Triad Wealth Partners, LLC
Triad Wealth Partners, LLC reported 559 holdings worth US$1.7B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
Triad Wealth Partners, LLC reported 559 holdings worth US$1.7B as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 559
- Value as reported
- US$1.7B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 170K | US$35M | 2.1% |
| Apple Inc | 101K | US$30.6M | 1.8% |
| Alphabet Inc (google) Class C | 59,206 | US$22.2M | 1.3% |
| Microsoft Corp. | 38,756 | US$18.9M | 1.1% |
| Amazon.com, Inc. | 59,842 | US$17M | 1.0% |
| Broadcom Inc. | 25,720 | US$10.1M | 0.59% |
| Jp Morgan Chase & Co. | 18,467 | US$6.51M | 0.38% |
| Exxon Mobil Corporation | 41,471 | US$6.43M | 0.38% |
| Meta Platforms, Inc. | 10,636 | US$6.28M | 0.37% |
| Tesla, Inc. | 18,104 | US$5.83M | 0.34% |
| Berkshire Hathaway Inc. | 10,409 | US$5.34M | 0.31% |
| Chevron Corporation | 27,379 | US$5.29M | 0.31% |
| Valero Energy Corporation | 17,157 | US$5.28M | 0.31% |
| Nextera Energy, Inc. | 57,905 | US$5.01M | 0.30% |
| Eli Lilly And Company | 4,306 | US$4.83M | 0.28% |
| Abbvie Inc. | 18,700 | US$4.58M | 0.27% |
| Walmart Inc. | 38,824 | US$4.3M | 0.25% |
| Costco Wholesale Corporation | 4,249 | US$4.05M | 0.24% |
| Johnson & Johnson | 11,592 | US$2.95M | 0.17% |
| Advanced Micro Devices Inc | 6,082 | US$2.95M | 0.17% |
| Kla Corporation | 15,100 | US$2.76M | 0.16% |
| Micron Technology, Inc. | 3,318 | US$2.75M | 0.16% |
| Applied Materials, Inc. | 5,222 | US$2.71M | 0.16% |
| Visa Inc. | 7,129 | US$2.61M | 0.15% |
| Morgan Stanley | 11,050 | US$2.33M | 0.14% |
| Space Exploration Technologies Corp | 18,603 | US$2.13M | 0.13% |
| Crowdstrike Holdings, Inc. | 10,190 | US$2.06M | 0.12% |
| Mastercard Incorporated | 3,524 | US$2.01M | 0.12% |
| Unitedhealth Group Incorporated | 4,843 | US$2.01M | 0.12% |
| Cisco Systems, Inc. | 17,328 | US$2.01M | 0.12% |
| Home Depot, Inc. (the) | 5,602 | US$1.9M | 0.11% |
| Caterpillar, Inc. | 2,227 | US$1.85M | 0.11% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 4,417 | US$1.79M | 0.11% |
| Procter & Gamble Company (the) | 12,269 | US$1.78M | 0.10% |
| Bank Of America Corporation | 28,037 | US$1.75M | 0.10% |
| Coca-cola Company (the) | 19,368 | US$1.68M | 0.10% |
| Philip Morris International Inc | 8,527 | US$1.6M | 0.09% |
| Merck & Company, Inc. | 12,270 | US$1.57M | 0.09% |
| Ge Aerospace | 4,242 | US$1.57M | 0.09% |
| Goldman Sachs Group, Inc. (the) | 1,381 | US$1.42M | 0.08% |
| Dell Technologies Inc. | 3,254 | US$1.4M | 0.08% |
| Qualcomm Incorporated | 8,896 | US$1.35M | 0.08% |
| Mckesson Corporation | 1,611 | US$1.33M | 0.08% |
| Palantir Technologies Inc. | 10,576 | US$1.33M | 0.08% |
| Lockheed Martin Corporation | 2,255 | US$1.32M | 0.08% |
| Altria Group, Inc. | 18,930 | US$1.29M | 0.08% |
| Amphenol Corporation | 7,424 | US$1.21M | 0.07% |
