Triad Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 22, 2026, for the 2025 Q4 period, Triad Wealth Partners, LLC held in its portfolio 436 assets valued at $1,052,401,686 (i.e. $1.05B).
The most valuable assets in the portfolio included: FIDELITY MERRIMACK STR TR ($44.41M), FIRST TR EXCHNG TRADED FD VI ($43.15M), and ISHARES TR ($42.26M).
The chart below shows the top 10 valuable assets, and the table below shows the top 436 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Triad Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| FIDELITY MERRIMACK STR TR | 964516 | 44406307 | TOTAL BD ETF |
| FIRST TR EXCHNG TRADED FD VI | 1305211 | 43144643 | FT VEST LADDERED |
| ISHARES TR | 199294 | 42264306 | S&P 500 VAL ETF |
| BLACKROCK ETF TRUST | 559341 | 34013502 | ISHARES US EQUIT |
| ISHARES TR | 270105 | 33293186 | S&P 500 GRWT ETF |
| ISHARES INC | 413280 | 27780711 | CORE MSCI EMKT |
| VANGUARD INDEX FDS | 42893 | 26899747 | S&P 500 ETF SHS |
| VANGUARD WORLD FD | 94121 | 23640454 | MEGA CAP INDEX |
| APPLE INC | 72837 | 19801527 | COM |
| FIRST TR EXCHNG TRADED FD VI | 628818 | 19116122 | FT VEST U.S. EQU |
| FIRST TR EXCHANGE-TRADED FD | 291939 | 17495931 | FIRST TR ENH NEW |
| INNOVATOR ETFS TRUST | 359518 | 16378319 | US EQTY PWR BUF |
| NVIDIA CORPORATION | 85317 | 15911650 | COM |
| ISHARES TR | 220476 | 15744185 | EAFE VALUE ETF |
| MICROSOFT CORP | 30674 | 14834646 | COM |
| ISHARES TR | 150999 | 14378109 | MBS ETF |
| ISHARES TR | 601133 | 13841089 | US TREAS BD ETF |
| INVESCO EXCH TRADED FD TR II | 109907 | 13114075 | S&P 500 MOMNTM |
| BLACKROCK ETF TRUST | 389258 | 12962285 | ISHARES A I INNO |
| SPDR SERIES TRUST | 186548 | 12759139 | STATE STREET SPD |
| BLACKROCK ETF TRUST | 328255 | 12657510 | ISHARES US THEMA |
| ISHARES GOLD TR | 152180 | 12352438 | ISHARES NEW |
| J P MORGAN EXCHANGE TRADED F | 182218 | 12104741 | HEDGED EQUITY LA |
| AMAZON COM INC | 51109 | 11796892 | COM |
| J P MORGAN EXCHANGE TRADED F | 247937 | 11739813 | CORE PLUS BD ETF |
| LISTED FDS TR | 419071 | 11473829 | RELATIVE STRENGT |
| ISHARES TR | 111009 | 11286238 | 10-20 YR TRS ETF |
| BLACKROCK ETF TRUST II | 207433 | 10946245 | ISHARES FLEXIBLE |
| VANGUARD CHARLOTTE FDS | 212170 | 10252060 | TOTAL INT BD ETF |
| SCHWAB STRATEGIC TR | 405359 | 9878607 | SHT TM US TRES |
| DIMENSIONAL ETF TRUST | 242661 | 9606933 | US CORE EQUITY 2 |
| SPDR S&P 500 ETF TR | 12952 | 8832361 | TR UNIT |
| EA SERIES TRUST | 173071 | 8731034 | BURNEY US FCTR |
| VANGUARD BD INDEX FDS | 109471 | 8108510 | TOTAL BND MRKT |
| VANGUARD INDEX FDS | 16618 | 8107049 | GROWTH ETF |
| VANGUARD TAX-MANAGED FDS | 129578 | 8094727 | VAN FTSE DEV MKT |
| ALPHABET INC | 25289 | 7915560 | CAP STK CL A |
| BROADCOM INC | 22050 | 7631487 | COM |
| ISHARES TR | 69856 | 7482263 | NATIONAL MUN ETF |
| INVESCO QQQ TR | 10908 | 6701086 | UNIT SER 1 |
| GLOBAL X FDS | 100556 | 6515023 | DEFENSE TECH ETF |
| SCHWAB STRATEGIC TR | 268092 | 6444927 | INTL EQTY ETF |
