Triad Wealth Partners, LLC

13F filer · CIK 0002012717

Reported Aug 10, 2026

Net buyer this quarter

13F portfolio value$1.7BU.S. long equity reported on 13F

Positions29386 new · 26 closed

Net flow last quarter+$107MBuys minus sells

Top 10 positions weight12.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 2026293 positions
NVDANvidia Corp	$35M	2.07%	0.00%	+24.9%	Q1 2024
AAPLApple Inc.	$30.6M	1.80%	0.00%	+27.3%	Q1 2024
SPTSSports Media Inc	$29.3M	1.73%	Not reported	New	Q2 2026
SHLDSears Holdings Corp	$23M	1.36%	0.33%	+67.3%	Q3 2025
THROTheron Resource Group	$19M	1.12%	5.55%	-12.1%	Q2 2025
MSFTMicrosoft Corp	$18.9M	1.11%	0.00%	+8.9%	Q1 2024
AMZNAmazon Com Inc	$17M	1.00%	0.00%	+7.1%	Q1 2024
GOOGLAlphabet Inc.	$13.1M	0.77%	0.00%	+29.3%	Q1 2024
AVGOBroadcom Inc.	$10.1M	0.59%	0.00%	+11.2%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$9.78M	0.58%	Not reported	-15.1%	Q2 2024
GOOGAlphabet Inc.	$9.1M	0.54%	Not reported	+24.6%	Q1 2024
BALTBaltic Trading Ltd	$7.99M	0.47%	Not reported	+62.2%	Q2 2024
SECTSECTOR 10, Inc.	$7.35M	0.43%	Not reported	+917.3%	Q2 2025
IAUIshares Gold Trust	$7.23M	0.43%	0.01%	+19.5%	Q2 2024
JPMJPMorgan Chase & Co	$6.51M	0.38%	0.00%	+8.6%	Q1 2024
XOMExxonMobil Holdings Corp	$6.43M	0.38%	0.00%	-0.2%	Q1 2024
QQQInvesco QQQ Trust, Series 1	$6.39M	0.38%	Not reported	-11.3%	Q2 2024
METAMeta Platforms, Inc.	$6.28M	0.37%	Not reported	+6.6%	Q1 2024
JAVASun Microsystems, Inc.	$6.02M	0.35%	Not reported	+4.9%	Q4 2024
TSLATesla, Inc.	$5.83M	0.34%	0.00%	+5.4%	Q1 2024
BRK.BBerkshire Hathaway Inc	$5.34M	0.31%	Not reported	+21.5%	Q2 2024
CVXChevron Corp	$5.29M	0.31%	0.00%	+3.2%	Q1 2024
