Sign In
test

Tracy Murray

Triad Wealth Partners, Llc

Assets Managed
$1.262B
Holdings
478
Last Quarter
2026 - Q1
Filed Date
1mo 14d ago
Growth Rate
19.9%(2Q avg: 27.81%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Triad Wealth Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 478 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 6 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.262B in assets, with a quarterly growth rate of 19.9% and a 2-quarter average growth rate of 27.81%. The portfolio is managed by Tracy Murray, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVE
Ishares S&p 500 Value Etf
Recent Activity
Increased 30.59%
4.36%
$54.953M
260,257 shares@ $211.16 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 109.58%
4.26%
$53.715M
89,893 shares@ $597.55 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 74.09%
4.22%
$53.187M
470,220 shares@ $113.12 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 20.72%
4.21%
$53.118M
1.164M shares@ $45.62 avg price
CORO
Ish Intl Ctry Rot Act Etf
Recent Activity
New Position
3.62%
$45.669M
1.42M shares@ $32.16 avg price
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
Increased 224.67%
3.55%
$44.713M
1.952M shares@ $22.91 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 6.78%
2.76%
$34.748M
597,256 shares@ $58.18 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Decreased -9.65%
2.53%
$31.857M
943,338 shares@ $33.78 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 59.17%
1.88%
$23.683M
135,795 shares@ $174.41 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -19.3%
1.85%
$23.262M
333,512 shares@ $69.76 avg price

1-10 of 478