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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 22 of 28  ·  558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 VLUE ISHARES TR 1,722.0 $332K 0.02% NEW $192.96 +3.7%
422 SAIC SCIENCE APPLICATIONS INTL CO Technology 2,761.0 $332K 0.02% NEW $120.12 +5.6%
423 INNOVATOR ETFS TRUST 12,352.0 $331K 0.02% -127.0 -1.0% $26.81
424 DFLV DIMENSIONAL ETF TRUST 8,038.0 $329K 0.02% -3K -26.2% $40.98 +2.7%
425 TMUS T-MOBILE US INC Communication Services 1,855.0 $329K 0.02% +552.0 +42.4% $177.10 +3.1%
426 ITW ILLINOIS TOOL WKS INC Industrials 1,137.0 $328K 0.02% +273.0 +31.6% $288.58 -1.6%
427 NUDM NUSHARES ETF TR 8,078.0 $328K 0.02% +2K +34.5% $40.56 +1.9%
428 PGR PROGRESSIVE CORP Financial Services 1,556.0 $327K 0.02% +269.0 +20.9% $210.42 +6.4%
429 ITOT ISHARES TR 1,965.0 $326K 0.02% -808.0 -29.1% $166.04 +0.8%
430 TMAT NORTHERN LTS FD TR IV 11,506.0 $326K 0.02% NEW $28.34 -0.1%
431 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 2,798.0 $325K 0.02% -7K -72.6% $116.30 +13.0%
432 HELO J P MORGAN EXCHANGE TRADED F 4,706.0 $325K 0.02% -276K -98.3% $69.02 +0.4%
433 SPEM SPDR INDEX SHS FDS 6,336.0 $324K 0.02% +743.0 +13.3% $51.13 +1.7%
434 VIGI VANGUARD WHITEHALL FDS 3,295.0 $321K 0.02% -797.0 -19.5% $97.42 +1.0%
435 GRMN GARMIN LTD Technology 1,047.0 $319K 0.02% $304.79 -4.4%
436 ACN ACCENTURE PLC IRELAND Technology 1,879.0 $311K 0.02% +305.0 +19.4% $165.76 +12.5%
437 ATO ATMOS ENERGY CORP Utilities 1,797.0 $311K 0.02% NEW $172.92 -3.0%
438 INTA INTAPP INC Technology 9,244.0 $309K 0.02% NEW $33.40 +22.5%
439 CG CARLYLE GROUP INC Financial Services 6,272.0 $307K 0.02% +583.0 +10.2% $48.91 +0.5%
440 NUE NUCOR CORP Basic Materials 1,171.0 $306K 0.02% NEW $261.28 -6.4%
Page 22 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%