Triad Wealth Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 22, 2026), Triad Wealth Partners, LLC reported 460 stock positions worth $1.1 billion. Its top holding was Fidelity Total Bond ETF (FBND) at 4.2% of the portfolio, followed by iShares S&P 500 Value ETF (IVE, 4.0%) and FT Vest Lad Buffervetf-Usd I (BUFR, 3.4%). Compared with Q3 2025, it opened 121 new positions, sold out of 27, added to 264 and reduced 72. The biggest buy was First Trust Enh Short Mat FD (FTSM, shares +674%) and the biggest sale iShares MSCI USA Quality Fac (QUAL, shares −85%).
- Most Recent 13F
- Q2 2026
- Location
- LAWRENCE, KS
- CIK
- 0002012717
- Portfolio Value
- $1.1B (Q4 2025)
- SEC Filing
- 0002012717-26-000002 ↗ filed Jan 22, 2026
Holdings Value
Holdings 460 stocks · $1.1B
| FBND Fidelity Total Bond ETF | 4.22% | 964,516 | $44.4M | Add +22.8% |
| IVE iShares S&P 500 Value ETF | 4.02% | 199,294 | $42.3M | Add +74.0% |
| BUFR FT Vest Lad Buffervetf-Usd I | 3.40% | 1,044,099 | $35.8M | Add +6.6% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 3.23% | 559,341 | $34.0M | Add +25.7% |
| IVW iShares S&P 500 Growth ETF | 3.16% | 270,105 | $33.3M | Add +28.1% |
| IEMG iShares Core MSCI Emerging | 2.64% | 413,280 | $27.8M | Add +57.1% |
| VOO Vanguard S&P 500 ETF | 2.56% | 42,893 | $26.9M | Add +16.0% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 2.25% | 94,121 | $23.6M | Add +26.2% |
| AAPL Apple Inc. | 1.88% | 72,837 | $19.8M | Add +31.6% |
| XISE FT Vest US Equity Buffer & P | 1.82% | 628,818 | $19.1M | Reduce -10.2% |
| FTSM First Trust Enh Short Mat FD | 1.66% | 291,939 | $17.5M | Add +674.4% |
| NVDA Nvidia Corp. | 1.51% | 85,317 | $15.9M | Add +16.0% |
| EFV iShares MSCI Eafe Value ETF | 1.50% | 220,476 | $15.7M | Reduce -1.2% |
| MSFT Microsoft Corp. | 1.41% | 30,674 | $14.8M | Add +13.8% |
| MBB iShares MBS ETF | 1.37% | 150,999 | $14.4M | Add +21.3% |
| GOVT iShares US Treasury Bond ETF | 1.32% | 601,133 | $13.8M | Add +19.2% |
| SPMO Invesco S&P 500 Momentum ETF | 1.25% | 109,907 | $13.1M | Add +99.5% |
| BAI Ishrs AI in and Tech Act ETF | 1.23% | 389,258 | $13.0M | Add +32.5% |
| THRO iShares U.S. Thematic Rotati | 1.20% | 328,255 | $12.7M | Add +27.8% |
| IAU iShares Gold Trust | 1.17% | 152,180 | $12.4M | Add +16.3% |
| HELO JPMorgan Hedged Equity ETF | 1.15% | 182,218 | $12.1M | New |
| AMZN Amazon.com Inc. | 1.12% | 51,109 | $11.8M | Add +21.3% |
| JCPB JPMorgan Core Plus Bond ETF | 1.12% | 247,937 | $11.7M | Add +11.7% |
| RSMV Rltive Strngt MNG Vol St ETF | 1.09% | 419,071 | $11.5M | Add +59.7% |
| TLH iShares 10-20 Year Treasury | 1.07% | 111,009 | $11.3M | Reduce -11.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.04% | 207,433 | $10.9M | Add +24.9% |
| BNDX Vanguard Total Intl Bond ETF | 0.97% | 212,170 | $10.3M | Add +20.2% |
| SCHO Schwab Short-Term US Treas | 0.94% | 405,359 | $9.9M | New |
