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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002012717

Triad Wealth Partners, LLC

LAWRENCE, KS · File #028-24074

Latest AUM
$1.05B
Positions
460
Top-10 Concentration
44.3%
Filings
8

Sector Allocation

Financials
11.2%$118.2M
Technology
7.6%$80.1M
Materials
5.2%$54.5M
Healthcare
1.4%$14.5M
Energy
1.3%$13.6M
Industrials
0.8%$8.2M
Utilities
0.4%$4.0M
Real Estate
0.1%$645,115

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1FIDELITY MERRIMACK STR TR316188309964,516$44.4M6.41%
2ISHARES TR464287408199,294$42.3M6.10%
3FIRST TR EXCHNG TRADED FD VI33740F7551,044,099$35.8M5.16%
4BLACKROCK ETF TRUSTBLK559,341$34.0M4.91%
5ISHARES TR464287309270,105$33.3M4.81%
6ISHARES INC46434G103413,280$27.8M4.01%
7VANGUARD INDEX FDS92290836342,893$26.9M3.88%
8VANGUARD WORLD FD92191087394,121$23.6M3.41%
9APPLE INCAAPL72,837$19.8M2.86%
10FIRST TR EXCHNG TRADED FD VI33740F375628,818$19.1M2.76%
11FIRST TR EXCHANGE-TRADED FD33739Q408291,939$17.5M2.53%
12NVIDIA CORPORATIONNVDA85,317$15.9M2.30%
13ISHARES TR464288877220,476$15.7M2.27%
14MICROSOFT CORPMSFT30,674$14.8M2.14%
15ISHARES TR464288588150,999$14.4M2.08%
16ISHARES TR46429B267601,133$13.8M2.00%
17INVESCO EXCH TRADED FD TR IIIVZ109,907$13.1M1.89%
18BLACKROCK ETF TRUSTBLK389,258$13.0M1.87%
19BLACKROCK ETF TRUSTBLK328,255$12.7M1.83%
20ISHARES GOLD TRIAU152,180$12.4M1.78%