Triad Wealth Partners
Triad Wealth Partners reported 547 stocks worth $1.8B in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are VOO (9.5%), ISTB (8.0%) and IVW (5.9%). Compared with Q2 2026, the fund opened new positions in XOM, THIR and JMST, added to VOO, ISTB and IVW, trimmed BAI, SHLD and ACYS and sold out of XOM, VEGA and BOND.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $171M | 9.5% | 244K | +44K (+22%) | 8 of 8 | |
| 2 |  ISTB Ishares TR | $144M | 8.0% | 3M | +442K (+17%) | 2 of 8 | |
| 3 |  IVW Ishares TR | $107M | 5.9% | 750K | +53K (+8%) | 8 of 8 | |
| 4 |  IVE Ishares TR | $77.7M | 4.3% | 340K | +26K (+8%) | 8 of 8 | |
| 5 |  CORO Ishares International Country Rotation Active ETF | $77.5M | 4.3% | 2.1M | +230K (+12%) | 3 of 8 | |
| 6 |  DYNF Blackrock ETF Trust | $59.9M | 3.3% | 865K | +66K (+8%) | 8 of 8 | |
| 7 |  VEA Vanguard Tax-Managed Fds | $43.5M | 2.4% | 616K | +345K (+127%) | 8 of 8 | |
| 8 |  NVDA Nvidia Corporation | $39.6M | 2.2% | 174K | +3,964 (+2%) | 8 of 8 | |
| 9 |  AAPL Apple Inc | $33.7M | 1.9% | 101K | +613 (+1%) | 8 of 8 | |
| 10 |  BUFR First Trust | $33.6M | 1.9% | 897K | +1,293 (+0%) | 7 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $6.4M | 41K |
DIMENSIONAL ETF TRUST | $2.3M | 56K |
DIMENSIONAL ETF TRUST | $2.1M | 25K |
DIMENSIONAL ETF TRUST | $2.1M | 50K |
 VEGA Advisorshares TR | $1.7M | 32K |
🔒 Free account: see all 30.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
NVDA Nvidia Corporation | Put | $6.9M | 30K | 0 |
 TSLA Tesla Inc | Put | $1.1M | 3,200 | 0 |
 LLY Eli Lilly & Co | Put | $1M | 900 | 0 |
 GOOG Alphabet Inc | Put | $818K | 2,400 | 0 |
 GOOGL Alphabet Inc | Put | $654K | 1,900 | 0 |
🔒 Free account: see all 11.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Triad Wealth Partners 13F FAQ
What does Triad Wealth Partners own?
Triad Wealth Partners reported 547 stocks worth $1.8B in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are VOO (9.5%), ISTB (8.0%) and IVW (5.9%). The table above lists every position in the filing (the top 10 without an account).
What did Triad Wealth Partners buy and sell in Q3 2026?
Compared with Q2 2026: 53 new positions, 238 added to, 238 trimmed and 59 sold out. New positions include XOM, THIR and JMST. It sold all of XOM, VEGA and BOND.
When will Triad Wealth Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Triad Wealth Partners's portfolio worth?
The Q3 2026 filing reports $1.8B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.