VLOValero Energy Corp	$5.28M	0.31%	0.01%	-5.2%	Q2 2024
NEENextera Energy Inc	$5.01M	0.30%	0.00%	+4.6%	Q2 2024
LLYELI LILLY & Co	$4.83M	0.28%	0.00%	-0.7%	Q1 2024
ABBVAbbVie Inc.	$4.58M	0.27%	0.00%	+91.2%	Q1 2024
WMTWalmart Inc.	$4.3M	0.25%	0.00%	+21.9%	Q1 2024
COSTCostco Wholesale Corp	$4.05M	0.24%	0.00%	+21.7%	Q2 2024
FNDFSchwab Strategic Trust	$2.96M	0.17%	Not reported	-27.0%	Q2 2024
JNJJohnson & Johnson	$2.95M	0.17%	0.00%	+18.8%	Q1 2024
AMDAdvanced Micro Devices Inc	$2.95M	0.17%	0.00%	+11.5%	Q2 2024
KLACKla Corp	$2.76M	0.16%	0.00%	+3.4%	Q1 2024
MUMicron Technology Inc	$2.75M	0.16%	0.00%	+14.7%	Q2 2024
AMATApplied Materials Inc	$2.71M	0.16%	0.00%	+40.7%	Q2 2024
SCIOScio Diamond Technology Corp	$2.68M	0.16%	0.20%	New	Q2 2026
VVisa Inc.	$2.61M	0.15%	0.00%	+25.5%	Q1 2024
MSMorgan Stanley	$2.33M	0.14%	0.00%	+27.8%	Q1 2024
SPCXSpace Exploration Technologies Corp	$2.13M	0.13%	Not reported	New	Q2 2026
CRWDCrowdStrike Holdings, Inc.	$2.06M	0.12%	0.00%	+341.9%	Q2 2024
MAMastercard Inc	$2.01M	0.12%	0.00%	+22.2%	Q1 2024
UNHUnitedhealth Group Inc	$2.01M	0.12%	0.00%	+0.4%	Q1 2024
CSCOCisco Systems, Inc.	$2.01M	0.12%	0.00%	+18.7%	Q2 2024
HDHome Depot, Inc.	$1.9M	0.11%	0.00%	+37.4%	Q1 2024
CATCaterpillar Inc	$1.85M	0.11%	0.00%	+67.6%	Q2 2024
DFAXGulf Resources, Inc.	$1.84M	0.11%	Not reported	+6.0%	Q2 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.79M	0.11%	0.00%	+48.1%	Q2 2024
PGPROCTER & GAMBLE Co	$1.78M	0.10%	0.00%	+12.1%	Q1 2024
GLDSPDR Gold Trust	$1.76M	0.10%	0.00%	-9.1%	Q2 2024
BACBank of America Corp	$1.75M	0.10%	0.00%	+40.8%	Q1 2024
KOCoca Cola Co	$1.68M	0.10%	0.00%	+46.5%	Q1 2024

