Triad Wealth Partners, LLC

Q2 2026 13F-HR Holdings

Location
Lawrence, KS
Holdings as of
6/30/2026
Date filed
8/10/2026
Form type
13F-HR
Num holdings
558
Total value ($000)
$1,696,637
Net value change ($000)
+434,888 (34.5%)
New positions
138
Sold out positions
63
Turnover %
19.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
ISTB 124,728 NEW
VOO 85,311 158.8%
IVW 43,289 81.4%
SPTS 29,314 NEW
FIRST TRUST EXCHANGE-TRADED FUND 24,938 NEW
VMBS 22,975 NEW
CORO 22,600 49.5%
DYNF 19,827 57.1%
IVE 18,429 33.5%
AVEM 16,964 6652.5%
Top Reduces (Value $000, Stocks/ETFs)
FBND -51,976 -97.9%
GOVT -42,624 -95.3%
IEMG -19,920 -85.6%
MBB -19,066 -93.5%
HELO -17,619 -98.2%
TLH -14,326 -95.8%
EFV -10,084 -79.2%
SPYM -9,587 -62.9%
FTSM -8,995 -71.3%
RSMV -5,329 -45.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 9,885 (0.6% of total reported value)
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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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type