Triad Wealth Partners, LLC

Q3 2025 13F-HR Holdings

Location
Lawrence, KS
Holdings as of
9/30/2025
Date filed
10/30/2025
Form type
13F-HR
Num holdings
366
Total value ($000)
$775,479
Net value change ($000)
+280,380 (56.6%)
New positions
96
Sold out positions
19
Turnover %
8.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2025 Next filing: 1/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BUFR 30,995 1782.3%
XISE 21,172 NEW
FBND 17,682 94.9%
MGC 11,147 158.0%
DYNF 10,900 70.6%
GOVT 8,983 336.1%
VOO 8,443 59.4%
AAPL 7,875 126.7%
SPY 7,529 1530.3%
VUG 6,821 703.9%
Top Reduces (Value $000, Stocks/ETFs)
JCPB -14,729 -58.3%
EFG -5,783 -80.9%
IYW -5,426 -86.6%
RSMV -3,478 -33.2%
EMB -2,810 -90.4%
ICVT -1,037 -81.8%
SECT -866 -56.3%
FTSM -814 -26.5%
BAMU -477 -100.0%
KNG -440 -9.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type