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Triad Wealth Partners, LLC Portfolio
$1.8B across 500 positions as of 2026-09-30, with 44% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+11.4%
-3.1% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
2 of 10
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.9% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +10.9% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -2.0% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.6% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +6.3% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +8.1% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -2.0% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -2.2% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VOOVanguard S&P 500 ETF | $171.1M | 9.5% | 244,126 |
| ISTBiShares Core 1-5 Year USD Bond ETF | $143.9M | 8.0% | 3,045,373 |
| IVWiShares S&P 500 Growth ETF | $106.8M | 5.9% | 750,482 |
| IVEiShares S&P 500 Value ETF | $77.7M | 4.3% | 340,388 |
| BLACKROCK ETF TRUST | $77.5M | 4.3% | 2,133,045 |
| DYNFiShares U.S. Equity Factor Rotation Active ETF | $59.9M | 3.3% | 864,663 |
| VEAVanguard FTSE Developed Markets ETF | $43.5M | 2.4% | 615,699 |
| NVDANVIDIA Corp | $39.6M | 2.2% | 173,563 |
| AAPLApple Inc | $33.7M | 1.9% | 101,306 |
| BUFRFT Vest Laddered Buffer ETF | $33.6M | 1.9% | 897,149 |
| SPTSSPDR Portfolio Short Term Treasury ETF | $30.5M | 1.7% | 1,062,996 |
| BAIiShares A.I. Innovation and Tech Active ETF | $27.6M | 1.5% | 583,828 |
| FIRST TR EXCHANGE-TRADED FD | $26.1M | 1.5% | 1,250,189 |
| BNDXVanguard Total International Bond ETF | $21.7M | 1.2% | 462,200 |
| THROiShares U.S. Thematic Rotation Active ETF | $21M | 1.2% | 477,393 |
| MUBiShares National Muni Bond ETF | $20.8M | 1.2% | 205,696 |
| AVEMAvantis Emerging Markets Equity ETF | $20.7M | 1.2% | 220,453 |
| MSFTMicrosoft Corp | $20.5M | 1.1% | 40,035 |
| SHLDGlobal X Defense Tech ETF | $18M | 1.0% | 299,319 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $15.7M | 0.9% | 352,877 |
| AMZNAmazon.com Inc | $15.6M | 0.9% | 62,623 |
| SCHFSchwab International Equity ETF | $13.8M | 0.8% | 501,170 |
| FIRST TR EXCHANGE-TRADED FD | $13.7M | 0.8% | 665,816 |
| SPYState Street SPDR S&P 500 ETF Trust | $12.8M | 0.7% | 16,793 |
| IVViShares Core S&P 500 ETF | $12.6M | 0.7% | 16,432 |
| GOOGLAlphabet Inc | $11.9M | 0.7% | 34,639 |
| QQQInvesco QQQ Trust, Series 1 | $11.9M | 0.7% | 16,106 |
| JCPBJPMorgan Core Plus Bond ETF | $11.5M | 0.6% | 256,193 |
| VUGVanguard Growth ETF | $10.7M | 0.6% | 118,422 |
| INNOVATOR ETFS TRUST | $9.9M | 0.6% | 284,676 |
| BINCiShares Flexible Income Active ETF | $9.6M | 0.5% | 188,730 |
| AVGOBroadcom Inc | $9.1M | 0.5% | 25,957 |
| INNOVATOR ETFS TRUST | $9M | 0.5% | 188,366 |
| GOOGAlphabet Inc | $8.9M | 0.5% | 25,976 |
