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 |
|---|---|---|---|---|---|
| 201 | TOCTINNOVATOR ETFS TRUST | 25,625 | $679.0M | 0.06% | |
| 202 | VBVANGUARD INDEX FDS | 2,616 | $674.0M | 0.06% | |
| 203 | SSNCSS&C TECHNOLOGIES HLDGS INC | 7,703 | $673.0M | 0.06% | |
| 204 | MUMICRON TECHNOLOGY INC | 2,356 | $672.0M | 0.06% | |
| 205 | YFYALISTED FDS TR | 67,855 | $671.0M | 0.06% | |
| 206 | APDAIR PRODS & CHEMS INC | 2,713 | $670.0M | 0.06% | |
| 207 | UBERUBER TECHNOLOGIES INC | 8,164 | $667.0M | 0.06% | |
| 208 | HONHONEYWELL INTL INC | 3,410 | $665.0M | 0.06% | |
| 209 | PSMTPRICESMART INC | 5,418 | $664.0M | 0.06% | |
| 210 | IMCBISHARES TR | 8,004 | $662.0M | 0.06% | |
| 211 | CATCATERPILLAR INC | 1,145 | $655.0M | 0.06% | |
| 212 | BILSPDR SERIES TRUST | 7,162 | $654.0M | 0.06% | |
| 213 | EXPDEXPEDITORS INTL WASH INC | 4,309 | $642.0M | 0.06% | |
| 214 | SLVISHARES SILVER TR | 9,975 | $642.0M | 0.06% | |
| 215 | VTVANGUARD INTL EQUITY INDEX F | 4,536 | $639.0M | 0.06% | |
| 216 | VYMVANGUARD WHITEHALL FDS | 4,442 | $637.0M | 0.06% | |
| 217 | UJANINNOVATOR ETFS TRUST | 14,674 | $634.0M | 0.06% | |
| 218 | UAPRINNOVATOR ETFS TRUST | 19,361 | $634.0M | 0.06% | |
| 219 | MZTIMARZETTI COMPANY | 3,826 | $629.0M | 0.06% | |
| 220 | 4I1PHILIP MORRIS INTL INC | 3,927 | $629.0M | 0.06% | |
| 221 | IJRISHARES TR | 5,224 | $627.0M | 0.06% | |
| 222 | UJULINNOVATOR ETFS TRUST | 15,917 | $616.0M | 0.06% | |
| 223 | BXBLACKSTONE INC | 3,991 | $615.0M | 0.06% | |
| 224 | MRKMERCK & CO INC | 5,835 | $614.0M | 0.06% | |
| 225 | CRUSCIRRUS LOGIC INC | 5,159 | $611.0M | 0.06% | |
| 226 | ETHAISHARES ETHEREUM TR | 27,272 | $611.0M | 0.06% | |
| 227 | YUMYUM BRANDS INC | 4,026 | $609.0M | 0.06% | |
| 228 | IWYISHARES TR | 2,196 | $608.0M | 0.06% | |
| 229 | JBNDJ P MORGAN EXCHANGE TRADED F | 11,261 | $608.0M | 0.06% | |
| 230 | LOWLOWES COS INC | 2,517 | $607.0M | 0.06% | |
| 231 | FDVVFIDELITY COVINGTON TRUST | 10,720 | $607.0M | 0.06% | |
| 232 | NOWSERVICENOW INC | 3,937 | $603.0M | 0.06% | |
| 233 | DFCFDIMENSIONAL ETF TRUST | 14,149 | $602.0M | 0.06% | |
| 234 | TDSCEXCHANGE LISTED FDS TR | 23,592 | $596.0M | 0.06% | |
| 235 | UOCTINNOVATOR ETFS TRUST | 15,192 | $593.0M | 0.06% | |
| 236 | FDTFIRST TR EXCH TRD ALPHDX FD | 7,373 | $585.0M | 0.06% | |
| 237 | SPGSIMON PPTY GROUP INC NEW | 3,160 | $584.0M | 0.06% | |
| 238 | XLRESELECT SECTOR SPDR TR | 14,303 | $577.0M | 0.05% | |
| 239 | FFORD MTR CO | 43,840 | $575.0M | 0.05% | |
| 240 | DFSDDIMENSIONAL ETF TRUST | 11,955 | $573.0M | 0.05% | |
| 241 | CLSMEXCHANGE LISTED FDS TR | 24,272 | $564.0M | 0.05% | |
| 242 | XIMRFIRST TR EXCHNG TRADED FD VI | 17,993 | $561.0M | 0.05% | |
| 243 | UNPUNION PAC CORP | 2,416 | $558.0M | 0.05% | |
| 244 | FIXDFIRST TR EXCHNG TRADED FD VI | 12,589 | $557.0M | 0.05% | |
| 245 | GEGE AEROSPACE | 1,806 | $556.0M | 0.05% | |
| 246 | XDECFIRST TR EXCHNG TRADED FD VI | 13,520 | $553.0M | 0.05% | |
| 247 | DFATDIMENSIONAL ETF TRUST | 9,220 | $548.0M | 0.05% | |
| 248 | FMFFIRST TR EXCHANGE-TRADED FD | 11,629 | $547.0M | 0.05% | |
| 249 | EDCONSOLIDATED EDISON INC | 5,475 | $543.0M | 0.05% | |
