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 |
|---|---|---|---|---|---|
| 301 | CDNSCADENCE DESIGN SYSTEM INC | 1,368 | $427.0M | 0.04% | |
| 302 | COPCONOCOPHILLIPS | 4,570 | $427.0M | 0.04% | |
| 303 | QQQINEOS ETF TRUST | 7,907 | $425.0M | 0.04% | |
| 304 | DEDEERE & CO | 902 | $420.0M | 0.04% | |
| 305 | IWNISHARES TR | 2,300 | $416.0M | 0.04% | |
| 306 | AXPAMERICAN EXPRESS CO | 1,123 | $415.0M | 0.04% | |
| 307 | DDOMINION ENERGY INC | 7,071 | $414.0M | 0.04% | |
| 308 | STIPISHARES TR | 4,016 | $411.0M | 0.04% | |
| 309 | EWCISHARES INC | 7,586 | $409.0M | 0.04% | |
| 310 | XLKSELECT SECTOR SPDR TR | 2,848 | $409.0M | 0.04% | |
| 311 | GLWCORNING INC | 4,670 | $408.0M | 0.04% | |
| 312 | SBARSIMPLIFY EXCHANGE TRADED FUN | 15,376 | $402.0M | 0.04% | |
| 313 | FNVFRANCO NEV CORP | 1,940 | $402.0M | 0.04% | |
| 314 | OHIOMEGA HEALTHCARE INVS INC | 8,969 | $397.0M | 0.04% | |
| 315 | CMECME GROUP INC | 1,454 | $397.0M | 0.04% | |
| 316 | AZNASTRAZENECA PLC | 4,292 | $394.0M | 0.04% | |
| 317 | IDXXIDEXX LABS INC | 582 | $393.0M | 0.04% | |
| 318 | DUKDUKE ENERGY CORP NEW | 3,354 | $393.0M | 0.04% | |
| 319 | UHSUNIVERSAL HLTH SVCS INC | 1,797 | $391.0M | 0.04% | |
| 320 | GGENPACT LIMITED | 8,354 | $390.0M | 0.04% | |
| 321 | PSTGPURE STORAGE INC | 5,807 | $389.0M | 0.04% | |
| 322 | PSXPHILLIPS 66 | 3,018 | $389.0M | 0.04% | |
| 323 | TTETOTALENERGIES SE | 5,939 | $388.0M | 0.04% | |
| 324 | ORLYOREILLY AUTOMOTIVE INC | 4,261 | $388.0M | 0.04% | |
| 325 | IWOISHARES TR | 1,201 | $388.0M | 0.04% | |
| 326 | FICSFIRST TR EXCHANGE TRADED FD | 9,615 | $385.0M | 0.04% | |
| 327 | LMBSFIRST TR EXCHANGE-TRADED FD | 7,703 | $385.0M | 0.04% | |
| 328 | APGAPI GROUP CORP | 9,964 | $381.0M | 0.04% | |
| 329 | JCIJOHNSON CTLS INTL PLC | 3,183 | $381.0M | 0.04% | |
| 330 | PBTPINVESCO EXCH TRADED FD TR II | 14,680 | $380.0M | 0.04% | |
| 331 | LRCXLAM RESEARCH CORP | 2,212 | $378.0M | 0.04% | |
| 332 | LINLINDE PLC | 884 | $376.0M | 0.04% | |
| 333 | APHAMPHENOL CORP NEW | 2,774 | $374.0M | 0.04% | |
| 334 | DIHPDIMENSIONAL ETF TRUST | 11,707 | $370.0M | 0.04% | |
| 335 | RLRALPH LAUREN CORP | 1,046 | $369.0M | 0.04% | |
| 336 | GBTCGRAYSCALE BITCOIN TRUST ETF | 5,376 | $367.0M | 0.03% | |
| 337 | EMXCISHARES INC | 5,054 | $367.0M | 0.03% | |
| 338 | DISDISNEY WALT CO | 3,232 | $367.0M | 0.03% | |
| 339 | DFEVDIMENSIONAL ETF TRUST | 10,823 | $365.0M | 0.03% | |
| 340 | AMGNAMGEN INC | 1,115 | $365.0M | 0.03% | |
| 341 | TJANINNOVATOR ETFS TRUST | 13,297 | $363.0M | 0.03% | |
| 342 | VIOVVANGUARD ADMIRAL FDS INC | 3,713 | $362.0M | 0.03% | |
| 343 | TRVCCITIGROUP INC | 3,104 | $362.0M | 0.03% | |
| 344 | JMEEJ P MORGAN EXCHANGE TRADED F | 5,587 | $359.0M | 0.03% | |
| 345 | LDOSLEIDOS HOLDINGS INC | 1,988 | $358.0M | 0.03% | |
| 346 | DISVDIMENSIONAL ETF TRUST | 9,429 | $358.0M | 0.03% | |
| 347 | SCCOSOUTHERN COPPER CORP | 2,493 | $357.0M | 0.03% | |
| 348 | RSPRINVESCO EXCHANGE TRADED FD T | 10,573 | $355.0M | 0.03% | |
| 349 | MGVVANGUARD WORLD FD | 2,517 | $355.0M | 0.03% | |
| 350 | MMM3M CO | 2,201 | $352.0M | 0.03% | |
