TW

Triad Wealth Partners, LLC

13F
Triad Wealth Partners, LLC
Last update 2025-07-21 289 Stocks (84 new)
Value $495.00 Mil Turnover 33 %
Countries:
Top Holdings: JCPB(5.11%)IVW(3.88%)QUAL(3.78%)FBND(3.76%)IVE(3.50%)
Summary Stock Picks Current Portfolio
Triad Wealth Partners, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JCPB
JPMorgan Core Plus Bond ETF
537,237
25,282.4
+13.06%
5.110
+0.59%
0.360
+2.28%
+3.88%
7,022.2
 
IVW
iShares S&P 500 Growth ETF
174,383
19,199.6
-5.23%
3.880
-0.28%
0.030
+25.22%
+11.61%
62,137.8
 
QUAL
iShares MSCI USA Quality Factor ETF
102,248
18,693.0
+29.66%
3.780
+0.86%
0.040
+14.04%
+5.05%
53,508.3
 
FBND
Fidelity Total Bond ETF
407,431
18,640.0
+10.75%
3.760
+0.37%
0.100
+2.36%
+3.87%
19,354.0
 
IVE
iShares S&P 500 Value ETF
88,782
17,349.8
+25.28%
3.500
+0.71%
0.040
+12.01%
+5.73%
40,043.9
 
EFV
iShares MSCI EAFE Value ETF
243,645
15,466.6
+69.13%
3.120
+1.28%
0.060
+12.78%
+28.28%
27,087.9
 
DYNF
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
283,546
15,441.9
+27.15%
3.120
+0.67%
0.080
+19.61%
+9.75%
19,874.5
 
VOO
Vanguard S&P 500 ETF
25,014
14,209.0
-23.58%
2.870
-1.23%
0.000
+18.82%
+8.89%
663,622.4
 
MSFT
Microsoft Corp
22,912
11,396.7
+50.34%
2.300
+0.77%
0.000
+35.37%
+20.48%
3,759,901.0
Software
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
181,271
10,881.7
+110.09%
2.200
+1.15%
0.010
+17.87%
+20.24%
100,742.8
 

Triad Wealth Partners, LLC's Historical Top Holdings Breakdowns

Triad Wealth Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
RSMV
Relative Strength Managed Volatility Strategy ETF
Relative Strength Managed Volatility Strategy ETF
2025-06-30
New Buy
New Buy
+2.11%
●
21.8 ($23.6) 24.77
$25.12
6.46%
New holding
422,684
422,684
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
2025-06-30
New Buy
New Buy
+1.44%
●
48.77 ($49.21) 49.55
$49.22
0.02%
New holding
143,689
143,689
BTHM
BLACKROCK ETF TRUS
2025-06-30
New Buy
New Buy
+1.42%
●
28.66 ($32.91) 35.58
$33.22
0.95%
New holding
197,135
197,135
EFV
iShares MSCI EAFE Value ETF
2025-06-30
Add
Add
+1.28%
●
52.4 ($61.15) 64.65
$65.87
7.72%
Add 69.13%
243,645
99,588
VOO
Vanguard S&P 500 ETF
2025-06-30
Reduce
Reduce
-1.23%
●
456.74 ($525.37) 568.03
$582.86
10.94%
Reduce -23.58%
25,014
-7,718
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2025-06-30
Add
Add
+1.15%
●
47.74 ($55.77) 60.03
$62.03
11.22%
Add 110.09%
181,271
94,989
EMXC
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
2025-06-30
Reduce
Reduce
-1.06%
●
50.08 ($58.16) 63.14
$64.44
10.80%
Reduce -89.72%
7,085
-61,804
KNG
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
2025-06-30
New Buy
New Buy
+0.90%
●
45.3 ($48.66) 50.64
$50.31
3.39%
New holding
90,383
90,383
TLH
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
2025-06-30
Add
Add
+0.89%
●
97.29 ($100.41) 105.63
$99.71
-0.70%
Add 71.1%
103,737
43,108
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-06-30
Add
Add
+0.86%
●
29.12 ($33.35) 35.84
$36.98
10.88%
Add 242.69%
168,808
119,548

Triad Wealth Partners, LLC Total Holding History ($B)

To

Triad Wealth Partners, LLC's Asset Allocation

To

Triad Wealth Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Triad Wealth Partners, LLC's Hypothetical Growth since 2025-06-30

Triad Wealth Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Triad Wealth Partners, LLC's Holdings Heat Map

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Triad Wealth Partners, LLC's Holdings Bubble Chart

Triad Wealth Partners, LLC News

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