Triad Wealth Partners, LLC

CIK

2012717

Location

LAWRENCE, KS

Portfolio Value

Small $279,840,177

Diversification

Diversified

Filing Date

Global Rank

#3,528 / 8,586 ▲ 256

Top Industry

Semiconductors 15.3%

3Y Alpha vs SPY

-2.7%

Period ended 3 months ago

Filed Apr 16, 2026 · 2mo

9 quarters · since Mar 2024

Clone Performance

May 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+39.4%

SPY

+46.2%

Annualised alpha

-2.7%

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, 2025

Top 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	Positions
Technology	33.3%	$93,248,836	47
Unclassified	10.5%	$29,344,949	13
Consumer Cyclical	9.5%	$26,483,251	18
Financial Services	9.0%	$25,212,623	25
Energy	7.9%	$22,133,668	13
Healthcare	6.9%	$19,363,684	23
Communication Services	6.5%	$18,126,866	8
Consumer Defensive	5.3%	$14,771,457	12
Industrials	5.3%	$14,703,714	27
Utilities	4.0%	$11,135,071	13
Basic Materials	1.1%	$3,211,110	7
Real Estate	0.8%	$2,104,948	5

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AUR	Aurora Innovation, Inc. Consumer Cyclical	NEW	10,472	NEW	$43,144	NEW	0.02%
STLA	Stellantis N.V. Consumer Cyclical	Added	10,711	+198	$75,940	−33.7%	0.03%
GGN	GAMCO Global Gold, Natural Resources & Income Trust Financial Services	NEW	15,078	NEW	$80,214	NEW	0.03%
ROST	Ross Stores, Inc. Consumer Cyclical	NEW	926	NEW	$200,599	NEW	0.07%
CHRW	C. H. Robinson Worldwide, Inc. Industrials	NEW	1,213	NEW	$201,442	NEW	0.07%
CEG	Constellation Energy Corp Utilities	Reduced	722	-21	$201,618	−23.2%	0.07%
OKE	Oneok Inc /New/ Energy	NEW	2,235	NEW	$202,021	NEW	0.07%
USO	United States Oil Fund, LP	NEW	1,607	NEW	$204,490	NEW	0.07%
FAST	Fastenal Co Industrials	NEW	4,476	NEW	$207,686	NEW	0.07%
CMI	Cummins Inc Industrials	NEW	397	NEW	$213,593	NEW	0.08%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	436	-54	$214,307	−24.5%	0.08%
KMI	Kinder Morgan, Inc. Energy	NEW	6,474	NEW	$217,073	NEW	0.08%
ITW	Illinois Tool Works Inc Industrials	NEW	864	NEW	$224,890	NEW	0.08%
CL	Colgate Palmolive Co Consumer Defensive	NEW	2,687	NEW	$229,013	NEW	0.08%
DBA	Invesco Db Agriculture Fund	Reduced	8,532	-1,319	$233,094	−7.3%	0.08%
ADBE	Adobe Inc. Technology	Added	960	+195	$233,356	−12.8%	0.08%
TDY	Teledyne Technologies Inc Technology	NEW	387	NEW	$234,138	NEW	0.08%
MLM	Martin Marietta Materials Inc Basic Materials	NEW	398	NEW	$234,294	NEW	0.08%
MPC	Marathon Petroleum Corp Energy	NEW	962	NEW	$234,901	NEW	0.08%
LUV	Southwest Airlines Co Industrials	NEW	6,264	NEW	$235,338	NEW	0.08%
SNOW	Snowflake Inc. Technology	Added	1,577	+367	$237,843	−10.4%	0.08%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	4,034	+1,396	$238,127	+18.4%	0.09%
GRMN	Garmin Ltd Technology	NEW	1,049	NEW	$243,378	NEW	0.09%
HIG	Hartford Insurance Group, Inc. Financial Services	NEW	1,819	NEW	$245,983	NEW	0.09%
FITB	Fifth Third Bancorp Financial Services	Added	5,365	+942	$249,257	+20.4%	0.09%
AMT	American Tower Corp /Ma/ Real Estate	Added	1,449	+152	$250,068	+9.8%	0.09%
EMR	Emerson Electric Co Industrials	NEW	1,947	NEW	$255,095	NEW	0.09%
PGR	Progressive Corp/Oh/ Financial Services	Added	1,287	+238	$255,134	+6.8%	0.09%
CVS	CVS HEALTH Corp Healthcare	Added	3,561	+459	$255,751	+3.9%	0.09%
PCG	PG&E Corp Utilities	Added	14,757	+1,352	$259,280	+20.4%	0.09%
ISRG	Intuitive Surgical Inc Healthcare	Added	564	+131	$259,998	+6.0%	0.09%
SRE	Sempra Utilities	Added	2,700	+326	$262,359	+25.2%	0.09%
NEM	NEWMONT Corp /DE/ Basic Materials	NEW	2,436	NEW	$263,697	NEW	0.09%
ALL	Allstate Corp Financial Services	Added	1,284	+9	$266,224	+0.3%	0.10%
CRM	Salesforce, Inc. Technology	Added	1,438	+252	$268,431	−14.6%	0.10%
GBTC	Grayscale Bitcoin Trust ETF	Reduced	5,091	-285	$268,601	−26.9%	0.10%
NVS	Novartis AG Healthcare	NEW	1,789	NEW	$273,269	NEW	0.10%
TMUS	T-Mobile US, Inc. Communication Services	Added	1,303	+298	$273,669	+34.1%	0.10%
MMM	3M Co Industrials	Reduced	1,893	-308	$274,920	−22.0%	0.10%
CG	Carlyle Group Inc. Financial Services	Added	5,689	+845	$275,290	−3.9%	0.10%
ADP	Automatic Data Processing Inc Technology	Added	1,359	+143	$276,121	−11.7%	0.10%
NOC	Northrop Grumman Corp /De/ Industrials	NEW	405	NEW	$276,307	NEW	0.10%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	167	-1	$288,746	−14.7%	0.10%
A	Agilent Technologies, Inc. Healthcare	Added	2,546	+321	$290,193	−4.1%	0.10%
ENB	Enbridge Inc Energy	Reduced	5,439	-1	$294,467	+13.2%	0.11%
DIS	Walt Disney Co Communication Services	Reduced	3,148	-84	$303,404	−17.5%	0.11%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	Added	1,328	+109	$309,769	+14.1%	0.11%
DD	DuPont de Nemours, Inc. Basic Materials	NEW	6,792	NEW	$311,073	NEW	0.11%
LDOS	Leidos Holdings, Inc. Technology	Added	2,002	+14	$311,351	−13.2%	0.11%
ACN	Accenture plc Technology	Added	1,574	+445	$312,108	+3.0%	0.11%