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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 3 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 COF CAPITAL ONE FINL CORP Financial Services 2,034.0 $443K 0.03% NEW $217.64 +0.1%
42 O REALTY INCOME CORP Real Estate 6,938.0 $440K 0.03% NEW $63.48 -1.4%
43 PH PARKER-HANNIFIN CORP Industrials 433.0 $432K 0.03% NEW $997.72 +0.4%
44 IGRO ISHARES TR 4,600.0 $422K 0.03% NEW $91.70 +1.1%
45 SHY ISHARES TR 5,118.0 $418K 0.03% NEW $81.77 +0.3%
46 BK BANK OF NY MELLON CORP Financial Services 2,633.0 $411K 0.02% NEW $156.21 -9.2%
47 HWM HOWMET AEROSPACE INC Industrials 1,418.0 $406K 0.02% NEW $286.35 -5.1%
48 HONEYWELL INTL INC 1,613.0 $398K 0.02% NEW $246.77
49 ACEI INNOVATOR ETFS TRUST 17,187.0 $398K 0.02% NEW $23.13 +0.8%
50 EUFN ISHARES TR 8,994.0 $379K 0.02% NEW $42.10 +0.3%
51 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,956.0 $377K 0.02% NEW $192.71 +8.8%
52 SOFI SOFI TECHNOLOGIES INC Financial Services 20,736.0 $374K 0.02% NEW $18.03 +4.9%
53 INNOVATOR ETFS TRUST 14,613.0 $370K 0.02% NEW $25.34
54 HONEYWELL AEROSPACE INC 1,754.0 $365K 0.02% NEW $208.27
55 MTRN MATERION CORP Basic Materials 1,649.0 $352K 0.02% NEW $213.73 +8.5%
56 GMAY FIRST TR EXCHNG TRADED FD VI 7,957.0 $346K 0.02% NEW $43.53 +0.5%
57 MAR MARRIOTT INTL INC NEW Consumer Cyclical 998.0 $346K 0.02% NEW $346.99 +2.7%
58 PWR QUANTA SVCS INC Industrials 507.0 $345K 0.02% NEW $680.30 -6.0%
59 DUPONT DE NEMOURS INC 2,437.0 $344K 0.02% NEW $141.28
60 TSCO TRACTOR SUPPLY CO Consumer Cyclical 10,633.0 $341K 0.02% NEW $32.11 +8.9%
Page 3 of 8  ·  143 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%