Q1 2026Reported Apr 16, 2026232 positions
NVDANvidia Corp	$23.7M	1.88%	0.00%	+59.2%	Q1 2024
AAPLApple Inc.	$20.1M	1.59%	0.00%	+8.6%	Q1 2024
THROTheron Resource Group	$18.1M	1.43%	6.32%	+52.1%	Q2 2025
SHLDSears Holdings Corp	$15.2M	1.20%	0.20%	+112.9%	Q3 2025
MSFTMicrosoft Corp	$13.2M	1.04%	0.00%	+16.1%	Q1 2024
AMZNAmazon Com Inc	$11.6M	0.92%	0.00%	+9.3%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$9.89M	0.78%	Not reported	+17.4%	Q2 2024
GOOGLAlphabet Inc.	$7.79M	0.62%	0.00%	+7.2%	Q1 2024
AVGOBroadcom Inc.	$7.16M	0.57%	0.00%	+4.9%	Q1 2024
XOMExxonMobil Holdings Corp	$7.05M	0.56%	0.00%	+11.6%	Q1 2024
IAUIshares Gold Trust	$7M	0.56%	0.01%	-47.8%	Q2 2024
QQQInvesco QQQ Trust, Series 1	$5.94M	0.47%	Not reported	-5.7%	Q2 2024
METAMeta Platforms, Inc.	$5.71M	0.45%	Not reported	+18.3%	Q1 2024
GOOGAlphabet Inc.	$5.63M	0.45%	Not reported	+25.3%	Q1 2024
CVXChevron Corp	$5.49M	0.43%	0.00%	+4.3%	Q1 2024
TSLATesla, Inc.	$5.23M	0.41%	0.00%	+35.6%	Q1 2024
NEENextera Energy Inc	$5.14M	0.41%	0.00%	+0.6%	Q2 2024
JPMJPMorgan Chase & Co	$5M	0.40%	0.00%	+6.5%	Q1 2024
JAVASun Microsystems, Inc.	$4.98M	0.39%	Not reported	+12.9%	Q4 2024
BALTBaltic Trading Ltd	$4.77M	0.38%	Not reported	+45.9%	Q2 2024
VLOValero Energy Corp	$4.47M	0.35%	0.01%	-2.8%	Q2 2024
BRK.BBerkshire Hathaway Inc	$4.11M	0.33%	Not reported	+5.7%	Q2 2024
WMTWalmart Inc.	$3.96M	0.31%	0.00%	-21.1%	Q1 2024
FNDFSchwab Strategic Trust	$3.67M	0.29%	Not reported	+24.8%	Q2 2024
COSTCostco Wholesale Corp	$3.48M	0.28%	0.00%	+14.4%	Q2 2024
LLYELI LILLY & Co	$3.25M	0.26%	0.00%	+73.6%	Q1 2024
JNJJohnson & Johnson	$2.39M	0.19%	0.00%	+34.8%	Q1 2024
GLDSPDR Gold Trust	$2.24M	0.18%	0.00%	+15.5%	Q2 2024
KLACKla Corp	$2.15M	0.17%	0.00%	+13.2%	Q1 2024
ABBVAbbVie Inc.	$2.13M	0.17%	0.00%	+10.0%	Q1 2024
NFLXNetflix Inc	$1.95M	0.15%	0.00%	+22.5%	Q2 2024
MCKMckesson Corp	$1.74M	0.14%	0.00%	+3.5%	Q2 2024
VVisa Inc.	$1.72M	0.14%	0.00%	+18.7%	Q1 2024
DFAXGulf Resources, Inc.	$1.61M	0.13%	Not reported	+0.1%	Q2 2025
PGPROCTER & GAMBLE Co	$1.58M	0.13%	0.00%	+42.3%	Q1 2024
CBOECboe Global Markets, Inc.	$1.56M	0.12%	0.01%	+6.1%	Q4 2025
LMTLockheed Martin Corp	$1.53M	0.12%	0.00%	-3.4%	Q1 2024
ANETArista Networks, Inc.	$1.52M	0.12%	0.00%	+4.7%	Q2 2024
TRGPTarga Resources Corp.	$1.45M	0.11%	0.00%	+5.3%	Q2 2024
MAMastercard Inc	$1.44M	0.11%	0.00%	+7.6%	Q1 2024
MSMorgan Stanley	$1.42M	0.11%	0.00%	+6.2%	Q1 2024
PLTRPalantir Technologies Inc.	$1.4M	0.11%	0.00%	+11.8%	Q2 2024
HDHome Depot, Inc.	$1.34M	0.11%	0.00%	+1.3%	Q1 2024
SCHWSchwab Charles Corp	$1.33M	0.11%	0.00%	+7.3%	Q2 2024
UNHUnitedhealth Group Inc	$1.31M	0.10%	0.00%	+11.3%	Q1 2024
AMATApplied Materials Inc	$1.27M	0.10%	0.00%	+11.9%	Q2 2024
ALSNAllison Transmission Holdings Inc	$1.19M	0.09%	0.01%	+4.9%	Q2 2024
ETNEaton Corp plc	$1.18M	0.09%	0.00%	+5.8%	Q1 2024
MPWRMonolithic Power Systems, Inc.	$1.16M	0.09%	0.00%	+8.9%	Q4 2025
CSCOCisco Systems, Inc.	$1.13M	0.09%	0.00%	+11.7%	Q2 2024

