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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
61	CEG	CONSTELLATION ENERGY CORP	Utilities	722	$202K	0.02%	SOLD
62	GGN	GAMCO GLOBAL GOLD NAT RES &	Financial Services	15,078	$80K	0.01%	SOLD
63	STLA	STELLANTIS N.V	Consumer Cyclical	10,711	$76K	0.01%	SOLD

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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%