| DFAC Dimensional US Core Equity 2 | 0.91% | 242,661 | $9.6M | Add +12.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.85% | 111,097 | $8.9M | Add +1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.84% | 12,952 | $8.8M | Add +7.6% |
| BRNY Burney US Factor Rotation | 0.83% | 173,071 | $8.7M | New |
| BND Vanguard Total Bond Market | 0.77% | 109,471 | $8.1M | Add +52.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.77% | 16,618 | $8.1M | Add +2.3% |
| VEA Vanguard Ftse Developed ETF | 0.77% | 129,578 | $8.1M | Add +16.9% |
| GOOGL Alphabet Inc. Class A | 0.75% | 25,289 | $7.9M | Add +58.3% |
| AVGO Broadcom Inc. | 0.73% | 22,050 | $7.6M | Reduce -19.5% |
| MUB iShares National Muni Bond E | 0.71% | 69,856 | $7.5M | Add +112.0% |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.70% | 261,112 | $7.4M | Add +1277.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.64% | 10,908 | $6.7M | Add +65.7% |
| SHLD Global X Defense Tech ETF | 0.62% | 100,556 | $6.5M | Add +36.8% |
| SCHF Schwab Intl Equity ETF | 0.61% | 268,092 | $6.4M | Add +2.4% |
| TSLA Tesla Inc. | 0.54% | 12,672 | $5.7M | Reduce -11.6% |
| META Meta Platforms Inc. Class A | 0.53% | 8,432 | $5.6M | Add +39.2% |
| DFIC Dimensional International Co. | 0.51% | 155,074 | $5.3M | Add +135.5% |
| PJUL Innovator U.S. Equity Power | 0.50% | 113,984 | $5.3M | Add +19.3% |
| PAPR Innovator U.S. Equity Power | 0.50% | 135,249 | $5.3M | Add +20.2% |
| IVV iShares Core S&P 500 ETF | 0.49% | 7,517 | $5.1M | Add +49.1% |
| JPM JPMorgan Chase & Co. | 0.49% | 15,964 | $5.1M | Add +54.4% |
| PJAN Innovator U.S. Equity Power | 0.49% | 109,063 | $5.1M | Add +21.5% |
| POCT Innovator U.S. Equity Power | 0.48% | 115,928 | $5.1M | Add +21.5% |
| GOOG Alphabet Inc. Class C | 0.47% | 15,659 | $4.9M | Add +28.4% |
| JGRO JPMorgan Active Growth ETF | 0.43% | 49,135 | $4.6M | Add +44.3% |
| WMT Walmart Inc. | 0.43% | 40,375 | $4.5M | Add +131.8% |
| XOM Exxon Mobil Corp. | 0.43% | 37,237 | $4.5M | Add +3.1% |
| NEE Nextera Energy Inc. | 0.42% | 55,083 | $4.4M | Add +2.1% |
| JAVA JPMorgan Active Value ETF | 0.42% | 61,469 | $4.4M | Add +52.3% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.40% | 36,868 | $4.2M | Add +119.5% |
| BFRZ Innovator Eq MNG 100 BFR ETF | 0.40% | 157,724 | $4.2M | Add +49.5% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.40% | 85,850 | $4.2M | Add +5.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.39% | 8,111 | $4.1M | Add +22.4% |
| HYDB iShares High Yield Systemati | 0.38% | 85,519 | $4.0M | Add +45.4% |
| BBUS JPMorgan Betabuilders US Equ | 0.37% | 31,522 | $3.9M | Add +176.6% |
| CVX Chevron Corp. | 0.37% | 25,441 | $3.9M | Add +4.4% |
| JAJL Innovator Edp ETF - 6M Ja | 0.34% | 123,388 | $3.6M | Add +144.3% |
| QLTA iShares Aaa - A Rated Corpor | 0.34% | 74,099 | $3.6M | Reduce -7.1% |
| JPIE JPMorgan Income ETF | 0.33% | 75,055 | $3.5M | Add +26.7% |
