Managers / Q1 2024 · view latest →
Triad Wealth Partners, LLC
CIK 0002012717 · 730 NEW HAMPSHIRE STREET, SUITE 222, LAWRENCE, KS, 66044 · 7858300000
Reported Value
$130M
Q1 2024
Positions
59
Filings on Record
9
2019–present window
Filed
Apr 23, 2024
original filing
Summary
Triad Wealth Partners, Llc reported $130M in U.S.-listed holdings across 59 positions for Q1 2024.
Its largest position, BND, represents 11.4% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 84.5% · $110M
- Common Stock · 15.0% · $20M
- Other · 0.5% · $650,674
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.3B | 478 | Apr 16, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.1B | 460 | Jan 22, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $775M | 366 | Oct 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $495M | 289 | Jul 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $322M | 212 | May 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $277M | 173 | Feb 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $188M | 47 | Oct 21, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $191M | 1,003 | Jul 18, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $130M | 59 | Apr 23, 2024 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.