShares HY Corp. BD Buywr ETF | 0.16% | 40,500 | $1.2M | Add +46.3% |
Portfolio Sells Q2 2025 → Q3 2025
| JCPB JPMorgan Core Plus Bond ETF | Reduce -58.7% | 1.36% | −3.75 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -81.3% | 0.18% | −1.27 |
| RSMV Rltive Strngt MNG Vol St ETF | Reduce -37.9% | 0.90% | −1.21 |
| EFV iShares MSCI Eafe Value ETF | Reduce -8.4% | 1.95% | −1.17 |
| IYW iShares Ustechnology ETF | Reduce -88.2% | 0.11% | −1.16 |
| EMB iShares JP Morgan Usd Emergi | Reduce -90.7% | 0.04% | −0.59 |
| KNG FT Vest S&P 500 DVD Arst TRG | Reduce -10.3% | 0.52% | −0.38 |
| FTSM First Trust Enh Short Mat FD | Reduce -26.6% | 0.29% | −0.33 |
| ICVT iShares Convertible Bond ETF | Reduce -83.7% | 0.03% | −0.23 |
| SECT Main Sector Rotation ETF | Reduce -59.7% | 0.09% | −0.22 |
| BBAG JPMorgan Betabuilders US Agg | Reduce -5.5% | 0.27% | −0.17 |
| MARM Ftvestus Max Buff ETF March | Reduce -15.6% | 0.21% | −0.17 |
| OMFL Invesco Russell 1000 DYN M/F | Reduce -1.2% | 0.24% | −0.13 |
| LLY Eli Lilly & Co. | Reduce -16.0% | 0.11% | −0.10 |
| BAMU Brookstone Ultrashrt BND ETF | Sold out | 0.00% | −0.10 |
| BAMB Brookstone Intermd Bond ETF | Sold out | 0.00% | −0.09 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −0.08 |
| INTU Intuit Inc. | Reduce -5.9% | 0.07% | −0.07 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Reduce -22.7% | 0.07% | −0.06 |
| IJH iShares Core S&P Midcap ETF | Reduce -3.0% | 0.12% | −0.06 |
| JAAA Janus Henderson Aaa Clo ETF | Sold out | 0.00% | −0.06 |
| BAMG Brookstone Growth Stock ETF | Sold out | 0.00% | −0.06 |
| JMBS Janus Henderson Mortg Backed | Sold out | 0.00% | −0.06 |
| CMG Chipotle Mexican Grill Inc. | Reduce -6.4% | 0.04% | −0.06 |
| PFEB Innovator U.S. Equity Power | Reduce -31.5% | 0.05% | −0.06 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -15.7% | 0.07% | −0.06 |
| APD Air Products & Chemicals Inc. | Reduce -2.0% | 0.09% | −0.06 |
| BAMV Brookstone Value Stock ETF | Sold out | 0.00% | −0.06 |
| BKLN Invesco Senior Loan ETF | Sold out | 0.00% | −0.06 |
| BAMD Brookstone Div Stock ETF | Sold out | 0.00% | −0.05 |
| CRM Salesforce Inc. | Reduce -20.6% | 0.04% | −0.05 |
| APO Apollo Global Management Inc. | Sold out | 0.00% | −0.05 |
| IQLT iShares MSCI International Q | Reduce -16.4% | 0.06% | −0.05 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.05 |
| BAMA Brookstone Active ETF | Sold out | 0.00% | −0.05 |
| JNJ Johnson & Johnson | Reduce -0.7% | 0.15% | −0.05 |
| SCHX Schwab US Large-Cap ETF | Reduce -14.1% | 0.07% | −0.05 |
| BAMO Brookstone Opportunities ETF | Sold out | 0.00% | −0.04 |
| TDG Transdigm Group Inc. | Sold out | 0.00% | −0.04 |
| PNOV Innovator U.S. Equity Power | Sold out | 0.00% | −0.04 |
| JBND JPMorgan Active Bond ETF | Reduce -11.9% | 0.06% | −0.04 |
| SAIC Science Applications Inte | Sold out | 0.00% | −0.04 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -22.4% | 0.05% | −0.04 |
| VIGI Vanguard Int Div App Indx FD | Reduce -11.2% | 0.05% | −0.04 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.04 |
| CLOZ Eldridge BBB-B Clo ETF | Sold out | 0.00% | −0.04 |
| DFAT Dimensional US Target Value | Reduce -4.4% | 0.07% | −0.04 |
| IDXX Idexx Laboratories Inc. | Reduce -20.3% | 0.06% | −0.04 |
