Triad Wealth Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 16, 2026), Triad Wealth Partners, LLC reported 478 stock positions worth $1.3 billion. Its top holding was iShares S&P 500 Value ETF (IVE) at 4.4% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 4.3%) and iShares S&P 500 Growth ETF (IVW, 4.2%). Compared with Q4 2025, it opened 66 new positions, sold out of 48, added to 277 and reduced 130. The biggest buy was a new position in Ish Intl CTRY Rot Act ETF (CORO) and the biggest sale Vngrd Mrngstr MG Cap ETF-Usd (MGC, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- LAWRENCE, KS
- CIK
- 0002012717
- Portfolio Value
- $1.3B (Q1 2026)
- SEC Filing
- 0002012717-26-000003 ↗ filed Apr 16, 2026
Holdings Value
Holdings 478 stocks · $1.3B
| IVE iShares S&P 500 Value ETF | 4.36% | 260,257 | $55.0M | Add +30.6% |
| VOO Vanguard S&P 500 ETF | 4.26% | 89,893 | $53.7M | Add +109.6% |
| IVW iShares S&P 500 Growth ETF | 4.22% | 470,220 | $53.2M | Add +74.1% |
| FBND Fidelity Total Bond ETF | 4.21% | 1,164,361 | $53.1M | Add +20.7% |
| CORO Ish Intl CTRY Rot Act ETF | 3.62% | 1,420,366 | $45.7M | New |
| GOVT iShares US Treasury Bond ETF | 3.54% | 1,951,668 | $44.7M | Add +224.7% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 2.75% | 597,256 | $34.7M | Add +6.8% |
| BUFR FT Vest Lad Buffervetf-Usd I | 2.52% | 943,338 | $31.9M | Reduce -9.7% |
| NVDA Nvidia Corp. | 1.88% | 135,795 | $23.7M | Add +59.2% |
| IEMG iShares Core MSCI Emerging | 1.84% | 333,512 | $23.3M | Reduce -19.3% |
| MBB iShares MBS ETF | 1.62% | 214,833 | $20.4M | Add +42.3% |
| AAPL Apple Inc. | 1.59% | 79,095 | $20.1M | Add +8.6% |
| BAI Ishrs AI in and Tech Act ETF | 1.57% | 602,252 | $19.8M | Add +54.7% |
| SPMO Invesco S&P 500 Momentum ETF | 1.48% | 166,082 | $18.6M | Add +51.1% |
| THRO iShares U.S. Thematic Rotati | 1.43% | 499,177 | $18.1M | Add +52.1% |
| HELO JPMorgan Hedged Equity ETF | 1.42% | 280,770 | $17.9M | Add +54.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.21% | 199,215 | $15.2M | Add +79.3% |
| SHLD Global X Defense Tech ETF | 1.20% | 214,036 | $15.2M | Add +112.8% |
| BNDX Vanguard Total Intl Bond ETF | 1.20% | 314,149 | $15.1M | Add +48.1% |
| TLH iShares 10-20 Year Treasury | 1.19% | 148,453 | $15.0M | Add +33.7% |
| MSFT Microsoft Corp. | 1.04% | 35,599 | $13.2M | Add +16.1% |
| EFV iShares MSCI Eafe Value ETF | 1.01% | 171,308 | $12.7M | Reduce -22.3% |
| FTSM First Trust Enh Short Mat FD | 1.00% | 211,031 | $12.6M | Reduce -27.7% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.99% | 240,878 | $12.5M | Add +16.1% |
| JCPB JPMorgan Core Plus Bond ETF | 0.98% | 261,526 | $12.3M | Add +5.5% |
| AMZN Amazon.com Inc. | 0.92% | 55,858 | $11.6M | Add +9.3% |
| RSMV Rltive Strngt MNG Vol St ETF | 0.92% | 439,207 | $11.6M | Add +4.8% |
| MUB iShares National Muni Bond E | 0.85% | 100,580 | $10.7M | Add +44.0% |
| DFAC Dimensional US Core Equity 2 | 0.84% | 271,250 | $10.5M | Add +11.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.78% | 15,201 | $9.9M | Add +17.4% |
