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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 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GD GENERAL DYNAMICS CORP Industrials 882.0 $337K 0.02% NEW $382.54 +0.3%
62 VLUE ISHARES TR 1,722.0 $332K 0.02% NEW $192.96 +3.7%
63 SAIC SCIENCE APPLICATIONS INTL CO Technology 2,761.0 $332K 0.02% NEW $120.12 +5.6%
64 TMAT NORTHERN LTS FD TR IV 11,506.0 $326K 0.02% NEW $28.34 -0.1%
65 ATO ATMOS ENERGY CORP Utilities 1,797.0 $311K 0.02% NEW $172.92 -3.0%
66 INTA INTAPP INC Technology 9,244.0 $309K 0.02% NEW $33.40 +22.5%
67 NUE NUCOR CORP Basic Materials 1,171.0 $306K 0.02% NEW $261.28 -6.4%
68 TT TRANE TECHNOLOGIES PLC Industrials 663.0 $306K 0.02% NEW $461.23 -1.8%
69 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 8,031.0 $301K 0.02% NEW $37.46 +1.5%
70 JAAA JANUS DETROIT STR TR 5,925.0 $299K 0.02% NEW $50.51 +0.3%
71 SNDK SANDISK CORP Technology 232.0 $299K 0.02% NEW $1288.03 +15.9%
72 VRT VERTIV HOLDINGS CO Industrials 1,136.0 $299K 0.02% NEW $263.00 -3.1%
73 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 937.0 $295K 0.02% NEW $314.34 +5.0%
74 NSC NORFOLK SOUTHN CORP Industrials 867.0 $292K 0.02% NEW $336.79 +4.8%
75 URI UNITED RENTALS INC Industrials 259.0 $289K 0.02% NEW $1116.14 -2.9%
76 MCO MOODYS CORP Financial Services 590.0 $285K 0.02% NEW $483.48 +5.8%
77 VCIT VANGUARD SCOTTSDALE FDS 3,514.0 $285K 0.02% NEW $81.12 +0.1%
78 WST WEST PHARMACEUTICAL SVSC INC Healthcare 817.0 $284K 0.02% NEW $347.94 +1.5%
79 TFC TRUIST FINL CORP Financial Services 5,433.0 $282K 0.02% NEW $51.92 -2.1%
80 FORTINET INC 1,701.0 $278K 0.02% NEW $163.21
Page 4 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%