Triad Wealth Partners, LLC Q2 2025 Filing
Filed July 21, 2025
Portfolio Value
$495.1B
Holdings
289
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (289 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | UNHUNITEDHEALTH GROUP INC | 2,591 | $808.2M | 0.16% | |
| 102 | ORCLORACLE CORP | 3,672 | $802.8M | 0.16% | |
| 103 | QCOMQUALCOMM INC | 4,810 | $766.0M | 0.15% | |
| 104 | JAJLINNOVATOR ETFS TRUST | 27,049 | $762.0M | 0.15% | |
| 105 | DFGPDIMENSIONAL ETF TRUST | 13,585 | $740.2M | 0.15% | |
| 106 | IJULINNOVATOR ETFS TRUST | 23,096 | $737.7M | 0.15% | |
| 107 | CVXCHEVRON CORP NEW | 5,048 | $722.8M | 0.15% | |
| 108 | APDAIR PRODS & CHEMS INC | 2,556 | $721.0M | 0.15% | |
| 109 | NOWSERVICENOW INC | 699 | $718.6M | 0.15% | |
| 110 | JEPIJ P MORGAN EXCHANGE TRADED F | 12,549 | $713.4M | 0.14% | |
| 111 | DUHPDIMENSIONAL ETF TRUST | 20,050 | $713.0M | 0.14% | |
| 112 | INTUINTUIT | 884 | $696.3M | 0.14% | |
| 113 | KOCOCA COLA CO | 9,786 | $692.3M | 0.14% | |
| 114 | BFRZINNOVATOR ETFS TRUST | 26,792 | $680.3M | 0.14% | |
| 115 | SKORFLEXSHARES TR | 13,903 | $678.2M | 0.14% | |
| 116 | IJANINNOVATOR ETFS TRUST | 19,677 | $673.1M | 0.14% | |
| 117 | ABGCENCORA INC | 2,185 | $655.2M | 0.13% | |
| 118 | RRYDER SYS INC | 4,106 | $652.9M | 0.13% | |
| 119 | MZTILANCASTER COLONY CORP | 3,775 | $652.2M | 0.13% | |
| 120 | BUFDFIRST TR EXCHNG TRADED FD VI | 24,522 | $651.3M | 0.13% | |
| 121 | IBMINTERNATIONAL BUSINESS MACHS | 2,196 | $647.5M | 0.13% | |
| 122 | FDLFIRST TR EXCHANGE-TRADED FD | 15,331 | $641.9M | 0.13% | |
| 123 | IOCTINNOVATOR ETFS TRUST | 19,410 | $638.1M | 0.13% | |
| 124 | SUBISHARES TR | 5,956 | $633.4M | 0.13% | |
| 125 | IAPRINNOVATOR ETFS TRUST | 21,533 | $629.6M | 0.13% | |
| 126 | IUSBISHARES TR | 13,584 | $628.0M | 0.13% | |
| 127 | IWRISHARES TR | 6,702 | $616.4M | 0.12% | |
| 128 | CBCHUBB LIMITED | 2,127 | $616.2M | 0.12% | |
| 129 | TAT&T INC | 21,261 | $615.3M | 0.12% | |
| 130 | IMCBISHARES TR | 7,632 | $608.0M | 0.12% | |
| 131 | MCDMCDONALDS CORP | 2,048 | $598.3M | 0.12% | |
| 132 | DCORDIMENSIONAL ETF TRUST | 8,924 | $596.6M | 0.12% | |
| 133 | ZNOVINNOVATOR ETFS TRUST | 22,789 | $591.0M | 0.12% | |
| 134 | BACVERIZON COMMUNICATIONS INC | 13,618 | $589.3M | 0.12% | |
| 135 | HONHONEYWELL INTL INC | 2,519 | $586.6M | 0.12% | |
| 136 | IEFISHARES TR | 6,068 | $581.1M | 0.12% | |
| 137 | MOALTRIA GROUP INC | 9,828 | $576.2M | 0.12% | |
| 138 | VWOVANGUARD INTL EQUITY INDEX F | 11,454 | $566.5M | 0.11% | |
| 139 | BACBANK AMERICA CORP | 11,669 | $552.2M | 0.11% | |
| 140 | BLKBLACKROCK INC | 524 | $549.8M | 0.11% | |
| 141 | LHXL3HARRIS TECHNOLOGIES INC | 2,179 | $546.6M | 0.11% | |
| 142 | SCHXSCHWAB STRATEGIC TR | 22,340 | $546.0M | 0.11% | |
| 143 | CSCOCISCO SYS INC | 7,849 | $544.6M | 0.11% | |
| 144 | DDTOINNOVATOR ETFS TRUST | 14,171 | $538.6M | 0.11% | |
| 145 | DFATDIMENSIONAL ETF TRUST | 9,943 | $536.5M | 0.11% | |
| 146 | IQLTISHARES TR | 12,128 | $524.2M | 0.11% | |
| 147 | GQ9SPDR GOLD TR | 1,719 | $524.0M | 0.11% | |
| 148 | SPABSPDR SERIES TRUST | 20,452 | $523.6M | 0.11% | |
| 149 | IWFISHARES TR | 1,191 | $505.7M | 0.10% | |
