Triad Wealth Partners, LLC
CIK: 0002012717SEC EDGAR →
Portfolio Value
$1.1B
Holdings
460
As of
Q4 2025
New Positions
460
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | FIDELITY MERRIMACK STR TR | 964,516 | $44.4M | 4.22% |
| 2 | ISHARES TR | 199,294 | $42.3M | 4.02% |
| 3 | FIRST TR EXCHNG TRADED FD VI | 1,044,099 | $35.8M | 3.40% |
| 4 | BLACKROCK ETF TRUST | 559,341 | $34.0M | 3.23% |
| 5 | ISHARES TR | 270,105 | $33.3M | 3.16% |
| 6 | ISHARES INC | 413,280 | $27.8M | 2.64% |
| 7 | VANGUARD INDEX FDS | 42,893 | $26.9M | 2.56% |
| 8 | VANGUARD WORLD FD | 94,121 | $23.6M | 2.25% |
| 9 | APPLE INC | 72,837 | $19.8M | 1.88% |
| 10 | FIRST TR EXCHNG TRADED FD VI | 628,818 | $19.1M | 1.82% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (460)
$44.4M · 965K shares
$42.3M · 199K shares
$35.8M · 1.0M shares
$34.0M · 559K shares
$33.3M · 270K shares
$27.8M · 413K shares
$26.9M · 43K shares
$23.6M · 94K shares
$19.8M · 73K shares
$19.1M · 629K shares
$17.5M · 292K shares
$15.9M · 85K shares
$15.7M · 220K shares
$14.8M · 31K shares
$14.4M · 151K shares
$13.8M · 601K shares
$13.1M · 110K shares
$13.0M · 389K shares
$12.7M · 328K shares
$12.4M · 152K shares
$12.1M · 182K shares
$11.8M · 51K shares
$11.7M · 248K shares
$11.5M · 419K shares
$11.3M · 111K shares
$10.9M · 207K shares
$10.3M · 212K shares
$9.9M · 405K shares
$9.6M · 243K shares
$8.9M · 111K shares
$8.8M · 13K shares
$8.7M · 173K shares
$8.1M · 109K shares
$8.1M · 17K shares
$8.1M · 130K shares
$7.9M · 25K shares
$7.6M · 22K shares
$7.5M · 70K shares
$7.4M · 261K shares
$6.7M · 11K shares
$6.5M · 101K shares
$6.4M · 268K shares
$5.7M · 13K shares
$5.6M · 8K shares
$5.3M · 155K shares
$5.3M · 114K shares
$5.3M · 135K shares
$5.1M · 8K shares
$5.1M · 16K shares
$5.1M · 109K shares
$5.1M · 116K shares
$4.9M · 16K shares
$4.6M · 49K shares
$4.5M · 40K shares
$4.5M · 37K shares
$4.4M · 55K shares
$4.4M · 61K shares
$4.2M · 37K shares
$4.2M · 158K shares
$4.2M · 86K shares
$4.1M · 8K shares
$4.0M · 86K shares
$3.9M · 32K shares
$3.9M · 25K shares
$3.6M · 123K shares
$3.6M · 74K shares
$3.5M · 75K shares
$3.4M · 17K shares
$3.3M · 98K shares
$3.1M · 34K shares
$3.1M · 60K shares
$3.0M · 19K shares
$2.7M · 31K shares
$2.7M · 60K shares
$2.7M · 58K shares
$2.7M · 2K shares
$2.6M · 26K shares
$2.6M · 3K shares
$2.6M · 42K shares
$2.3M · 22K shares
$2.3M · 34K shares
$2.3M · 64K shares
$2.2M · 29K shares
$2.1M · 43K shares
$2.1M · 67K shares
$2.0M · 9K shares
$2.0M · 76K shares
$2.0M · 43K shares
$2.0M · 60K shares
$2.0M · 64K shares
$1.9M · 28K shares
$1.9M · 47K shares
$1.8M · 61K shares
$1.8M · 5K shares
$1.7M · 18K shares
$1.7M · 52K shares
$1.7M · 5K shares
$1.6M · 2K shares
$1.6M · 1K shares
$1.6M · 17K shares
$1.6M · 12K shares
$1.5M · 47K shares
$1.5M · 5K shares
$1.5M · 3K shares
$1.5M · 9K shares
$1.5M · 26K shares
$1.5M · 7K shares
$1.5M · 49K shares
$1.5M · 36K shares
$1.5M · 45K shares
$1.5M · 30K shares
$1.5M · 43K shares
$1.4M · 8K shares
$1.4M · 20K shares
$1.4M · 4K shares
$1.4M · 32K shares
$1.4M · 39K shares
$1.4M · 12K shares
$1.4M · 33K shares
$1.4M · 28K shares
$1.4M · 20K shares
$1.4M · 4K shares
$1.4M · 15K shares
$1.4M · 16K shares
$1.4M · 39K shares
$1.4M · 44K shares
$1.3M · 46K shares
$1.3M · 18K shares
$1.3M · 13K shares
$1.3M · 5K shares
