Triad Wealth Partners, LLC Q4 2025 Filing
Filed January 22, 2026
Portfolio Value
$1.1T
Holdings
460
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (460 positions)
| Stock | Value |
|---|---|
CDNSCADENCE DESIGN SYSTEM INC | $427.0M |
COPCONOCOPHILLIPS | $427.0M |
QQQINEOS ETF TRUST | $425.0M |
DEDEERE & CO | $420.0M |
IWNISHARES TR | $416.0M |
AXPAMERICAN EXPRESS CO | $415.0M |
DDOMINION ENERGY INC | $414.0M |
STIPISHARES TR | $411.0M |
EWCISHARES INC | $409.0M |
XLKSELECT SECTOR SPDR TR | $409.0M |
GLWCORNING INC | $408.0M |
SBARSIMPLIFY EXCHANGE TRADED FUN | $402.0M |
FNVFRANCO NEV CORP | $402.0M |
OHIOMEGA HEALTHCARE INVS INC | $397.0M |
CMECME GROUP INC | $397.0M |
AZNASTRAZENECA PLC | $394.0M |
IDXXIDEXX LABS INC | $393.0M |
DUKDUKE ENERGY CORP NEW | $393.0M |
UHSUNIVERSAL HLTH SVCS INC | $391.0M |
GGENPACT LIMITED | $390.0M |
PSTGPURE STORAGE INC | $389.0M |
PSXPHILLIPS 66 | $389.0M |
TTETOTALENERGIES SE | $388.0M |
ORLYOREILLY AUTOMOTIVE INC | $388.0M |
IWOISHARES TR | $388.0M |
FICSFIRST TR EXCHANGE TRADED FD | $385.0M |
LMBSFIRST TR EXCHANGE-TRADED FD | $385.0M |
APGAPI GROUP CORP | $381.0M |
JCIJOHNSON CTLS INTL PLC | $381.0M |
PBTPINVESCO EXCH TRADED FD TR II | $380.0M |
LRCXLAM RESEARCH CORP | $378.0M |
LINLINDE PLC | $376.0M |
APHAMPHENOL CORP NEW | $374.0M |
DIHPDIMENSIONAL ETF TRUST | $370.0M |
RLRALPH LAUREN CORP | $369.0M |
GBTCGRAYSCALE BITCOIN TRUST ETF | $367.0M |
EMXCISHARES INC | $367.0M |
DISDISNEY WALT CO | $367.0M |
DFEVDIMENSIONAL ETF TRUST | $365.0M |
AMGNAMGEN INC | $365.0M |
TJANINNOVATOR ETFS TRUST | $363.0M |
VIOVVANGUARD ADMIRAL FDS INC | $362.0M |
TRVCCITIGROUP INC | $362.0M |
JMEEJ P MORGAN EXCHANGE TRADED F | $359.0M |
LDOSLEIDOS HOLDINGS INC | $358.0M |
DISVDIMENSIONAL ETF TRUST | $358.0M |
SCCOSOUTHERN COPPER CORP | $357.0M |
RSPRINVESCO EXCHANGE TRADED FD T | $355.0M |
MGVVANGUARD WORLD FD | $355.0M |
MMM3M CO | $352.0M |
CGGRCAPITAL GROUP GROWTH ETF | $352.0M |
XLGINVESCO EXCHANGE TRADED FD T | $339.0M |
FFLCFIDELITY COVINGTON TRUST | $339.0M |
MLB1MERCADOLIBRE INC | $338.0M |
BMYBRISTOL-MYERS SQUIBB CO | $338.0M |
BABOEING CO | $337.0M |
EVRGEVERGY INC | $333.0M |
CGDGCAPITAL GROUP DIVIDEND VALUE | $333.0M |
MNSTMONSTER BEVERAGE CORP NEW | $332.0M |
WMWASTE MGMT INC DEL | $331.0M |
JAAAJANUS DETROIT STR TR | $331.0M |
DELLDELL TECHNOLOGIES INC | $327.0M |
ZAPRINNOVATOR ETFS TRUST | $324.0M |
RCLROYAL CARIBBEAN GROUP | $323.0M |
IVZINVESCO EXCHANGE TRADED FD T | $322.0M |
CAHCARDINAL HEALTH INC | $322.0M |
USBUS BANCORP DEL | $321.0M |
XLUSELECT SECTOR SPDR TR | $321.0M |
XLFSELECT SECTOR SPDR TR | $320.0M |
SPHDINVESCO EXCH TRADED FD TR II | $319.0M |
JEPQJ P MORGAN EXCHANGE TRADED F | $317.0M |
FPXEFIRST TR EXCHANGE TRADED FD | $316.0M |
GEVGE VERNOVA INC | $315.0M |
HTDCORCEPT THERAPEUTICS INC | $314.0M |
SGOVISHARES TR | $314.0M |
CRMSALESFORCE INC | $314.0M |
DFIVDIMENSIONAL ETF TRUST | $313.0M |
CMCSACOMCAST CORP NEW | $313.0M |
JVALJ P MORGAN EXCHANGE TRADED F | $312.0M |
ADPAUTOMATIC DATA PROCESSING IN | $312.0M |
SBUXSTARBUCKS CORP | $305.0M |
ACNACCENTURE PLC IRELAND | $302.0M |
AG8AGILENT TECHNOLOGIES INC | $302.0M |
ETRENTERGY CORP NEW | $300.0M |
SIVRABRDN SILVER ETF TRUST | $296.0M |
NFTYFIRST TR EXCH TRD ALPHDX FD | $296.0M |
MOATVANECK ETF TRUST | $296.0M |
SPEMSPDR INDEX SHS FDS | $292.0M |
DFGRDIMENSIONAL ETF TRUST | $289.0M |
COFCAPITAL ONE FINL CORP | $289.0M |
SOXXISHARES TR | $289.0M |
GAPRFIRST TR EXCHNG TRADED FD VI | $287.0M |
CGCARLYLE GROUP INC | $286.0M |
VBKVANGUARD INDEX FDS | $286.0M |
NULGNUSHARES ETF TR | $286.0M |
TMOTHERMO FISHER SCIENTIFIC INC | $284.0M |
AVDEAMERICAN CENTY ETF TR | $283.0M |
QQQMINVESCO EXCH TRADED FD TR II | $280.0M |
IGEBISHARES TR | $279.0M |
TJXTJX COS INC NEW | $279.0M |