Triad Wealth Partners, LLC
Filing Date
Global Rank
#3,202
/ 8,517
▲ 147
Top Industry
Semiconductors
18.4%
3Y Alpha vs SPY
+53.7%
Period ended 46 days ago
Filed Aug 10, 2026 · 5d
10 quarters · since Mar 2024
Clone Performance
May 2024–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+203.1%
SPY
+46.5%
Annualised alpha
+45.2%
Max drawdown
−19.4%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 10 quarters. Past performance does not predict future results.
Portfolio Concentration
269 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
10.3%
+3.3 pts
Top 5
31.2%
+3.8 pts
Top 10
42.4%
−0.2 pts
HHI
288
Diversified+40
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 38.4% | $148,444,357 |
| Financial Services | 9.0% | $34,879,956 |
| Consumer Cyclical | 8.6% | $33,377,873 |
| Communication Services | 8.5% | $32,760,049 |
| Healthcare | 7.3% | $28,325,218 |
| Unclassified | 7.1% | $27,565,515 |
| Industrials | 6.7% | $25,947,528 |
| Energy | 5.1% | $19,658,119 |
| Consumer Defensive | 4.6% | $17,898,616 |
| Utilities | 2.7% | $10,410,158 |
| Basic Materials | 1.1% | $4,068,819 |
| Real Estate | 0.8% | $3,107,586 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +64,004 | 199,799 | $39,977,781 | |
| AAPL | Apple Inc. | +21,598 | 100,693 | $29,136,526 | |
| GOOGL | Alphabet Inc. | +17,067 | 63,782 | $22,685,367 | |
| IAU | Ishares Gold Trust | +15,482 | 94,937 | $7,168,692 | |
| KLAC | Kla Corp | +13,639 | 15,100 | $4,555,821 | |
| ABBV | AbbVie Inc. | +8,921 | 18,700 | $4,705,668 | |
| BAC | Bank Of America Corp /De/ | +8,129 | 28,037 | $1,597,548 | |
| CRWD | CrowdStrike Holdings, Inc. | +7,884 | 10,190 | $7,776,396 | |
| WMT | Walmart Inc. | +6,986 | 38,824 | $4,397,206 | |
| KO | Coca Cola Co | +6,148 | 19,368 | $1,574,037 | |
| MO | Altria Group, Inc. | +5,641 | 18,930 | $1,362,013 | |
| MRK | Merck & Co., Inc. | +5,584 | 12,270 | $1,576,695 | |
| VZ | Verizon Communications Inc | +5,063 | 19,066 | $807,254 | |
| PFE | Pfizer Inc | +4,785 | 18,923 | $455,665 | |
| KMI | Kinder Morgan, Inc. | +4,550 | 11,024 | $352,437 | |
| PM | Philip Morris International Inc. | +4,232 | 8,527 | $1,542,619 | |
| TSLA | Tesla, Inc. | +4,121 | 21,304 | $8,960,462 | |
| AMZN | Amazon Com Inc | +3,984 | 59,842 | $14,262,742 | |
| USB | US Bancorp De | +3,552 | 10,304 | $622,361 | |
| MSFT | Microsoft Corp | +3,157 | 38,756 | $14,456,763 | |
| APH | Amphenol Corp /De/ | +2,843 | 7,424 | $0 | |
| CSCO | Cisco Systems, Inc. | +2,729 | 17,328 | $2,035,346 | |
| CSX | Csx Corp | +2,716 | 10,576 | $502,677 | |
| ET | Energy Transfer LP | +2,611 | 47,967 | $917,129 | |
| ENB | Enbridge Inc | +2,585 | 8,024 | $434,981 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SCHW | Schwab Charles Corp | −7,643 | 6,548 | $604,183 | |
| ALSN | Allison Transmission Holdings Inc | −7,410 | 2,798 | $315,446 | |
| IBIT | iShares Bitcoin Trust ETF | −6,056 | 17,603 | $586,003 | |
| ANET | Arista Networks, Inc. | −5,838 | 6,557 | $1,113,903 | |
| NFLX | Netflix Inc | −5,625 | 14,676 | $1,047,866 | |
| SO | Southern Co | −5,235 | 5,144 | $492,332 | |
| DD | DuPont de Nemours, Inc. | −4,355 | 2,437 | $330,554 | |
| UBER | Uber Technologies, Inc | −4,196 | 4,816 | $347,522 | |
| PSMT | Pricesmart Inc | −3,842 | 1,983 | $387,359 | |
| CBOE | Cboe Global Markets, Inc. | −3,787 | 1,759 | $426,856 | |
| CRUS | Cirrus Logic, Inc. | −3,752 | 1,748 | $259,630 | |
| TRGP | Targa Resources Corp. | −3,746 | 2,036 | $545,933 | |
| PANW | Palo Alto Networks Inc | −3,199 | 2,740 | $934,394 | |
| EXPD | Expeditors International Of Washington Inc | −3,033 | 1,447 | $235,832 | |
| ADSK | Autodesk, Inc. | −2,937 | 1,546 | $300,573 | |
| WTS | Watts Water Technologies Inc | −2,424 | 870 | $340,561 | |
| SPY | Spdr S&P 500 ETF Trust | −2,292 | 12,909 | $9,640,053 | |
| YUM | Yum Brands Inc | −2,180 | 2,256 | $360,644 | |