| VMBSVanguard Mortgage Backed Security | $8.8M | 0.5% | 198,987 |
| INNOVATOR ETFS TRUST | $8.8M | 0.5% | 241,511 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $8.7M | 0.5% | 112,000 |
| INNOVATOR ETFS TRUST | $8.7M | 0.5% | 200,699 |
| INNOVATOR ETFS TRUST | $8.6M | 0.5% | 172,476 |
| INNOVATOR ETFS TRUST | $8.4M | 0.5% | 165,140 |
| BNDVanguard Total Bond Market ETF | $7.6M | 0.4% | 108,900 |
| INNOVATOR ETFS TRUST | $7.5M | 0.4% | 278,733 |
| METAMeta Platforms Inc | $7.5M | 0.4% | 10,336 |
| XOMExxonmobil Holdings Corp | $7.3M | 0.4% | 44,577 |
| AGGiShares Core U.S. Aggregate Bond ETF | $7.2M | 0.4% | 75,899 |
| NVDANVIDIA Corpput — a bet against | $6.9M | 0.4% | 30,200 |
| VLOValero Energy Corp | $6.7M | 0.4% | 17,277 |
| SUBiShares Short-Term National Muni Bond ETF | $6.4M | 0.4% | 61,549 |
| TSLATesla Inc | $6.2M | 0.3% | 17,604 |
| JPMJPMorgan Chase & Co | $5.9M | 0.3% | 17,691 |
| LISTED FDS TR | $5.8M | 0.3% | 201,686 |
| BRK.BBerkshire Hathaway Inc | $5.7M | 0.3% | 11,490 |
| RDVYFirst Trust Rising Dividend Achievers ETF | $5.6M | 0.3% | 71,822 |
| CVXChevron Corp | $5.4M | 0.3% | 26,496 |
| ISHARES TR | $5.3M | 0.3% | 117,844 |
| LLYEli Lilly and Co | $5.2M | 0.3% | 4,485 |
| JAVAJPMorgan Active Value ETF | $5M | 0.3% | 63,141 |
| ISHARES TR | $5M | 0.3% | 59,635 |
| JGROJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Active Growth ETF | $5M | 0.3% | 51,775 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $4.9M | 0.3% | 54,823 |
| ABBVAbbVie Inc | $4.5M | 0.3% | 17,372 |
| AMDAdvanced Micro Devices Inc | $4.3M | 0.2% | 7,061 |
| BBUSJPMorgan BetaBuilders U.S. Equity ETF | $4.3M | 0.2% | 31,226 |
| INNOVATOR ETFS TRUST | $4.3M | 0.2% | 140,572 |
| FIRST TR EXCHANGE-TRADED FD | $4.2M | 0.2% | 127,368 |
| WMTWalmart Inc | $4.2M | 0.2% | 40,045 |
| EIPIFIRST TR EXCHNG TRADED FD VI | $4.2M | 0.2% | 195,325 |
| FTSMFirst Trust Enhanced Short Maturity ETF | $4.1M | 0.2% | 69,473 |
| MUMicron Technology Inc | $4M | 0.2% | 3,788 |
| AIRRFirst Trust RBA American Industrial Renaissance ETF | $3.9M | 0.2% | 37,707 |
| DIMENSIONAL ETF TRUST | $3.8M | 0.2% | 102,293 |
| INVESCO EXCH TRD SLF IDX FD | $3.7M | 0.2% | 53,104 |
| FIRST TR EXCHANGE-TRADED FD | $3.7M | 0.2% | 173,793 |
| EA SERIES TRUST | $3.7M | 0.2% | 63,442 |
| SPCXSpace Exploration Technologies Corp | $3.7M | 0.2% | 24,200 |
| INVESCO ACTIVELY MANAGED EXC | $3.6M | 0.2% | 63,419 |
| BALIiShares U.S. Large Cap Premium Income Active ETF | $3.6M | 0.2% | 104,072 |
| CLOAiShares AAA CLO Active ETF | $3.6M | 0.2% | 69,122 |
| INNOVATOR ETFS TRUST | $3.5M | 0.2% | 126,747 |
| JPIEJPMorgan Income ETF | $3.5M | 0.2% | 78,571 |
| GRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $3.5M | 0.2% | 19,703 |
| IEMGiShares Core MSCI Emerging Markets ETF | $3.3M | 0.2% | 40,862 |