| INNOVATOR ETFS TRUST | 211762 | 5931740 | EQUITY DEFINED P |
| TESLA INC | 12672 | 5698993 | COM |
| META PLATFORMS INC | 8432 | 5566203 | CL A |
| DIMENSIONAL ETF TRUST | 155074 | 5343858 | INTL CORE EQUITY |
| INNOVATOR ETFS TRUST | 135249 | 5290941 | US EQT PWR BUF |
| ISHARES TR | 7517 | 5148598 | CORE S&P500 ETF |
| JPMORGAN CHASE & CO. | 15964 | 5144002 | COM |
| ALPHABET INC | 15659 | 4913670 | CAP STK CL C |
| J P MORGAN EXCHANGE TRADED F | 49135 | 4559724 | ACTIVE GROWTH |
| WALMART INC | 40375 | 4498214 | COM |
| EXXON MOBIL CORP | 37237 | 4481099 | COM |
| NEXTERA ENERGY INC | 55083 | 4422038 | COM |
| J P MORGAN EXCHANGE TRADED F | 61469 | 4408568 | ACTIVE VALUE ETF |
| EA SERIES TRUST | 36868 | 4243507 | ALPHA ARCH 1-3 |
| INNOVATOR ETFS TRUST | 157724 | 4232520 | EQUITY MNGD 100 |
| FIRST TR EXCHANGE-TRADED FD | 85850 | 4219545 | FT VEST S&P 500 |
| BERKSHIRE HATHAWAY INC DEL | 8111 | 4076768 | CL B NEW |
| ISHARES TR | 85519 | 4049344 | HIGH YLD SYSTM B |
| J P MORGAN EXCHANGE TRADED F | 31522 | 3886984 | BETABUILDRS US |
| CHEVRON CORP NEW | 25441 | 3877477 | COM |
| ISHARES TR | 74099 | 3563403 | A RATE CP BD ETF |
| J P MORGAN EXCHANGE TRADED F | 75055 | 3474316 | INCOME ETF |
| J P MORGAN EXCHANGE TRADED F | 66554 | 3470591 | BETABUILDERS US |
| ISHARES TR | 17292 | 3434462 | MSCI USA QLT FCT |
| INNOVATOR ETFS TRUST | 97745 | 3275435 | DEFINED WLT SHLD |
| ISHARES TR | 34458 | 3092946 | SYSTEMATIC BD ET |
| BLACKROCK ETF TRUST II | 59679 | 3088052 | ISHARES AAA CLO |
| VALERO ENERGY CORP | 18608 | 3029193 | COM |
| WISDOMTREE TR | 30673 | 2743106 | US QTLY DIV GRT |
| SCHWAB STRATEGIC TR | 60151 | 2719434 | FUNDAMENTAL INTL |
| ELI LILLY & CO | 2498 | 2684117 | COM |
| ISHARES TR | 26395 | 2636352 | CORE US AGGBD ET |
| COSTCO WHSL CORP NEW | 3053 | 2633086 | COM |
| INVESCO EXCH TRD SLF IDX FD | 41866 | 2559274 | RUSL 1000 DYNM |
| FIRST TR EXCHNG TRADED FD VI | 81564 | 2532210 | VEST US EQUITY B |
| ISHARES TR | 21830 | 2329253 | SHRT NAT MUN ETF |
| J P MORGAN EXCHANGE TRADED F | 34327 | 2322934 | GLOBAL SEL EQUIT |
| INNOVATOR ETFS TRUST | 63982 | 2257925 | INNOVATOR US EQ |
| DIMENSIONAL ETF TRUST | 29311 | 2158163 | US CORE EQUITY 1 |
| VANGUARD MALVERN FDS | 43217 | 2137508 | STRM INFPROIDX |
| BLACKROCK ETF TRUST | 67306 | 2132257 | ISHARES US LARG |
| FIRST TR EXCHNG TRADED FD VI | 62957 | 2044260 | FT VEST U.S |
| ABBVIE INC | 8888 | 2030717 | COM |
| ISHARES TR | 43099 | 2005827 | CORE UNIVRSL USD |
| DIMENSIONAL ETF TRUST | 59906 | 1981705 | EMERGING MKTS CO |
| FIRST TR EXCHANGE TRADED FD | 28029 | 1947195 | RISNG DIVD ACHIV |
| INNOVATOR ETFS TRUST | 47100 | 1919973 | US EQUITY ACCELE |
| INNOVATOR ETFS TRUST | 49952 | 1886041 | US EQT ULTRA BF |
| LEGG MASON ETF INVT | 46853 | 1868554 | FRANKLIN US LOW |
| ISHARES TR | 61133 | 1825439 | HIGH YLD CORP BD |
| SPDR GOLD TR | 4513 | 1788547 | GOLD SHS |
| ISHARES TR | 17752 | 1707032 | 7-10 YR TRSY BD |
