Triad Wealth Partners, LLC

13F Filings History

Latest 13F report: Q3 2024 - Oct 21, 2024
Value $: $188M
Signature - Title: Aaron Larson - Sr. Compliance Consultant
Location: Lawrence, KS
Summary: This page shows a list of all the recent 13F filings made by Triad Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Triad Wealth Partners, LLC reported 47 stock holdings with total value $188M as of Q3 2024. Top holdings included FBND, VOO, OMFL, JCPB, and BND.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	47	$188M	+$60.2M	-$69.5M	-$9.28M	FBND, VOO, OMFL, JCPB, BND	13F-HR	10/21/2024, 10:57 AM
Q2 2024	1,001	$191M	+$61.5M	-$807K	+$60.7M	BND, FBND, VOO, OMFL, DGRW	13F-HR	7/18/2024, 10:07 AM
Q1 2024	59	$130M	$0	$0		BND, FBND, VOO, OMFL, DGRW	13F-HR	4/23/2024, 11:47 AM