Triad Wealth Partners, LLC

Q4 2025 13F-HR Holdings

Location
Lawrence, KS
Holdings as of
12/31/2025
Date filed
1/22/2026
Form type
13F-HR
Num holdings
460
Total value ($000)
$1,052,402
Net value change ($000)
+276,923 (35.7%)
New positions
121
Sold out positions
28
Turnover %
9.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/30/2025 Next filing: 4/16/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IVE 18,612 78.7%
FTSM 15,237 674.5%
HELO 12,105 NEW
IEMG 10,439 60.2%
SCHO 9,879 NEW
BRNY 8,731 NEW
FBND 8,084 22.3%
IVW 7,836 30.8%
DYNF 7,672 29.1%
BUFD 6,850 1307.3%
Top Reduces (Value $000, Stocks/ETFs)
QUAL -19,347 -84.9%
XISE -2,056 -9.7%
TLH -1,587 -12.3%
AVGO -1,409 -15.6%
BIDD -1,274 -100.0%
IUSG -1,046 -100.0%
VTIP -856 -28.6%
OKLO -825 -36.4%
AOCT -684 -100.0%
XIMR -506 -47.4%
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