Triad Wealth Partners, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Lawrence, KS
CIK
0002012717
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 47 188,013 FBND, VOO, OMFL, JCPB 13F-HR 10/21/2024 000183566924000009
Q2 2024 1,003 190,817 BND, FBND, VOO, OMFL 13F-HR 7/18/2024 000201271724000002
Q1 2024 59 130,349 BND, FBND, VOO, OMFL 13F-HR 4/23/2024 000201271724000001