| FIRST TR EXCHNG TRADED FD VI | 51610 | 1705958 | VEST US EQUITY M |
| VISA INC | 4783 | 1677585 | COM CL A |
| MCKESSON CORP | 1944 | 1594804 | COM |
| KLA CORP | 1291 | 1568747 | COM NEW |
| NETFLIX INC | 16573 | 1553902 | COM |
| ARISTA NETWORKS INC | 11839 | 1551264 | COM SHS |
| DIMENSIONAL ETF TRUST | 47281 | 1547493 | WORLD EX US CORE |
| VANGUARD INDEX FDS | 4612 | 1546162 | TOTAL STK MKT |
| MASTERCARD INCORPORATED | 2681 | 1530260 | CL A |
| PALANTIR TECHNOLOGIES INC | 8561 | 1521718 | CL A |
| J P MORGAN EXCHANGE TRADED F | 26208 | 1500157 | EQUITY PREMIUM |
| JOHNSON & JOHNSON | 7241 | 1498574 | COM |
| SSGA ACTIVE ETF TR | 35725 | 1474371 | STATE STREET BLA |
| DIMENSIONAL ETF TRUST | 44596 | 1466773 | US SMALL CAP VAL |
| BLACKROCK ETF TRUST II | 29965 | 1458673 | ISHARES HIGH YIE |
| INNOVATOR ETFS TRUST | 43425 | 1455081 | INTRNL DEV JULY |
| MORGAN STANLEY | 8142 | 1445452 | COM NEW |
| FIRST TR EXCHANGE-TRADED FD | 32375 | 1444265 | SHS |
| OKLO INC | 20088 | 1441515 | COM CL A |
| UNITEDHEALTH GROUP INC | 4337 | 1431651 | COM |
| SPDR INDEX SHS FDS | 32148 | 1427695 | PORTFOLIO DEVLPD |
| INNOVATOR ETFS TRUST | 38952 | 1408504 | INTRNL DEV JAN |
| ISHARES TR | 12310 | 1402366 | EAFE GRWTH ETF |
| FLEXSHARES TR | 28294 | 1389921 | CR SCD US BD |
| WISDOMTREE TR | 19587 | 1387970 | US LARGECAP FUND |
| HOME DEPOT INC | 4024 | 1384600 | COM |
| VANGUARD WHITEHALL FDS | 15140 | 1384516 | INTL DVD ETF |
| ISHARES TR | 15697 | 1368193 | 20 YR TR BD ETF |
| INNOVATOR ETFS TRUST | 39224 | 1367349 | INTERNATIONAL DV |
| EXCHANGE LISTED FDS TR | 56246 | 1361284 | ETC CABANA TARGT |
| INNOVATOR ETFS TRUST | 44103 | 1360137 | INTRNL DEV APRL |
| VANECK ETF TRUST | 45867 | 1346892 | FALLEN ANGEL HG |
| DIMENSIONAL ETF TRUST | 18139 | 1345400 | US EQUITY MARKET |
| SCHWAB CHARLES CORP | 13227 | 1321460 | COM |
| FIRST TR EXCHNG TRADED FD VI | 33011 | 1315323 | FT VEST U.S EQT |
| CBOE GLOBAL MKTS INC | 5228 | 1312261 | COM |
| VANECK ETF TRUST | 50401 | 1301348 | JP MRGAN EM LOC |
| ABBOTT LABS | 10323 | 1293406 | COM |
| LOCKHEED MARTIN CORP | 2618 | 1266102 | COM |
| INVESCO ACTIVELY MANAGED EXC | 23679 | 1255475 | QQQ INCOME ADVAN |
| AUTODESK INC | 4150 | 1228451 | COM |
| DIMENSIONAL ETF TRUST | 31462 | 1196499 | US HIGH PROFITAB |
| ARK 21SHARES BITCOIN ETF | 40709 | 1182189 | SHS BEN INT |
| ISHARES TR | 11355 | 1181374 | MORNINGSTAR GRWT |
| SCHWAB STRATEGIC TR | 41753 | 1145285 | US DIVIDEND EQ |
| PIMCO ETF TR | 21446 | 1124005 | INTER MUN BD ACT |
| ISHARES BITCOIN TRUST ETF | 22446 | 1114444 | SHS BEN INT |
| PROCTER AND GAMBLE CO | 7693 | 1102413 | COM |
| INNOVATOR ETFS TRUST | 27700 | 1095258 | GROWTH ACCELERAT |
| DIMENSIONAL ETF TRUST | 20096 | 1086591 | GLOBAL CORE PLUS |
| BANK AMERICA CORP | 19646 | 1080555 | COM |
| FIRST TR EXCHANGE-TRADED FD | 9910 | 1076622 | WTR ETF |
| MCDONALDS CORP | 3483 | 1064630 | COM |
| CROWDSTRIKE HLDGS INC | 2233 | 1046849 | CL A |
| ISHARES TR | 15787 | 1041948 | CORE S&P MCP ETF |
