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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 18 of 28  ·  558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 NULV NUSHARES ETF TR 8,662.0 $454K 0.03% +4K +72.4% $52.42 +2.0%
342 JVAL J P MORGAN EXCHANGE TRADED F 7,688.0 $449K 0.03% -369.0 -4.6% $58.41 +1.7%
343 DUK DUKE ENERGY CORP NEW Utilities 3,610.0 $449K 0.03% +520.0 +16.8% $124.28 -1.9%
344 ISHARES TR 8,880.0 $447K 0.03% -590.0 -6.2% $50.36
345 FITB FIFTH THIRD BANCORP Financial Services 7,802.0 $444K 0.03% +2K +45.4% $56.90 -3.5%
346 COF CAPITAL ONE FINL CORP Financial Services 2,034.0 $443K 0.03% NEW $217.64 -0.6%
347 CMI CUMMINS INC Industrials 680.0 $441K 0.03% +283.0 +71.3% $648.97 -11.9%
348 O REALTY INCOME CORP Real Estate 6,938.0 $440K 0.03% NEW $63.48 -0.5%
349 CME CME GROUP INC Financial Services 1,650.0 $439K 0.03% $266.12 +4.9%
350 SCCO SOUTHERN COPPER CORP Basic Materials 2,358.0 $438K 0.03% -383.0 -14.0% $185.90 +15.3%
351 MPC MARATHON PETE CORP Energy 1,426.0 $438K 0.03% +464.0 +48.2% $306.93 +18.1%
352 SLV ISHARES SILVER TR Financial Services 8,327.0 $437K 0.03% -1K -11.9% $52.46 +18.6%
353 ENB ENBRIDGE INC Energy 8,024.0 $434K 0.03% +3K +47.5% $54.10 -7.4%
354 JANW AIM ETF PRODUCTS TRUST 11,105.0 $434K 0.03% -133.0 -1.2% $39.06 +0.7%
355 PH PARKER-HANNIFIN CORP Industrials 433.0 $432K 0.03% NEW $997.72 +1.7%
356 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,587.0 $428K 0.03% +228.0 +16.8% $269.81 +4.9%
357 IWS ISHARES TR 2,531.0 $427K 0.03% -3K -51.3% $168.79 +1.8%
358 VTWO VANGUARD SCOTTSDALE FDS 3,550.0 $425K 0.03% -2K -38.7% $119.71 +0.6%
359 WM WASTE MGMT INC DEL Industrials 1,873.0 $424K 0.03% +271.0 +16.9% $226.44 +0.0%
360 CRM SALESFORCE INC Technology 2,278.0 $424K 0.03% +840.0 +58.4% $185.92 +12.4%
Page 18 of 28  ·  558 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%