| FIRST TR EXCHANGE-TRADED FD | $3.3M | 0.2% | 107,699 |
| THOR FINL TECHNOLOGIES TR | $3.2M | 0.2% | 96,610 |
| FFLCFidelity Fundamental Large Cap Core ETF | $3M | 0.2% | 50,909 |
| JNJJohnson & Johnson | $3M | 0.2% | 11,330 |
| JMSTJPMorgan Ultra-Short Municipal Income ETF | $3M | 0.2% | 58,472 |
| KLACKLA Corp | $2.9M | 0.2% | 15,064 |
| AMATApplied Materials Inc | $2.9M | 0.2% | 5,704 |
| SCHOSchwab Short-Term U.S. Treasury ETF | $2.8M | 0.2% | 119,284 |
| DGRWWisdomTree U.S. Quality Dividend Growth Fund | $2.8M | 0.2% | 28,791 |
| DCORDimensional US Core Equity 1 ETF | $2.8M | 0.2% | 33,334 |
| FIRST TR EXCHANGE-TRADED FD | $2.7M | 0.1% | 134,370 |
| COSTCostco Wholesale Corp | $2.7M | 0.1% | 2,941 |
| FNDFSchwab Fundamental International Equity ETF | $2.7M | 0.1% | 49,471 |
| CRWDCrowdStrike Holdings Inc | $2.7M | 0.1% | 10,034 |
| VVisa Inc | $2.6M | 0.1% | 7,348 |
| FLEXSHARES TR | $2.6M | 0.1% | 55,919 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $2.6M | 0.1% | 21,226 |
| BOXXEA Series Trust Alpha Architect 1-3 Month Box ETF | $2.6M | 0.1% | 22,014 |
| WISDOMTREE TR | $2.5M | 0.1% | 92,606 |
| IXUSiShares Core MSCI Total International Stock ETF | $2.5M | 0.1% | 25,920 |
| IEFiShares 7-10 Year Treasury Bond ETF | $2.3M | 0.1% | 26,186 |
| EFViShares MSCI EAFE Value ETF | $2.3M | 0.1% | 28,891 |
| BUFDFT Vest Laddered Deep Buffer ETF | $2.3M | 0.1% | 75,111 |
| BLACKROCK ETF TRUST II | $2.3M | 0.1% | 46,880 |
| QUALiShares MSCI USA Quality Factor ETF | $2.3M | 0.1% | 10,195 |
| DFA INVT DIMENSIONS GROUP IN | $2.3M | 0.1% | 53,764 |
| DFSVDimensional ETF Trust Dimensional US Small Cap Value ETF | $2.2M | 0.1% | 59,920 |
| INNOVATOR ETFS TRUST | $2.2M | 0.1% | 80,525 |
| PLTRPalantir Technologies Inc | $2.2M | 0.1% | 11,981 |
| NEENextera Energy Inc | $2.2M | 0.1% | 29,042 |
| IUSBiShares Core Total USD Bond Market ETF | $2.2M | 0.1% | 49,412 |
| MUNIPIMCO Intermediate Municipal Bond Active Exchange-Traded Fund | $2.2M | 0.1% | 43,573 |
| JGLOJPMorgan Global Select Equity ETF | $2.2M | 0.1% | 29,674 |
| SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF | $2.1M | 0.1% | 52,479 |
| VGTVanguard Information Tech ETF | $2.1M | 0.1% | 16,915 |
| INNOVATOR ETFS TRUST | $2.1M | 0.1% | 51,098 |
| INNOVATOR ETFS TRUST | $2.1M | 0.1% | 58,877 |
| VTVVanguard Value ETF | $2.1M | 0.1% | 9,728 |
| INNOVATOR ETFS TRUST | $2.1M | 0.1% | 45,177 |
| UNHUnitedHealth Group Inc | $2.1M | 0.1% | 5,699 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $2.1M | 0.1% | 4,584 |
| DFSDDimensional ETF Trust Dimensional Short-Duration Fixed Income ETF | $2.1M | 0.1% | 44,406 |
| INNOVATOR ETFS TRUST | $2.1M | 0.1% | 48,628 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $2M | 0.1% | 40,064 |
| MAMastercard Inc | $1.9M | 0.1% | 3,524 |
| MSMorgan Stanley | $1.9M | 0.1% | 10,230 |