| VEA Vanguard Ftse Developed ETF | 0.73% | 143,307 | $9.2M | Add +10.6% |
| SCHF Schwab Intl Equity ETF | 0.70% | 358,863 | $8.9M | Add +33.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.67% | 19,260 | $8.4M | Add +15.9% |
| GOOGL Alphabet Inc. Class A | 0.62% | 27,098 | $7.8M | Add +7.2% |
| BND Vanguard Total Bond Market | 0.60% | 103,450 | $7.6M | Reduce -5.5% |
| BFRZ Innovator Eq MNG 100 BFR ETF | 0.57% | 273,585 | $7.2M | Add +73.5% |
| AVGO Broadcom Inc. | 0.57% | 23,138 | $7.2M | Add +4.9% |
| XOM Exxon Mobil Corp. | 0.56% | 41,544 | $7.0M | Add +11.6% |
| IAU iShares Gold Trust | 0.56% | 79,455 | $7.0M | Reduce -47.8% |
| PAPR Innovator U.S. Equity Power | 0.54% | 172,043 | $6.8M | Add +27.2% |
| IVV iShares Core S&P 500 ETF | 0.54% | 10,440 | $6.8M | Add +38.9% |
| PJUL Innovator U.S. Equity Power | 0.52% | 142,284 | $6.5M | Add +24.8% |
| PJAN Innovator U.S. Equity Power | 0.50% | 137,141 | $6.3M | Add +25.7% |
| POCT Innovator U.S. Equity Power | 0.50% | 146,583 | $6.3M | Add +26.4% |
| BRNY Burney US Factor Rotation | 0.49% | 126,647 | $6.2M | Reduce -26.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.47% | 10,291 | $5.9M | Reduce -5.7% |
| CLOA iShares Aaa Clo Act ETF-Usdi | 0.47% | 114,010 | $5.9M | Add +91.0% |
| DFIC Dimensional International Co. | 0.46% | 164,300 | $5.8M | Add +6.0% |
| META Meta Platforms Inc. Class A | 0.45% | 9,974 | $5.7M | Add +18.3% |
| GOOG Alphabet Inc. Class C | 0.45% | 19,617 | $5.6M | Add +25.3% |
| XIJN FT Eq Buf & Prem Inc.-June | 0.44% | 181,233 | $5.6M | Add +185.1% |
| CVX Chevron Corp. | 0.43% | 26,521 | $5.5M | Add +4.3% |
| TSLA Tesla Inc. | 0.41% | 17,183 | $5.2M | Add +35.6% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.41% | 107,125 | $5.2M | Add +24.8% |
| NEE Nextera Energy Inc. | 0.41% | 55,387 | $5.1M | Add +0.6% |
| JPM JPMorgan Chase & Co. | 0.40% | 16,998 | $5.0M | Add +6.5% |
| JAVA JPMorgan Active Value ETF | 0.39% | 69,375 | $5.0M | Add +12.9% |
| BALT Inn Defined Wealth Shield | 0.38% | 142,586 | $4.8M | Add +45.9% |
| HYDB iShares High Yield Systemati | 0.38% | 101,890 | $4.7M | Add +19.1% |
| JGRO JPMorgan Active Growth ETF | 0.37% | 55,940 | $4.7M | Add +13.8% |
| SYSB iShares Systematic Bond ETF | 0.37% | 52,480 | $4.7M | Add +52.3% |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.36% | 163,132 | $4.6M | Reduce -37.5% |
| BBUS JPMorgan Betabuilders US Equ | 0.35% | 38,212 | $4.5M | Add +21.2% |
| VLO Valero Energy Corp. | 0.35% | 18,088 | $4.5M | Reduce -2.8% |
| XISE FT Vest US Equity Buffer & P | 0.35% | 146,291 | $4.4M | Reduce -76.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.33% | 8,569 | $4.1M | Add +5.7% |
| WMT Walmart Inc. | 0.31% | 31,838 | $4.0M | Reduce -21.1% |
| QQA Invesco QQQ Income Adv ETF | 0.30% | 76,951 | $3.8M | Add +225.0% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.29% | 75,068 | $3.7M | Add +24.8% |
