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Aaron Larson

@Triad Wealth Partners, Llc

Latest period2024 - Q3ReportedManaged Assets$188.014MTotal holdings47
Assets growth rate-1.46%Assets growth rate (2-Q avg)22.47%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Triad Wealth Partners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 47 positions.

Assets under management

The assets under management (AUM) of Triad Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 188.014M in assets, with a quarterly growth rate of -1.46% and a 2-quarter average growth rate of 22.47%. The portfolio is managed by Aaron Larson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BNDVanguard Bd Index Fds
Recent Activity
Decreased -30.61%
6.76%
$12.708M
169,189 shares@ $75.12 avg price
DGRWWisdomtree Tr
Recent Activity
Decreased -27.45%
4.36%
$8.181M
98,317 shares@ $83.21 avg price
IJHIshares Tr
Recent Activity
Decreased -26.58%
3.21%
$6.034M
96,829 shares@ $62.32 avg price
VIGIVanguard Whitehall Fds
Recent Activity
Decreased -27.64%
2.61%
$4.893M
55,428 shares@ $88.28 avg price
IQLTIshares Tr
Recent Activity
Decreased -27.8%
2.46%
$4.621M
111,366 shares@ $41.5 avg price
SCHFSchwab Strategic Tr
Recent Activity
Decreased -19.75%
2%
$3.752M
91,251 shares@ $41.13 avg price
SKORFlexshares Tr
Recent Activity
Decreased -28.52%
1.88%
$3.521M
71,686 shares@ $49.12 avg price
HYDBIshares Tr
Recent Activity
Decreased -24.79%
1.49%
$2.784M
57,937 shares@ $48.06 avg price
JMEEJ P Morgan Exchange Traded F
Recent Activity
Decreased -27.39%
1.47%
$2.756M
45,214 shares@ $60.96 avg price
IJRIshares Tr
Recent Activity
Decreased -28.67%
1.36%
$2.541M
21,726 shares@ $116.97 avg price