13F-HR filed by Triad Wealth Partners, LLC
Triad Wealth Partners, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-10, with 558 holding rows worth $1,696,637,356.
- Accession
- 0002012717-26-000004
- Filer
- CIK 2012717
- Filed
- 2026-08-10
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 559 entries on the cover page, a total value of $1,696,637,356 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,696,637,356 with VALUE read as dollars as filed, 13F file number 028-24074. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ROYAL BK CDA COM | 780087102 | Stock | 1,110 | $233,632 | dollars as filed | |
| INVESCO DB MULTI-SECTOR COMM | 46140H106 | AGRICULTURE FD | 8,406 | $233,603 | dollars as filed | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 4,698 | $233,163 | dollars as filed | |
| PLANET FITNESS MASTER ISSUER L CL A | 72703H101 | Stock | 4,129 | $232,174 | dollars as filed | |
| WISDOMTREE TR | 97717X131 | INTL QULTY DIV | 5,270 | $231,924 | dollars as filed | |
| AMETEK INC COM | 031100100 | Stock | 946 | $230,631 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 179 | $230,115 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 2,144 | $229,113 | dollars as filed | |
| C H ROBINSON WORLDWIDE IN COM NEW | 12541W209 | Stock | 1,558 | $229,084 | dollars as filed | |
| NORTHERN LTS FD TR IV | 66538H179 | CMN | 15,766 | $229,081 | dollars as filed | |
| JPMORGAN ACTIVEBLD EMRG MRKT EQY ETF | 46641Q266 | COM | 3,816 | $227,687 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R688 | S&P INTL DIVID | 10,067 | $226,759 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739P707 | RIVR FRNT DYN | 2,416 | $226,557 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 554 | $225,013 | dollars as filed | |
| PRICE T ROWE GROUP INC COM | 74144T108 | Stock | 1,979 | $224,583 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 668 | $224,548 | dollars as filed | |
| GALLAGHER ARTHUR J & CO COM | 363576109 | Stock | 901 | $223,266 | dollars as filed | |
| CIRRUS LOGIC INC COM | 172755100 | Stock | 1,748 | $222,573 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 405 | $222,345 | dollars as filed | |
| PIMCO Investment Grade Co | 72201R817 | INV GRD CRP BD | 2,330 | $221,012 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 879 | $220,928 | dollars as filed | |
| ONEOK INC NEW | 682680103 | COM | 2,497 | $220,316 | dollars as filed | |
| Communication Services Select Sector SPDR Fund | 81369Y852 | SHS | 1,978 | $220,221 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V302 | EMGR CRE EQT MNG | 5,811 | $219,942 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739P103 | LNG/SHT EQUITY | 2,920 | $219,208 | dollars as filed | |
| ANGLOGOLD ASHANTI PLC | G0378L100 | COM SHS | 2,685 | $219,138 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F482 | FT VEST U.S EQT | 4,905 | $219,106 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 796 | $217,786 | dollars as filed | |
| CARNIVAL CORP LTD COMMON SHARES | G2004J103 | Stock | 7,522 | $216,169 | dollars as filed | |
| AFLAC INC COM | 001055102 | Stock | 1,694 | $214,643 | dollars as filed | |
| INSPIRE CORPORATE BOND ETF | 66538H633 | ETF | 9,053 | $213,832 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33739G103 | MNGD FUTRS STRGY | 4,298 | $213,789 | dollars as filed | |
| BLACKROCK ETF TRUST II | 092528108 | ISHARES HIGH YIE | 9,668 | $213,276 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 6,042 | $213,087 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 1,657 | $212,641 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 2,424 | $212,540 | dollars as filed | |
| FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGYETF | 33740Y101 | UIT EXCHANGE TRADED | 6,910 | $212,418 | dollars as filed | |
| XCELENERGY INC | 98389B100 | COM | 2,727 | $211,860 | dollars as filed | |
| TORONTO DOMINION BK ONT COM NEW | 891160509 | Stock | 1,747 | $211,657 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 742 | $209,793 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 692 | $208,931 | dollars as filed | |
| FIRST TR EXCH TRD ALPHDX FD | 33737J158 | JAPAN ALPHADEX | 2,798 | $208,717 | dollars as filed | |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 441 | $207,588 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 2,094 | $207,484 | dollars as filed | |
| TRANSUNION COM | 89400J107 | Stock | 2,538 | $202,985 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 2,471 | $202,844 | dollars as filed | |
| SPDR SERIES TRUST | 78464A375 | ST INTER BD ETF | 6,128 | $202,592 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 570 | $201,860 | dollars as filed | |
| United States Oil Fund LP | 91232N207 | COM | 1,650 | $201,529 | dollars as filed | |
| ISHARES TR | 46435G102 | CONV BD ETF | 1,742 | $200,485 | dollars as filed | |
| BADGER METER INC COM | 056525108 | Stock | 1,463 | $200,358 | dollars as filed | |
| BELLRING BRANDS INC COMMON STOCK | 07831C103 | Stock | 14,012 | $181,455 | dollars as filed | |
| HALEON PLC SPON ADS | 405552100 | ADR | 17,425 | $170,766 | dollars as filed | |
| SIMPLY GOOD FOODS CO COM | 82900L102 | Stock | 11,608 | $131,403 | dollars as filed | |
| WEBULL CORP | G9572D103 | ORD SHS | 15,731 | $114,207 | dollars as filed | |
| LUCID GROUP INC COM NEW | 549498202 | Stock | 14,054 | $108,216 | dollars as filed | |
| AURORA INNOVATION INC CLASS A COM | 051774107 | Stock | 10,517 | $71,410 | dollars as filed | |
| LLOYDS BANKING GROUP PLC SPONSORED ADR | 539439109 | ADR | 10,097 | $63,209 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002012717-26-000004 | this filing | 2026-08-10 | acceptance time not in the bulk data set |