| QUAL iShares MSCI USA Quality Fac | 0.33% | 17,292 | $3.4M | Reduce -85.2% |
| BALT Inn Defined Wealth Shield | 0.31% | 97,745 | $3.3M | Add +19.2% |
| SYSB iShares Systematic Bond ETF | 0.29% | 34,458 | $3.1M | New |
| CLOA iShares Aaa Clo Act ETF-Usdi | 0.29% | 59,679 | $3.1M | Add +139.7% |
| VLO Valero Energy Corp. | 0.29% | 18,608 | $3.0M | Add +93.7% |
| DGRW Wisdomtree U.S. Quality Divi | 0.26% | 30,673 | $2.7M | Add +18.4% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.26% | 60,151 | $2.7M | Add +19.2% |
| BBAG JPMorgan Betabuilders US Agg | 0.26% | 58,205 | $2.7M | Add +28.6% |
| LLY Eli Lilly & Co. | 0.26% | 2,498 | $2.7M | Add +114.8% |
| AGG iShares Core U.S. Aggregate | 0.25% | 26,395 | $2.6M | Reduce -3.1% |
| COST Costco Wholesale Corp. | 0.25% | 3,053 | $2.6M | Add +2.2% |
| OMFL Invesco Russell 1000 DYN M/F | 0.24% | 41,866 | $2.6M | Add +34.7% |
| SUB iShares Short-Term National | 0.22% | 21,830 | $2.3M | Add +175.5% |
| JGLO JPMorgan GLBL SLCT Eq ETF | 0.22% | 34,327 | $2.3M | Add +10.4% |
| EALT Innovator US Eqty 5TO15 Buff | 0.21% | 63,982 | $2.3M | Add +20.5% |
| DCOR Dimensional US Core Eq 1 ETF | 0.21% | 29,311 | $2.2M | Add +25.2% |
| VTIP Vanguard Short-Term Tips | 0.20% | 43,217 | $2.1M | Reduce -26.9% |
| BALI Is US LRG CP Pre Inc. Act-Usd | 0.20% | 67,306 | $2.1M | Add +31.8% |
| ABBV Abbvie Inc. | 0.19% | 8,888 | $2.0M | Add +21.0% |
| ZNOV Invtr Equ DE PR ETF - 1 YR N | 0.19% | 75,800 | $2.0M | Add +77.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.19% | 43,099 | $2.0M | Add +276.4% |
| DFEM Dimensional Emrg MRKT Core | 0.19% | 59,906 | $2.0M | Add +167.1% |
| XIJN FT Eq Buf & Prem Inc.-June | 0.19% | 63,571 | $2.0M | Add +536.0% |
| RDVY First Trust Rising Dividend | 0.18% | 28,029 | $1.9M | Add +58.3% |
| LVHD Franklin U.S. Low Volatility | 0.18% | 46,853 | $1.9M | Add +27.6% |
| HYGW iShares HY Corp. BD Buywr ETF | 0.17% | 61,133 | $1.8M | Add +51.0% |
| GLD SPDR Gold Shares | 0.17% | 4,513 | $1.8M | Reduce -1.1% |
| IEF iShares 7-10 Year Treasury B | 0.16% | 17,752 | $1.7M | Add +102.0% |
| MARM Ftvestus Max Buff ETF March | 0.16% | 51,610 | $1.7M | Add +3.9% |
| V Visa Inc. Class A | 0.16% | 4,783 | $1.7M | Add +11.7% |
| MCK McKesson Corp. | 0.15% | 1,944 | $1.6M | New |
| KLAC KLA Corp. | 0.15% | 1,291 | $1.6M | Add +3.7% |
| NFLX Netflix Inc. | 0.15% | 16,573 | $1.6M | Add +232.8% |
Portfolio Sells Q3 2025 → Q4 2025
| QUAL iShares MSCI USA Quality Fac | Reduce -85.2% | 0.33% | −2.61 |
| XISE FT Vest US Equity Buffer & P | Reduce -10.2% | 1.82% | −0.91 |
| TLH iShares 10-20 Year Treasury | Reduce -11.2% | 1.07% | −0.59 |
| EFV iShares MSCI Eafe Value ETF | Reduce -1.2% | 1.50% | −0.46 |
| AVGO Broadcom Inc. | Reduce -19.5% | 0.73% | −0.44 |
| VTIP Vanguard Short-Term Tips | Reduce -26.9% | 0.20% | −0.18 |
| BIDD iShares International Divide | Sold out | 0.00% | −0.16 |
| QLTA iShares Aaa - A Rated Corpor | Reduce -7.1% | 0.34% | −0.16 |