| INNOVATOR ETFS TRUST | 35065 | 1039632 | EMRGNG MKT JULY |
| ISHARES TR | 3002 | 1029596 | S&P 100 ETF |
| INTERNATIONAL BUSINESS MACHS | 3468 | 1027142 | COM |
| INNOVATOR ETFS TRUST | 30103 | 1017180 | EMRGNG MKT JAN |
| TARGA RES CORP | 5489 | 1012721 | COM |
| SOUTHERN CO | 11566 | 1008557 | COM |
| CISCO SYS INC | 13067 | 1006563 | COM |
| EATON CORP PLC | 3126 | 995601 | SHS |
| ISHARES TR | 10773 | 963749 | CORE MSCI EAFE |
| ISHARES TR | 11377 | 962922 | CORE MSCI TOTAL |
| ALLISON TRANSMISSION HLDGS I | 9736 | 953154 | COM |
| VANGUARD INTL EQUITY INDEX F | 17634 | 948006 | FTSE EMR MKT ETF |
| ADVANCED MICRO DEVICES INC | 4404 | 943185 | COM |
| PALO ALTO NETWORKS INC | 5117 | 942641 | COM |
| ISHARES TR | 4718 | 942064 | U.S. TECH ETF |
| AT&T INC | 37825 | 939562 | COM |
| QUALCOMM INC | 5484 | 937955 | COM |
| VANGUARD INDEX FDS | 4672 | 892320 | VALUE ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 2928 | 889790 | SPONSORED ADS |
| ORACLE CORP | 4536 | 884195 | COM |
| MONOLITHIC PWR SYS INC | 974 | 882795 | COM |
| COCA COLA CO | 12567 | 878557 | COM |
| WATTS WATER TECHNOLOGIES INC | 3150 | 869463 | CL A |
| VIRTUS ETF TR II | 36969 | 863038 | SEIX SR LN ETF |
| VANGUARD WORLD FD | 1144 | 862426 | INF TECH ETF |
| APPLIED MATLS INC | 3316 | 852235 | COM |
| NEOS ETF TRUST | 15936 | 837138 | NEOS S&P 500 HI |
| DIMENSIONAL ETF TRUST | 17710 | 828826 | US CORE EQT MKT |
| SCHWAB STRATEGIC TR | 24719 | 806345 | US LCAP GR ETF |
| CENCORA INC | 2385 | 805446 | COM |
| ISHARES TR | 1690 | 799733 | RUS 1000 GRW ETF |
| PEPSICO INC | 5358 | 768919 | COM |
| ENERGY TRANSFER L P | 46509 | 766929 | COM UT LTD PTN |
| ISHARES TR | 7939 | 764306 | RUS MID CAP ETF |
| INVESCO EXCHANGE TRADED FD T | 3959 | 758420 | S&P500 EQL WGT |
| ALTRIA GROUP INC | 13137 | 757496 | COM |
| L3HARRIS TECHNOLOGIES INC | 2580 | 757279 | COM |
| GOLDMAN SACHS GROUP INC | 824 | 724632 | COM |
| BLACKROCK INC | 675 | 722571 | COM |
| CHUBB LIMITED | 2299 | 717564 | COM |
| DIMENSIONAL ETF TRUST | 13060 | 708368 | GLOBAL CR ETF |
| NORTHERN LTS FD TR IV | 10928 | 705165 | MAIN SECTR ROTN |
| RYDER SYS INC | 3653 | 699148 | COM |
| WELLS FARGO CO NEW | 7459 | 695133 | COM |
| LPL FINL HLDGS INC | 1937 | 691838 | COM |
| FIRST TR EXCH TRD ALPHDX FD | 12861 | 691338 | EUROPE ALPHADEX |
| INNOVATOR ETFS TRUST | 25625 | 679831 | EQUITY DEFINED |
| VANGUARD INDEX FDS | 2616 | 674847 | SMALL CP ETF |
| SS&C TECHNOLOGIES HLDGS INC | 7703 | 673396 | COM |
| MICRON TECHNOLOGY INC | 2356 | 672431 | COM |
| LISTED FDS TR | 67855 | 671859 | YIELDS FOR YOU I |
| AIR PRODS & CHEMS INC | 2713 | 670195 | COM |
| UBER TECHNOLOGIES INC | 8164 | 667080 | COM |
| HONEYWELL INTL INC | 3410 | 665176 | COM |
| PRICESMART INC | 5418 | 664635 | COM |
| ISHARES TR | 8004 | 662171 | MRGSTR MD CP ETF |
| CATERPILLAR INC | 1145 | 655846 | COM |
| ISHARES SILVER TR | 9975 | 642590 | ISHARES |
| EXPEDITORS INTL WASH INC | 4309 | 642084 | COM |
