Triad Wealth Partners, LLC - Portfolio overview

Triad Wealth Partners, LLC has 516 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. IVE - ISHARES TR, 4.27%
2. VOO - VANGUARD INDEX FDS, 4.17%
3. IVW - ISHARES TR, 4.13%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.