| RSP Invesco S&P 500 Equal Weight | Reduce -3.0% | 0.06% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -4.3% | 0.07% | −0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| BUFR FT Vest Lad Buffervetf-Usd I | Add +1691.4% | 4.22% | +3.87 |
| XISE FT Vest US Equity Buffer & P | New | 2.73% | +2.73 |
| GOVT iShares US Treasury Bond ETF | Add +333.4% | 1.50% | +0.96 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1412.6% | 1.03% | +0.93 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Add +137.8% | 2.35% | +0.92 |
| FBND Fidelity Total Bond ETF | Add +92.8% | 4.68% | +0.92 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +634.6% | 1.00% | +0.81 |
| SHLD Global X Defense Tech ETF | New | 0.67% | +0.67 |
| AAPL Apple Inc. | Add +82.6% | 1.82% | +0.56 |
| BAI Ishrs AI in and Tech Act ETF | Add +120.7% | 1.29% | +0.52 |
| NEE Nextera Energy Inc. | Add +1305.1% | 0.53% | +0.47 |
| TSLA Tesla Inc. | Add +250.9% | 0.65% | +0.38 |
| CVX Chevron Corp. | Add +382.9% | 0.49% | +0.34 |
| QQQ Invesco QQQ Trust Series 1 | Add +217.6% | 0.51% | +0.28 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +56.9% | 3.40% | +0.28 |
| NVDA Nvidia Corp. | Add +56.9% | 1.77% | +0.27 |
| AVGO Broadcom Inc. | Add +67.8% | 1.17% | +0.26 |
| IAU iShares Gold Trust | Add +64.9% | 1.23% | +0.23 |
| XIDE FT Vest US Equity Buffer & P | New | 0.23% | +0.23 |
| BFRZ Innovator Eq MNG 100 BFR ETF | Add +293.7% | 0.36% | +0.22 |
| VLO Valero Energy Corp. | New | 0.21% | +0.21 |
| XOM Exxon Mobil Corp. | Add +119.1% | 0.52% | +0.17 |
| RDVY First Trust Rising Dividend | New | 0.15% | +0.15 |
| MUB iShares National Muni Bond E | Add +122.0% | 0.45% | +0.14 |
| COST Costco Wholesale Corp. | Add +174.4% | 0.36% | +0.14 |
| XIMR FT Eqbuff&preminc - March | New | 0.14% | +0.14 |
| IUSG iShares Core S&P U.S. Growth | New | 0.13% | +0.13 |
| CLSM Exchange Listed Funds Trust | New | 0.13% | +0.13 |
| IBIT iShares Bitcoin Trust ETF | New | 0.13% | +0.13 |
| GOOG Alphabet Inc. Class C | Add +68.2% | 0.38% | +0.12 |
| TDSC Exchange Listed Funds Trust | New | 0.12% | +0.12 |
| BALT Inn Defined Wealth Shield | Add +134.1% | 0.35% | +0.12 |
| DGRO iShares Core Dividend Growth | New | 0.12% | +0.12 |
| GOOGL Alphabet Inc. Class A | Add +46.4% | 0.50% | +0.11 |
| VTI VG Morningstar TS MKT ETF-US | Add +316.4% | 0.17% | +0.11 |
| ET Energy Transfer LP | New | 0.10% | +0.10 |
| GLD SPDR Gold Shares | Add +165.3% | 0.21% | +0.10 |
| DCOR Dimensional US Core Eq 1 ETF | Add +162.3% | 0.22% | +0.10 |
| SCHD Schwab US DVD Equity ETF | New | 0.09% | +0.09 |
| JEPI JPMorgan Equity Premium Inco | Add +154.0% | 0.23% | +0.09 |
| EPS Wisdomtree US Large Cap Fund | New | 0.09% | +0.09 |
| PJUL Innovator U.S. Equity Power | Add +76.9% | 0.56% | +0.08 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.08% | +0.08 |
| AMAT Applied Materials Inc. | New | 0.07% | +0.07 |
| QQA Invesco QQQ Income Adv ETF | New | 0.07% | +0.07 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +255.1% | 0.13% | +0.07 |
| OKLO Oklo Inc. | Add +1.8% | 0.29% | +0.07 |
| XLF SS Financial Select Sector | New | 0.07% | +0.07 |
| FIXD First Trust Smith Opportunis | New | 0.07% | +0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.06% | +0.06 |
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 |