| VANGUARD INTL EQUITY INDEX F | 4536 | 639817 | TT WRLD ST ETF |
| VANGUARD WHITEHALL FDS | 4442 | 637460 | HIGH DIV YLD |
| PHILIP MORRIS INTL INC | 3927 | 629898 | COM |
| MARZETTI COMPANY | 3826 | 629035 | COM |
| ISHARES TR | 5224 | 627771 | CORE S&P SCP ETF |
| BLACKSTONE INC | 3991 | 615118 | COM |
| MERCK & CO INC | 5835 | 614154 | COM |
| ISHARES ETHEREUM TR | 27272 | 611711 | SHS |
| CIRRUS LOGIC INC | 5159 | 611342 | COM |
| YUM BRANDS INC | 4026 | 609016 | COM |
| J P MORGAN EXCHANGE TRADED F | 11261 | 608877 | ACTIVE BOND ETF |
| ISHARES TR | 2196 | 608206 | RUS TP200 GR ETF |
| FIDELITY COVINGTON TRUST | 10720 | 607717 | HIGH DIVID ETF |
| LOWES COS INC | 2517 | 607067 | COM |
| SERVICENOW INC | 3937 | 603109 | COM |
| DIMENSIONAL ETF TRUST | 14149 | 602183 | CORE FIXED INCOM |
| INNOVATOR ETFS TRUST | 15192 | 593126 | US EQTY ULTRA B |
| FIRST TR EXCH TRD ALPHDX FD | 7373 | 585759 | DEV MRK EX US |
| SIMON PPTY GROUP INC NEW | 3160 | 584949 | COM |
| SELECT SECTOR SPDR TR | 14303 | 577119 | STATE STREET REA |
| FORD MTR CO | 43840 | 575187 | COM |
| DIMENSIONAL ETF TRUST | 11955 | 573239 | SHORT DURATION F |
| UNION PAC CORP | 2416 | 558918 | COM |
| FIRST TR EXCHNG TRADED FD VI | 12589 | 557948 | SMITH OPPORT FXD |
| GE AEROSPACE | 1806 | 556149 | COM NEW |
| DIMENSIONAL ETF TRUST | 9220 | 548944 | US TARGETED VLU |
| FIRST TR EXCHANGE-TRADED FD | 11629 | 547144 | MNGD FUTRS STRGY |
| CONSOLIDATED EDISON INC | 5475 | 543790 | COM |
| ISHARES TR | 2200 | 541518 | RUSSELL 2000 ETF |
| CARNIVAL CORP | 17464 | 533351 | UNIT 99/99/9999 |
| INTERDIGITAL INC | 1675 | 533287 | COM |
| UGI CORP NEW | 14211 | 531918 | COM |
| INNOVATOR ETFS TRUST | 16576 | 529938 | US EQT ACC 9 BFR |
| INNOVATOR ETFS TRUST | 13836 | 529300 | US EQT ACLRTD 9 |
| ETF OPPORTUNITIES TRUST | 26397 | 527544 | BROOKMONT CATAST |
| FIRST TR EXCH TRADED FD III | 7420 | 526746 | LNG/SHT EQUITY |
| INNOVATOR ETFS TRUST | 15681 | 526171 | US EQTY ACCELRT9 |
| CELESTICA INC | 1774 | 524412 | COM |
| ISHARES TR | 9842 | 517886 | US INFRASTRUC |
| PFIZER INC | 20466 | 509593 | COM |
| VERIZON COMMUNICATIONS INC | 12493 | 508830 | COM |
| INTUIT | 767 | 507797 | COM |
| DIMENSIONAL ETF TRUST | 13182 | 502381 | INTL CORE EQT MK |
| TAYLOR MORRISON HOME CORP | 8512 | 501101 | COM |
| SCHWAB STRATEGIC TR | 18537 | 498842 | US LRG CAP ETF |
| INVESCO EXCH TRADED FD TR II | 8970 | 498463 | S&P INTL MOMNT |
| VANGUARD SPECIALIZED FUNDS | 2266 | 498122 | DIV APP ETF |
| VANGUARD MUN BD FDS | 9772 | 491409 | TAX EXEMPT BD |
| FIRST TR EXCH TRD ALPHDX FD | 7302 | 490512 | JAPAN ALPHADEX |
| WORLD GOLD TR | 5741 | 490109 | SPDR GLD MINIS |
| DIMENSIONAL ETF TRUST | 14260 | 487841 | US LARGE CAP VAL |
| SHOPIFY INC | 3019 | 485968 | CL A SUB VTG SHS |
| FIRST TR EXCHANGE TRADED FD | 23441 | 481713 | S&P INTL DIVID |
| FIRST TR EXCHANGE TRAD FD VI | 17763 | 481377 | ALT ABSLT STRG |
| DIMENSIONAL ETF TRUST | 9140 | 481072 | GLOBAL EX US COR |
| DOLLAR GEN CORP NEW | 3617 | 480173 | COM |
