Triad Wealth Partners, LLC
Filing Date
Global Rank
#3,209
/ 8,232
▲ 352
Top Industry
Semiconductors
15.3%
3Y Alpha vs SPY
-2.1%
Period ended 2 months ago
Filed Apr 16, 2026 · 59d
9 quarters · since Mar 2024
Clone Performance
May 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+38.3%
SPY
+43.4%
Annualised alpha
-2.1%
Max drawdown
−20.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
211 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
8.5%
+0.8 pts
Top 5
28.0%
−0.7 pts
Top 10
40.7%
−2.2 pts
HHI
251
Diversified−1
Portfolio Trend
9 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 33.3% | $93,248,836 |
| Unclassified | 10.5% | $29,344,949 |
| Consumer Cyclical | 9.5% | $26,483,251 |
| Financial Services | 9.0% | $25,212,623 |
| Energy | 7.9% | $22,133,668 |
| Healthcare | 6.9% | $19,363,684 |
| Communication Services | 6.5% | $18,126,866 |
| Consumer Defensive | 5.3% | $14,771,457 |
| Industrials | 5.3% | $14,703,714 |
| Utilities | 4.0% | $11,135,071 |
| Basic Materials | 1.1% | $3,211,110 |
| Real Estate | 0.8% | $2,104,948 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +50,478 | 135,795 | $23,682,648 | |
| AAPL | Apple Inc. | +6,258 | 79,095 | $20,073,520 | |
| MSFT | Microsoft Corp | +4,925 | 35,599 | $13,177,681 | |
| AMZN | Amazon Com Inc | +4,749 | 55,858 | $11,633,545 | |
| TSLA | Tesla, Inc. | +4,511 | 17,183 | $6,387,780 | |
| ARKB | Ark 21Shares Bitcoin ETF | +4,465 | 45,174 | $1,015,963 | |
| XOM | Exxon Mobil Corp | +4,307 | 41,544 | $7,048,355 | |
| NFLX | Netflix Inc | +3,728 | 20,301 | $1,951,941 | |
| INTC | Intel Corp | +3,457 | 10,828 | $477,839 | |
| PG | PROCTER & GAMBLE Co | +3,255 | 10,948 | $1,581,329 | |
| COIN | Coinbase Global, Inc. | +2,815 | 4,716 | $823,460 | |
| QCOM | Qualcomm Inc/De | +2,701 | 8,185 | $1,054,064 | |
| JNJ | Johnson & Johnson | +2,518 | 9,759 | $2,385,489 | |
| SPY | Spdr S&P 500 ETF Trust | +2,249 | 15,201 | $9,885,818 | |
| F | Ford Motor Co | +2,035 | 45,875 | $529,397 | |
| MNST | Monster Beverage Corp | +2,027 | 6,361 | $460,918 | |
| WFC | Wells Fargo & Company/Mn | +1,916 | 9,375 | $746,343 | |
| CSX | Csx Corp | +1,854 | 7,860 | $322,653 | |
| LLY | ELI LILLY & Co | +1,838 | 4,336 | $3,988,122 | |
| GOOGL | Alphabet Inc. | +1,809 | 27,098 | $7,792,300 | |
| APH | Amphenol Corp /De/ | +1,807 | 4,581 | $578,809 | |
| META | Meta Platforms, Inc. | +1,542 | 9,974 | $5,706,424 | |
| CSCO | Cisco Systems, Inc. | +1,532 | 14,599 | $1,132,736 | |
| VZ | Verizon Communications Inc | +1,510 | 14,003 | $702,950 | |
| FBTC | Fidelity Wise Origin Bitcoin Fund | +1,396 | 4,034 | $238,127 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAU | Ishares Gold Trust | −72,725 | 79,455 | $7,004,752 | |
| WMT | Walmart Inc. | −8,537 | 31,838 | $3,956,826 | |
| PFE | Pfizer Inc | −6,328 | 14,138 | $396,995 | |
| GLDM | World Gold Trust | −2,211 | 3,530 | $327,195 | |
| DBA | Invesco Db Agriculture Fund | −1,319 | 8,532 | $233,094 | |
| SO | Southern Co | −1,187 | 10,379 | $1,001,781 | |
| ET | Energy Transfer LP | −1,153 | 45,356 | $875,370 | |
| COP | Conocophillips | −687 | 3,883 | $512,556 | |
| BMY | Bristol Myers Squibb Co | −675 | 5,595 | $339,336 | |
| T | At&T Inc. | −666 | 37,159 | $1,077,239 | |