| 150 | CMGCHIPOTLE MEXICAN GRILL INC | 8,976 | $504.0M | 0.10% | |
| 151 | 4I1PHILIP MORRIS INTL INC | 2,735 | $498.1M | 0.10% | |
| 152 | AQLTISHARES TR | 5,926 | $494.7M | 0.10% | |
| 153 | SPYSPDR S&P 500 ETF TR | 796 | $491.9M | 0.10% | |
| 154 | JBNDJ P MORGAN EXCHANGE TRADED F | 9,171 | $491.5M | 0.10% | |
| 155 | SPYGSPDR SERIES TRUST | 5,140 | $490.0M | 0.10% | |
| 156 | IXUSISHARES TR | 6,279 | $485.4M | 0.10% | |
| 157 | RSPINVESCO EXCHANGE TRADED FD T | 2,664 | $484.2M | 0.10% | |
| 158 | EJULINNOVATOR ETFS TRUST | 17,433 | $482.5M | 0.10% | |
| 159 | PEPPEPSICO INC | 3,617 | $477.6M | 0.10% | |
| 160 | DFAUDIMENSIONAL ETF TRUST | 11,262 | $477.1M | 0.10% | |
| 161 | MDPLNORTHERN LTS FD TR IV | 18,850 | $476.5M | 0.10% | |
| 162 | VIGIVANGUARD WHITEHALL FDS | 5,249 | $473.0M | 0.10% | |
| 163 | EJANINNOVATOR ETFS TRUST | 14,625 | $468.6M | 0.09% | |
| 164 | IDXXIDEXX LABS INC | 869 | $466.1M | 0.09% | |
| 165 | LOWLOWES COS INC | 2,091 | $463.9M | 0.09% | |
| 166 | DFLVDIMENSIONAL ETF TRUST | 14,721 | $456.7M | 0.09% | |
| 167 | CRMSALESFORCE INC | 1,667 | $454.6M | 0.09% | |
| 168 | ORLYOREILLY AUTOMOTIVE INC | 5,040 | $454.3M | 0.09% | |
| 169 | EMXCISHARES INC | 7,085 | $447.4M | 0.09% | |
| 170 | PEGPUBLIC SVC ENTERPRISE GRP IN | 5,207 | $438.3M | 0.09% | |
| 171 | BAMBNORTHERN LTS FD TR IV | 16,561 | $436.5M | 0.09% | |
| 172 | IJRISHARES TR | 3,955 | $432.3M | 0.09% | |
| 173 | BXBLACKSTONE INC | 2,883 | $431.2M | 0.09% | |
| 174 | ADSKAUTODESK INC | 1,388 | $429.7M | 0.09% | |
| 175 | UBERUBER TECHNOLOGIES INC | 4,444 | $414.6M | 0.08% | |
| 176 | VTEBVANGUARD MUN BD FDS | 8,305 | $407.2M | 0.08% | |
| 177 | VTVVANGUARD INDEX FDS | 2,303 | $407.1M | 0.08% | |
| 178 | UNPUNION PAC CORP | 1,748 | $402.2M | 0.08% | |
| 179 | XDSQINNOVATOR ETFS TRUST | 10,517 | $393.1M | 0.08% | |
| 180 | SPYINEOS ETF TRUST | 7,787 | $391.8M | 0.08% | |
| 181 | DFAIDIMENSIONAL ETF TRUST | 11,323 | $391.4M | 0.08% | |
| 182 | AOCTINNOVATOR ETFS TRUST | 15,218 | $391.3M | 0.08% | |
| 183 | TLTISHARES TR | 4,422 | $390.2M | 0.08% | |
| 184 | HIMUBLACKROCK ETF TRUST II | 8,000 | $389.1M | 0.08% | |
| 185 | DDOGDATADOG INC | 2,881 | $387.0M | 0.08% | |
| 186 | DFEMDIMENSIONAL ETF TRUST | 12,840 | $381.1M | 0.08% | |
| 187 | PLTRPALANTIR TECHNOLOGIES INC | 2,793 | $380.7M | 0.08% | |
| 188 | JMEEJ P MORGAN EXCHANGE TRADED F | 6,289 | $372.4M | 0.08% | |
| 189 | NFLXNETFLIX INC | 278 | $372.3M | 0.08% | |
| 190 | PSEPINNOVATOR ETFS TRUST | 9,077 | $371.2M | 0.07% | |
| 191 | CGCARLYLE GROUP INC | 7,007 | $360.2M | 0.07% | |
| 192 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,590 | $360.1M | 0.07% | |
| 193 | CMECME GROUP INC | 1,290 | $355.6M | 0.07% | |
| 194 | TJANINNOVATOR ETFS TRUST | 13,297 | $350.4M | 0.07% | |
| 195 | MUNIPIMCO ETF TR | 6,800 | $349.2M | 0.07% | |
| 196 | IWNISHARES TR | 2,204 | $347.7M | 0.07% | |
| 197 | ZAPRINNOVATOR ETFS TRUST | 13,668 | $342.4M | 0.07% | |
| 198 | AG8AGILENT TECHNOLOGIES INC | 2,851 | $336.4M | 0.07% | |
| 199 | IWOISHARES TR | 1,169 | $334.3M | 0.07% | |
| 200 | LINLINDE PLC | 712 | $334.1M | 0.07% |