Triad Wealth Partners, LLC Portfolio Holdings by Sector

Triad Wealth Partners, LLC

$775 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs FBND BUFR DYNF IVW IVE QUAL VOO MGC 163 stocks	$491 Million 74.33% of portfolio	133	27	44	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO QCOM TSM AMD MU 6 stocks	$25 Million 3.79% of portfolio	6	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL CRWD PLTR ADBE HOOD PANW 7 stocks	$17.7 Million 2.68% of portfolio	5	2	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$14.1 Million 2.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG 3 stocks	$11.3 Million 1.71% of portfolio	3	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI JD 3 stocks	$9.96 Million 1.51% of portfolio	3	-	2	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX TTE SHEL 4 stocks	$8.42 Million 1.28% of portfolio	4	-	2	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE SO ED PEG D DUK EVRG ETR 9 stocks	$7.76 Million 1.18% of portfolio	9	-	2	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV JNJ LLY PFE MRK AZN GILD AMGN 8 stocks	$5.44 Million 0.82% of portfolio	6	2	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$5.01 Million 0.76% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT DG 3 stocks	$4.93 Million 0.75% of portfolio	3	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC WFC 3 stocks	$4.25 Million 0.64% of portfolio	3	-	-	-	0 Calls 0 Puts
Software—Application \| Technology NOW INTU UBER ADSK SHOP CRM TYL MSTR 9 stocks	$3.7 Million 0.56% of portfolio	7	2	3	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$3.33 Million 0.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V AXP 3 stocks	$3.31 Million 0.5% of portfolio	3	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT LHX BA RTX 4 stocks	$2.57 Million 0.39% of portfolio	4	-	1	-	0 Calls 0 Puts
Shell Companies \| Financial Services ALCC 1 stocks	$2.27 Million 0.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ CMCSA TMUS 4 stocks	$2.11 Million 0.32% of portfolio	3	1	1	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy VLO PSX 2 stocks	$2.01 Million 0.3% of portfolio	2	-	2	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$1.95 Million 0.29% of portfolio	2	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC AMAT 2 stocks	$1.91 Million 0.29% of portfolio	2	-	1	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO MNST 3 stocks	$1.74 Million 0.26% of portfolio	3	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT MDT 2 stocks	$1.57 Million 0.24% of portfolio	2	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services MS GS 2 stocks	$1.48 Million 0.22% of portfolio	2	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN GE 2 stocks	$1.45 Million 0.22% of portfolio	2	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD CMG SBUX 3 stocks	$1.44 Million 0.22% of portfolio	2	1	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1.29 Million 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$1.24 Million 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM LDOS 2 stocks	$1.22 Million 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO PM 2 stocks	$1.19 Million 0.18% of portfolio	2	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$1.18 Million 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX LYV DIS 3 stocks	$1.17 Million 0.18% of portfolio	2	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB PGR ALL 3 stocks	$1.07 Million 0.16% of portfolio	3	-	2	-	0 Calls 0 Puts
Asset Management \| Financial Services BX CG 2 stocks	$1.03 Million 0.16% of portfolio	2	-	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare ABC CAH 2 stocks	$975,617 0.15% of portfolio	2	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO MSI 2 stocks	$887,750 0.13% of portfolio	2	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical CCL RCL 2 stocks	$821,350 0.12% of portfolio	2	-	2	-	0 Calls 0 Puts
Computer Hardware \| Technology PSTG DELL 2 stocks	$819,264 0.12% of portfolio	2	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare IDXX A 2 stocks	$815,723 0.12% of portfolio	1	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ET 1 stocks	$804,370 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials R 1 stocks	$774,556 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD 1 stocks	$683,179 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive LANC 1 stocks	$652,590 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$642,039 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology GLW APH 2 stocks	$574,903 0.09% of portfolio	2	-	1	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$564,491 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ORLY 1 stocks	$541,530 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate SPG 1 stocks	$516,156 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$457,686 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology GRMN TDY 2 stocks	$440,383 0.07% of portfolio	2	-	2	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate WELL 1 stocks	$398,158 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services CME 1 stocks	$369,641 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$368,703 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$354,868 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$353,078 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Consulting Services \| Industrials TRU 1 stocks	$313,962 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials JCI 1 stocks	$305,226 0.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Copper \| Basic Materials SCCO 1 stocks	$287,622 0.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$276,163 0.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials MLM 1 stocks	$245,791 0.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services USB 1 stocks	$235,721 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$233,709 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$222,473 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials APG 1 stocks	$208,420 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate AMT 1 stocks	$208,348 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Triad Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Triad Wealth Partners, LLC with notifications on news.

Account

Triad Wealth Partners, LLC Portfolio Holdings by Sector

Triad Wealth Partners, LLC

Track Triad Wealth Partners, LLC Portfolio

Portfolio Update

News