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Home > Institutional Investor > Triad Wealth Partners, Llc > Profile

Instuitional Investor - Triad Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Triad Wealth Partners, Llc
Portfolio Value $775,478,869
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 785,511 $36,322,028 4.68%
2.
First Tr Exchng Traded Fd Vi
 979,487 $32,734,447 4.22%
3.
Blackrock Etf Trust
 444,973 $26,342,423 3.4%
4.
Ishares Trust
 IEF 210,875 $25,456,781 3.28%
5.
Ishares Trust
 IEF 114,533 $23,652,157 3.05%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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