Triad Wealth Partners, LLC Q4 2025 Filing
Filed January 22, 2026
Portfolio Value
$1.1T
Holdings
460
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (460 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ANETARISTA NETWORKS INC | 11,839 | $1.6B | 0.15% | |
| 102 | DFAXDIMENSIONAL ETF TRUST | 47,281 | $1.5B | 0.15% | |
| 103 | VTIVANGUARD INDEX FDS | 4,612 | $1.5B | 0.15% | |
| 104 | MAMASTERCARD INCORPORATED | 2,681 | $1.5B | 0.15% | |
| 105 | PLTRPALANTIR TECHNOLOGIES INC | 8,561 | $1.5B | 0.14% | |
| 106 | JEPIJ P MORGAN EXCHANGE TRADED F | 26,208 | $1.5B | 0.14% | |
| 107 | JNJJOHNSON & JOHNSON | 7,241 | $1.5B | 0.14% | |
| 108 | XIDEFIRST TR EXCHNG TRADED FD VI | 49,437 | $1.5B | 0.14% | |
| 109 | SRLNSSGA ACTIVE ETF TR | 35,725 | $1.5B | 0.14% | |
| 110 | DFSVDIMENSIONAL ETF TRUST | 44,596 | $1.5B | 0.14% | |
| 111 | HIMUBLACKROCK ETF TRUST II | 29,965 | $1.5B | 0.14% | |
| 112 | IJULINNOVATOR ETFS TRUST | 43,425 | $1.5B | 0.14% | |
| 113 | DWDMORGAN STANLEY | 8,142 | $1.4B | 0.14% | |
| 114 | OKLOOKLO INC | 20,088 | $1.4B | 0.14% | |
| 115 | UNHUNITEDHEALTH GROUP INC | 4,337 | $1.4B | 0.14% | |
| 116 | SPDWSPDR INDEX SHS FDS | 32,148 | $1.4B | 0.14% | |
| 117 | IJANINNOVATOR ETFS TRUST | 38,952 | $1.4B | 0.13% | |
| 118 | EFGISHARES TR | 12,310 | $1.4B | 0.13% | |
| 119 | XDSQINNOVATOR ETFS TRUST | 33,432 | $1.4B | 0.13% | |
| 120 | SKORFLEXSHARES TR | 28,294 | $1.4B | 0.13% | |
| 121 | EPSWISDOMTREE TR | 19,587 | $1.4B | 0.13% | |
| 122 | HDHOME DEPOT INC | 4,024 | $1.4B | 0.13% | |
| 123 | VIGIVANGUARD WHITEHALL FDS | 15,140 | $1.4B | 0.13% | |
| 124 | TLTISHARES TR | 15,697 | $1.4B | 0.13% | |
| 125 | IOCTINNOVATOR ETFS TRUST | 39,224 | $1.4B | 0.13% | |
| 126 | IAPRINNOVATOR ETFS TRUST | 44,103 | $1.4B | 0.13% | |
| 127 | ANGLVANECK ETF TRUST | 45,867 | $1.3B | 0.13% | |
| 128 | DFUSDIMENSIONAL ETF TRUST | 18,139 | $1.3B | 0.13% | |
| 129 | SCHWSCHWAB CHARLES CORP | 13,227 | $1.3B | 0.13% | |
| 130 | CBOECBOE GLOBAL MKTS INC | 5,228 | $1.3B | 0.12% | |
| 131 | EMLCVANECK ETF TRUST | 50,401 | $1.3B | 0.12% | |
| 132 | ABTABBOTT LABS | 10,323 | $1.3B | 0.12% | |
| 133 | LMTLOCKHEED MARTIN CORP | 2,618 | $1.3B | 0.12% | |
| 134 | QQAINVESCO ACTIVELY MANAGED EXC | 23,679 | $1.3B | 0.12% | |
| 135 | ADSKAUTODESK INC | 4,150 | $1.2B | 0.12% | |
| 136 | FDLFIRST TR EXCHANGE-TRADED FD | 27,338 | $1.2B | 0.12% | |
| 137 | DUHPDIMENSIONAL ETF TRUST | 31,462 | $1.2B | 0.11% | |
| 138 | ARKBARK 21SHARES BITCOIN ETF | 40,709 | $1.2B | 0.11% | |
| 139 | ILCGISHARES TR | 11,355 | $1.2B | 0.11% | |
| 140 | SCHDSCHWAB STRATEGIC TR | 41,753 | $1.1B | 0.11% | |
| 141 | MUNIPIMCO ETF TR | 21,446 | $1.1B | 0.11% | |
| 142 | IBITISHARES BITCOIN TRUST ETF | 22,446 | $1.1B | 0.11% | |
| 143 | PGPROCTER AND GAMBLE CO | 7,693 | $1.1B | 0.10% | |
| 144 | XDQQINNOVATOR ETFS TRUST | 27,700 | $1.1B | 0.10% | |
| 145 | DFGPDIMENSIONAL ETF TRUST | 20,096 | $1.1B | 0.10% | |
| 146 | BACBANK AMERICA CORP | 19,646 | $1.1B | 0.10% | |
| 147 | FIWFIRST TR EXCHANGE-TRADED FD | 9,910 | $1.1B | 0.10% | |
| 148 | GJUNFIRST TR EXCHNG TRADED FD VI | 26,972 | $1.1B | 0.10% | |
