Triad Wealth Partners, LLC

Q2 2026 13F Holdings

Location
Lawrence, KS
Holdings as of
6/30/2026
Value
$1.70B
Value excl. options
$1.69B
Num holdings
558
Date filed
8/10/2026
Form type
13F-HR
Prev filing
4/16/2026
Next filing
10/26/2026
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type