Triad Wealth Partners, LLC Q4 2025 Filing

Filed January 22, 2026

Portfolio Value

$1.1B

Holdings

460

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (460 positions)

#	Stock	Shares	Value	% Portfolio
401	ADIANALOG DEVICES INC	1,032	$279K	0.03%
402	BBSCJ P MORGAN EXCHANGE TRADED F	3,761	$279K	0.03%
403	EELVINVESCO EXCH TRADED FD TR II	10,157	$278K	0.03%
404	IGFISHARES TR	4,505	$276K	0.03%
405	SHELSHELL PLC	3,741	$274K	0.03%
406	INTCINTEL CORP	7,371	$272K	0.03%
407	FERGFERGUSON ENTERPRISES INC	1,219	$271K	0.03%
408	APPAPPLOVIN CORP	402	$270K	0.03%
409	ADBEADOBE INC	765	$267K	0.03%
410	DFASDIMENSIONAL ETF TRUST	3,836	$267K	0.03%
411	ALSALLSTATE CORP	1,275	$265K	0.03%
412	SNOWSNOWFLAKE INC	1,210	$265K	0.03%
413	JDJD.COM INC	9,205	$264K	0.03%
414	CEGCONSTELLATION ENERGY CORP	743	$262K	0.02%
415	DFAEDIMENSIONAL ETF TRUST	8,045	$262K	0.02%
416	NULVNUSHARES ETF TR	5,809	$261K	0.02%
417	ENBENBRIDGE INC	5,440	$260K	0.02%
418	VTWOVANGUARD SCOTTSDALE FDS	2,601	$258K	0.02%
419	TXNTEXAS INSTRS INC	1,485	$257K	0.02%
420	PLDPROLOGIS INC.	1,993	$254K	0.02%
421	DBAINVESCO DB MULTI-SECTOR COMM	9,851	$251K	0.02%
422	NKENIKE INC	3,904	$248K	0.02%
423	GMARFIRST TR EXCHNG TRADED FD VI	6,039	$247K	0.02%
424	AVEMAMERICAN CENTY ETF TR	3,214	$247K	0.02%
425	CVSCVS HEALTH CORP	3,102	$246K	0.02%
426	VCSHVANGUARD SCOTTSDALE FDS	3,082	$245K	0.02%
427	ISRGINTUITIVE SURGICAL INC	433	$245K	0.02%
428	FTCSFIRST TR EXCHANGE-TRADED FD	2,620	$242K	0.02%
429	PGRPROGRESSIVE CORP	1,049	$238K	0.02%
430	XSDSPDR SERIES TRUST	741	$238K	0.02%
431	FLNFIRST TR EXCH TRD ALPHDX FD	10,504	$238K	0.02%
432	BJULINNOVATOR ETFS TRUST	4,679	$237K	0.02%
433	GLOFISHARES TR	4,423	$233K	0.02%
434	IVLUISHARES TR	6,142	$233K	0.02%
435	FVDFIRST TR EXCHANGE-TRADED FD	5,037	$232K	0.02%
436	MSIMOTOROLA SOLUTIONS INC	594	$227K	0.02%
437	AMTAMERICAN TOWER CORP NEW	1,297	$227K	0.02%
438	DONSPDR DOW JONES INDL AVERAGE	464	$223K	0.02%
439	TRUTRANSUNION	2,605	$223K	0.02%
440	IQDGWISDOMTREE TR	5,304	$220K	0.02%
441	NUDMNUSHARES ETF TR	6,006	$217K	0.02%
442	CSXCSX CORP	6,006	$217K	0.02%
443	PCGPG&E CORP	13,405	$215K	0.02%
444	SHYMBLACKROCK ETF TRUST II	9,668	$214K	0.02%
445	BCCCGLOBAL X FDS	4,460	$213K	0.02%
446	DYHTARGET CORP	2,165	$211K	0.02%
447	VDCVANGUARD WORLD FD	1,001	$211K	0.02%
448	SRESEMPRA	2,374	$209K	0.02%
449	MCOMOODYS CORP	408	$208K	0.02%
450	FITBFIFTH THIRD BANCORP	4,423	$207K	0.02%
451	OREALTY INCOME CORP	3,640	$205K	0.02%
452	TMUST-MOBILE US INC	1,005	$204K	0.02%
453	IGIBISHARES TR	3,766	$202K	0.02%
454	BSVVANGUARD BD INDEX FDS	2,552	$201K	0.02%
455	PNCPNC FINL SVCS GROUP INC	965	$201K	0.02%
456	FBTCFIDELITY WISE ORIGIN BITCOIN	2,638	$201K	0.02%
457	TDSBEXCHANGE LISTED FDS TR	8,382	$200K	0.02%
458	OWLBLUE OWL CAPITAL INC	12,904	$192K	0.02%
459	STLASTELLANTIS N.V	10,513	$114K	0.01%
460	RPHSTWO RDS SHARED TR	10,437	$106K	0.01%

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