Triad Wealth Partners, LLC
•CIK: 2012717•Filing: Q4 2025
**Triad Wealth Partners, LLC** manages $1.1B across a diversified portfolio of 460 positions. The fund exhibits notable concentration in fixed income and global equities, highlighted by top holdings such as FBND ($44.4M) and IVE ($42.3M). Significant allocations are also maintained in sector-specific and broad market indices, including BUFR ($35.8M) and VOO ($26.9M). This structure suggests a tactical approach balancing core fixed income exposure with targeted growth plays across various asset classes.
Total AUM
$1.1B
QoQ Performance
+35.7%
Positions
258
Top 10 Concentration
32.4%
Latest Filing
Q4 2025
Top Holdings Allocation
FBND4.2%
IVE4.0%
BUFR3.4%
DYNF3.2%
IVW3.2%
IEMG2.6%
VOO2.6%
MGC2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other79.4%
Technology8.6%
ETF4.3%
Consumer2.9%
Financial1.9%
Healthcare0.9%
Energy0.8%
Utilities0.6%
🚪 Exited Positionssold since Q3 2025
+182 more exited positions
Changes from Q3 2025
NEW21 new positions
↑159 increased
↓20 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024