Holdings
Triad Wealth Partners, LLC
As of Jun 30, 2026, Triad Wealth Partners, LLC reported 242 positions worth US$341M. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 170K | US$35M | +33,804 | Jun 30, 2026 |
| Apple Inc | 101K | US$30.6M | +21,598 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 59,206 | US$22.2M | +12,539 | Jun 30, 2026 |
| Microsoft Corp. | 38,756 | US$18.9M | +3,157 | Jun 30, 2026 |
| Amazon.com, Inc. | 59,842 | US$17M | +3,984 | Jun 30, 2026 |
| Broadcom Inc. | 25,720 | US$10.1M | +2,582 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 18,467 | US$6.51M | +1,469 | Jun 30, 2026 |
| Exxon Mobil Corporation | 41,471 | US$6.43M | −73 | Jun 30, 2026 |
| Meta Platforms, Inc. | 10,636 | US$6.28M | +662 | Jun 30, 2026 |
| Tesla, Inc. | 18,104 | US$5.83M | +921 | Jun 30, 2026 |