SEC Form 13F

Triad Wealth Partners, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-11
Reported value$1,696,637,356
Positions558

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$139,025,519199,635
ISHARES TRISTBCORE 1 5 YR USD$124,728,0532,603,382
ISHARES TRIVWS&P 500 GRWT ETF$96,476,223697,889
ISHARES TRIVES&P 500 VAL ETF$73,381,526314,821
BLACKROCK ETF TRUSTCOROISHA IN CTRY ETF$68,268,5231,902,690
BLACKROCK ETF TRUSTDYNFISHARES US EQUIT$54,574,989798,464
NVIDIA CORPORATIONNVDACOM$35,045,878169,599
FIRST TR EXCHNG TRADED FD VIBUFRFT LADD BUFF ETF$33,164,598895,856
APPLE INCAAPLCOM$30,552,386100,693
SPDR SERIES TRUSTSPTSST SHO TREAS ETF$29,313,5121,015,011

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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