Triad Wealth Partners 13F Holdings & Latest Moves
Latest 13F moves (filed Oct 26, 2026): 6 new positions, 14 added, 4 reduced. Largest change by value: added $VOO ($171.10M held).
- New positions
- 6
- Added / reduced
- 14 / 4
- Sold out
- 0
Top buys and sells in the latest 13F
Biggest new and added positions
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $VOO | Added | +44.49K (+22.29%) | 244.13K | $171.10M | — | ||||
| $ISTB | Added | +441.99K (+16.98%) | 3.05M | $143.89M | — | ||||
| $IVW | Added | +52.59K (+7.54%) | 750.48K | $106.76M | — | ||||
| $DYNF | Added | +66.20K (+8.29%) | 864.66K | $59.89M | — | ||||
| $VEA | Added | +344.53K (+127.05%) | 615.70K | $43.47M | — |
Biggest reduced and exited positions
New positions in the latest 13F
Added positions in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $VOO | Added | +44.49K (+22.29%) | 244.13K | $171.10M | — | ||||
| $ISTB | Added | +441.99K (+16.98%) | 3.05M | $143.89M | — | ||||
| $IVW | Added | +52.59K (+7.54%) | 750.48K | $106.76M | — | ||||
| $DYNF | Added | +66.20K (+8.29%) | 864.66K | $59.89M | — | ||||
| $VEA | Added | +344.53K (+127.05%) | 615.70K | $43.47M | — | ||||
| $NVDA | Added | +3.96K (+2.34%) | 173.56K | $39.64M | Read | ||||
| $BNDX | Added | +114.54K (+32.95%) | 462.20K | $21.66M | — | ||||
| $MUB | Added | +22.41K (+12.23%) | 205.70K | $20.80M | — | ||||
| $AVEM | Added | +29.62K (+15.52%) | 220.45K | $20.73M | — | ||||
| $SCHF | Added | +49.24K (+10.90%) | 501.17K | $13.77M | — | ||||
| $SPY | Added | +3.88K (+30.09%) | 16.79K | $12.81M | — | ||||
| $QQQ | Added | +6.98K (+76.48%) | 16.11K | $11.91M | — | ||||
| $IAU | Added | +17.06K (+17.97%) | 112K | $8.75M | — | ||||
| $VTV | Added | +4.89K (+100.91%) | 9.73K | $2.10M | — |
Reduced positions in the latest 13F
All tracked 13F moves by Triad Wealth Partners
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $WT | New | +92.61K | 92.61K | $2.50M | Read | ||||
| $XLE | New | +30.74K | 30.74K | $1.89M | — | ||||
| $JMST | New | +58.47K | 58.47K | $2.96M | — | ||||
| $DUHP | New | +53.76K | 53.76K | $2.25M | — | ||||
| $DCOR | New | +33.33K | 33.33K | $2.76M | — | ||||
| $BLOK | New | +14.74K | 14.74K | $902.65K | — | ||||
| $NEE | Reduced | -28.86K (-49.85%) | 29.04K | $2.20M | Read | ||||
| $SPMO | Reduced | -138.81K (-93.05%) | 10.38K | $1.57M | — | ||||
| $DFIC | Reduced | -68.50K (-40.11%) | 102.29K | $3.85M | — | ||||
| $COST | Reduced | -1.31K (-30.78%) | 2.94K | $2.68M | Read | ||||
| $BNDX | Added | +114.54K (+32.95%) | 462.20K | $21.66M | — | ||||
| $VOO | Added | +44.49K (+22.29%) | 244.13K | $171.10M | — | ||||
| $VTV | Added | +4.89K (+100.91%) | 9.73K | $2.10M | — | ||||
| $VEA | Added | +344.53K (+127.05%) | 615.70K | $43.47M | — | ||||
| $SPY | Added | +3.88K (+30.09%) | 16.79K | $12.81M | — | ||||
| $SCHF | Added | +49.24K (+10.90%) | 501.17K | $13.77M | — | ||||
| $NVDA | Added | +3.96K (+2.34%) | 173.56K | $39.64M | Read | ||||
| $DYNF | Added | +66.20K (+8.29%) | 864.66K | $59.89M | — | ||||
| $IVW | Added | +52.59K (+7.54%) | 750.48K | $106.76M | — | ||||
| $MUB | Added | +22.41K (+12.23%) | 205.70K | $20.80M | — | ||||
| $IAU | Added | +17.06K (+17.97%) | 112K | $8.75M | — | ||||
| $ISTB | Added | +441.99K (+16.98%) | 3.05M | $143.89M | — | ||||
| $QQQ | Added | +6.98K (+76.48%) | 16.11K | $11.91M | — | ||||
| $AVEM | Added | +29.62K (+15.52%) | 220.45K | $20.73M | — |
13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.
Stocks Triad Wealth Partners holds or traded
Frequently asked questions
What did Triad Wealth Partners buy and sell in its latest 13F?
It opened or added to $VOO, $ISTB, $IVW, $DYNF and $VEA; it cut or exited $DFIC, $COST, $NEE and $SPMO.
Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.
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