| 149 | MCDMCDONALDS CORP | 3,483 | $1.1B | 0.10% | |
| 150 | CRWDCROWDSTRIKE HLDGS INC | 2,233 | $1.0B | 0.10% | |
| 151 | IJHISHARES TR | 15,787 | $1.0B | 0.10% | |
| 152 | EJULINNOVATOR ETFS TRUST | 35,065 | $1.0B | 0.10% | |
| 153 | OEFISHARES TR | 3,002 | $1.0B | 0.10% | |
| 154 | IBMINTERNATIONAL BUSINESS MACHS | 3,468 | $1.0B | 0.10% | |
| 155 | EJANINNOVATOR ETFS TRUST | 30,103 | $1.0B | 0.10% | |
| 156 | TRGPTARGA RES CORP | 5,489 | $1.0B | 0.10% | |
| 157 | SOSOUTHERN CO | 11,566 | $1.0B | 0.10% | |
| 158 | CSCOCISCO SYS INC | 13,067 | $1.0B | 0.10% | |
| 159 | ETNEATON CORP PLC | 3,126 | $995.0M | 0.09% | |
| 160 | AQLTISHARES TR | 10,773 | $963.0M | 0.09% | |
| 161 | IXUSISHARES TR | 11,377 | $962.0M | 0.09% | |
| 162 | ALSNALLISON TRANSMISSION HLDGS I | 9,736 | $953.0M | 0.09% | |
| 163 | VWOVANGUARD INTL EQUITY INDEX F | 17,634 | $948.0M | 0.09% | |
| 164 | AMDADVANCED MICRO DEVICES INC | 4,404 | $943.0M | 0.09% | |
| 165 | IYWISHARES TR | 4,718 | $942.0M | 0.09% | |
| 166 | PANWPALO ALTO NETWORKS INC | 5,117 | $942.0M | 0.09% | |
| 167 | TAT&T INC | 37,825 | $939.0M | 0.09% | |
| 168 | QCOMQUALCOMM INC | 5,484 | $937.0M | 0.09% | |
| 169 | VTVVANGUARD INDEX FDS | 4,672 | $892.0M | 0.08% | |
| 170 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,928 | $889.0M | 0.08% | |
| 171 | ORCLORACLE CORP | 4,536 | $884.0M | 0.08% | |
| 172 | MPWRMONOLITHIC PWR SYS INC | 974 | $882.0M | 0.08% | |
| 173 | KOCOCA COLA CO | 12,567 | $878.0M | 0.08% | |
| 174 | WTSWATTS WATER TECHNOLOGIES INC | 3,150 | $869.0M | 0.08% | |
| 175 | SEIXVIRTUS ETF TR II | 36,969 | $863.0M | 0.08% | |
| 176 | SPYVSPDR SERIES TRUST | 15,204 | $863.0M | 0.08% | |
| 177 | VGTVANGUARD WORLD FD | 1,144 | $862.0M | 0.08% | |
| 178 | AMATAPPLIED MATLS INC | 3,316 | $852.0M | 0.08% | |
| 179 | SPYINEOS ETF TRUST | 15,936 | $837.0M | 0.08% | |
| 180 | DFAUDIMENSIONAL ETF TRUST | 17,710 | $828.0M | 0.08% | |
| 181 | SPYGSPDR SERIES TRUST | 7,683 | $819.0M | 0.08% | |
| 182 | SCHGSCHWAB STRATEGIC TR | 24,719 | $806.0M | 0.08% | |
| 183 | ABGCENCORA INC | 2,385 | $805.0M | 0.08% | |
| 184 | IWFISHARES TR | 1,690 | $799.0M | 0.08% | |
| 185 | PEPPEPSICO INC | 5,358 | $768.0M | 0.07% | |
| 186 | ETENERGY TRANSFER L P | 46,509 | $766.0M | 0.07% | |
| 187 | IWRISHARES TR | 7,939 | $764.0M | 0.07% | |
| 188 | RSPINVESCO EXCHANGE TRADED FD T | 3,959 | $758.0M | 0.07% | |
| 189 | MOALTRIA GROUP INC | 13,137 | $757.0M | 0.07% | |
| 190 | LHXL3HARRIS TECHNOLOGIES INC | 2,580 | $757.0M | 0.07% | |
| 191 | FLRNSPDR SERIES TRUST | 24,233 | $744.0M | 0.07% | |
| 192 | GSGOLDMAN SACHS GROUP INC | 824 | $724.0M | 0.07% | |
| 193 | BLKBLACKROCK INC | 675 | $722.0M | 0.07% | |
| 194 | CBCHUBB LIMITED | 2,299 | $717.0M | 0.07% | |
| 195 | DGCBDIMENSIONAL ETF TRUST | 13,060 | $708.0M | 0.07% | |
| 196 | SECTNORTHERN LTS FD TR IV | 10,928 | $705.0M | 0.07% | |
| 197 | RRYDER SYS INC | 3,653 | $699.0M | 0.07% | |
| 198 | WFCWELLS FARGO CO NEW | 7,459 | $695.0M | 0.07% | |
| 199 | LPLALPL FINL HLDGS INC | 1,937 | $691.0M | 0.07% | |
| 200 | FEPFIRST TR EXCH TRD ALPHDX FD | 12,861 | $691.0M | 0.07% |