| 351 | CGGRCAPITAL GROUP GROWTH ETF | 7,924 | $352.0M | 0.03% | |
| 352 | XLGINVESCO EXCHANGE TRADED FD T | 5,732 | $339.0M | 0.03% | |
| 353 | FFLCFIDELITY COVINGTON TRUST | 6,370 | $339.0M | 0.03% | |
| 354 | MLB1MERCADOLIBRE INC | 168 | $338.0M | 0.03% | |
| 355 | BMYBRISTOL-MYERS SQUIBB CO | 6,270 | $338.0M | 0.03% | |
| 356 | BABOEING CO | 1,556 | $337.0M | 0.03% | |
| 357 | EVRGEVERGY INC | 4,599 | $333.0M | 0.03% | |
| 358 | CGDGCAPITAL GROUP DIVIDEND VALUE | 7,640 | $333.0M | 0.03% | |
| 359 | MNSTMONSTER BEVERAGE CORP NEW | 4,334 | $332.0M | 0.03% | |
| 360 | WMWASTE MGMT INC DEL | 1,510 | $331.0M | 0.03% | |
| 361 | JAAAJANUS DETROIT STR TR | 6,550 | $331.0M | 0.03% | |
| 362 | DELLDELL TECHNOLOGIES INC | 2,602 | $327.0M | 0.03% | |
| 363 | ZAPRINNOVATOR ETFS TRUST | 12,574 | $324.0M | 0.03% | |
| 364 | RCLROYAL CARIBBEAN GROUP | 1,159 | $323.0M | 0.03% | |
| 365 | IVZINVESCO EXCHANGE TRADED FD T | 2,688 | $322.0M | 0.03% | |
| 366 | CAHCARDINAL HEALTH INC | 1,570 | $322.0M | 0.03% | |
| 367 | USBUS BANCORP DEL | 6,029 | $321.0M | 0.03% | |
| 368 | XLUSELECT SECTOR SPDR TR | 7,523 | $321.0M | 0.03% | |
| 369 | XLFSELECT SECTOR SPDR TR | 5,849 | $320.0M | 0.03% | |
| 370 | SPHDINVESCO EXCH TRADED FD TR II | 6,658 | $319.0M | 0.03% | |
| 371 | JEPQJ P MORGAN EXCHANGE TRADED F | 5,456 | $317.0M | 0.03% | |
| 372 | FPXEFIRST TR EXCHANGE TRADED FD | 10,076 | $316.0M | 0.03% | |
| 373 | GEVGE VERNOVA INC | 483 | $315.0M | 0.03% | |
| 374 | HTDCORCEPT THERAPEUTICS INC | 9,038 | $314.0M | 0.03% | |
| 375 | SGOVISHARES TR | 3,128 | $314.0M | 0.03% | |
| 376 | CRMSALESFORCE INC | 1,186 | $314.0M | 0.03% | |
| 377 | DFIVDIMENSIONAL ETF TRUST | 6,277 | $313.0M | 0.03% | |
| 378 | CMCSACOMCAST CORP NEW | 10,498 | $313.0M | 0.03% | |
| 379 | JVALJ P MORGAN EXCHANGE TRADED F | 6,366 | $312.0M | 0.03% | |
| 380 | ADPAUTOMATIC DATA PROCESSING IN | 1,216 | $312.0M | 0.03% | |
| 381 | SBUXSTARBUCKS CORP | 3,627 | $305.0M | 0.03% | |
| 382 | ACNACCENTURE PLC IRELAND | 1,129 | $302.0M | 0.03% | |
| 383 | AG8AGILENT TECHNOLOGIES INC | 2,225 | $302.0M | 0.03% | |
| 384 | ETRENTERGY CORP NEW | 3,253 | $300.0M | 0.03% | |
| 385 | SIVRABRDN SILVER ETF TRUST | 4,380 | $296.0M | 0.03% | |
| 386 | NFTYFIRST TR EXCH TRD ALPHDX FD | 5,079 | $296.0M | 0.03% | |
| 387 | MOATVANECK ETF TRUST | 2,863 | $296.0M | 0.03% | |
| 388 | SPEMSPDR INDEX SHS FDS | 6,240 | $292.0M | 0.03% | |
| 389 | DFGRDIMENSIONAL ETF TRUST | 10,962 | $289.0M | 0.03% | |
| 390 | COFCAPITAL ONE FINL CORP | 1,195 | $289.0M | 0.03% | |
| 391 | SOXXISHARES TR | 962 | $289.0M | 0.03% | |
| 392 | GAPRFIRST TR EXCHNG TRADED FD VI | 7,193 | $287.0M | 0.03% | |
| 393 | CGCARLYLE GROUP INC | 4,844 | $286.0M | 0.03% | |
| 394 | VBKVANGUARD INDEX FDS | 949 | $286.0M | 0.03% | |
| 395 | NULGNUSHARES ETF TR | 2,925 | $286.0M | 0.03% | |
| 396 | TMOTHERMO FISHER SCIENTIFIC INC | 490 | $284.0M | 0.03% | |
| 397 | AVDEAMERICAN CENTY ETF TR | 3,440 | $283.0M | 0.03% | |
| 398 | QQQMINVESCO EXCH TRADED FD TR II | 1,110 | $280.0M | 0.03% | |
| 399 | IGEBISHARES TR | 6,112 | $279.0M | 0.03% | |
| 400 | TJXTJX COS INC NEW | 1,817 | $279.0M | 0.03% |