Triad Wealth Partners, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists the firm’s contact information and indicates that the report was submitted on October 26, 2026.
The portfolio consists of a diverse mix of common stock and exchange-traded funds. The largest positions in the portfolio include Apple Inc., with 33,736,853 shares; Amazon.com Inc., with 15,602,610 shares; and BlackRock Inc., with 877,878 shares.
The filing details a total of 560 positions held by the firm. Major holdings across various sectors include Alphabet Inc., Berkshire Hathaway Inc. Class B, Visa Inc., Eli Lilly & Co., and UnitedHealth Group Inc. The portfolio also includes significant allocations to exchange-traded funds, such as the iShares Core S&P 500 ETF and the iShares Core U.S. Aggregate Bond ETF.
Notable positions in the technology sector include NVIDIA Corporation, Broadcom Inc., and Microsoft Corporation. The filing also lists several positions in the financial sector, including JPMorgan Chase & Co., Bank of America Corp., and Wells Fargo & Co.
