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Home > Institutional Investor > Triad Wealth Partners, Llc > Profile

Instuitional Investor - Triad Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Triad Wealth Partners, Llc
Portfolio Value $1,052,401,686
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 964,516 $44,406,307 4.22%
2.
Ishares Trust
 IEF 199,294 $42,264,306 4.02%
3.
First Tr Exchng Traded Fd Vi
 1,044,099 $35,770,840 3.4%
4.
Blackrock Etf Trust
 559,341 $34,013,502 3.23%
5.
Ishares Trust
 IEF 270,105 $33,293,186 3.16%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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