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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 $1,696,637,356
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 199,635 $139,025,519 8.19%
2.
Ishares Trust
 HYG 2,603,382 $124,728,053 7.35%
3.
Ishares Trust
 IEF 697,889 $96,476,223 5.69%
4.
Ishares Trust
 IEF 314,821 $73,381,526 4.33%
5.
Blackrock Etf Trust
 DYNF 1,902,690 $68,268,523 4.02%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.