| VANGUARD ADMIRAL FDS INC | 1077 | 478863 | 500 GRTH IDX F |
| FIRST TR EXCH TRADED FD III | 5961 | 472039 | RIVR FRNT DYN |
| FIRST TR EXCHANGE-TRADED FD | 27536 | 468387 | WCM INTL EQUITY |
| ISHARES TR | 1252 | 467547 | RUS 1000 ETF |
| ISHARES TR | 10106 | 459339 | MSCI INTL QUALTY |
| ISHARES TR | 5476 | 452537 | RESIDENTIAL MULT |
| ISHARES TR | 2149 | 452021 | RUS 1000 VAL ETF |
| PUBLIC SVC ENTERPRISE GRP IN | 5563 | 446695 | COM |
| WELLTOWER INC | 2370 | 439936 | COM |
| ISHARES TR | 6333 | 439637 | CORE DIV GRWTH |
| CALAMOS ETF TR | 16266 | 434959 | AUTOCALLABLE INC |
| RTX CORPORATION | 2371 | 434848 | COM |
| VANGUARD WHITEHALL FDS | 4816 | 433447 | INTL HIGH ETF |
| MEDTRONIC PLC | 4477 | 430066 | SHS |
| COINBASE GLOBAL INC | 1901 | 429796 | COM CL A |
| ISHARES TR | 7854 | 429692 | MSCI EMG MKT ETF |
| GILEAD SCIENCES INC | 3501 | 429681 | COM |
| SELECT SECTOR SPDR TR | 9607 | 429524 | STATE STREET ENE |
| CONOCOPHILLIPS | 4570 | 427795 | COM |
| CADENCE DESIGN SYSTEM INC | 1368 | 427609 | COM |
| NEOS ETF TRUST | 7907 | 425880 | NASDAQ 100 HIGH |
| DEERE & CO | 902 | 420000 | COM |
| ISHARES TR | 2300 | 416783 | RUS 2000 VAL ETF |
| AMERICAN EXPRESS CO | 1123 | 415628 | COM |
| DOMINION ENERGY INC | 7071 | 414277 | COM |
| ISHARES TR | 4016 | 411199 | 0-5 YR TIPS ETF |
| SELECT SECTOR SPDR TR | 2848 | 409973 | STATE STREET TEC |
| ISHARES INC | 7586 | 409113 | MSCI CDA ETF |
| CORNING INC | 4670 | 408945 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 15376 | 402241 | BARRIER INCOME |
| FRANCO NEV CORP | 1940 | 402123 | COM |
| OMEGA HEALTHCARE INVS INC | 8969 | 397685 | COM |
| CME GROUP INC | 1454 | 397132 | COM |
| ASTRAZENECA PLC | 4292 | 394552 | SPONSORED ADR |
| IDEXX LABS INC | 582 | 393740 | COM |
| DUKE ENERGY CORP NEW | 3354 | 393154 | COM NEW |
| UNIVERSAL HLTH SVCS INC | 1797 | 391782 | CL B |
| GENPACT LIMITED | 8354 | 390800 | SHS |
| PHILLIPS 66 | 3018 | 389380 | COM |
| PURE STORAGE INC | 5807 | 389127 | CL A |
| OREILLY AUTOMOTIVE INC | 4261 | 388646 | COM |
| TOTALENERGIES SE | 5939 | 388504 | ACT |
| ISHARES TR | 1201 | 388090 | RUS 2000 GRW ETF |
| FIRST TR EXCHANGE TRADED FD | 9615 | 385665 | INTL DEV STRNGTH |
| FIRST TR EXCHANGE-TRADED FD | 7703 | 385083 | FST LOW OPPT EFT |
| API GROUP CORP | 9964 | 381223 | COM STK |
| JOHNSON CTLS INTL PLC | 3183 | 381170 | SHS |
| INVESCO EXCH TRADED FD TR II | 14680 | 380432 | PURBTA 0 5 YR |
| LAM RESEARCH CORP | 2212 | 378600 | COM NEW |
| LINDE PLC | 884 | 376857 | SHS |
| AMPHENOL CORP NEW | 2774 | 374890 | CL A |
| DIMENSIONAL ETF TRUST | 11707 | 370688 | INTL HIGH PROFIT |
| RALPH LAUREN CORP | 1046 | 369876 | CL A |
| DISNEY WALT CO | 3232 | 367697 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 5376 | 367503 | SHS REP COM UT |
| ISHARES INC | 5054 | 367341 | MSCI EMRG CHN |
| DIMENSIONAL ETF TRUST | 10823 | 365171 | EMERGING MKTS VA |
| AMGEN INC | 1115 | 365075 | COM |
