StockDriftsStockDriftsTop 50 Triad Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 8.24% | 199.6K | $139.0M | +122.08%(+109.74K) | $605.18(+17.49%) | 2026-06-30 | |
| ISTB | ISHARES TR | 7.39% | 2.60M | $124.7M | new | $48.31(-0.66%) | 2026-06-30 | |
| IVW | ISHARES TR | 5.72% | 697.9K | $96.5M | +48.42%(+227.67K) | $114.65(+23.65%) | 2026-06-30 | |
| IVE | ISHARES TR | 4.35% | 314.8K | $73.4M | +20.97%(+54.56K) | $205.52(+15.18%) | 2026-06-30 | |
| CORO | BLACKROCK ETF TRUST | 4.05% | 1.90M | $68.3M | +33.96%(+482.32K) | $32.18(+14.78%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 3.24% | 798.5K | $54.6M | +33.69%(+201.21K) | $56.49(+23.94%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.08% | 169.6K | $35.0M | +24.89%(+33.80K) | $161.44(+36.56%) | 2026-06-30 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 1.97% | 895.9K | $33.2M | -5.03%(-47.48K) | $32.54(+14.72%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.81% | 100.7K | $30.6M | +27.31%(+21.60K) | $240.04(+27.76%) | 2026-06-30 | |
| SPTS | SPDR SERIES TRUST | 1.74% | 1.02M | $29.3M | new | $29.09(-0.55%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +26.01% |
| Top 20 Holdings Unweighted | — | — | — | — | +28.03% |
Triad Wealth Partners, LLC reports $1.70B in US-listed equity holdings across 553 positions in its most recent 13F filing. Its largest disclosed positions are VOO (8.2%), ISTB (7.4%) and IVW (5.7%). The top 20 holdings account for 53.23% of reported assets. Its disclosed equity book has returned +26.01% cumulatively over 9 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Triad Wealth Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2012717). View Triad Wealth Partners, LLC’s 13F filings on SEC