Q4 2025Reported Jan 22, 2026219 positions
AAPLApple Inc.	$19.8M	1.88%	0.00%	+31.6%	Q1 2024
NVDANvidia Corp	$15.9M	1.51%	0.00%	+16.0%	Q1 2024
MSFTMicrosoft Corp	$14.8M	1.41%	0.00%	+13.8%	Q1 2024
THROTheron Resource Group	$12.7M	1.20%	4.16%	+27.8%	Q2 2025
IAUIshares Gold Trust	$12.4M	1.17%	0.02%	+16.3%	Q2 2024
AMZNAmazon Com Inc	$11.8M	1.12%	0.00%	+21.3%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$8.83M	0.84%	Not reported	+7.6%	Q2 2024
GOOGLAlphabet Inc.	$7.92M	0.75%	0.00%	+58.3%	Q1 2024
AVGOBroadcom Inc.	$7.63M	0.73%	0.00%	-19.5%	Q1 2024
QQQInvesco QQQ Trust, Series 1	$6.7M	0.64%	Not reported	+65.7%	Q2 2024
SHLDSears Holdings Corp	$6.52M	0.62%	0.09%	+36.8%	Q3 2025
TSLATesla, Inc.	$5.7M	0.54%	0.00%	-11.6%	Q1 2024
METAMeta Platforms, Inc.	$5.57M	0.53%	Not reported	+39.2%	Q1 2024
JPMJPMorgan Chase & Co	$5.14M	0.49%	0.00%	+54.4%	Q1 2024
GOOGAlphabet Inc.	$4.91M	0.47%	Not reported	+28.4%	Q1 2024
WMTWalmart Inc.	$4.5M	0.43%	0.00%	+131.9%	Q1 2024
XOMExxonMobil Holdings Corp	$4.48M	0.43%	0.00%	+3.2%	Q1 2024
NEENextera Energy Inc	$4.42M	0.42%	0.00%	+2.1%	Q2 2024
JAVASun Microsystems, Inc.	$4.41M	0.42%	Not reported	+52.3%	Q4 2024
BRK.BBerkshire Hathaway Inc	$4.08M	0.39%	Not reported	+22.4%	Q2 2024
CVXChevron Corp	$3.88M	0.37%	0.00%	+4.4%	Q1 2024
BALTBaltic Trading Ltd	$3.28M	0.31%	Not reported	+19.2%	Q2 2024
VLOValero Energy Corp	$3.03M	0.29%	0.01%	+93.7%	Q2 2024
FNDFSchwab Strategic Trust	$2.72M	0.26%	Not reported	+19.2%	Q2 2024
LLYELI LILLY & Co	$2.68M	0.26%	0.00%	+114.8%	Q1 2024
COSTCostco Wholesale Corp	$2.63M	0.25%	0.00%	+2.2%	Q2 2024
ABBVAbbVie Inc.	$2.03M	0.19%	0.00%	+21.0%	Q1 2024
GLDSPDR Gold Trust	$1.79M	0.17%	0.00%	-1.1%	Q2 2024
VVisa Inc.	$1.68M	0.16%	0.00%	+11.7%	Q1 2024
MCKMckesson Corp	$1.59M	0.15%	0.00%	Not reported	Q2 2024
KLACKla Corp	$1.57M	0.15%	0.00%	+3.7%	Q1 2024
NFLXNetflix Inc	$1.55M	0.15%	0.00%	+232.8%	Q2 2024
ANETArista Networks, Inc.	$1.55M	0.15%	0.00%	Not reported	Q2 2024
DFAXGulf Resources, Inc.	$1.55M	0.15%	Not reported	+0.4%	Q2 2025
MAMastercard Inc	$1.53M	0.15%	0.00%	-7.5%	Q1 2024
PLTRPalantir Technologies Inc.	$1.52M	0.14%	0.00%	+73.1%	Q2 2024
JNJJohnson & Johnson	$1.5M	0.14%	0.00%	+14.5%	Q1 2024
XIDEExide Technologies	$1.49M	0.14%	0.06%	-14.6%	Q3 2025
MSMorgan Stanley	$1.45M	0.14%	0.00%	+12.2%	Q1 2024
OKLOOklo Inc.	$1.44M	0.14%	0.01%	-1.1%	Q2 2025
UNHUnitedhealth Group Inc	$1.43M	0.14%	0.00%	+20.6%	Q1 2024
HDHome Depot, Inc.	$1.38M	0.13%	0.00%	+19.2%	Q1 2024
SCHWSchwab Charles Corp	$1.32M	0.13%	0.00%	Not reported	Q2 2024
CBOECboe Global Markets, Inc.	$1.31M	0.12%	0.01%	New	Q4 2025
ABTAbbott Laboratories	$1.29M	0.12%	0.00%	+10.6%	Q2 2024
LMTLockheed Martin Corp	$1.27M	0.12%	0.00%	+0.4%	Q1 2024
ADSKAutodesk, Inc.	$1.23M	0.12%	0.00%	+195.6%	Q2 2024
ARKBArk 21Shares Bitcoin ETF	$1.18M	0.11%	0.03%	New	Q4 2025
IBITiShares Bitcoin Trust ETF	$1.11M	0.11%	0.00%	+49.8%	Q3 2025
PGPROCTER & GAMBLE Co	$1.1M	0.10%	0.00%	0.0%	Q1 2024