| 250 | IWMISHARES TR | 2,200 | $541.0M | 0.05% | |
| 251 | CCLCARNIVAL CORP | 17,464 | $533.0M | 0.05% | |
| 252 | IDIINTERDIGITAL INC | 1,675 | $533.0M | 0.05% | |
| 253 | UGIUGI CORP NEW | 14,211 | $531.0M | 0.05% | |
| 254 | XBJLINNOVATOR ETFS TRUST | 13,836 | $529.0M | 0.05% | |
| 255 | XBJAINNOVATOR ETFS TRUST | 16,576 | $529.0M | 0.05% | |
| 256 | XBAPINNOVATOR ETFS TRUST | 13,668 | $528.0M | 0.05% | |
| 257 | ILSETF OPPORTUNITIES TRUST | 26,397 | $527.0M | 0.05% | |
| 258 | XBOCINNOVATOR ETFS TRUST | 15,681 | $526.0M | 0.05% | |
| 259 | SPABSPDR SERIES TRUST | 20,428 | $526.0M | 0.05% | |
| 260 | FTLSFIRST TR EXCH TRADED FD III | 7,420 | $526.0M | 0.05% | |
| 261 | CLSCELESTICA INC | 1,774 | $524.0M | 0.05% | |
| 262 | IFRAISHARES TR | 9,842 | $517.0M | 0.05% | |
| 263 | PFEPFIZER INC | 20,466 | $509.0M | 0.05% | |
| 264 | BACVERIZON COMMUNICATIONS INC | 12,493 | $508.0M | 0.05% | |
| 265 | INTUINTUIT | 767 | $507.0M | 0.05% | |
| 266 | DFAIDIMENSIONAL ETF TRUST | 13,182 | $502.0M | 0.05% | |
| 267 | TMHCTAYLOR MORRISON HOME CORP | 8,512 | $501.0M | 0.05% | |
| 268 | SCHXSCHWAB STRATEGIC TR | 18,537 | $498.0M | 0.05% | |
| 269 | VIGVANGUARD SPECIALIZED FUNDS | 2,266 | $498.0M | 0.05% | |
| 270 | IDMOINVESCO EXCH TRADED FD TR II | 8,970 | $498.0M | 0.05% | |
| 271 | VTEBVANGUARD MUN BD FDS | 9,772 | $491.0M | 0.05% | |
| 272 | FJPFIRST TR EXCH TRD ALPHDX FD | 7,302 | $490.0M | 0.05% | |
| 273 | GLDMWORLD GOLD TR | 5,741 | $490.0M | 0.05% | |
| 274 | BBMCJ P MORGAN EXCHANGE TRADED F | 4,588 | $489.0M | 0.05% | |
| 275 | DFLVDIMENSIONAL ETF TRUST | 14,260 | $487.0M | 0.05% | |
| 276 | SHOPSHOPIFY INC | 3,019 | $485.0M | 0.05% | |
| 277 | FAARFIRST TR EXCHANGE TRAD FD VI | 17,763 | $481.0M | 0.05% | |
| 278 | DFGXDIMENSIONAL ETF TRUST | 9,140 | $481.0M | 0.05% | |
| 279 | FIDFIRST TR EXCHANGE TRADED FD | 23,441 | $481.0M | 0.05% | |
| 280 | DGDOLLAR GEN CORP NEW | 3,617 | $480.0M | 0.05% | |
| 281 | VOOGVANGUARD ADMIRAL FDS INC | 1,077 | $478.0M | 0.05% | |
| 282 | RFEMFIRST TR EXCH TRADED FD III | 5,961 | $472.0M | 0.04% | |
| 283 | WCMIFIRST TR EXCHANGE-TRADED FD | 27,536 | $468.0M | 0.04% | |
| 284 | IWBISHARES TR | 1,252 | $467.0M | 0.04% | |
| 285 | IQLTISHARES TR | 10,106 | $459.0M | 0.04% | |
| 286 | REZISHARES TR | 5,476 | $452.0M | 0.04% | |
| 287 | IWDISHARES TR | 2,149 | $452.0M | 0.04% | |
| 288 | PEGPUBLIC SVC ENTERPRISE GRP IN | 5,563 | $446.0M | 0.04% | |
| 289 | WELLWELLTOWER INC | 2,370 | $439.0M | 0.04% | |
| 290 | DGROISHARES TR | 6,333 | $439.0M | 0.04% | |
| 291 | PSEPINNOVATOR ETFS TRUST | 9,953 | $435.0M | 0.04% | |
| 292 | RTXRTX CORPORATION | 2,371 | $434.0M | 0.04% | |
| 293 | CAIECALAMOS ETF TR | 16,266 | $434.0M | 0.04% | |
| 294 | VYMIVANGUARD WHITEHALL FDS | 4,816 | $433.0M | 0.04% | |
| 295 | DDTOINNOVATOR ETFS TRUST | 10,590 | $431.0M | 0.04% | |
| 296 | MDTMEDTRONIC PLC | 4,477 | $430.0M | 0.04% | |
| 297 | COINCOINBASE GLOBAL INC | 1,901 | $429.0M | 0.04% | |
| 298 | EEMISHARES TR | 7,854 | $429.0M | 0.04% | |
| 299 | GILDGILEAD SCIENCES INC | 3,501 | $429.0M | 0.04% | |
| 300 | XLESELECT SECTOR SPDR TR | 9,607 | $429.0M | 0.04% |