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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 7 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DDOG DATADOG INC Technology 796.0 $218K 0.01% NEW $273.60 -15.6%
122 CARNIVAL CORP LTD 7,522.0 $216K 0.01% NEW $28.74
123 AFL AFLAC INC Financial Services 1,694.0 $215K 0.01% NEW $126.71 -6.9%
124 SCHM SCHWAB STRATEGIC TR 6,042.0 $213K 0.01% NEW $35.27 +1.4%
125 AEP AMERICAN ELEC PWR CO INC Utilities 1,657.0 $213K 0.01% NEW $128.33 -6.2%
126 GM GENERAL MTRS CO Consumer Cyclical 2,424.0 $213K 0.01% NEW $87.68 -1.6%
127 XEL XCEL ENERGY INC Utilities 2,727.0 $212K 0.01% NEW $77.69 -1.6%
128 TD TORONTO DOMINION BK ONT Financial Services 1,747.0 $212K 0.01% NEW $121.15 -3.6%
129 NET CLOUDFLARE INC Technology 742.0 $210K 0.01% NEW $282.74 +1.7%
130 VRTX VERTEX PHARMACEUTICALS INC Healthcare 441.0 $208K 0.01% NEW $470.72 +16.4%
131 VNQ VANGUARD INDEX FDS 2,094.0 $207K 0.01% NEW $99.08 -0.5%
132 TRU TRANSUNION Industrials 2,538.0 $203K 0.01% NEW $79.98 +6.6%
133 BLOCK INC 2,471.0 $203K 0.01% NEW $82.09
134 SPIB SPDR SERIES TRUST 6,128.0 $203K 0.01% NEW $33.06 +0.2%
135 SHW SHERWIN WILLIAMS CO Basic Materials 570.0 $202K 0.01% NEW $354.14 -1.7%
136 ICVT ISHARES TR 1,742.0 $200K 0.01% NEW $115.09 -0.5%
137 BMI BADGER METER INC Technology 1,463.0 $200K 0.01% NEW $136.95 -1.9%
138 BRBR BELLRING BRANDS INC Consumer Defensive 14,012.0 $181K 0.01% NEW $12.95 -19.0%
139 HLN HALEON PLC Healthcare 17,425.0 $171K 0.01% NEW $9.80 +3.5%
140 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 11,608.0 $131K 0.01% NEW $11.32 -2.7%
Page 7 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%