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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 20 of 28  ·  558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 FERG FERGUSON ENTERPRISES INC Industrials 1,576.0 $394K 0.02% +248.0 +18.7% $250.10 -5.5%
382 XLU SELECT SECTOR SPDR TR 8,883.0 $394K 0.02% -622.0 -6.5% $44.36 -2.6%
383 BBSC J P MORGAN EXCHANGE TRADED F 4,329.0 $393K 0.02% -119.0 -2.7% $90.86 +0.2%
384 FIRST TR EXCHNG TRADED FD VI 12,558.0 $393K 0.02% +2K +22.2% $31.32
385 PSEP INNOVATOR ETFS TRUST 8,434.0 $393K 0.02% +2K +21.8% $46.54 +0.5%
386 PSMT PRICESMART INC Consumer Defensive 1,983.0 $391K 0.02% -4K -66.0% $197.08 -11.3%
387 A AGILENT TECHNOLOGIES INC Healthcare 2,781.0 $389K 0.02% +235.0 +9.2% $139.81 +9.7%
388 CVS CVS HEALTH CORP Healthcare 3,671.0 $387K 0.02% +110.0 +3.1% $105.38 -10.7%
389 MELI MERCADOLIBRE INC Consumer Cyclical 203.0 $386K 0.02% +36.0 +21.6% $1900.09 +2.5%
390 MSI MOTOROLA SOLUTIONS INC Technology 881.0 $385K 0.02% +6.0 +0.7% $437.26 +10.1%
391 EUFN ISHARES TR 8,994.0 $379K 0.02% NEW $42.10 +0.9%
392 EVRG EVERGY INC Utilities 4,537.0 $378K 0.02% +88.0 +2.0% $83.24 -2.2%
393 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,956.0 $377K 0.02% NEW $192.71 +10.7%
394 EMXC ISHARES INC 4,043.0 $374K 0.02% -302.0 -7.0% $92.56 +4.1%
395 SOFI SOFI TECHNOLOGIES INC Financial Services 20,736.0 $374K 0.02% NEW $18.03 +1.2%
396 INNOVATOR ETFS TRUST 13,075.0 $371K 0.02% -178.0 -1.3% $28.38
397 MOAT VANECK ETF TRUST 3,380.0 $370K 0.02% +516.0 +18.0% $109.54 +4.6%
398 INNOVATOR ETFS TRUST 14,613.0 $370K 0.02% NEW $25.34
399 HONEYWELL AEROSPACE INC 1,754.0 $365K 0.02% NEW $208.27
400 ADSK AUTODESK INC Technology 1,546.0 $363K 0.02% -3K -65.5% $234.72 +8.4%
Page 20 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%