| HON | Honeywell International Inc | −1,896 | 1,613 | $361,150 | |
| QQQ | Invesco Qqq Trust, Series 1 | −1,165 | 9,126 | $6,720,386 | |
| SLV | iShares Silver Trust | −1,121 | 8,327 | $445,244 | |
| ARKB | Ark 21Shares Bitcoin ETF | −946 | 44,228 | $860,676 | |
| VLO | Valero Energy Corp/Tx | −931 | 17,157 | $4,468,369 | |
| CDNS | Cadence Design Systems Inc | −820 | 668 | $250,713 | |
| ABT | Abbott Laboratories | −744 | 9,994 | $906,855 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SPCX | Space Exploration Technologies Corp | 18,603 | $3,178,508 | |
| MRVL | Marvell Technology, Inc. | 3,020 | $899,627 | |
| STX | Seagate Technology Holdings plc | 832 | $802,880 | |
| WDC | Western Digital Corp | 863 | $551,215 | |
| SNDK | Sandisk Corp | 232 | $527,505 | |
| MTRN | MATERION Corp | 1,649 | $490,396 | |
| PNC | Pnc Financial Services Group, Inc. | 1,962 | $483,083 | |
| WAY | Waystar Holding Corp. | 21,405 | $439,444 | |
| O | Realty Income Corp | 6,938 | $429,878 | |
| PH | Parker-Hannifin Corp | 433 | $423,525 | |
| COF | Capital One Financial Corp | 2,034 | $408,061 | |
| HONA | Honeywell Aerospace Inc. | 1,754 | $387,774 | |
| HWM | Howmet Aerospace Inc. | 1,418 | $381,243 | |
| BNY | Bank of New York Mellon Corp | 2,633 | $380,758 | |
| VRT | Vertiv Holdings Co | 1,136 | $380,355 | |
| SOFI | SoFi Technologies, Inc. | 20,736 | $371,796 | |
| MAR | Marriott International Inc /Md/ | 998 | $369,848 | |
| PWR | Quanta Services, Inc. | 507 | $365,060 | |
| BKNG | Booking Holdings Inc. | 1,956 | $348,637 | |
| TSCO | Tractor Supply Co /De/ | 10,633 | $336,109 | |
| TT | Trane Technologies plc | 663 | $325,639 | |
| GD | General Dynamics Corp | 882 | $312,439 | |
| HLT | Hilton Worldwide Holdings Inc. | 937 | $309,641 | |
| ATO | Atmos Energy Corp | 1,797 | $309,569 | |
| SAIC | Science Applications International Corp | 2,761 | $304,842 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BAI | iShares A.I. Innovation and Tech Active ETF | 602,252 | $19,844,203 | |
| BNDX | Vanguard Total International Bond ETF | 314,149 | $15,094,859 | |
| VEA | Vanguard FTSE Developed Markets ETF | 143,307 | $9,183,112 | |
| BBAG | JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 57,554 | $2,656,692 | |
| DCOR | Dimensional US Core Equity 1 ETF | 33,051 | $2,382,316 | |
| BAPR | Innovator U.S. Equity Buffer ETF - April | 12,550 | $614,699 | |
| LPLA | LPL Financial Holdings Inc. | 2,011 | $604,969 | |
| IDCC | InterDigital, Inc. | 1,827 | $551,754 | |
| UGI | Ugi Corp /Pa/ | 14,853 | $540,946 | |
| SSNC | SS&C Technologies Holdings Inc | 7,952 | $537,316 | |
| FNV | FRANCO NEVADA Corp | 2,085 | $515,099 | |
| MZTI | Marzetti Co | 3,248 | $449,295 | |
| VIG | Vanguard Dividend Appreciation ETF | 2,087 | $448,830 | |
| OHI | Omega Healthcare Investors Inc | 9,498 | $416,202 | |
| SHOP | Shopify Inc. | 3,184 | $377,686 | |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 4,073 | $373,249 | |
| CORT | Corcept Therapeutics Inc | 9,092 | $366,498 | |
| RL | Ralph Lauren Corp | 1,057 | $363,597 | |
| VIGI | Vanguard International Dividend Appreciation ETF | 4,092 | $361,978 | |
| VB | Vanguard Morningstar Small-Cap ETF | 1,273 | $333,424 | |
| UHS | Universal Health Services Inc | 1,858 | $332,526 | |
| GLDM | World Gold Trust | 3,530 | $327,195 | |
| G | Genpact LTD | 8,655 | $322,398 | |
| CGGR | Capital Group Growth ETF | 7,853 | $315,612 | |
| GBTC | Grayscale Bitcoin Trust ETF | 5,091 | $268,601 | |
| No positions match the current search. | ||||
269 tracked positions ·
$386,443,794 total
· filing declares
559 positions · $1,696,637,356
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 269 positions by value
· page 1 of 6
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
PUT
+ SHARES
Technology
|
Added | 199,799 | $39,977,781 | 10.35% | |
| AAPL |
Apple Inc.
