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Portfolio (Quarterly) Guide ↗

Triad Wealth Partners, LLC

· CIK 0002012717
13F Portfolio $1.7B AUM 559 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 143 New 256 Added 142 Reduced 63 Exited
Page 11 of 13  ·  256 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TGT TARGET CORP Consumer Defensive 3,094.0 $462K 0.03% +495.0 +19.1% $149.35 +14.0%
202 GLOF ISHARES TR 7,661.0 $458K 0.03% +324.0 +4.4% $59.76 +1.9%
203 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 5,082.0 $456K 0.03% +202.0 +4.1% $89.76 +0.7%
204 NULV NUSHARES ETF TR 8,662.0 $454K 0.03% +4K +72.4% $52.42 +2.0%
205 DUK DUKE ENERGY CORP NEW Utilities 3,610.0 $449K 0.03% +520.0 +16.8% $124.28 -2.6%
206 FITB FIFTH THIRD BANCORP Financial Services 7,802.0 $444K 0.03% +2K +45.4% $56.90 -3.2%
207 CMI CUMMINS INC Industrials 680.0 $441K 0.03% +283.0 +71.3% $648.97 -11.6%
208 MPC MARATHON PETE CORP Energy 1,426.0 $438K 0.03% +464.0 +48.2% $306.93 +17.1%
209 ENB ENBRIDGE INC Energy 8,024.0 $434K 0.03% +3K +47.5% $54.10 -7.8%
210 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,587.0 $428K 0.03% +228.0 +16.8% $269.81 +5.2%
211 WM WASTE MGMT INC DEL Industrials 1,873.0 $424K 0.03% +271.0 +16.9% $226.44 +0.3%
212 CRM SALESFORCE INC Technology 2,278.0 $424K 0.03% +840.0 +58.4% $185.92 +12.9%
213 IDXX IDEXX LABS INC Healthcare 744.0 $422K 0.03% +144.0 +24.0% $567.84 -2.1%
214 TMO THERMO FISHER SCIENTIFIC INC Healthcare 730.0 $419K 0.03% +294.0 +67.4% $574.38 +7.9%
215 NULG NUSHARES ETF TR 3,676.0 $417K 0.03% +751.0 +25.7% $113.42 +0.1%
216 INTU INTUIT Technology 1,301.0 $414K 0.02% +423.0 +48.2% $318.48 +16.2%
217 APG API GROUP CORP Industrials 10,309.0 $411K 0.02% +62.0 +0.6% $39.84 +2.6%
218 ALL ALLSTATE CORP Financial Services 1,562.0 $410K 0.02% +278.0 +21.6% $262.70 -1.1%
219 LEIDOS HOLDINGS INC 3,329.0 $395K 0.02% +1K +66.3% $118.72
220 ETHA ISHARES ETHEREUM TR Financial Services 28,008.0 $395K 0.02% +736.0 +2.7% $14.11 +33.2%
Page 11 of 13  ·  256 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.3%
Financial Services 16.7%
Consumer Cyclical 9.2%
Healthcare 7.3%
Communication Services 6.6%
Industrials 6.1%
Energy 6.1%
Consumer Defensive 5.0%
Utilities 3.0%
Basic Materials 1.0%