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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 4 of 13  ·  256 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MU MICRON TECHNOLOGY INC Technology 3,318.0 $2.8M 0.16% +425.0 +14.7% $829.60 +10.1%
62 AMAT APPLIED MATLS INC Technology 5,222.0 $2.7M 0.16% +2K +40.7% $518.24 -6.8%
63 V VISA INC Financial Services 7,129.0 $2.6M 0.15% +1K +25.5% $365.65 +4.2%
64 DFEM DIMENSIONAL ETF TRUST 67,682.0 $2.6M 0.15% +2K +2.9% $38.11 +3.7%
65 IEF ISHARES TR 26,160.0 $2.4M 0.14% +3K +14.5% $92.82 +0.2%
66 IXUS ISHARES TR 25,463.0 $2.4M 0.14% +5K +22.8% $94.98 +2.5%
67 MS MORGAN STANLEY Financial Services 11,050.0 $2.3M 0.14% +2K +27.8% $211.24 +1.8%
68 SKOR FLEXSHARES TR 47,766.0 $2.3M 0.14% +5K +12.2% $47.89 +0.0%
69 DFSV DIMENSIONAL ETF TRUST 56,491.0 $2.3M 0.13% +11K +24.6% $40.14 -0.1%
70 SPYG SPDR SERIES TRUST 18,488.0 $2.2M 0.13% +11K +148.2% $119.66 +0.1%
71 IUSB ISHARES TR 45,878.0 $2.1M 0.12% +662.0 +1.5% $45.36 +0.3%
72 DUHP DIMENSIONAL ETF TRUST 49,678.0 $2.1M 0.12% +12K +30.7% $41.60 +1.8%
73 CRWD CROWDSTRIKE HLDGS INC Technology 10,190.0 $2.1M 0.12% +8K +341.9% $50.63 +277.7%
74 MA MASTERCARD INCORPORATED Financial Services 3,524.0 $2.0M 0.12% +639.0 +22.1% $570.96 +4.4%
75 CSCO CISCO SYS INC Technology 17,328.0 $2.0M 0.12% +3K +18.7% $115.86 -4.3%
76 MUNI PIMCO ETF TR 38,048.0 $2.0M 0.12% +4K +13.2% $51.64 +0.1%
77 IEFA ISHARES TR 19,895.0 $2.0M 0.12% +8K +69.1% $98.67 +2.0%
78 HD HOME DEPOT INC Consumer Cyclical 5,602.0 $1.9M 0.11% +2K +37.4% $340.00 -0.8%
79 CAT CATERPILLAR INC Industrials 2,227.0 $1.8M 0.11% +898.0 +67.6% $829.95 -2.3%
80 DFAX DIMENSIONAL ETF TRUST 50,180.0 $1.8M 0.11% +3K +6.0% $36.72 +3.4%
Page 4 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%