Triad Wealth Partners, LLC - Q12026 Holdings

Triad Wealth Partners, LLC holds 478 stocks with a total portfolio value of $ 1.26B as of Q12026. In Q12026, Triad Wealth Partners, LLC added 67 new positions, increased stakes in 277 stocks, reduced 129 holdings, and fully exited 49 positions. The largest holding is Ishares Tr (IVE), representing 4.36% of the total portfolio.