0002012717-24-000001.txt : 20240423 0002012717-24-000001.hdr.sgml : 20240423 20240423114738 ACCESSION NUMBER: 0002012717-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240423 DATE AS OF CHANGE: 20240423 EFFECTIVENESS DATE: 20240423 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Triad Wealth Partners, LLC CENTRAL INDEX KEY: 0002012717 ORGANIZATION NAME: IRS NUMBER: 922788250 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24074 FILM NUMBER: 24863319 BUSINESS ADDRESS: STREET 1: 730 NEW HAMPSHIRE STREET STREET 2: SUITE 222 CITY: LAWRENCE STATE: KS ZIP: 66044 BUSINESS PHONE: 7858300000 MAIL ADDRESS: STREET 1: 730 NEW HAMPSHIRE STREET STREET 2: SUITE 222 CITY: LAWRENCE STATE: KS ZIP: 66044 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002012717 XXXXXXXX 03-31-2024 03-31-2024 Triad Wealth Partners, LLC

730 NEW HAMPSHIRE STREET SUITE 222 LAWRENCE KS 66044

13F HOLDINGS REPORT 028-24074 000326523 801-128150 N Kendra Means 859-977-9424 Kendra Means Covington KY 04-23-2024 0 59 130349027 false INFORMATION TABLE 2 Q1TWP.xml ABBVIE INC COM 00287Y109 498408 2737 SH SOLE 0 0 0 2737 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 287340 829 SH SOLE 0 0 0 829 ALPHABET INC CAP STK CL A 02079K305 1210610 8021 SH SOLE 0 0 0 8021 ALPHABET INC CAP STK CL C 02079K107 596859 3920 SH SOLE 0 0 0 3920 AMAZON COM INC COM 023135106 1280518 7099 SH SOLE 0 0 0 7099 APPLE INC COM 037833100 1377999 8036 SH SOLE 0 0 0 8036 BANK AMERICA CORP COM 060505104 224828 5929 SH SOLE 0 0 0 5929 BLACKROCK INC COM 09247X101 224265 269 SH SOLE 0 0 0 269 BLACKSTONE INC COM 09260D107 210980 1606 SH SOLE 0 0 0 1606 BROADCOM INC COM 11135F101 724999 547 SH SOLE 0 0 0 547 CHEVRON CORP NEW COM 166764100 364064 2308 SH SOLE 0 0 0 2308 COCA COLA CO COM 191216100 261545 4275 SH SOLE 0 0 0 4275 DOUBLELINE ETF TRUST MORTGAGE ETF 25861R402 430106 8833 SH SOLE 0 0 0 8833 EATON CORP PLC SHS G29183103 363334 1162 SH SOLE 0 0 0 1162 ELI LILLY & CO COM 532457108 318186 409 SH SOLE 0 0 0 409 EXXON MOBIL CORP COM 30231G102 601891 5178 SH SOLE 0 0 0 5178 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 14895572 328748 SH SOLE 0 0 0 328748 FLEXSHARES TR CR SCD US BD 33939L761 4030052 84346 SH SOLE 0 0 0 84346 HOME DEPOT INC COM 437076102 431166 1124 SH SOLE 0 0 0 1124 HONEYWELL INTL INC COM 438516106 332742 1621 SH SOLE 0 0 0 1621 INTUIT COM 461202103 221650 341 SH SOLE 0 0 0 341 INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM 46138J619 11286858 204361 SH SOLE 0 0 0 204361 ISHARES TR HIGH YLD SYSTM B 46435G250 2989286 63983 SH SOLE 0 0 0 63983 ISHARES TR MSCI INTL QUALTY 46434V456 5172735 130427 SH SOLE 0 0 0 130427 ISHARES TR MSCI USA QLT FCT 46432F339 296487 1804 SH SOLE 0 0 0 1804 ISHARES TR CORE S&P MCP ETF 464287507 6724100 110703 SH SOLE 0 0 0 110703 ISHARES TR CORE S&P SCP ETF 464287804 2773499 25095 SH SOLE 0 0 0 25095 J P MORGAN EXCHANGE TRADED F MKT EXPN ENHNCD 46641Q118 3072942 52502 SH SOLE 0 0 0 52502 J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 6186109 132621 SH SOLE 0 0 0 132621 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 290457 5020 SH SOLE 0 0 0 5020 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 218892 4314 SH SOLE 0 0 0 4314 JOHNSON & JOHNSON COM 478160104 294075 1859 SH SOLE 0 0 0 1859 JPMORGAN CHASE & CO COM 46625H100 771556 3852 SH SOLE 0 0 0 3852 KLA CORP COM NEW 482480100 523928 750 SH SOLE 0 0 0 750 LANCASTER COLONY CORP COM 513847103 768950 3703 SH SOLE 0 0 0 3703 LOCKHEED MARTIN CORP COM 539830109 228345 502 SH SOLE 0 0 0 502 MASTERCARD INCORPORATED CL A 57636Q104 397777 826 SH SOLE 0 0 0 826 MERCK & CO INC COM 58933Y105 269838 2045 SH SOLE 0 0 0 2045 META PLATFORMS INC CL A 30303M102 359329 740 SH SOLE 0 0 0 740 MICROSOFT CORP COM 594918104 2952276 7017 SH SOLE 0 0 0 7017 MORGAN STANLEY COM NEW 617446448 381066 4047 SH SOLE 0 0 0 4047 NVIDIA CORPORATION COM 67066G104 934420 1034 SH SOLE 0 0 0 1034 PEPSICO INC COM 713448108 308543 1763 SH SOLE 0 0 0 1763 PROCTER AND GAMBLE CO COM 742718109 357924 2206 SH SOLE 0 0 0 2206 QUALCOMM INC COM 747525103 247428 1461 SH SOLE 0 0 0 1461 SALESFORCE INC COM 79466L302 226789 753 SH SOLE 0 0 0 753 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 3431575 87944 SH SOLE 0 0 0 87944 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 1267052 35353 SH SOLE 0 0 0 35353 SPDR SER TR PORTFOLIO AGRGTE 78464A649 208863 8262 SH SOLE 0 0 0 8262 SPDR SER TR PORTFOLIO S&P500 78464A854 4252892 69119 SH SOLE 0 0 0 69119 TESLA INC COM 88160R101 319235 1816 SH SOLE 0 0 0 1816 UNITEDHEALTH GROUP INC COM 91324P102 678728 1372 SH SOLE 0 0 0 1372 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 14914788 205353 SH SOLE 0 0 0 205353 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 13683126 28465 SH SOLE 0 0 0 28465 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 5168594 63395 SH SOLE 0 0 0 63395 VERIZON COMMUNICATIONS INC COM 92343V104 227297 5417 SH SOLE 0 0 0 5417 VISA INC COM CL A 92826C839 277964 996 SH SOLE 0 0 0 996 WALMART INC COM 931142103 211197 3510 SH SOLE 0 0 0 3510 WISDOMTREE TR US QTLY DIV GRT 97717X669 8786993 115330 SH SOLE 0 0 0 115330