Triad Wealth Partners, LLC
Annual return '25
+16.4%
SPY '25
+17.7%
Alpha
-1.3ptsvs SPY
Invested
$1.3B
Holdings
478
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVE
ISHARES TR
Held since at least Q1 2024
4.4%
02
$VOO
VANGUARD INDEX FDS
Q4 2025: New position (555 shares)
4.3%
03
$IVW
ISHARES TR
Held since at least Q1 2024
4.2%
04
$FBND
FIDELITY MERRIMACK STR TR
Held since at least Q1 2024
4.2%
05
$CORO
BLACKROCK ETF TRUST
Held since at least Q1 2024
3.6%
06
$GOVT
ISHARES TR
Held since at least Q1 2024
3.5%
07
$DYNF
BLACKROCK ETF TRUST
Held since at least Q1 2024
2.8%
08
$BUFR
FIRST TR EXCHNG TRADED FD VI
Held since at least Q1 2024
2.5%
09
$NVDA
NVIDIA CORPORATION
Q4 2025: New position (200 shares)
1.9%
10
$IEMG
ISHARES INC
Held since at least Q1 2024
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:08 UTC.