Triad Wealth Partners, LLC
Top Portfolio Positions
210 positions ·
$275,733,913 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
135,795 | $23,682,648 | 8.59% |
| AAPL |
Apple Inc.
Technology
|
79,095 | $20,073,520 | 7.28% |
| MSFT |
Microsoft Corp
Technology
|
35,599 | $13,177,681 | 4.78% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
55,858 | $11,633,545 | 4.22% |
| SPY |
Spdr S&P 500 Etf Trust
|
15,201 | $9,885,818 | 3.59% |
| GOOGL |
Alphabet Inc.
Communication Services
|
27,098 | $7,792,300 | 2.83% |
| AVGO |
Broadcom Inc.
Technology
|
23,138 | $7,161,442 | 2.60% |
| XOM |
Exxon Mobil Corp
Energy
|
41,544 | $7,048,355 | 2.56% |
| IAU |
Ishares Gold Trust
|
79,455 | $7,004,752 | 2.54% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
17,183 | $6,387,780 | 2.32% |
Portfolio Trend
Holdings in ET
Shares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $875,370 | 45,356 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $766,933 | 46,509 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $804,375 | 46,875 | Shares | Sole | 2025-10-30 | |
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