Triad Wealth Partners, LLC ETF holdings
Lawrence, KS
Reported $1.3B in 292 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.3B
ETFs held
292
Change from prior quarter
+32.8%
With price moves
ETFs as a share of its 13F
79.2%
of $1.7B
Top 10 of 292 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $139.0M | 199,635 | +109,742 shares |
| ISTB | iShares Core 1-5 Year USD Bond ETF | $124.7M | 2,603,382 | New position |
| IVW | iShares S&P 500 Growth ETF | $96.5M | 697,889 | +227,669 shares |
| IVE | iShares S&P 500 Value ETF | $73.4M | 314,821 | +54,564 shares |
| CORO | iShares International Country Rotation Active ETF | $68.3M | 1,902,690 | +482,324 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $54.6M | 798,464 | +201,208 shares |
| BUFR | FT Vest Laddered Buffer ETF | $33.2M | 895,856 | −47,482 shares |
| SPTS | State Street SPDR Portfolio Short Term Treasury Index ETF | $29.3M | 1,015,011 | New position |
| BAI | iShares A.I. Innovation and Tech Active ETF | $26.8M | 626,347 | +24,095 shares |
| ACYN | FT Vest Laddered Autocallable Barrier & Income ETF | $24.9M | 1,212,362 | New position |
282 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002012717. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Triad Wealth Partners, LLC own?
Triad Wealth Partners, LLC reported 292 ETF positions worth $1.3B in its Form 13F for June 30, 2026. The largest was VOO, at $139.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.