Triad Wealth Partners, LLC
Filing Date
Global Rank
#3,528
/ 8,588
▲ 256
Top Industry
Semiconductors
15.3%
3Y Alpha vs SPY
-2.3%
Period ended 3 months ago
Filed Apr 16, 2026 · 2mo
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
+39.3%
SPY
+45.1%
Annualised alpha
-2.3%
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 101–150
of 211 positions by value
· page 3 of 5
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WELL |
Welltower Inc.
Real Estate
|
Added | 2,466 | $487,552 | 0.17% | |
| CME |
Cme Group Inc.
Financial Services
|
Added | 1,653 | $488,213 | 0.17% | |
| D |
Dominion Energy, Inc
Utilities
|
Added | 7,980 | $493,323 | 0.18% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 1,413 | $497,164 | 0.18% | |
| COP |
Conocophillips
Energy
|
Reduced | 3,883 | $512,556 | 0.18% | |
| FNV |
FRANCO NEVADA Corp
Basic Materials
|
Added | 2,085 | $515,099 | 0.18% | |
| TMHC |
Taylor Morrison Home Corp
Consumer Cyclical
|
Added | 8,878 | $517,054 | 0.18% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Added | 3,712 | $517,341 | 0.18% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Added | 45,875 | $529,397 | 0.19% | |
| DE |
Deere & Co
Industrials
|
Added | 941 | $530,065 | 0.19% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 5,128 | $536,132 | 0.19% | |
| SSNC |
SS&C Technologies Holdings Inc
Technology
|
Added | 7,952 | $537,316 | 0.19% | |
| UGI |
Ugi Corp /Pa/
Utilities
|
Added | 14,853 | $540,946 | 0.19% | |
| IDCC |
InterDigital, Inc.
Technology
|
Added | 1,827 | $551,754 | 0.20% | |
| TTE |
TotalEnergies SE
Energy
|
Added | 6,226 | $566,441 | 0.20% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 2,433 | $574,869 | 0.21% | |
| GE |
General Electric Co
Industrials
|
Added | 2,030 | $576,053 | 0.21% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 4,581 | $578,809 | 0.21% | |
| LPLA |
LPL Financial Holdings Inc.
Financial Services
|
Added | 2,011 | $604,969 | 0.22% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Reduced | 636 | $611,647 | 0.22% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 2,912 | $622,177 | 0.22% | |
| ED |
Consolidated Edison Inc
Utilities
|
Added | 5,499 | $622,376 | 0.22% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
Added | 3,353 | $625,435 | 0.22% | |
| EXPD |
Expeditors International Of Washington Inc
Industrials
|
Added | 4,480 | $641,670 | 0.23% | |
| SLV |
iShares Silver Trust
|
Reduced | 9,448 | $643,786 | 0.23% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 9,012 | $648,233 | 0.23% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 1,315 | $651,924 | 0.23% | |
| RTX |
RTX Corp
Industrials
|
Added | 3,417 | $659,139 | 0.24% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 784 | $663,256 | 0.24% | |
| R |
Ryder System Inc
Industrials
|
Reduced | 3,263 | $667,968 | 0.24% | |
| YUM |
Yum Brands Inc
Consumer Cyclical
|
Added | 4,436 | $689,709 | 0.25% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 14,003 | $702,950 | 0.25% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 4,295 | $710,135 | 0.25% | |
| COR |
Cencora, Inc.
Healthcare
|
Reduced | 2,274 | $714,354 | 0.26% | |
| ORCL |
Oracle Corp
Technology
|
Added | 4,881 | $718,043 | 0.26% | |
| GLW |
Corning Inc /Ny
Technology
|
Added | 5,436 | $739,132 | 0.26% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 9,375 | $746,343 | 0.27% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Reduced | 2,628 | $763,407 | 0.27% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 3,154 | $765,223 | 0.27% | |
| CB |
Chubb Ltd
Financial Services
|
Added | 2,358 | $768,542 | 0.27% | |
| HON |
Honeywell International Inc
Industrials
|
Added | 3,509 | $793,139 | 0.28% | |
| CRUS |
Cirrus Logic, Inc.
Technology
|
Added | 5,500 | $795,410 | 0.28% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 6,686 | $804,258 | 0.29% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
Added | 4,716 | $823,460 | 0.29% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 5,354 | $831,422 | 0.30% | |
| ET |
Energy Transfer LP
Energy
|
Reduced | 45,356 | $875,370 | 0.31% | |
| PSMT |
Pricesmart Inc
Consumer Defensive
|
Added | 5,825 | $876,662 | 0.31% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 13,289 | $876,941 | 0.31% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
Reduced | 2,551 | $880,477 | 0.31% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 2,306 | $900,285 | 0.32% |