Triad Wealth Partners, LLC

CIK 0002012717 · Q1 2026

13F Equity AUM

$1.3B

+19.9% QoQ

Positions

478

+18 QoQ

AUM Rank

#2,429

Top 20%

Skill Alpha (FF)

—

Building track record (7q)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 20.7%Top 10: 33.2%Top 20: 47.1%

IVE4.4%

VOO4.3%

IVW4.2%

FBND4.2%

CORO3.6%

GOVT3.5%

DYNF2.8%

BUFR2.5%

NVDA1.9%

IEMG1.8%

Others (468)66.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services76.6%

Technology7.4%

Fund4.6%

Consumer Cyclical2.0%

Other9.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 478Median: 0.05%Avg: 0.21%

0–0.5%

434(35.4%)

0.5–1%

22(15.4%)

1–3%

16(25.0%)

3–5%

6(24.2%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 413Unique: 65vs 20 funds

5.6%Low

478

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

7.3%

JPMORGAN CHASE & CO

7.9%

BANK OF AMERICA CORP /DE/

8.1%

FMR LLC

10.5%

BlackRock, Inc.

7.2%

STATE STREET CORP

VANGUARD CAPITAL MANAGEMENT LLC

5.4%

GEODE CAPITAL MANAGEMENT, LLC

5.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

6.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

Loading overlap analysis...

Position Changes This Quarter

New67Increased277Decreased129Exited49

New Positions

CORO3.6%

+1.4M

LMUB0.3%

+64K

HDV0.2%

+15K

EUHY0.1%

+31K

USFR0.1%

+24K

IWX0.1%

+14K

BOND0.1%

+13K

PYLD0.1%

+37K

STERLING CAP FDS0.1%

+37K

SCEC0.1%

+37K

Increased

GOVT3.5%

+1.4M(+225%)

BAI1.6%

+213K(+55%)

IVW4.2%

+200K(+74%)

FBND4.2%

+200K(+21%)

THRO1.4%

+171K(+52%)

XIJN0.4%

+118K(+185%)

BFRZ0.6%

+116K(+73%)

SHLD1.2%

+113K(+113%)

BNDX1.2%

+102K(+48%)

HELO1.4%

+99K(+54%)

Decreased

XISE0.3%

-482,527(-77%)

SCHO0.2%

-303,604(-75%)

BUFR2.5%

-100,761(-10%)

BUFD0.4%

-97,980(-38%)

MGC0.0%

-92,899(-99%)

FTSM1.0%

-80,908(-28%)

IEMG1.8%

-79,768(-19%)

IAU*0.6%

-72,725(-48%)

EFV1.0%

-49,168(-22%)

BRNY0.5%

-46,424(-27%)

Exited

-43,217

-45,867

-27,338

-11,355

-10,720

-13,836

-14,303

-8,970

-16,576

-9,842

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...