Long-term investor
Triad Wealth Partners, LLC @triadwealthpartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002012717).
Record
- Tracked since 2025-06-30 (454 days), 221 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +918.7% · all +918.7%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908363 · 8.2% · long · since 2025-06-30
- 46432F859 · 7.4% · long · since 2026-06-30
- 464287309 · 5.7% · long · since 2025-06-30
- 464287408 · 4.3% · long · since 2025-06-30
- 09290C764 · 4.0% · long · since 2026-03-31
- 09290C103 · 3.2% · long · since 2025-06-30
- NVDA · 2.1% · long · since 2025-06-30
- 33740F755 · 2.0% · long · since 2025-06-30
- AAPL · 1.8% · long · since 2025-06-30
- 78468R101 · 1.7% · long · since 2026-06-30
- 09290C780 · 1.6% · long · since 2025-06-30
- 33733E690 · 1.5% · long · since 2026-06-30