13F Filings History of Triad Wealth Partners, LLC

Latest 13F report
Q4 2025 - 22 Jan 2026
Value $
$1,052,401,686
Signature - Title
Tracy Murray - 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 460 stock holdings with total value $1,052,401,686 as of Q4 2025. Top holdings included FBND, IVE, BUFR, DYNF, and IVW.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 460 $1,052,401,686 +$308,583,844 -$42,880,651 +$265,703,193 FBND, IVE, BUFR, DYNF, IVW 13F-HR 22 Jan 2026, 15:42
Q3 2025 366 $775,478,869 +$296,299,740 -$46,373,882 +$249,925,858 FBND, BUFR, DYNF, IVW, IVE 13F-HR 30 Oct 2025, 11:03
Q2 2025 289 $495,099,004 +$165,917,557 -$17,056,289 +$148,861,268 JCPB, IVW, QUAL, FBND, IVE 13F-HR 21 Jul 2025, 10:42
Q1 2025 212 $321,668,664 +$73,887,561 -$24,108,730 +$49,778,831 JCPB, IVW, VOO, FBND, IVE 13F-HR 14 May 2025, 16:20
Q4 2024 173 $276,903,782 +$146,748,562 -$52,982,788 +$93,765,774 VOO, JCPB, IVW, FBND, QUAL 13F-HR 06 Feb 2025, 12:58
Q3 2024 47 $188,013,808 +$60,198,150 -$69,481,150 -$9,283,000 FBND, VOO, OMFL, JCPB, BND 13F-HR 21 Oct 2024, 10:57
Q2 2024 1,001 $190,817,204 +$61,528,781 -$806,753 +$60,722,028 BND, FBND, VOO, OMFL, DGRW 13F-HR 18 Jul 2024, 10:07
Q1 2024 59 $130,349,027 $0 $0 $0 BND, FBND, VOO, OMFL, DGRW 13F-HR 23 Apr 2024, 11:47