13F Insight
DOSSIER · 13F-HR · Q1 2026

Triad Wealth Partners, LLC

Triad Wealth's pension fund based in Stamford, CT — $1.3B in tracked AUM across 478 positions as of Q1 2026.

TW
Triad Wealth·Stamford, CT·Pension Fund
CIK 0002012717 · last filed Mar 31, 2026
Total AUM
$1.3B
▼ 17.7%
vs prior
Holdings
478
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
Top sector
Tech
24% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Triad Wealth Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVE
ISHARES TR
$55M260K4.4%
02
VOO
VANGUARD INDEX FDS
$54M90K4.3%
03
IVW
ISHARES TR
$53M470K4.2%
04
FBND
FIDELITY MERRIMACK STR TR
$53M1.2M4.2%
05
CORO
BLACKROCK ETF TRUST
$46M1.4M3.6%
06
GOVT
ISHARES TR
$45M2.0M3.5%
07
DYNF
BLACKROCK ETF TRUST
$35M597K2.8%
08
BUFR
FIRST TR EXCHNG TRADED FD VI
$32M943K2.5%
09
NVDA
NVIDIA CORPORATION
$24M136K1.9%
10
IEMG
ISHARES INC
$23M334K1.8%

Filing history

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