| QQQ | Invesco Qqq Trust, Series 1 | −617 | 10,291 | $5,939,759 | |
| MZTI | Marzetti Co | −578 | 3,248 | $449,295 | |
| PSX | Phillips 66 | −541 | 2,477 | $451,259 | |
| SLV | iShares Silver Trust | −527 | 9,448 | $643,786 | |
| VLO | Valero Energy Corp/Tx | −520 | 18,088 | $4,469,183 | |
| MDT | Medtronic plc | −488 | 3,989 | $345,646 | |
| CLS | Celestica Inc | −423 | 1,351 | $380,549 | |
| R | Ryder System Inc | −390 | 3,263 | $667,968 | |
| MMM | 3M Co | −308 | 1,893 | $274,920 | |
| GBTC | Grayscale Bitcoin Trust ETF | −285 | 5,091 | $268,601 | |
| DUK | Duke Energy CORP | −264 | 3,090 | $404,604 | |
| SHEL | Shell plc | −245 | 3,496 | $325,128 | |
| EVRG | Evergy, Inc. | −150 | 4,449 | $364,462 | |
| COR | Cencora, Inc. | −111 | 2,274 | $714,354 | |
| SBUX | Starbucks Corp | −103 | 3,524 | $315,715 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
24 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AZN | Astrazeneca PLC | 1,958 | $386,156 | |
| ASML | Asml Holding NV | 238 | $314,357 | |
| DD | DuPont de Nemours, Inc. | 6,792 | $311,073 | |
| NOC | Northrop Grumman Corp /De/ | 405 | $276,307 | |
| NVS | Novartis AG | 1,789 | $273,269 | |
| NEM | NEWMONT Corp /DE/ | 2,436 | $263,697 | |
| EMR | Emerson Electric Co | 1,947 | $255,095 | |
| HIG | Hartford Insurance Group, Inc. | 1,819 | $245,983 | |
| GRMN | Garmin Ltd | 1,049 | $243,378 | |
| LUV | Southwest Airlines Co | 6,264 | $235,338 | |
| MPC | Marathon Petroleum Corp | 962 | $234,901 | |
| MLM | Martin Marietta Materials Inc | 398 | $234,294 | |
| TDY | Teledyne Technologies Inc | 387 | $234,138 | |
| CL | Colgate Palmolive Co | 2,687 | $229,013 | |
| ITW | Illinois Tool Works Inc | 864 | $224,890 | |
| KMI | Kinder Morgan, Inc. | 6,474 | $217,073 | |
| CMI | Cummins Inc | 397 | $213,593 | |
| FAST | Fastenal Co | 4,476 | $207,686 | |
| USO | United States Oil Fund, LP | 1,607 | $204,490 | |
| OKE | Oneok Inc /New/ | 2,235 | $202,021 | |
| CHRW | C. H. Robinson Worldwide, Inc. | 1,213 | $201,442 | |
| ROST | Ross Stores, Inc. | 926 | $200,599 | |
| GGN | GAMCO Global Gold, Natural Resources & Income Trust | 15,078 | $80,214 | |
| AUR | Aurora Innovation, Inc. | 10,472 | $43,144 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
13 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CCL | Carnival Corp Ltd. | 17,464 | $533,350 | |
| DG | Dollar General Corp | 3,617 | $480,229 | |
| SIVR | abrdn Silver ETF Trust | 4,380 | $296,263 | |
| COF | Capital One Financial Corp | 1,195 | $289,620 | |
| APP | AppLovin Corp | 402 | $270,875 | |
| JD | JD.com, Inc. | 9,205 | $264,183 | |
| NKE | NIKE, Inc. | 3,904 | $248,723 | |
| TRU | TransUnion | 2,605 | $223,378 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | 464 | $222,984 | |
| MCO | Moodys Corp /De/ | 408 | $208,426 | |
| O | Realty Income Corp | 3,640 | $205,186 | |
| PNC | Pnc Financial Services Group, Inc. | 965 | $201,424 | |
| OWL | Blue Owl Capital Inc. | 12,904 | $192,785 | |
| No positions match the current search. | ||||
211 positions ·
$279,840,177 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 211 positions by value
· page 1 of 5
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 135,795 | $23,682,648 | 8.46% | |
| AAPL |
Apple Inc.