| OKLO Oklo Inc. | Reduce -1.1% | 0.14% | −0.16 |
| IUSG iShares Core S&P U.S. Growth | Sold out | 0.00% | −0.13 |
| TSLA Tesla Inc. | Reduce -11.6% | 0.54% | −0.10 |
| AGG iShares Core U.S. Aggregate | Reduce -3.1% | 0.25% | −0.10 |
| JEPI JPMorgan Equity Premium Inco | Reduce -17.8% | 0.14% | −0.09 |
| AOCT In Equ D PR ETF - 2 Y O 2026 | Sold out | 0.00% | −0.09 |
| XIDE FT Vest US Equity Buffer & P | Reduce -14.6% | 0.14% | −0.09 |
| XIMR FT Eqbuff&preminc - March | Reduce -47.3% | 0.05% | −0.08 |
| DGRO iShares Core Dividend Growth | Reduce -52.6% | 0.04% | −0.08 |
| CLSM Exchange Listed Funds Trust | Reduce -43.2% | 0.05% | −0.07 |
| XLK SS Technology Select Sector | Reduce -52.8% | 0.04% | −0.07 |
| MA Mastercard Inc. Class A | Reduce -7.5% | 0.15% | −0.07 |
| TDSC Exchange Listed Funds Trust | Reduce -37.4% | 0.06% | −0.07 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -60.8% | 0.03% | −0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.06 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -6.3% | 0.14% | −0.05 |
| XLC SS Comm Select Sector SPDR | Sold out | 0.00% | −0.05 |
| JMST JPM Ultra-Short Muni Income | Sold out | 0.00% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -0.0% | 0.10% | −0.05 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -21.5% | 0.05% | −0.04 |
| LYV Live Nation Entertainment Inc. | Sold out | 0.00% | −0.04 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Sold out | 0.00% | −0.04 |
| MTUM iShares MSCI USA Momentum Fa | Sold out | 0.00% | −0.04 |
| GLD SPDR Gold Shares | Reduce -1.1% | 0.17% | −0.04 |
| EMB iShares JP Morgan Usd Emergi | Sold out | 0.00% | −0.04 |
| TYL Tyler Technologies Inc. | Sold out | 0.00% | −0.04 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.04 |
| XLF SS Financial Select Sector | Reduce -38.8% | 0.03% | −0.04 |
| VEEV Veeva Systems Inc. Class A | Sold out | 0.00% | −0.04 |
| GJUN FT Vest US Equity Moderate B | Reduce -1.1% | 0.10% | −0.04 |
| CG The Carlyle Group Inc. | Reduce -36.7% | 0.03% | −0.03 |
| CAPE Doubleline Shiller Cape US | Sold out | 0.00% | −0.03 |
| R Ryder System Inc. | Reduce -11.0% | 0.07% | −0.03 |
| FELC Fidelity Enh LRG Cap Cor ETF | Sold out | 0.00% | −0.03 |
| ORLY O'reilly Automotive Inc. | Reduce -15.2% | 0.04% | −0.03 |
| EEM iShares MSCI Emerging Market | Reduce -25.7% | 0.04% | −0.03 |
| MLM Martin Marietta Materials | Sold out | 0.00% | −0.03 |
| ET Energy Transfer LP | Reduce -0.8% | 0.07% | −0.03 |
| SUSL iShares ESG MSCI USA Leaders | Sold out | 0.00% | −0.03 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.03 |
| SMH Vaneck Semiconductor ETF | Sold out | 0.00% | −0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| FTSM First Trust Enh Short Mat FD | Add +674.4% | 1.66% | +1.37 |
| HELO JPMorgan Hedged Equity ETF | New | 1.15% | +1.15 |
| IVE iShares S&P 500 Value ETF | Add +74.0% | 4.02% | +0.97 |
