Triad Wealth Partners, LLC
SEC Form 13F institutional filer · CIK 0002012717
13F-HR · 178 reported holdings · 2026-03-31
Reported long-US-equity value
$0.58B
Top-10 concentration
64.3%
Triad Wealth Partners, LLC — $584M AUM allocation strategy
Triad Wealth Partners, LLC files SEC Form 13F and reports $584M of long US equity value across 178 reported holdings for 2026-03-31.
Its largest sector bet is Financials 27.5%, followed by Information Technology 11.0% and Communication Services 3.3%.
The top 10 holdings account for 64% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Triad Wealth Partners, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$584M
total across 178 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
64% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +1.32M sh · +$32.6M+$BLK +233K sh · +$21.3M+$SPYM +88.1K sh · +$6.34M
Biggest trims (shares)
−$WMT −8.54K sh · −$541K−$PFE −6.33K sh · −$113K−$IYY −1.56K sh · −$369K
Exited to nil (held last quarter, gone now)
$XLRE ($577K last qtr)$CCL ($533K last qtr)$DG ($480K last qtr)$XLE ($430K last qtr)$COF ($290K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks15.0%—
- Financial Exchanges & Data9.9%—
- Semiconductors5.3%—
- Technology Hardware, Storage & Peripherals3.4%—
- Interactive Media & Services3.3%—
- Investment Banking & Brokerage2.6%—
- Systems Software2.3%—
- Integrated Oil & Gas2.2%—
- Other holdings56.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $BLK | BlackRock Inc | 722K | $66.8M | +233K | 11.4% |
| $SPGI | S&P Global Inc | 312K | $57.4M | +76K | 9.8% |
| $NVDA | NVIDIA Corporation | 136K | $23.7M | +50.5K | 4.1% |
| $IVZ | Invesco Ltd | 202K | $20.9M | +67K | 3.6% |
| $AAPL | Apple Inc | 79.1K | $20.1M | +6.26K | 3.4% |
| $SCHW | Charles Schwab Corporation | 505K | $15.5M | +78.5K | 2.7% |
| $MSFT | Microsoft Corporation | 35.6K | $13.2M | +4.92K | 2.3% |
…and 171 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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