Q3 2025Reported Oct 30, 2025168 positions
AAPLApple Inc.	$14.1M	1.82%	0.00%	+82.6%	Q1 2024
MSFTMicrosoft Corp	$14M	1.80%	0.00%	+17.7%	Q1 2024
NVDANvidia Corp	$13.7M	1.77%	0.00%	+56.9%	Q1 2024
THROTheron Resource Group	$9.73M	1.25%	3.25%	+30.3%	Q2 2025
IAUIshares Gold Trust	$9.52M	1.23%	0.02%	+64.9%	Q2 2024
AMZNAmazon Com Inc	$9.25M	1.19%	0.00%	+50.3%	Q1 2024
AVGOBroadcom Inc.	$9.04M	1.17%	0.00%	+67.8%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$8.02M	1.03%	Not reported	+1412.6%	Q2 2024
SHLDSears Holdings Corp	$5.16M	0.67%	0.07%	New	Q3 2025
TSLATesla, Inc.	$5.01M	0.65%	0.00%	+251.0%	Q1 2024
METAMeta Platforms, Inc.	$4.45M	0.57%	Not reported	+33.0%	Q1 2024
NEENextera Energy Inc	$4.07M	0.53%	0.00%	+1305.1%	Q2 2024
XOMExxonMobil Holdings Corp	$4.07M	0.52%	0.00%	+119.1%	Q1 2024
QQQInvesco QQQ Trust, Series 1	$3.95M	0.51%	Not reported	+217.6%	Q2 2024
GOOGLAlphabet Inc.	$3.88M	0.50%	0.00%	+46.4%	Q1 2024
CVXChevron Corp	$3.79M	0.49%	0.00%	+382.9%	Q1 2024
BRK.BBerkshire Hathaway Inc	$3.33M	0.43%	Not reported	+66.0%	Q2 2024
JPMJPMorgan Chase & Co	$3.26M	0.42%	0.00%	+8.1%	Q1 2024
GOOGAlphabet Inc.	$2.97M	0.38%	Not reported	+68.2%	Q1 2024
JAVASun Microsystems, Inc.	$2.78M	0.36%	Not reported	+20.6%	Q4 2024
COSTCostco Wholesale Corp	$2.77M	0.36%	0.00%	+174.4%	Q2 2024
BALTBaltic Trading Ltd	$2.69M	0.35%	Not reported	+134.1%	Q2 2024
OKLOOklo Inc.	$2.27M	0.29%	0.01%	+1.8%	Q2 2025
FNDFSchwab Strategic Trust	$2.17M	0.28%	Not reported	+36.7%	Q2 2024
WMTWalmart Inc.	$1.79M	0.23%	0.00%	+39.4%	Q1 2024
XIDEExide Technologies	$1.76M	0.23%	0.07%	New	Q3 2025
ABBVAbbVie Inc.	$1.7M	0.22%	0.00%	+40.6%	Q1 2024
MAMastercard Inc	$1.65M	0.21%	0.00%	+28.1%	Q1 2024
VLOValero Energy Corp	$1.64M	0.21%	0.00%	Not reported	Q2 2024
GLDSPDR Gold Trust	$1.62M	0.21%	0.00%	+165.3%	Q2 2024
DFAXGulf Resources, Inc.	$1.48M	0.19%	Not reported	+0.4%	Q2 2025
VVisa Inc.	$1.46M	0.19%	0.00%	+5.2%	Q1 2024
HDHome Depot, Inc.	$1.37M	0.18%	0.00%	+22.3%	Q1 2024
KLACKla Corp	$1.34M	0.17%	0.00%	+4.0%	Q1 2024
LMTLockheed Martin Corp	$1.3M	0.17%	0.00%	+9.5%	Q1 2024
ABTAbbott Laboratories	$1.25M	0.16%	0.00%	+28.8%	Q2 2024
UNHUnitedhealth Group Inc	$1.24M	0.16%	0.00%	+38.8%	Q1 2024
PGPROCTER & GAMBLE Co	$1.18M	0.15%	0.00%	+16.2%	Q1 2024
ORCLOracle Corp	$1.18M	0.15%	0.00%	+14.4%	Q2 2024
JNJJohnson & Johnson	$1.17M	0.15%	0.00%	-0.7%	Q1 2024
MSMorgan Stanley	$1.15M	0.15%	0.00%	+8.7%	Q1 2024
ETNEaton Corp plc	$1.1M	0.14%	0.00%	+14.6%	Q1 2024
SOSouthern Co	$1.03M	0.13%	0.00%	+10.2%	Q2 2024
CRWDCrowdStrike Holdings, Inc.	$1M	0.13%	0.00%	+255.1%	Q2 2024
IBITiShares Bitcoin Trust ETF	$974K	0.13%	0.00%	New	Q3 2025
TDSC3d Systems Corp	$950K	0.12%	Not reported	Not reported	Q3 2024
TAt&T Inc.	$922K	0.12%	0.00%	+53.5%	Q2 2024
PLTRPalantir Technologies Inc.	$902K	0.12%	0.00%	+77.1%	Q2 2024
MCDMcdonalds Corp	$896K	0.12%	0.00%	+43.9%	Q2 2024
LLYELI LILLY & Co	$887K	0.11%	0.00%	-16.0%	Q1 2024

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