| GOVTiShares U.S. Treasury Bond ETF | $1.9M | 0.1% | 87,677 |
| DFAXDimensional World ex U.S. Core Equity 2 ETF | $1.9M | 0.1% | 51,260 |
| XLEState Street Energy Select Sector SPDR ETF | $1.9M | 0.1% | 30,741 |
| OEFiShares S&P 100 Fund | $1.9M | 0.1% | 4,940 |
| INNOVATOR ETFS TRUST | $1.9M | 0.1% | 51,626 |
| MRKMerck & Co Inc | $1.9M | 0.1% | 12,769 |
| CSCOCisco Systems Inc | $1.9M | 0.1% | 17,214 |
| EATON CORP PLC | $1.8M | 0.1% | 4,231 |
| LEGG MASON ETF INVT | $1.8M | 0.1% | 43,855 |
| INNOVATOR ETFS TRUST | $1.8M | 0.1% | 47,165 |
| JANUS DETROIT STR TR | $1.8M | 0.1% | 70,404 |
| INNOVATOR ETFS TRUST | $1.8M | 0.1% | 47,713 |
| JANUS DETROIT STR TR | $1.8M | 0.1% | 70,287 |
| INNOVATOR ETFS TRUST | $1.8M | 0.1% | 53,273 |
| CATCaterpillar Inc | $1.8M | 0.1% | 2,198 |
| IEFAiShares Core MSCI EAFE ETF | $1.8M | 0.1% | 18,273 |
| DIMENSIONAL ETF TRUST | $1.8M | 0.1% | 33,952 |
| INTCIntel Corp | $1.8M | 0.1% | 14,616 |
| PGProcter & Gamble Co | $1.7M | 0.1% | 11,873 |
| PFIXSimplify Interest Rate Hedge ETF | $1.7M | 0.1% | 27,253 |
| DELLDell Technologies Inc | $1.7M | 0.1% | 3,143 |
| INNOVATOR ETFS TRUST | $1.6M | 0.1% | 36,397 |
| PMPhilip Morris International Inc | $1.6M | 0.1% | 8,503 |
| USHYiShares Broad USD High Yield Corporate Bond ETF | $1.6M | 0.1% | 45,400 |
| GLDSPDR Gold Shares | $1.6M | 0.1% | 4,257 |
| DIMENSIONAL ETF TRUST | $1.6M | 0.1% | 40,663 |
| KOCoca-Cola Co | $1.6M | 0.1% | 18,503 |
| QCOMQualcomm Inc | $1.6M | 0.1% | 8,549 |
| SPMOInvesco S&P 500 Momentum ETF | $1.6M | 0.1% | 10,376 |
| INNOVATOR ETFS TRUST | $1.6M | 0.1% | 42,161 |
| ISHARES TR | $1.6M | 0.1% | 33,476 |
| INNOVATOR ETFS TRUST | $1.5M | 0.1% | 49,077 |
| SMHVanEck Semiconductor ETF | $1.5M | 0.1% | 2,509 |
| VTIVanguard Total Stock Market ETF | $1.5M | 0.1% | 4,052 |
| BACBank of America Corp | $1.5M | 0.1% | 27,762 |
| IJHiShares Core S&P Mid-Cap ETF | $1.5M | 0.1% | 20,580 |
| LRCXLam Research Corp | $1.5M | 0.1% | 4,479 |
| HDHome Depot Inc | $1.5M | 0.1% | 5,111 |
| VTEBVanguard Tax-Exempt Bond ETF | $1.4M | 0.1% | 29,758 |
| SOXXiShares Semiconductor ETF | $1.4M | 0.1% | 2,475 |
| GEGeneral Electric Co | $1.4M | 0.1% | 4,482 |
| EMLCVanEck J. P. Morgan EM Local Currency Bond ET | $1.4M | 0.1% | 55,342 |
| DIMENSIONAL ETF TRUST | $1.3M | 0.1% | 16,064 |
| HDViShares Core High Dividend ETF | $1.3M | 0.1% | 47,597 |
| INNOVATOR ETFS TRUST | $1.3M | 0.1% | 43,492 |
| ISHARES INC | $1.3M | 0.1% | 25,177 |
| IYWiShares U.S. Technology ETF | $1.3M | 0.1% | 4,937 |
| DFCFDimensional Core Fixed Income ETF | $1.3M | 0.1% | 32,555 |
| MCKMcKesson Corp | $1.3M | 0.1% | 1,520 |
| PDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $1.3M | 0.1% | 67,202 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $1.3M | 0.1% | 36,028 |
| BBAGJPMorgan BetaBuilders U.S. Aggregate Bond ETF | $1.3M | 0.1% | 29,242 |
