Triad Wealth Partners, LLC
479 holdingsFiling period: 2026-03-31Current AUM: $1.38Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | 260.3K | $55.0M | $60.3M | 4.37% | +61.0K | 2026-03-31 |
| 2 | VOO | VANGUARD INDEX FDS | 89.9K | $53.7M | $61.7M | 4.47% | +47.0K | 2026-03-31 |
| 3 | IVW | ISHARES TR | 470.2K | $53.2M | $63.6M | 4.61% | +200.1K | 2026-03-31 |
| 4 | FBND | FIDELITY MERRIMACK STR TR | 1.16M | $53.1M | $52.1M | 3.77% | +199.8K | 2026-03-31 |
| 5 | CORO | BLACKROCK ETF TRUST | 1.42M | $45.7M | $50.7M | 3.67% | -- | 2026-03-31 |
| 6 | GOVT | ISHARES TR | 1.95M | $44.7M | $43.8M | 3.17% | +1.35M | 2026-03-31 |
| 7 | DYNF | BLACKROCK ETF TRUST | 597.3K | $34.7M | $40.3M | 2.92% | +37.9K | 2026-03-31 |
| 8 | BUFR | FIRST TR EXCHNG TRADED FD VI | 943.3K | $31.9M | $34.7M | 2.51% | -100,761 | 2026-03-31 |
| 9 | NVDA | NVIDIA CORPORATION | 135.8K | $23.7M | $27.3M | 1.97% | +50.5K | 2026-03-31 |
| 10 | IEMG | ISHARES INC | 333.5K | $23.3M | $25.9M | 1.88% | -79,768 | 2026-03-31 |
| 11 | MBB | ISHARES TR | 214.8K | $20.4M | $20.0M | 1.45% | +63.8K | 2026-03-31 |
| 12 | AAPL | APPLE INC | 79.1K | $20.1M | $24.4M | 1.77% | +6.3K | 2026-03-31 |
| 13 | BAI | BLACKROCK ETF TRUST | 602.3K | $19.8M | $24.9M | 1.80% | +213.0K | 2026-03-31 |
| 14 | SPMO | INVESCO EXCH TRADED FD TR II | 166.1K | $18.6M | $23.9M | 1.73% | +56.2K | 2026-03-31 |
| 15 | THRO | BLACKROCK ETF TRUST | 499.2K | $18.1M | $21.3M | 1.54% | +170.9K | 2026-03-31 |
| 16 | HELO | J P MORGAN EXCHANGE TRADED F | 280.8K | $17.9M | $19.2M | 1.39% | +98.6K | 2026-03-31 |
| 17 | SPYM | SPDR SERIES TRUST | 199.2K | $15.2M | $17.5M | 1.27% | +88.1K | 2026-03-31 |
| 18 | SHLD | GLOBAL X FDS | 214.0K | $15.2M | $13.5M | 0.98% | +113.5K | 2026-03-31 |
| 19 | BNDX | VANGUARD CHARLOTTE FDS | 314.1K | $15.1M | $15.0M | 1.09% | +102.0K | 2026-03-31 |
| 20 | TLH | ISHARES TR | 148.5K | $15.0M | $14.3M | 1.04% | +37.4K | 2026-03-31 |
| 21 | MSFT | MICROSOFT CORP | 35.6K | $13.2M | $16.5M | 1.20% | +4.9K | 2026-03-31 |
| 22 | EFV | ISHARES TR | 171.3K | $12.7M | $13.9M | 1.00% | -49,168 | 2026-03-31 |
| 23 | FTSM | FIRST TR EXCHANGE-TRADED FD | 211.0K | $12.6M | $12.6M | 0.91% | -80,908 | 2026-03-31 |
| 24 | BINC | BLACKROCK ETF TRUST II | 240.9K | $12.5M | $12.5M | 0.91% | +33.4K | 2026-03-31 |
| 25 | JCPB | J P MORGAN EXCHANGE TRADED F | 261.5K | $12.3M | $12.1M | 0.87% | +13.6K | 2026-03-31 |
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