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Showing Q3 2023 data
HedgeTrack has imported Q4 2025 data overall, but TRIAD FINANCIAL ADVISORS, INC.'s latest available filing here is Q3 2023.
TRIAD FINANCIAL ADVISORS, INC.
•CIK: 1925074•Filing: Q3 2023
TRIAD FINANCIAL ADVISORS, INC. is an institutional investment manager. The fund manages $284 million across 98 positions in a diversified portfolio.
Total AUM
$283.9M
QoQ Performance
N/A
Positions
64
Top 10 Concentration
0.0%
Latest Filing
Q3 2023
Top Holdings Allocation
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Historical Filings
Q3 2023Q2 2023Q1 2023Q4 2022