Triad Wealth Partners, LLC reported 262 positions worth $372.54M for the quarter ended Sep 30, 2026, up 2.8% on the prior quarter. It opened 22 new positions, added to 104, trimmed 130 and exited 28. Its largest holding is Nvidia Corp at 10.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PFIX SIMPL-INT RT HDG | +27.3K | – | $1.71M | 0.46% |
| IAU Ishares Gold Trust | +17.1K | +18.0% | $1.33M | 2.35% |
| RVMD Revolution Medicines, Inc. | +5,464 | – | $1.12M | 0.301% |
| NVDA Nvidia Corp | +3,964 | +2.3% | $905.30K | 10.64% |
| SPCX Space Exploration Technologies Corp | +5,597 | +30.1% | $844.38K | 0.98% |
| AMZN Amazon Com Inc | +2,781 | +4.6% | $692.89K | 4.19% |
| MSFT Microsoft Corp | +1,279 | +3.3% | $656.00K | 5.51% |
| AMD Advanced Micro Devices Inc | +979 | +16.1% | $598.92K | 1.16% |
| BRK-B Berkshire Hathaway Inc | +1,081 | +10.4% | $538.28K | 1.54% |
| GOOG Alphabet Inc. | +1,543 | +6.3% | $525.77K | 2.38% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CRWD CrowdStrike Holdings, Inc. | -30.7K | -75.4% | $8.13M | 0.713% |
| NEE Nextera Energy Inc | -28.9K | -49.8% | $2.19M | 0.59% |
| COST Costco Wholesale Corp | -1,308 | -30.8% | $1.19M | 0.719% |
| HONA Honeywell Aerospace Inc. | -1,754 | -100.0% | $365.31K | Exited |
| ABBV AbbVie Inc. | -1,328 | -7.1% | $347.39K | 1.22% |
| ATO Atmos Energy Corp | -1,797 | -100.0% | $310.75K | Exited |
| CMG Chipotle Mexican Grill Inc | -8,031 | -100.0% | $300.84K | Exited |
| NVT nVent Electric plc | -1,735 | -100.0% | $276.57K | Exited |
| PRU Prudential Financial Inc | -2,200 | -100.0% | $270.55K | Exited |
| SRE Sempra | -3,019 | -100.0% | $264.84K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| PFIX SIMPL-INT RT HDG | +27.3K | $1.71M | 0.46% |
| RVMD Revolution Medicines, Inc. | +5,464 | $1.12M | 0.301% |
| DG Dollar General Corp | +2,759 | $329.94K | 0.089% |
| CPRT Copart Inc | +9,767 | $266.44K | 0.072% |
| MSTR Strategy Inc | +1,717 | $262.86K | 0.071% |
| TER Teradyne, Inc | +603 | $241.87K | 0.065% |
| ELV Elevance Health, Inc. | +593 | $230.57K | 0.062% |
| HPE Hewlett Packard Enterprise Co | +3,589 | $229.33K | 0.062% |
| LITE Lumentum Holdings Inc. | +229 | $222.42K | 0.06% |
| RPM Rpm International Inc | +2,184 | $215.49K | 0.058% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| HONA Honeywell Aerospace Inc. | -1,754 | $365.31K | 0.101% |
| ATO Atmos Energy Corp | -1,797 | $310.75K | 0.086% |
| CMG Chipotle Mexican Grill Inc | -8,031 | $300.84K | 0.083% |
| NVT nVent Electric plc | -1,735 | $276.57K | 0.076% |
| PRU Prudential Financial Inc | -2,200 | $270.55K | 0.075% |
| SRE Sempra | -3,019 | $264.84K | 0.073% |
| PAYX Paychex Inc | -2,181 | $256.63K | 0.071% |
| WMB Williams Companies, Inc. | -3,454 | $243.29K | 0.067% |
| CI Cigna Group | -830 | $234.14K | 0.065% |
| PLNT Planet Fitness, Inc. | -4,129 | $232.17K | 0.064% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 173.6K | $39.64M | 10.64% | +3,964 | +2.3% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 101.3K | $33.74M | 9.06% | +613 | +0.6% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 40.0K | $20.53M | 5.51% | +1,279 | +3.3% | Added | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 62.6K | $15.60M | 4.19% | +2,781 | +4.6% | Added | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 34.6K | $11.92M | 3.2% | -410 | -1.2% | Reduced | 0% |
| 6 | AVGO Broadcom Inc. | Technology | 26.0K | $9.12M | 2.45% | +237 | +0.9% | Added | 0% |
| 7 | GOOG Alphabet Inc. | Technology | 26.0K | $8.85M | 2.38% | +1,543 | +6.3% | Added | 0% |
| 8 | IAU Ishares Gold Trust | Others | 112.0K | $8.75M | 2.35% | +17.1K | +18.0% | Added | 0.01% |
| 9 | META Meta Platforms, Inc. | Technology | 10.3K | $7.50M | 2.01% | -300 | -2.8% | Reduced | 0% |
| 10 | XOM ExxonMobil Holdings Corp | Energy | 44.6K | $7.25M | 1.95% | +3,106 | +7.5% | Added | 0% |
| 11 | VLO Valero Energy Corp | Energy | 17.3K | $6.70M | 1.8% | +120 | +0.7% | Added | 0.01% |
| 12 | TSLA Tesla, Inc. | Consumer Discretionary | 17.6K | $6.25M | 1.68% | -500 | -2.8% | Reduced | 0% |
| 13 | JPM Jpmorgan Chase & Co | Financial Services | 17.7K | $5.85M | 1.57% | -776 | -4.2% | Reduced | 0% |
| 14 | BRK-B Berkshire Hathaway Inc | Financial Services | 11.5K | $5.72M | 1.54% | +1,081 | +10.4% | Added | 0% |
| 15 | CVX Chevron Corp | Energy | 26.5K | $5.41M | 1.45% | -883 | -3.2% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Triad Wealth Partners.
As of its Q3 2026 13F filing, Triad Wealth Partners, LLC’s five largest positions were Nvidia Corp (NVDA) at 10.6%, Apple Inc. (AAPL) at 9.1%, Microsoft Corp (MSFT) at 5.5%, Amazon Com Inc (AMZN) at 4.2%, Alphabet Inc. (GOOGL) at 3.2% of the reported portfolio.
Triad Wealth Partners, LLC reported a 13F portfolio worth $372.54M across 262 positions for Q3 2026. That is up 2.8% from the previous quarter.
Its largest purchases by value were SIMPL-INT RT HDG ($1.71M), Ishares Gold Trust ($1.33M), Revolution Medicines, Inc. ($1.12M). It opened 22 new positions.
Its largest sales by value were CrowdStrike Holdings, Inc. ($8.13M), Nextera Energy Inc ($2.19M), Costco Wholesale Corp ($1.19M). It exited 28 positions entirely.
From the Form 13F-HR reports Triad Wealth Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.