| EALT Innovator US Eqty 5TO15 Buff | 0.28% | 105,730 | $3.6M | Add +65.3% |
| JAJL Innovator Edp ETF - 6M Ja | 0.28% | 121,273 | $3.5M | Reduce -1.7% |
| COST Costco Wholesale Corp. | 0.28% | 3,491 | $3.5M | Add +14.3% |
| OMFL Invesco Russell 1000 DYN M/F | 0.27% | 56,407 | $3.4M | Add +34.7% |
| LLY Eli Lilly & Co. | 0.26% | 4,336 | $3.2M | Add +73.6% |
| LMUB iShares LT National Muni BD | 0.25% | 64,256 | $3.2M | New |
| JPIE JPMorgan Income ETF | 0.25% | 68,218 | $3.1M | Reduce -9.1% |
| QLTA iShares Aaa - A Rated Corpor | 0.24% | 64,167 | $3.1M | Reduce -13.4% |
| SEIX Virtus Seix Senior Loan ETF | 0.24% | 132,219 | $3.0M | Add +257.6% |
| AGG iShares Core U.S. Aggregate | 0.24% | 30,146 | $3.0M | Add +14.2% |
| RDVY First Trust Rising Dividend | 0.24% | 43,821 | $3.0M | Add +56.3% |
| ZNOV Invtr Equ DE PR ETF - 1 YR N | 0.23% | 110,527 | $2.9M | Add +45.8% |
| DGRW Wisdomtree U.S. Quality Divi | 0.23% | 32,834 | $2.9M | Add +7.0% |
| SUB iShares Short-Term National | 0.22% | 26,559 | $2.8M | Add +21.7% |
| BALI Is US LRG CP Pre Inc. Act-Usd | 0.21% | 87,434 | $2.7M | Add +29.9% |
| LVHD Franklin U.S. Low Volatility | 0.21% | 62,432 | $2.7M | Add +33.3% |
| BBAG JPMorgan Betabuilders US Agg | 0.21% | 57,554 | $2.7M | Reduce -1.1% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.20% | 22,212 | $2.6M | Reduce -39.8% |
| SCHO Schwab Short-Term US Treas | 0.20% | 101,755 | $2.5M | Reduce -74.9% |
| JGLO JPMorgan GLBL SLCT Eq ETF | 0.20% | 37,752 | $2.5M | Add +10.0% |
| JNJ Johnson & Johnson | 0.19% | 9,759 | $2.4M | Add +34.8% |
| DCOR Dimensional US Core Eq 1 ETF | 0.19% | 33,051 | $2.4M | Add +12.8% |
| DFEM Dimensional Emrg MRKT Core | 0.18% | 65,798 | $2.3M | Add +9.8% |
| GLD SPDR Gold Shares | 0.18% | 5,212 | $2.2M | Add +15.5% |
| IEF iShares 7-10 Year Treasury B | 0.17% | 22,840 | $2.2M | Add +28.7% |
| KLAC KLA Corp. | 0.17% | 1,461 | $2.2M | Add +13.2% |
| QUAL iShares MSCI USA Quality Fac | 0.17% | 11,108 | $2.1M | Reduce -35.8% |
| ABBV Abbvie Inc. | 0.17% | 9,779 | $2.1M | Add +10.0% |
| IWY iShares Russell Top 200 Grow | 0.17% | 8,514 | $2.1M | Add +287.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.17% | 45,935 | $2.1M | Add +42.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.17% | 45,216 | $2.1M | Add +4.9% |
Portfolio Sells Q4 2025 → Q1 2026
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Reduce -98.7% | 0.02% | −2.22 |
| XISE FT Vest US Equity Buffer & P | Reduce -76.7% | 0.35% | −1.47 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -9.7% | 2.52% | −0.87 |
| IEMG iShares Core MSCI Emerging | Reduce -19.3% | 1.84% | −0.80 |
| SCHO Schwab Short-Term US Treas | Reduce -74.9% | 0.20% | −0.74 |
| FTSM First Trust Enh Short Mat FD | Reduce -27.7% | 1.00% | −0.66 |
| IAU iShares Gold Trust | Reduce -47.8% | 0.56% | −0.62 |
| EFV iShares MSCI Eafe Value ETF | Reduce -22.3% | 1.01% | −0.49 |
