Triad Wealth Partners, LLC
Triad Wealth Partners, LLC reported a Form 13F information table total of $1.26 billion in 478 entries in its Form 13F-HR for the quarter ended 2026-03-31.
Its holdings by class are not on this site yet.
Form 13F-HR as filed (SEC CIK 2012717): holdings report, quarter ended 2026-03-31, filed 2026-04-16; filing manager in United States.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| NOVARE CAPITAL MANAGEMENT LLC | United States | $1.262B | 195 |
| Tweedy, Browne Co LLC | United States | $1.259B | 93 |
| NIXON PEABODY TRUST CO | United States | $1.258B | 161 |
| Gemmer Asset Management LLC | United States | $1.265B | 172 |
| CGN Advisors LLC | United States | $1.266B | 317 |
| United Asset Strategies, Inc. | United States | $1.257B | 257 |
| Harvey Partners, LLC | United States | $1.257B | 47 |
| Dorsey Asset Management, LLC | United States | $1.256B | 11 |
| TOMPKINS FINANCIAL CORP | United States | $1.256B | 746 |
| PPSC Investment Service Corp | Japan | $1.268B | 8 |