Triad Wealth Partners, LLC
Top Portfolio Positions
186 positions ·
$249,667,237 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
|
72,837 | $19,801,466 | 7.93% |
| NVDA |
Nvidia Corp
Technology
|
85,317 | $15,911,620 | 6.37% |
| MSFT |
Microsoft Corp
Technology
|
30,674 | $14,834,559 | 5.94% |
| IAU |
Ishares Gold Trust
|
152,180 | $12,352,450 | 4.95% |
| AMZN |
Amazon Com Inc
|
51,109 | $11,796,979 | 4.73% |
| SPY |
Spdr S&P 500 Etf Trust
|
12,952 | $8,832,227 | 3.54% |
| GOOGL |
Alphabet Inc.
|
25,289 | $7,915,457 | 3.17% |
| AVGO |
Broadcom Inc.
Technology
|
22,050 | $7,631,505 | 3.06% |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,908 | $6,700,893 | 2.68% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
12,672 | $5,698,851 | 2.28% |
Portfolio Trend
Holdings in DBA
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $251,397 | 9,851 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $352,830 | 13,185 | Shares | Sole | 2025-10-30 | |
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