$1.3M · 50K shares
$1.3M · 10K shares
$1.3M · 3K shares
$1.3M · 24K shares
$1.2M · 4K shares
$1.2M · 27K shares
$1.2M · 31K shares
$1.2M · 41K shares
$1.2M · 11K shares
$1.1M · 42K shares
$1.1M · 21K shares
$1.1M · 22K shares
$1.1M · 8K shares
$1.1M · 28K shares
$1.1M · 20K shares
$1.1M · 20K shares
$1.1M · 10K shares
$1.1M · 27K shares
$1.1M · 3K shares
$1.0M · 2K shares
$1.0M · 16K shares
$1.0M · 35K shares
$1.0M · 3K shares
$1.0M · 3K shares
$1.0M · 30K shares
$1.0M · 5K shares
$1.0M · 12K shares
$1.0M · 13K shares
$995K · 3K shares
$963K · 11K shares
$962K · 11K shares
$953K · 10K shares
$948K · 18K shares
$943K · 4K shares
$942K · 5K shares
$942K · 5K shares
$939K · 38K shares
$937K · 5K shares
$892K · 5K shares
$889K · 3K shares
$884K · 5K shares
$882K · 974 shares
$878K · 13K shares
$869K · 3K shares
$863K · 37K shares
$863K · 15K shares
$862K · 1K shares
$852K · 3K shares
$837K · 16K shares
$828K · 18K shares
$819K · 8K shares
$806K · 25K shares
$805K · 2K shares
$799K · 2K shares
$768K · 5K shares
$766K · 47K shares
$764K · 8K shares
$758K · 4K shares
$757K · 13K shares
$757K · 3K shares
$744K · 24K shares
$724K · 824 shares
$722K · 675 shares
$717K · 2K shares
$708K · 13K shares
$705K · 11K shares
$699K · 4K shares
$695K · 7K shares
$691K · 2K shares
$691K · 13K shares
$679K · 26K shares
$674K · 3K shares
$673K · 8K shares
$672K · 2K shares
$671K · 68K shares
$670K · 3K shares
$667K · 8K shares
$665K · 3K shares
$664K · 5K shares
$662K · 8K shares
$655K · 1K shares
$654K · 7K shares
$642K · 4K shares
$642K · 10K shares
$639K · 5K shares
$637K · 4K shares
$634K · 15K shares
$634K · 19K shares
$629K · 4K shares
$629K · 4K shares
$627K · 5K shares
$616K · 16K shares
$615K · 4K shares
$614K · 6K shares
$611K · 5K shares
$611K · 27K shares
$609K · 4K shares
$608K · 2K shares
$608K · 11K shares
$607K · 3K shares
$607K · 11K shares
$603K · 4K shares
$602K · 14K shares
$596K · 24K shares
$593K · 15K shares
$585K · 7K shares
$584K · 3K shares
$577K · 14K shares
$575K · 44K shares
$573K · 12K shares
$564K · 24K shares
$561K · 18K shares
$558K · 2K shares
$557K · 13K shares
$556K · 2K shares
$553K · 14K shares
$548K · 9K shares
$547K · 12K shares
$543K · 5K shares
$541K · 2K shares
$533K · 17K shares
$533K · 2K shares
$531K · 14K shares
$529K · 17K shares
$529K · 14K shares
$528K · 14K shares
$527K · 26K shares
$526K · 20K shares
$526K · 16K shares
$526K · 7K shares
$524K · 2K shares
$517K · 10K shares
$509K · 20K shares
$508K · 12K shares
$507K · 767 shares
$502K · 13K shares
$501K · 9K shares
$498K · 19K shares
$498K · 9K shares
$498K · 2K shares
$491K · 10K shares
$490K · 6K shares
$490K · 7K shares
$489K · 5K shares
$487K · 14K shares
$485K · 3K shares
$481K · 23K shares
$481K · 9K shares
$481K · 18K shares
$480K · 4K shares
$478K · 1K shares
$472K · 6K shares
$468K · 28K shares
$467K · 1K shares
$459K · 10K shares
$452K · 5K shares
$452K · 2K shares
$446K · 6K shares
$439K · 6K shares
$439K · 2K shares
$435K · 10K shares
$434K · 2K shares
$434K · 16K shares
$433K · 5K shares
$431K · 11K shares
$430K · 4K shares
$429K · 2K shares
$429K · 10K shares
$429K · 8K shares
$429K · 4K shares
$427K · 1K shares
$427K · 5K shares
$425K · 8K shares
$420K · 902 shares
$416K · 2K shares
$415K · 1K shares
$414K · 7K shares