Technology
|
Added | 100,693 | $29,136,526 | 7.54% | |
| GOOGL |
Alphabet Inc.
PUT
+ SHARES
Communication Services
|
Added | 63,782 | $22,685,367 | 5.87% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 38,756 | $14,456,763 | 3.74% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 59,842 | $14,262,742 | 3.69% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 25,720 | $9,715,730 | 2.51% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 12,909 | $9,640,053 | 2.49% | |
| TSLA |
Tesla, Inc.
PUT
+ SHARES
Consumer Cyclical
|
Added | 21,304 | $8,960,462 | 2.32% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 10,190 | $7,776,396 | 2.01% | |
| IAU |
Ishares Gold Trust
|
Added | 94,937 | $7,168,692 | 1.86% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 9,126 | $6,720,386 | 1.74% | |
| LLY |
ELI LILLY & Co
PUT
+ SHARES
Healthcare
|
Added | 5,206 | $6,244,233 | 1.62% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 18,467 | $6,044,803 | 1.56% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 10,636 | $5,991,152 | 1.55% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 41,471 | $5,669,915 | 1.47% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 10,409 | $5,208,559 | 1.35% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 57,905 | $5,082,321 | 1.32% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 18,700 | $4,705,668 | 1.22% | |
| KLAC |
Kla Corp
Technology
|
Added | 15,100 | $4,555,821 | 1.18% | |
| CVX |
Chevron Corp
Energy
|
Added | 27,379 | $4,538,343 | 1.17% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Reduced | 17,157 | $4,468,369 | 1.16% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 38,824 | $4,397,206 | 1.14% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 4,249 | $3,974,812 | 1.03% | |
| MU |
Micron Technology Inc
Technology
|
Added | 3,318 | $3,829,934 | 0.99% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 5,222 | $3,775,506 | 0.98% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 6,082 | $3,533,094 | 0.91% | |
| SPCX |
Space Exploration Technologies Corp
Industrials
|
NEW | 18,603 | $3,178,508 | 0.82% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 11,592 | $2,944,020 | 0.76% | |
| V |
Visa Inc.
Financial Services
|
Added | 7,129 | $2,445,888 | 0.63% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 2,227 | $2,371,532 | 0.61% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 11,050 | $2,309,892 | 0.60% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 4,417 | $2,109,426 | 0.55% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 17,328 | $2,035,346 | 0.53% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 4,843 | $2,012,896 | 0.52% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 5,602 | $1,975,713 | 0.51% | |
| INTC |
Intel Corp
Technology
|
Added | 13,263 | $1,851,912 | 0.48% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 3,524 | $1,809,926 | 0.47% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 12,269 | $1,799,126 | 0.47% | |
| GLD |
Spdr Gold Trust
|
Reduced | 4,736 | $1,744,647 | 0.45% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 3,811 | $1,651,420 | 0.43% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 8,896 | $1,643,891 | 0.43% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 3,809 | $1,623,091 | 0.42% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 28,037 | $1,597,548 | 0.41% | |
| GE |
General Electric Co
Industrials
|
Added | 4,242 | $1,585,362 | 0.41% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 12,270 | $1,576,695 | 0.41% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 19,368 | $1,574,037 | 0.41% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 8,527 | $1,542,619 | 0.40% | |
| GLW |
Corning Inc /Ny
Technology
|
Added | 5,540 | $1,415,082 | 0.37% | |
| DELL |
Dell Technologies Inc.
Technology
|
Added | 3,254 | $1,403,970 | 0.36% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 1,381 | $1,396,701 | 0.36% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.