| INNOVATOR ETFS TRUST | $1.3M | 0.1% | 30,830 |
| FIRST TR EXCHNG TRADED FD VI | $1.2M | 0.1% | 29,396 |
| ARK 21SHARES BITCOIN ETF | $1.2M | 0.1% | 44,278 |
| EFGiShares MSCI EAFE Growth ETF | $1.2M | 0.1% | 10,143 |
| APHAmphenol Corp | $1.2M | 0.1% | 14,366 |
| DFGXDimensional Global ex US Core Fixed Income ETF | $1.2M | 0.1% | 23,444 |
| GSGoldman Sachs Group Inc | $1.2M | 0.1% | 1,322 |
| PANWPalo Alto Networks Inc | $1.2M | 0.1% | 2,973 |
| VYMIVanguard International High Dividend Yield ETF | $1.2M | 0.1% | 11,511 |
| VWOVanguard FTSE Emerging Markets ETF | $1.1M | 0.1% | 19,307 |
| TSLATesla Incput — a bet against | $1.1M | 0.1% | 3,200 |
| TXNTexas Instruments Inc | $1.1M | 0.1% | 4,047 |
| ANETArista Networks Inc | $1.1M | 0.1% | 5,527 |
| REVOLUTION MEDICINES INC | $1.1M | 0.1% | 5,464 |
| DIMENSIONAL ETF TRUST | $1.1M | 0.1% | 21,563 |
| IWFiShares Russell 1000 Growth ETF | $1.1M | 0.1% | 8,851 |
| KNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF | $1.1M | 0.1% | 22,784 |
| FIRST TR EXCHNG TRADED FD VI | $1.1M | 0.1% | 31,698 |
| LMTLockheed Martin Corp | $1.1M | 0.1% | 2,150 |
| BONDBLOXX ETF TRUST | $1.1M | 0.1% | 22,824 |
| MBBiShares MBS ETF | $1.1M | 0.1% | 12,068 |
| MOAltria Group Inc | $1.1M | 0.1% | 16,003 |
| VYMVanguard High Dividend Yield ETF | $1M | 0.1% | 6,760 |
| LLYEli Lilly and Coput — a bet against | $1M | 0.1% | 900 |
| MAGSRoundhill Magnificent Seven ETF | $1M | 0.1% | 14,484 |
| ORCLOracle Corp | $1M | 0.1% | 7,482 |
| UNPUnion Pacific Corp | $1M | 0.1% | 3,770 |
| XLKState Street Technology Select Sector SPDR ETF | $1M | 0.1% | 5,228 |
| FIRST TR EXCHNG TRADED FD VI | $998K | 0.1% | 32,969 |
| NFLXNetflix Inc | $954K | 0.1% | 13,711 |
| TAT&T Inc | $953.8K | 0.1% | 39,091 |
| ABTAbbott Laboratories | $951.8K | 0.1% | 9,631 |
| RTXRTX Corp | $942.6K | 0.1% | 5,077 |
| DEDeere & Co | $933.3K | 0.1% | 1,390 |
| IJRiShares Core S&P Small-Cap ETF | $928K | 0.1% | 6,821 |
| CIBRFirst Trust NASDAQ Cybersecurity ETF | $926.6K | 0.1% | 8,988 |
| IBITiShares Bitcoin Trust ETF | $917.4K | 0.1% | 19,378 |
| ETEnergy Transfer LP | $913.5K | 0.1% | 46,207 |
| IGSBISHARES TR | $909.1K | 0.1% | 17,746 |
| COINCoinbase Global Inc | $904.1K | 0.1% | 4,850 |
| CHUBB LIMITED | $904K | 0.1% | 2,779 |
| IBMInternational Business Machines Corp | $903.7K | 0.1% | 4,109 |
| BLOKAmplify Transformational Data Sharing ETF | $902.7K | 0.1% | 14,742 |
| WISDOMTREE TR | $894.3K | 0.0% | 11,186 |
| MCDMcDonald's Corp | $893.2K | 0.0% | 3,868 |
| AMGNAmgen Inc | $890K | 0.0% | 2,111 |
| HIMUiShares High Yield Muni Active ETF | $883.6K | 0.0% | 19,343 |
| MRVLMarvell Technology Inc | $883K | 0.0% | 3,342 |
| BLKBlackRock Inc | $877.9K | 0.0% | 830 |
| GEVGE Vernova Inc | $855.5K | 0.0% | 900 |
| GILDGilead Sciences, Inc | $850.1K | 0.0% | 5,703 |
