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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 23 of 28  ·  558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 TT TRANE TECHNOLOGIES PLC Industrials 663.0 $306K 0.02% NEW $461.23 -1.8%
442 WTS WATTS WATER TECHNOLOGIES INC Industrials 870.0 $305K 0.02% -2K -73.6% $350.53 +6.4%
443 SHEL SHELL PLC Energy 3,323.0 $303K 0.02% -173.0 -5.0% $91.08 +2.1%
444 ENTERGY CORP NEW 2,800.0 $303K 0.02% -637.0 -18.5% $108.04
445 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 8,031.0 $301K 0.02% NEW $37.46 +1.5%
446 NVS NOVARTIS AG Healthcare 1,949.0 $300K 0.02% +160.0 +8.9% $153.67 +2.8%
447 JAAA JANUS DETROIT STR TR 5,925.0 $299K 0.02% NEW $50.51 +0.3%
448 SNDK SANDISK CORP Technology 232.0 $299K 0.02% NEW $1288.03 +15.9%
449 VRT VERTIV HOLDINGS CO Industrials 1,136.0 $299K 0.02% NEW $263.00 -3.1%
450 TDY TELEDYNE TECHNOLOGIES INC Technology 443.0 $297K 0.02% +56.0 +14.5% $670.56 -6.8%
451 IVLU ISHARES TR 6,761.0 $295K 0.02% -522.0 -7.2% $43.67 +1.8%
452 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 937.0 $295K 0.02% NEW $314.34 +5.0%
453 NSC NORFOLK SOUTHN CORP Industrials 867.0 $292K 0.02% NEW $336.79 +4.8%
454 CMCSA COMCAST CORP NEW Communication Services 11,865.0 $291K 0.02% +756.0 +6.8% $24.56 +10.0%
455 NEM NEWMONT CORP Basic Materials 3,044.0 $290K 0.02% +608.0 +25.0% $95.38 +38.2%
456 EMR EMERSON ELEC CO Industrials 1,870.0 $290K 0.02% -77.0 -4.0% $154.83 +1.8%
457 URI UNITED RENTALS INC Industrials 259.0 $289K 0.02% NEW $1116.14 -2.9%
458 MCO MOODYS CORP Financial Services 590.0 $285K 0.02% NEW $483.48 +5.8%
459 VCIT VANGUARD SCOTTSDALE FDS 3,514.0 $285K 0.02% NEW $81.12 +0.1%
460 WST WEST PHARMACEUTICAL SVSC INC Healthcare 817.0 $284K 0.02% NEW $347.94 +1.5%
Page 23 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%