| INNOVATOR ETFS TRUST | 13297 | 363411 | EQUITY JAN 20227 |
| VANGUARD ADMIRAL FDS INC | 3713 | 362983 | SMLCP 600 VAL |
| CITIGROUP INC | 3104 | 362177 | COM NEW |
| J P MORGAN EXCHANGE TRADED F | 5587 | 359712 | SMALL & MID CAP |
| LEIDOS HOLDINGS INC | 1988 | 358635 | COM |
| DIMENSIONAL ETF TRUST | 9429 | 358288 | INTL SMALL CAP V |
| SOUTHERN COPPER CORP | 2493 | 357619 | COM |
| INVESCO EXCHANGE TRADED FD T | 10573 | 355570 | S&P500 EQL REL |
| VANGUARD WORLD FD | 2517 | 355300 | MEGA CAP VAL ETF |
| 3M CO | 2201 | 352420 | COM |
| CAPITAL GROUP GROWTH ETF | 7924 | 352380 | SHS CREATION UNI |
| FIDELITY COVINGTON TRUST | 6370 | 339906 | FUNDAMENTAL LARG |
| INVESCO EXCHANGE TRADED FD T | 5732 | 339793 | S&P 500 TOP 50 |
| MERCADOLIBRE INC | 168 | 338396 | COM |
| BRISTOL-MYERS SQUIBB CO | 6270 | 338191 | COM |
| BOEING CO | 1556 | 337908 | COM |
| CAPITAL GROUP DIVIDEND VALUE | 7640 | 333391 | SHS CREATION UNI |
| EVERGY INC | 4599 | 333382 | COM |
| MONSTER BEVERAGE CORP NEW | 4334 | 332288 | COM |
| WASTE MGMT INC DEL | 1510 | 331795 | COM |
| JANUS DETROIT STR TR | 6550 | 331291 | HENDRSON AAA CL |
| DELL TECHNOLOGIES INC | 2602 | 327541 | CL C |
| ROYAL CARIBBEAN GROUP | 1159 | 323268 | COM |
| CARDINAL HEALTH INC | 1570 | 322637 | COM |
| INVESCO EXCHANGE TRADED FD T | 2688 | 322587 | S&P MIDCAP 400 |
| US BANCORP DEL | 6029 | 321703 | COM NEW |
| SELECT SECTOR SPDR TR | 7523 | 321156 | STATE STREET UTI |
| SELECT SECTOR SPDR TR | 5849 | 320372 | STATE STREET FIN |
| INVESCO EXCH TRADED FD TR II | 6658 | 319584 | S&P500 HDL VOL |
| J P MORGAN EXCHANGE TRADED F | 5456 | 317076 | NASDAQ EQT PREM |
| FIRST TR EXCHANGE TRADED FD | 10076 | 316760 | IPOX EUROPE EQ |
| GE VERNOVA INC | 483 | 315722 | COM |
| CORCEPT THERAPEUTICS INC | 9038 | 314522 | COM |
| SALESFORCE INC | 1186 | 314114 | COM |
| ISHARES TR | 3128 | 314007 | 0-3 MNTH TREASRY |
| COMCAST CORP NEW | 10498 | 313788 | CL A |
| DIMENSIONAL ETF TRUST | 6277 | 313198 | INTERNATNAL VAL |
| AUTOMATIC DATA PROCESSING IN | 1216 | 312792 | COM |
| J P MORGAN EXCHANGE TRADED F | 6366 | 312443 | US VALUE FACTR |
| STARBUCKS CORP | 3627 | 305427 | COM |
| ACCENTURE PLC IRELAND | 1129 | 302940 | SHS CLASS A |
| AGILENT TECHNOLOGIES INC | 2225 | 302763 | COM |
| ENTERGY CORP NEW | 3253 | 300668 | COM |
| VANECK ETF TRUST | 2863 | 296521 | MRNGSTR WDE MOAT |
| ABRDN SILVER ETF TRUST | 4380 | 296263 | PHYSCL SILVR SHS |
| FIRST TR EXCH TRD ALPHDX FD | 5079 | 296213 | INDIA NFTY50 EQW |
| SPDR INDEX SHS FDS | 6240 | 292107 | PORTFOLIO EMG MK |
| CAPITAL ONE FINL CORP | 1195 | 289722 | COM |
| ISHARES TR | 962 | 289706 | ISHARES SEMICDTR |
| DIMENSIONAL ETF TRUST | 10962 | 289624 | GLOBAL REAL EST |
| FIRST TR EXCHNG TRADED FD VI | 7193 | 287671 | FT VEST US EQT |
| VANGUARD INDEX FDS | 949 | 286702 | SML CP GRW ETF |
| CARLYLE GROUP INC | 4844 | 286356 | COM |
| NUSHARES ETF TR | 2925 | 286065 | NUVEEN ESG LRGCP |
| THERMO FISHER SCIENTIFIC INC | 490 | 284106 | COM |
