Triad Wealth Partners, LLC - Portfolio Stock Holdings
Triad Wealth Partners, LLC disclosed 614 stock positions in a recent SEC 13F filing. $1,682,339,521 of stock holdings were filed, with the largest holdings including VOO, ISTB, and IVW. This filing represented positions held on June 30, 2026, and was filed on Aug. 10, 2026.We estimate the fund has a total AUM of $1,526,606,248 and has 46 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
614Est. Stock Holding Value:
$1,682,339,521Top Stock Holdings By Sector
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Portfolio Stock Holdings - Triad Wealth Partners, LLC
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Portfolio Options Holdings - Triad Wealth Partners, LLC
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