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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 12 of 13  ·  256 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FERG FERGUSON ENTERPRISES INC Industrials 1,576.0 $394K 0.02% +248.0 +18.7% $250.10 -4.7%
222 FIRST TR EXCHNG TRADED FD VI 12,558.0 $393K 0.02% +2K +22.2% $31.32
223 PSEP INNOVATOR ETFS TRUST 8,434.0 $393K 0.02% +2K +21.8% $46.54 +0.5%
224 A AGILENT TECHNOLOGIES INC Healthcare 2,781.0 $389K 0.02% +235.0 +9.2% $139.81 +9.7%
225 CVS CVS HEALTH CORP Healthcare 3,671.0 $387K 0.02% +110.0 +3.1% $105.38 -11.9%
226 MELI MERCADOLIBRE INC Consumer Cyclical 203.0 $386K 0.02% +36.0 +21.6% $1900.09 +4.1%
227 MSI MOTOROLA SOLUTIONS INC Technology 881.0 $385K 0.02% +6.0 +0.7% $437.26 +10.7%
228 EVRG EVERGY INC Utilities 4,537.0 $378K 0.02% +88.0 +2.0% $83.24 -3.1%
229 MOAT VANECK ETF TRUST 3,380.0 $370K 0.02% +516.0 +18.0% $109.54 +4.8%
230 DEHP DIMENSIONAL ETF TRUST 9,179.0 $361K 0.02% +2K +32.4% $39.38 +3.3%
231 SPHY SPDR SERIES TRUST 15,002.0 $348K 0.02% +4K +32.1% $23.20 +0.4%
232 KMI KINDER MORGAN INC DEL Energy 11,024.0 $346K 0.02% +5K +70.3% $31.40 -2.0%
233 CL COLGATE PALMOLIVE CO Consumer Defensive 3,819.0 $343K 0.02% +1K +42.1% $89.88 +2.1%
234 AZN ASTRAZENECA PLC Healthcare 2,131.0 $337K 0.02% +173.0 +8.8% $157.96 +4.6%
235 ROST ROSS STORES INC Consumer Cyclical 1,322.0 $334K 0.02% +396.0 +42.8% $252.89 -6.6%
236 HIG HARTFORD INSURANCE GROUP INC Financial Services 2,329.0 $333K 0.02% +510.0 +28.0% $142.90 -2.7%
237 TMUS T-MOBILE US INC Communication Services 1,855.0 $329K 0.02% +552.0 +42.4% $177.10 +4.0%
238 ITW ILLINOIS TOOL WKS INC Industrials 1,137.0 $328K 0.02% +273.0 +31.6% $288.58 -1.8%
239 NUDM NUSHARES ETF TR 8,078.0 $328K 0.02% +2K +34.5% $40.56 +1.8%
240 PGR PROGRESSIVE CORP Financial Services 1,556.0 $327K 0.02% +269.0 +20.9% $210.42 +6.1%
Page 12 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%