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Value $
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$284M
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Signature - Title
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Nathaniel Carswell - Chief Compliance Officer
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Location
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Greensboro, NC
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Summary
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This page shows a list of all the recent 13F filings made by TRIAD FINANCIAL ADVISORS, INC.. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. TRIAD FINANCIAL ADVISORS, INC. reported 98 stock holdings with total value $284M as of Q3 2023. Top holdings included DFAC, IVW, DFSD, DFCF, and DFAI.