$411K · 4K shares
$409K · 8K shares
$409K · 3K shares
$408K · 5K shares
$402K · 15K shares
$402K · 2K shares
$397K · 9K shares
$397K · 1K shares
$394K · 4K shares
$393K · 582 shares
$393K · 3K shares
$391K · 2K shares
$390K · 8K shares
$389K · 6K shares
$389K · 3K shares
$388K · 6K shares
$388K · 4K shares
$388K · 1K shares
$385K · 10K shares
$385K · 8K shares
$381K · 10K shares
$381K · 3K shares
$380K · 15K shares
$378K · 2K shares
$376K · 884 shares
$374K · 3K shares
$370K · 12K shares
$369K · 1K shares
$367K · 5K shares
$367K · 5K shares
$367K · 3K shares
$365K · 11K shares
$365K · 1K shares
$363K · 13K shares
$362K · 4K shares
$362K · 3K shares
$359K · 6K shares
$358K · 2K shares
$358K · 9K shares
$357K · 2K shares
$355K · 11K shares
$355K · 3K shares
$352K · 2K shares
$352K · 8K shares
$339K · 6K shares
$339K · 6K shares
$338K · 168 shares
$338K · 6K shares
$337K · 2K shares
$333K · 5K shares
$333K · 8K shares
$332K · 4K shares
$331K · 2K shares
$331K · 7K shares
$327K · 3K shares
$324K · 13K shares
$323K · 1K shares
$322K · 3K shares
$322K · 2K shares
$321K · 6K shares
$321K · 8K shares
$320K · 6K shares
$319K · 7K shares
$317K · 5K shares
$316K · 10K shares
$315K · 483 shares
$314K · 9K shares
$314K · 3K shares
$314K · 1K shares
$313K · 6K shares
$313K · 10K shares
$312K · 6K shares
$312K · 1K shares
$305K · 4K shares
$302K · 1K shares
$302K · 2K shares
$300K · 3K shares
$296K · 4K shares
$296K · 5K shares
$296K · 3K shares
$292K · 6K shares
$289K · 11K shares
$289K · 1K shares
$289K · 962 shares
$287K · 7K shares
$286K · 5K shares
$286K · 949 shares
$286K · 3K shares
$284K · 490 shares
$283K · 3K shares
$280K · 1K shares
$279K · 6K shares
$279K · 2K shares
$279K · 1K shares
$279K · 4K shares
$278K · 10K shares
$276K · 5K shares
$274K · 4K shares
$272K · 7K shares
$271K · 1K shares
$270K · 402 shares
$267K · 765 shares
$267K · 4K shares
$265K · 1K shares
$265K · 1K shares
$264K · 9K shares
$262K · 743 shares
$262K · 8K shares
$261K · 6K shares
$260K · 5K shares
$258K · 3K shares
$257K · 1K shares
$254K · 2K shares
$251K · 10K shares
$248K · 4K shares
$247K · 6K shares
$247K · 3K shares
$246K · 3K shares
$245K · 3K shares
$245K · 433 shares
$242K · 3K shares
$238K · 1K shares
$238K · 741 shares
$238K · 11K shares
$237K · 5K shares
$233K · 4K shares
$233K · 6K shares
$232K · 5K shares
$227K · 594 shares
$227K · 1K shares
$223K · 464 shares
$223K · 3K shares
$220K · 5K shares
$217K · 6K shares
$217K · 6K shares
$215K · 13K shares
$214K · 10K shares
$213K · 4K shares
$211K · 2K shares
$211K · 1K shares
$209K · 2K shares
$208K · 408 shares
$207K · 4K shares
$205K · 4K shares
$204K · 1K shares
$202K · 4K shares
$201K · 3K shares
$201K · 965 shares
$201K · 3K shares
$200K · 8K shares
$192K · 13K shares
$114K · 11K shares
$106K · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 270 | $772.8M | 73.4% |
| Technology | 48 | $85.7M | 8.1% |
| Unknown | 31 | $75.9M | 7.2% |
| Consumer Cyclical | 19 | $26.8M | 2.5% |
| Communication Services | 8 | $21.8M | 2.1% |
| Healthcare | 19 | $15.5M | 1.5% |
| Energy | 10 | $14.9M | 1.4% |
| Consumer Defensive | 10 | $12.7M | 1.2% |
| Industrials | 21 | $11.3M | 1.1% |
| Utilities | 14 | $10.8M | 1.0% |
| Real Estate | 6 | $2.1M | 0.2% |
| Basic Materials | 4 | $1.8M | 0.2% |