| BRNY Burney US Factor Rotation | Reduce -26.8% | 0.49% | −0.34 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Reduce -37.5% | 0.36% | −0.34 |
| VTIP Vanguard Short-Term Tips | Sold out | 0.00% | −0.20 |
| BOXX Alpha Architect 1-3 MNTH Box | Reduce -39.8% | 0.20% | −0.20 |
| BND Vanguard Total Bond Market | Reduce -5.5% | 0.60% | −0.17 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -5.7% | 0.47% | −0.17 |
| QUAL iShares MSCI USA Quality Fac | Reduce -35.8% | 0.17% | −0.16 |
| ANGL Vaneck Fallen Angel High YLD | Sold out | 0.00% | −0.13 |
| FDL First Trust Morn DVD Lead Inc. | Sold out | 0.00% | −0.12 |
| WMT Walmart Inc. | Reduce -21.1% | 0.31% | −0.11 |
| ILCG iShares Morningstar Growth E | Sold out | 0.00% | −0.11 |
| VIGI Vanguard Int Div App Indx FD | Reduce -73.0% | 0.03% | −0.10 |
| HYGW iShares HY Corp. BD Buywr ETF | Reduce -46.4% | 0.08% | −0.10 |
| QLTA iShares Aaa - A Rated Corpor | Reduce -13.4% | 0.24% | −0.10 |
| JPIE JPMorgan Income ETF | Reduce -9.1% | 0.25% | −0.08 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -39.6% | 0.07% | −0.07 |
| EPS Wisdomtree US Large Cap Fund | Reduce -42.5% | 0.06% | −0.07 |
| FIW First Trust Water ETF | Reduce -60.7% | 0.03% | −0.07 |
| SCHD Schwab US DVD Equity ETF | Reduce -58.9% | 0.04% | −0.07 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -28.9% | 0.08% | −0.06 |
| XIDE FT Vest US Equity Buffer & P | Reduce -32.5% | 0.08% | −0.06 |
| JAJL Innovator Edp ETF - 6M Ja | Reduce -1.7% | 0.28% | −0.06 |
| OKLO Oklo Inc. | Reduce -0.1% | 0.08% | −0.06 |
| FDVV Fidelity High Dividend ETF | Sold out | 0.00% | −0.06 |
| XLRE SS Real Estate Select Sector | Sold out | 0.00% | −0.05 |
| CCL Carnival Corp. | Sold out | 0.00% | −0.05 |
| XBJA Innovator US Eq Ac 9 Buff-J | Sold out | 0.00% | −0.05 |
| XBJL Inn US Eq Acc 9 Buff July | Sold out | 0.00% | −0.05 |
| XBAP Innovator US Eqy Accel 9 Buf | Sold out | 0.00% | −0.05 |
| ILS Brookmont Catastrophic Bond | Sold out | 0.00% | −0.05 |
| XBOC Innovator US Eqy Acc 9 Buff | Sold out | 0.00% | −0.05 |
| IFRA iShares US Infrastructure | Sold out | 0.00% | −0.05 |
| HIMU iShares High Yild Muni A ETF | Reduce -20.9% | 0.09% | −0.05 |
| IDMO Invesco S&P International DE | Sold out | 0.00% | −0.05 |
| BBAG JPMorgan Betabuilders US Agg | Reduce -1.1% | 0.21% | −0.05 |
| DG Dollar General Corp. | Sold out | 0.00% | −0.05 |
| IYW iShares Ustechnology ETF | Reduce -33.0% | 0.05% | −0.04 |
| REZ Ishars Res and Multi Reales | Sold out | 0.00% | −0.04 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.04 |
| SCHG Schwab US Large-Cap Growth | Reduce -31.8% | 0.04% | −0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -51.3% | 0.03% | −0.04 |
| PBTP Invesco 0-5 YR US Tips ETF | Sold out | 0.00% | −0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| CORO Ish Intl CTRY Rot Act ETF | New | 3.62% | +3.62 |
| GOVT iShares US Treasury Bond ETF | Add +224.7% | 3.54% | +2.23 |
| VOO Vanguard S&P 500 ETF | Add +109.6% | 4.26% | +1.70 |
