Triad Wealth Partners, LLC
Top Portfolio Positions
211 positions ·
$279,164,963 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
135,795 | $23,682,648 | 8.48% | |
| AAPL |
Apple Inc.
Technology
|
79,095 | $20,073,520 | 7.19% | |
| MSFT |
Microsoft Corp
Technology
|
35,599 | $13,177,681 | 4.72% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
55,858 | $11,633,545 | 4.17% | |
| SPY |
Spdr S&P 500 ETF Trust
|
15,201 | $9,885,818 | 3.54% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
27,098 | $7,792,300 | 2.79% | |
| AVGO |
Broadcom Inc.
Technology
|
23,138 | $7,161,442 | 2.57% | |
| XOM |
Exxon Mobil Corp
Energy
|
41,544 | $7,048,355 | 2.52% | |
| IAU |
Ishares Gold Trust
|
79,455 | $7,004,752 | 2.51% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
17,183 | $6,387,780 | 2.29% |
Portfolio Trend
9 quarters · across all stocks
Holdings in ARKB
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,015,963 | 45,174 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,182,189 | 40,709 | Shares | Sole | 2026-01-22 | |
| No 13F history on record for this holder in this stock. | ||||||