StockDriftsStockDriftsTop 50 Triad Wealth Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TR | 4.36% | 260.3K | $55.0M | +30.59%(+60.96K) | $203.04(+10.22%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 4.26% | 89.9K | $53.7M | +109.57%(+47.00K) | $570.67(+16.58%) | 2026-03-31 | |
| IVW | ISHARES TR | 4.22% | 470.2K | $53.2M | +74.09%(+200.12K) | $110.54(+18.91%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 4.21% | 1.16M | $53.1M | +20.72%(+199.84K) | $45.85(-0.65%) | 2026-03-31 | |
| CORO | BLACKROCK ETF TRUST | 3.62% | 1.42M | $45.7M | new | $31.61(+10.62%) | 2026-03-31 | |
| GOVT | ISHARES TR | 3.54% | 1.95M | $44.7M | +224.66%(+1.35M) | $23.00(-1.16%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 2.75% | 597.3K | $34.7M | +6.78%(+37.91K) | $54.57(+18.26%) | 2026-03-31 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 2.52% | 943.3K | $31.9M | -9.65%(-100.76K) | $32.54(+9.96%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.88% | 135.8K | $23.7M | +59.17%(+50.48K) | $156.17(+25.83%) | 2026-03-31 | |
| IEMG | ISHARES INC | 1.84% | 333.5K | $23.3M | -19.30%(-79.77K) | $60.66(+32.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.05% | +19.26% |
| Top 20 Holdings Unweighted | +5.97% | +18.99% |
Sign up free to track Triad Wealth Partners, Llc, compare funds side by side, and get alerts the moment positions change.