Triad Wealth Partners, LLC - Q42025 Holdings

Triad Wealth Partners, LLC holds 460 stocks with a total portfolio value of $ 1.05B as of Q42025. In Q42025, Triad Wealth Partners, LLC added 121 new positions, increased stakes in 265 stocks, reduced 71 holdings, and fully exited 27 positions. The largest holding is Fidelity Merrimack Str Tr (FBND), representing 4.22% of the total portfolio.