| Arista Networks, Inc. | 6,557 | US$1.21M | 0.07% |
| Intel Corporation | 13,263 | US$1.21M | 0.07% |
| Lam Research Corporation | 3,811 | US$1.12M | 0.07% |
| Union Pacific Corporation | 3,797 | US$1.11M | 0.07% |
| Mcdonald's Corporation | 4,143 | US$1.1M | 0.06% |
| Texas Instruments Incorporated | 4,084 | US$1.1M | 0.06% |
| Netflix, Inc. | 14,676 | US$1.08M | 0.06% |
| Abbott Laboratories | 9,994 | US$1.07M | 0.06% |
| International Business Machines Corporation | 4,666 | US$1.06M | 0.06% |
| Rtx Corporation | 4,809 | US$1.04M | 0.06% |
| Energy Transfer Lp | 47,967 | US$973K | 0.06% |
| Simon Property Group, Inc. | 4,239 | US$971K | 0.06% |
| Blackrock, Inc. | 847 | US$954K | 0.06% |
| Palo Alto Networks, Inc. | 2,740 | US$951K | 0.06% |
| Oracle Corporation | 6,702 | US$951K | 0.06% |
| At&t Inc. | 38,871 | US$917K | 0.05% |
| Wells Fargo & Company | 10,427 | US$916K | 0.05% |
| Pepsico, Inc. | 6,533 | US$912K | 0.05% |
| Verizon Communications Inc. | 19,066 | US$903K | 0.05% |
| Ge Vernova Inc. | 872 | US$878K | 0.05% |
| Oklo Inc. | 20,152 | US$831K | 0.05% |
| Deere & Company | 1,371 | US$830K | 0.05% |
| Amgen Inc. | 2,169 | US$822K | 0.05% |
| Corning Incorporated | 5,540 | US$812K | 0.05% |
| Air Products And Chemicals, Inc. | 2,724 | US$798K | 0.05% |
| Coinbase Global, Inc. | 5,438 | US$797K | 0.05% |
| Cencora, Inc. | 2,539 | US$783K | 0.05% |
| L3harris Technologies, Inc. | 2,790 | US$775K | 0.05% |
| Ryder System, Inc. | 2,921 | US$766K | 0.05% |
| Citigroup, Inc. | 5,508 | US$736K | 0.04% |
| Blackstone Inc. | 5,304 | US$714K | 0.04% |
| Conocophillips | 5,984 | US$713K | 0.04% |
| Charles Schwab Corporation (the) | 6,548 | US$693K | 0.04% |
| Welltower Inc. | 2,935 | US$684K | 0.04% |
| Asml Holding Nv | 407 | US$668K | 0.04% |
| Ford Mtr Co Del | 46,297 | US$668K | 0.04% |
| Servicenow, Inc. | 5,849 | US$668K | 0.04% |
| U.s. Bancorp | 10,304 | US$659K | 0.04% |
| 3m Company | 3,586 | US$635K | 0.04% |
| Gilead Sciences, Inc. | 4,715 | US$618K | 0.04% |
| Monster Beverage Corporation | 6,603 | US$618K | 0.04% |
| American Express Company | 1,776 | US$612K | 0.04% |
| Prologis, Inc. | 4,245 | US$612K | 0.04% |
| Tjx Companies, Inc. (the) | 3,846 | US$606K | 0.04% |
| Lowe's Companies, Inc. | 2,846 | US$603K | 0.04% |
| Marvell Technology, Inc. | 3,020 | US$585K | 0.03% |
| Consolidated Edison, Inc. | 5,168 | US$558K | 0.03% |
| Walt Disney Company (the) | 5,568 | US$546K | 0.03% |
| Targa Resources, Inc. | 2,036 | US$539K | 0.03% |
| Monolithic Power Systems, Inc. | 398 | US$535K | 0.03% |
| Csx Corporation | 10,576 | US$527K | 0.03% |
| Cboe Global Markets, Inc. | 1,759 | US$524K | 0.03% |
| Cardinal Health, Inc. | 2,217 | US$522K | 0.03% |
Every holding of Triad Wealth Partners, LLC
Source
View original at SEC
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