Triad Wealth Partners, LLC

Q1 2026 13F-HR Holdings

Location
Lawrence, KS
Holdings as of
3/31/2026
Date filed
4/16/2026
Form type
13F-HR
Num holdings
478
Total value ($000)
$1,261,749
Net value change ($000)
+209,347 (19.9%)
New positions
67
Sold out positions
48
Turnover %
7.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
CORO 45,669 NEW
GOVT 30,872 223.0%
VOO 26,815 99.7%
IVW 19,894 59.8%
IVE 12,689 30.0%
FBND 8,712 19.6%
SHLD 8,647 132.7%
NVDA 7,771 48.8%
BAI 6,882 53.1%
SPYM 6,336 71.1%
Top Reduces (Value $000, Stocks/ETFs)
MGC -23,351 -98.8%
XISE -14,732 -77.1%
SCHO -7,409 -75.0%
IAU -5,347 -43.3%
FTSM -4,881 -27.9%
IEMG -4,519 -16.3%
BUFR -3,914 -10.9%
EFV -3,007 -19.1%
BUFD -2,806 -38.1%
BRNY -2,557 -29.3%
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