Triad Wealth Partners, LLC - Portfolio Stock Holdings
Triad Wealth Partners, LLC disclosed 526 stock positions in a recent SEC 13F filing. $1,256,977,941 of stock holdings were filed, with the largest holdings including IVE, FBND, and VOO. This filing represented positions held on March 31, 2026, and was filed on April 16, 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:
March 31, 2026No. of Stocks:
526Est. Stock Holding Value:
$1,256,977,941Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Triad Wealth Partners, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...