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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 6 of 13  ·  256 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DELL DELL TECHNOLOGIES INC Technology 3,254.0 $1.4M 0.08% +299.0 +10.1% $429.00 +0.9%
102 QCOM QUALCOMM INC Technology 8,896.0 $1.3M 0.08% +711.0 +8.7% $151.57 +4.6%
103 PLTR PALANTIR TECHNOLOGIES INC Technology 10,576.0 $1.3M 0.08% +1K +10.4% $125.65 +40.0%
104 IJH ISHARES TR 17,318.0 $1.3M 0.08% +1K +6.9% $76.11 +0.1%
105 MO ALTRIA GROUP INC Consumer Defensive 18,930.0 $1.3M 0.08% +6K +42.5% $68.26 +0.3%
106 VIG VANGUARD SPECIALIZED FUNDS 5,311.0 $1.3M 0.07% +3K +154.5% $240.13 +1.8%
107 VYMI VANGUARD WHITEHALL FDS 12,166.0 $1.3M 0.07% +3K +38.6% $103.75 +1.4%
108 GJUN FIRST TR EXCHNG TRADED FD VI 30,122.0 $1.3M 0.07% +1K +3.4% $41.60 +0.6%
109 VV VANGUARD INDEX FDS 3,559.0 $1.2M 0.07% +1K +68.3% $348.88 +0.8%
110 APH AMPHENOL CORP Technology 7,424.0 $1.2M 0.07% +3K +62.1% $163.34 -4.8%
111 VYM VANGUARD WHITEHALL FDS 7,416.0 $1.2M 0.07% +2K +25.7% $162.80 +1.4%
112 INTC INTEL CORP Technology 13,263.0 $1.2M 0.07% +2K +22.5% $91.00 -4.1%
113 BOND PIMCO ETF TR 13,290.0 $1.2M 0.07% +624.0 +4.9% $90.31 +0.4%
114 DFCF DIMENSIONAL ETF TRUST 28,761.0 $1.2M 0.07% +4K +15.7% $41.57 -0.0%
115 IYW ISHARES TR 4,903.0 $1.2M 0.07% +2K +55.1% $243.68 +0.2%
116 LRCX LAM RESEARCH CORP Technology 3,811.0 $1.1M 0.07% +899.0 +30.9% $294.60 +5.3%
117 VTEB VANGUARD MUN BD FDS 22,571.0 $1.1M 0.07% +9K +71.6% $49.52 +0.0%
118 UNP UNION PAC CORP Industrials 3,797.0 $1.1M 0.07% +643.0 +20.4% $291.22 +6.4%
119 MCD MCDONALDS CORP Consumer Cyclical 4,143.0 $1.1M 0.07% +576.0 +16.1% $265.24 +2.8%
120 TXN TEXAS INSTRS INC Technology 4,084.0 $1.1M 0.07% +2K +82.7% $269.03 -3.8%
Page 6 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%