Portfolio (Quarterly) Guide ↗

Triad Wealth Partners, LLC

· CIK 0002012717

13F Portfolio $1.3B AUM 478 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 67 New 274 Added 121 Reduced 49 Exited

Page 2 of 3 · 49 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	MGV	VANGUARD WORLD FD	—	2,517	$355K	0.03%	SOLD
22	CGDV	CAPITAL GROUP DIVIDEND VALUE	—	7,640	$333K	0.03%	SOLD
23	JAAA	JANUS DETROIT STR TR	—	6,550	$331K	0.03%	SOLD
24	GRPM	INVESCO EXCHANGE TRADED FD T	—	2,688	$323K	0.03%	SOLD
25	SIVR	ABRDN SILVER ETF TRUST	Financial Services	4,380	$296K	0.03%	SOLD
26	COF	CAPITAL ONE FINL CORP	Financial Services	1,195	$290K	0.03%	SOLD
27	VBK	VANGUARD INDEX FDS	—	949	$287K	0.03%	SOLD
28	QQQM	INVESCO EXCH TRADED FD TR II	—	1,110	$281K	0.03%	SOLD
29	IGEB	ISHARES TR	—	6,112	$279K	0.03%	SOLD
30	EELV	INVESCO EXCH TRADED FD TR II	—	10,157	$279K	0.03%	SOLD
31	APP	APPLOVIN CORP	Technology	402	$271K	0.03%	SOLD
32	JD	JD.COM INC	Consumer Cyclical	9,205	$264K	0.03%	SOLD
33	NKE	NIKE INC	Consumer Cyclical	3,904	$249K	0.02%	SOLD
34	VCSH	VANGUARD SCOTTSDALE FDS	—	3,082	$246K	0.02%	SOLD
35	FTCS	FIRST TR EXCHANGE-TRADED FD	—	2,620	$242K	0.02%	SOLD
36	XSD	SPDR SERIES TRUST	—	741	$238K	0.02%	SOLD
37	FVD	FIRST TR EXCHANGE-TRADED FD	—	5,037	$232K	0.02%	SOLD
38	TRU	TRANSUNION	Industrials	2,605	$223K	0.02%	SOLD
39	DIA	SPDR DOW JONES INDL AVERAGE	Financial Services	464	$223K	0.02%	SOLD
40	PAVE	GLOBAL X FDS	—	4,460	$213K	0.02%	SOLD

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Sector Allocation

Technology 33.4%

Financial Services 18.2%

Consumer Cyclical 9.1%

Communication Services 8.6%

Energy 7.8%

Healthcare 6.5%

Consumer Defensive 5.3%

Industrials 5.2%

Utilities 4.0%

Basic Materials 1.2%