| IVW iShares S&P 500 Growth ETF | Add +74.1% | 4.22% | +1.05 |
| SHLD Global X Defense Tech ETF | Add +112.8% | 1.20% | +0.58 |
| NVDA Nvidia Corp. | Add +59.2% | 1.88% | +0.36 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +79.3% | 1.21% | +0.36 |
| BAI Ishrs AI in and Tech Act ETF | Add +54.7% | 1.57% | +0.34 |
| IVE iShares S&P 500 Value ETF | Add +30.6% | 4.36% | +0.34 |
| HELO JPMorgan Hedged Equity ETF | Add +54.1% | 1.42% | +0.27 |
| LMUB iShares LT National Muni BD | New | 0.25% | +0.25 |
| XIJN FT Eq Buf & Prem Inc.-June | Add +185.1% | 0.44% | +0.25 |
| MBB iShares MBS ETF | Add +42.3% | 1.62% | +0.25 |
| THRO iShares U.S. Thematic Rotati | Add +52.1% | 1.43% | +0.23 |
| SPMO Invesco S&P 500 Momentum ETF | Add +51.1% | 1.48% | +0.23 |
| BNDX Vanguard Total Intl Bond ETF | Add +48.1% | 1.20% | +0.22 |
| QQA Invesco QQQ Income Adv ETF | Add +225.0% | 0.30% | +0.18 |
| CLOA iShares Aaa Clo Act ETF-Usdi | Add +91.0% | 0.47% | +0.17 |
| BFRZ Innovator Eq MNG 100 BFR ETF | Add +73.5% | 0.57% | +0.17 |
| SEIX Virtus Seix Senior Loan ETF | Add +257.6% | 0.24% | +0.16 |
| HDV iShares Core High Dividend E | New | 0.16% | +0.16 |
| MUB iShares National Muni Bond E | Add +44.0% | 0.85% | +0.14 |
| XOM Exxon Mobil Corp. | Add +11.6% | 0.56% | +0.13 |
| EUHY iShares Euro High Yield Corp. | New | 0.13% | +0.13 |
| TLH iShares 10-20 Year Treasury | Add +33.7% | 1.19% | +0.11 |
| IWY iShares Russell Top 200 Grow | Add +287.7% | 0.17% | +0.11 |
| IWX iShares Russell Top 200 Valu | New | 0.10% | +0.10 |
| USFR Wisdomtree Floating Rate Tre | New | 0.10% | +0.10 |
| BOND PIMCO Active Bond Exchange-T | New | 0.09% | +0.09 |
| SCHF Schwab Intl Equity ETF | Add +33.9% | 0.70% | +0.09 |
| PYLD PIMCO Multisector Bond Actv | New | 0.08% | +0.08 |
| SYSB iShares Systematic Bond ETF | Add +52.3% | 0.37% | +0.08 |
| CAPITOL SER TR | New | 0.07% | +0.07 |
| SCNM Sterling Cap Natl MB ETF | New | 0.07% | +0.07 |
| SPHD Invesco S&P 500 High Dividen | Add +277.3% | 0.10% | +0.07 |
| EALT Innovator US Eqty 5TO15 Buff | Add +65.3% | 0.28% | +0.07 |
| BALT Inn Defined Wealth Shield | Add +45.9% | 0.38% | +0.07 |
| CVX Chevron Corp. | Add +4.3% | 0.43% | +0.07 |
| FELG Fidelity Enh LRG Cap GWTH | New | 0.06% | +0.06 |
| IWS iShares Russell Mid-Cap Valu | New | 0.06% | +0.06 |
| FIXD First Trust Smith Opportunis | Add +149.5% | 0.11% | +0.06 |
| VGT Vanguard Info Tech ETF | Add +112.9% | 0.13% | +0.05 |
| RDVY First Trust Rising Dividend | Add +56.3% | 0.24% | +0.05 |
| IVV iShares Core S&P 500 ETF | Add +38.9% | 0.54% | +0.05 |
| IXUS iShares Core Intl Stock ETF | Add +82.3% | 0.14% | +0.05 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | New | 0.05% | +0.05 |
| BAPR Innovator U.S. Equity Buffer | New | 0.05% | +0.05 |
| BJAN Innovator U.S. Equity Buffer | New | 0.05% | +0.05 |
| HYLS FT Tactical High Yield ETF | New | 0.05% | +0.05 |
| JNJ Johnson & Johnson | Add +34.8% | 0.19% | +0.05 |
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 |