Triad Wealth Partners, LLC
All 13F Filings
- Location
- Lawrence, KS
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,696,637
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 558 | 1,696,637 | 13F-HR | Triad Wealth Partners, LLC |
| Q1 2026 | 4/16/2026 | 478 | 1,261,749 | 13F-HR | Triad Wealth Partners, LLC |
| Q4 2025 | 1/22/2026 | 460 | 1,052,402 | 13F-HR | Triad Wealth Partners, LLC |
| Q3 2025 | 10/30/2025 | 366 | 775,479 | 13F-HR | Triad Wealth Partners, LLC |
| Q2 2025 | 7/21/2025 | 289 | 495,099 | 13F-HR | Triad Wealth Partners, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
9.884 K
(0.6% of total reported value)
· QoQ Δ:
+9.884 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 519.3 K | 30.8% | 83.9 K | 0 | 83.9 K |
| ETFs | 1.166 M | 69.2% | 340.6 K | 0 | 340.6 K |
| Debt | 671 | 0.0% | 0 | 275 | -275 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
1,696,637
Holdings
558
QoQ value change ($000)
434,888
(34.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.