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Portfolio (Quarterly) Guide ↗

Triad Wealth Partners, LLC

· CIK 0002012717
13F Portfolio $1.3B AUM 478 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 67 New 274 Added 121 Reduced 49 Exited
Page 12 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 OHI OMEGA HEALTHCARE INVS INC Real Estate 9,498.0 $416K 0.03% +529.0 +5.9% $43.82 +8.9%
222 APG API GROUP CORP Industrials 10,247.0 $415K 0.03% +283.0 +2.8% $40.52 +2.6%
223 CDNS CADENCE DESIGN SYSTEM INC Technology 1,488.0 $413K 0.03% +120.0 +8.8% $277.87 +34.6%
224 QQQI NEOS ETF TRUST 8,159.0 $405K 0.03% +252.0 +3.2% $49.69 +14.4%
225 SGOV ISHARES TR 3,930.0 $396K 0.03% +802.0 +25.6% $100.65 -0.0%
226 JVAL J P MORGAN EXCHANGE TRADED F 8,057.0 $394K 0.03% +2K +26.6% $48.86 +16.3%
227 DFEV DIMENSIONAL ETF TRUST 10,960.0 $392K 0.03% +137.0 +1.3% $35.78 +19.4%
228 ADI ANALOG DEVICES INC Technology 1,220.0 $388K 0.03% +188.0 +18.2% $318.06 +31.1%
229 IGF ISHARES TR 5,788.0 $388K 0.03% +1K +28.5% $67.00 +0.2%
230 ENTERGY CORP NEW 3,437.0 $386K 0.03% +184.0 +5.7% $112.34
231 XLF SELECT SECTOR SPDR TR 7,802.0 $385K 0.03% +2K +33.4% $49.37 +4.2%
232 CAH CARDINAL HEALTH INC Healthcare 1,816.0 $384K 0.03% +246.0 +15.7% $211.31 -5.4%
233 GLOF ISHARES TR 7,337.0 $382K 0.03% +3K +65.9% $52.12 +13.5%
234 MSI MOTOROLA SOLUTIONS INC Technology 875.0 $380K 0.03% +281.0 +47.3% $433.99 -5.8%
235 INTU INTUIT Technology 878.0 $379K 0.03% +111.0 +14.5% $432.17 -28.8%
236 SHOP SHOPIFY INC Technology 3,184.0 $378K 0.03% +165.0 +5.5% $118.62 -10.1%
237 WM WASTE MGMT INC DEL Industrials 1,602.0 $368K 0.03% +92.0 +6.1% $229.82 -6.2%
238 CORT CORCEPT THERAPEUTICS INC Healthcare 9,092.0 $366K 0.03% +54.0 +0.6% $40.31 +65.3%
239 RL RALPH LAUREN CORP Consumer Cyclical 1,057.0 $364K 0.03% +11.0 +1.1% $343.99 +9.4%
240 USB US BANCORP Financial Services 6,752.0 $351K 0.03% +723.0 +12.0% $52.01 +5.1%
Page 12 of 14  ·  274 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.4%
Financial Services 18.2%
Consumer Cyclical 9.1%
Communication Services 8.6%
Energy 7.8%
Healthcare 6.5%
Consumer Defensive 5.3%
Industrials 5.2%
Utilities 4.0%
Basic Materials 1.2%