| SCHO Schwab Short-Term US Treas | New | 0.94% | +0.94 |
| BRNY Burney US Factor Rotation | New | 0.83% | +0.83 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Add +1277.7% | 0.70% | +0.63 |
| IEMG iShares Core MSCI Emerging | Add +57.1% | 2.64% | +0.40 |
| SPMO Invesco S&P 500 Momentum ETF | Add +99.5% | 1.25% | +0.39 |
| SYSB iShares Systematic Bond ETF | New | 0.29% | +0.29 |
| MUB iShares National Muni Bond E | Add +112.0% | 0.71% | +0.26 |
| GOOGL Alphabet Inc. Class A | Add +58.3% | 0.75% | +0.25 |
| DFIC Dimensional International Co. | Add +135.5% | 0.51% | +0.23 |
| WMT Walmart Inc. | Add +131.8% | 0.43% | +0.20 |
| BBUS JPMorgan Betabuilders US Equ | Add +176.6% | 0.37% | +0.19 |
| RSMV Rltive Strngt MNG Vol St ETF | Add +59.7% | 1.09% | +0.19 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +119.5% | 0.40% | +0.16 |
| JAJL Innovator Edp ETF - 6M Ja | Add +144.3% | 0.34% | +0.15 |
| MCK McKesson Corp. | New | 0.15% | +0.15 |
| ANET Arista Networks Inc. | New | 0.15% | +0.15 |
| XIJN FT Eq Buf & Prem Inc.-June | Add +536.0% | 0.19% | +0.15 |
| LLY Eli Lilly & Co. | Add +114.8% | 0.26% | +0.14 |
| SRLN SS Blackstone Sr Loan ETF | New | 0.14% | +0.14 |
| ANGL Vaneck Fallen Angel High YLD | New | 0.13% | +0.13 |
| QQQ Invesco QQQ Trust Series 1 | Add +65.7% | 0.64% | +0.13 |
| CLOA iShares Aaa Clo Act ETF-Usdi | Add +139.7% | 0.29% | +0.13 |
| SCHW Schwab (charles) Corp. | New | 0.13% | +0.13 |
| CBOE Cboe Global Markets Inc. | New | 0.12% | +0.12 |
| EMLC Vaneck JPM Em Local Curr BND | New | 0.12% | +0.12 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +276.4% | 0.19% | +0.12 |
| ARKB ARK 21SHARES Bitcoin ETF | New | 0.11% | +0.11 |
| SUB iShares Short-Term National | Add +175.5% | 0.22% | +0.11 |
| FIW First Trust Water ETF | New | 0.10% | +0.10 |
| TRGP Targa Resources Corp. | New | 0.10% | +0.10 |
| DFEM Dimensional Emrg MRKT Core | Add +167.1% | 0.19% | +0.10 |
| ALSN Allison Transmission Holding | New | 0.09% | +0.09 |
| MPWR Monolithic Power Systems Inc. | New | 0.08% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +28.4% | 0.47% | +0.08 |
| WTS Watts Water Technologies-A | New | 0.08% | +0.08 |
| SEIX Virtus Seix Senior Loan ETF | New | 0.08% | +0.08 |
| BND Vanguard Total Bond Market | Add +52.2% | 0.77% | +0.08 |
| VIGI Vanguard Int Div App Indx FD | Add +225.0% | 0.13% | +0.08 |
| VLO Valero Energy Corp. | Add +93.7% | 0.29% | +0.08 |
| FLRN SS SPDR BB Ig Float RT ETF | New | 0.07% | +0.07 |
| NFLX Netflix Inc. | Add +232.8% | 0.15% | +0.07 |
| JPM JPMorgan Chase & Co. | Add +54.4% | 0.49% | +0.07 |
| FEP First Trust Europe | New | 0.07% | +0.07 |
| LPLA LPL Financial Holdings Inc. | New | 0.07% | +0.07 |
| TOCT Innovator Ed P 2 YR To OCT27 | New | 0.06% | +0.06 |
| AAPL Apple Inc. | Add +31.6% | 1.88% | +0.06 |
| SSNC Ss&c Technologies Holdings | 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 |