Triad Wealth Partners, LLC
All 13F Filings
- Location
- Lawrence, KS
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,261,749
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 435.4 K | 34.5% | 0 | 225.5 K | -225.5 K |
| ETFs | 825.4 K | 65.4% | 436.7 K | 0 | 436.7 K |
| Debt | 946 | 0.1% | 136 | 0 | 136 |
| Other | 0 | 0.0% | 0 | 2.006 K | -2.006 K |
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Fund Snapshot
Q1 2026
Latest filed
4/16/2026
Total value ($000)
1,261,749
Holdings
478
QoQ value change ($000)
209,347
(19.9%)
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.