Triad Wealth Partners, LLC

Q3 2026 13F-HR Holdings

Location
Lawrence, KS
Holdings as of
9/30/2026
Date filed
10/26/2026
Form type
13F-HR
Num holdings
558
Total value ($000)
$1,808,463
Net value change ($000)
+111,826 (6.6%)
New positions
53
Sold out positions
59
Turnover %
4.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VOO 32,072 23.1%
VEA 24,210 125.7%
ISTB 19,166 15.4%
IVW 10,288 10.7%
CORO 9,267 13.6%
EXXONMOBIL HOLDINGS CORP 7,255 NEW
QQQ 5,526 86.5%
DYNF 5,312 9.7%
BNDX 5,031 30.2%
NVDA 4,592 13.1%
Top Reduces (Value $000, Stocks/ETFs)
SPMO -20,111 -92.7%
VMBS -14,138 -61.5%
SECT -6,557 -89.2%
XOM -6,430 -100.0%
SHLD -5,065 -22.0%
NEE -2,812 -56.1%
DFIC -2,686 -41.1%
DFSV -2,268 -100.0%
DCOR -2,088 -100.0%
DUHP -2,067 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 12,118 (0.7% 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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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type