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Value $
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$277M
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Signature - Title
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Aaron Larson - Director, Compliance Services
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Location
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Lawrence, KS
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Summary
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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 173 stock holdings with total value $277M as of Q4 2024. Top holdings included VOO, JCPB, IVW, FBND, and QUAL.