Technology
|
Added | 79,095 | $20,073,520 | 7.17% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 35,599 | $13,177,681 | 4.71% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 55,858 | $11,633,545 | 4.16% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 15,201 | $9,885,818 | 3.53% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 27,098 | $7,792,300 | 2.78% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 23,138 | $7,161,442 | 2.56% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 41,544 | $7,048,355 | 2.52% | |
| IAU |
Ishares Gold Trust
|
Reduced | 79,455 | $7,004,752 | 2.50% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 17,183 | $6,387,780 | 2.28% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 10,291 | $5,939,759 | 2.12% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 9,974 | $5,706,424 | 2.04% | |
| CVX |
Chevron Corp
Energy
|
Added | 26,521 | $5,487,194 | 1.96% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 55,387 | $5,144,344 | 1.84% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 16,998 | $5,000,131 | 1.79% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Reduced | 18,088 | $4,469,183 | 1.60% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 8,569 | $4,106,264 | 1.47% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 4,336 | $3,988,122 | 1.43% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 31,838 | $3,956,826 | 1.41% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 3,491 | $3,478,537 | 1.24% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 9,759 | $2,385,489 | 0.85% | |
| GLD |
Spdr Gold Trust
|
Added | 5,212 | $2,242,671 | 0.80% | |
| KLAC |
Kla Corp
Technology
|
Added | 1,461 | $2,151,191 | 0.77% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 9,779 | $2,126,834 | 0.76% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 20,301 | $1,951,941 | 0.70% | |
| MCK |
Mckesson Corp
Healthcare
|
Added | 2,011 | $1,740,238 | 0.62% | |
| V |
Visa Inc.
Financial Services
|
Added | 5,679 | $1,716,420 | 0.61% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 10,948 | $1,581,329 | 0.57% | |
| CBOE |
Cboe Global Markets, Inc.
Financial Services
|
Added | 5,546 | $1,558,814 | 0.56% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 2,529 | $1,528,502 | 0.55% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 12,395 | $1,521,858 | 0.54% | |
| TRGP |
Targa Resources Corp.
Energy
|
Added | 5,782 | $1,449,720 | 0.52% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 2,885 | $1,441,519 | 0.52% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 8,647 | $1,423,036 | 0.51% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 9,575 | $1,400,631 | 0.50% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 4,078 | $1,341,213 | 0.48% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 14,191 | $1,333,670 | 0.48% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 4,826 | $1,305,867 | 0.47% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 3,712 | $1,268,724 | 0.45% | |
| ALSN |
Allison Transmission Holdings Inc
Consumer Cyclical
|
Added | 10,208 | $1,194,948 | 0.43% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 3,308 | $1,183,172 | 0.42% | |
| MPWR |
Monolithic Power Systems Inc
Technology
|
Added | 1,061 | $1,160,044 | 0.41% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 14,599 | $1,132,736 | 0.40% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 5,456 | $1,109,914 | 0.40% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 3,567 | $1,108,587 | 0.40% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 10,738 | $1,102,470 | 0.39% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 37,159 | $1,077,239 | 0.38% | |
| ADSK |
Autodesk, Inc.
Technology
|
Added | 4,483 | $1,073,230 | 0.38% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 8,185 | $1,054,064 | 0.38% | |
| ARKB |
Ark 21Shares Bitcoin ETF
|
Added | 45,174 | $1,015,963 | 0.36% |