| AMERICAN CENTY ETF TR | 3440 | 283167 | INTL EQT ETF |
| INVESCO EXCH TRADED FD TR II | 1110 | 280627 | NASDAQ 100 ETF |
| ANALOG DEVICES INC | 1032 | 279927 | COM |
| TJX COS INC NEW | 1817 | 279069 | COM |
| ISHARES TR | 6112 | 279065 | INVESTMENT GRADE |
| INVESCO EXCH TRADED FD TR II | 10157 | 278607 | S&P EMRNG MKTS |
| ISHARES TR | 4505 | 276447 | GLB INFRASTR ETF |
| SHELL PLC | 3741 | 274923 | SPON ADS |
| INTEL CORP | 7371 | 272001 | COM |
| FERGUSON ENTERPRISES INC | 1219 | 271393 | COMMON STOCK NEW |
| APPLOVIN CORP | 402 | 270876 | COM CL A |
| ADOBE INC | 765 | 267780 | COM |
| DIMENSIONAL ETF TRUST | 3836 | 267233 | US SMALL CAP ETF |
| SNOWFLAKE INC | 1210 | 265426 | COM SHS |
| ALLSTATE CORP | 1275 | 265391 | COM |
| JD.COM INC | 9205 | 264177 | SPON ADS CL A |
| CONSTELLATION ENERGY CORP | 743 | 262486 | COM |
| DIMENSIONAL ETF TRUST | 8045 | 262022 | EMGR CRE EQT MNG |
| NUSHARES ETF TR | 5809 | 261695 | NUVEEN ESG LRGVL |
| ENBRIDGE INC | 5440 | 260195 | COM |
| VANGUARD SCOTTSDALE FDS | 2601 | 258852 | VNG RUS2000IDX |
| TEXAS INSTRS INC | 1485 | 257576 | COM |
| PROLOGIS INC. | 1993 | 254385 | COM |
| INVESCO DB MULTI-SECTOR COMM | 9851 | 251398 | AGRICULTURE FD |
| NIKE INC | 3904 | 248706 | CL B |
| AMERICAN CENTY ETF TR | 3214 | 247550 | AVANTIS EMGMKT |
| CVS HEALTH CORP | 3102 | 246168 | COM |
| VANGUARD SCOTTSDALE FDS | 3082 | 245704 | SHRT TRM CORP BD |
| INTUITIVE SURGICAL INC | 433 | 245234 | COM NEW |
| FIRST TR EXCHANGE-TRADED FD | 2620 | 242357 | CAP STRENGTH ETF |
| PROGRESSIVE CORP | 1049 | 238773 | COM |
| FIRST TR EXCH TRD ALPHDX FD | 10504 | 238248 | LATIN AMER ALP |
| INNOVATOR ETFS TRUST | 4679 | 237520 | US EQTY BUFR JUL |
| ISHARES TR | 6142 | 233703 | MSCI INTL VLU FT |
| ISHARES TR | 4423 | 233453 | GLOBAL EQUITY |
| AMERICAN TOWER CORP NEW | 1297 | 227782 | COM |
| MOTOROLA SOLUTIONS INC | 594 | 227698 | COM NEW |
| TRANSUNION | 2605 | 223344 | COM |
| SPDR DOW JONES INDL AVERAGE | 464 | 223148 | UT SER 1 |
| WISDOMTREE TR | 5304 | 220020 | INTL QULTY DIV |
| CSX CORP | 6006 | 217718 | COM |
| NUSHARES ETF TR | 6006 | 217477 | NUVEEN ESG INTL |
| PG&E CORP | 13405 | 215419 | COM |
| BLACKROCK ETF TRUST II | 9668 | 214823 | SHORT DURATION H |
| GLOBAL X FDS | 4460 | 213143 | US INFR DEV ETF |
| TARGET CORP | 2165 | 211673 | COM |
| VANGUARD WORLD FD | 1001 | 211352 | CONSUM STP ETF |
| SEMPRA | 2374 | 209605 | COM |
| MOODYS CORP | 408 | 208456 | COM |
| FIFTH THIRD BANCORP | 4423 | 207047 | COM |
| REALTY INCOME CORP | 3640 | 205179 | COM |
| T-MOBILE US INC | 1005 | 204091 | COM |
| ISHARES TR | 3766 | 202912 | ISHS 5-10YR INVT |
| PNC FINL SVCS GROUP INC | 965 | 201501 | COM |
| VANGUARD BD INDEX FDS | 2552 | 201150 | SHORT TRM BOND |
| FIDELITY WISE ORIGIN BITCOIN | 2638 | 201095 | SHS |
| BLUE OWL CAPITAL INC | 12904 | 192783 | COM CL A |
| STELLANTIS N.V | 10513 | 114491 | SHS |
| TWO RDS SHARED TR | 10437 | 106245 | REGENTS PK HDGD |
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