| PIMCO ETF TR | $833.6K | 0.0% | 16,872 |
| VVVanguard Large-Cap ETF | $826.6K | 0.0% | 2,349 |
| IWYiShares Russell Top 200 Growth ETF | $824.2K | 0.0% | 2,795 |
| SPABState Street SPDR Portfolio Aggregate Bond ETF | $823.9K | 0.0% | 33,822 |
| VZVerizon Communications Inc | $823.5K | 0.0% | 17,954 |
| GOOGAlphabet Incput — a bet against | $817.8K | 0.0% | 2,400 |
| WFCWells Fargo & Co | $815.5K | 0.0% | 10,188 |
| JEPIJPMorgan Equity Premium Income ETF | $807.1K | 0.0% | 14,355 |
| WELLWelltower Inc | $802K | 0.0% | 3,483 |
| GLWCorning Inc | $800.8K | 0.0% | 5,208 |
| NORTHERN LTS FD TR IV | $793.7K | 0.0% | 11,093 |
| EVERPURE INC | $792.8K | 0.0% | 6,062 |
| COPConocoPhillips | $792.4K | 0.0% | 6,332 |
| FIRST TR EXCHANGE-TRADED FD | $787.1K | 0.0% | 41,255 |
| OKLO INC | $772.8K | 0.0% | 20,874 |
| INNOVATOR ETFS TRUST | $771.9K | 0.0% | 13,929 |
| SPGSimon Property Group Inc | $770.1K | 0.0% | 3,836 |
| SCHDSchwab US Dividend Equity ETF | $769K | 0.0% | 23,639 |
| XLGInvesco S&P 500 Top 50 ETF | $753.6K | 0.0% | 11,847 |
| CCitigroup Inc | $746.9K | 0.0% | 5,768 |
| FBNDFidelity Total Bond ETF | $742.2K | 0.0% | 17,140 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $733.1K | 0.0% | 8,000 |
| PEPPepsiCo Inc | $732.2K | 0.0% | 5,778 |
| TOTALENERGIES SE | $728.2K | 0.0% | 8,517 |
| CORCencora Inc | $727K | 0.0% | 2,421 |
| JOHNSON CONTROLS INTERNATION | $725.6K | 0.0% | 4,881 |
| APDAir Products and Chemicals Inc | $720.1K | 0.0% | 2,588 |
| TJXTJX Companies Inc | $713.8K | 0.0% | 5,395 |
| FIRST TR EXCHANGE-TRADED FD | $712.8K | 0.0% | 25,567 |
| DISVDimensional ETF Trust Dimensional International Small Cap Value ETF | $710.5K | 0.0% | 16,413 |
| TFLOiShares Treasury Floating Rate Bond ETF | $703.1K | 0.0% | 13,876 |
| NOWServiceNow Inc | $684.7K | 0.0% | 5,109 |
| LINDE PLC | $680.1K | 0.0% | 1,433 |
| STERLING CAP FDS | $675.5K | 0.0% | 28,716 |
| SPDR SERIES TRUST | $675.5K | 0.0% | 11,050 |
| DISWalt Disney Co | $674.9K | 0.0% | 6,434 |
| DIMENSIONAL ETF TRUST | $673.1K | 0.0% | 19,981 |
| RRyder System Inc | $665.6K | 0.0% | 2,921 |
| FIRST TR EXCHNG TRADED FD VI | $662.5K | 0.0% | 15,121 |
| DGROiShares Core Dividend Growth ETF | $655.5K | 0.0% | 8,695 |
| NEOS ETF TRUST | $654.2K | 0.0% | 11,777 |
| GOOGLAlphabet Incput — a bet against | $653.8K | 0.0% | 1,900 |
| DFAUDimensional US Core Equity Market ETF | $650.1K | 0.0% | 12,416 |
| RSPInvesco S&P 500 Equal Weight ETF | $647.6K | 0.0% | 3,113 |
| SCHWCharles Schwab Corp | $640K | 0.0% | 6,548 |
| PSXPhillips 66 | $636.1K | 0.0% | 2,492 |
| SCHXSchwab U.S. Large-Cap ETF | $633.4K | 0.0% | 21,114 |
| VTVanguard Total World Stock Index ETF | $620.7K | 0.0% | 3,933 |
| CRMSalesforce Inc | $615.2K | 0.0% | 2,680 |
| MGVVanguard Mega Cap Value ETF | $606.3K | 0.0% | 3,764 |
| TLHiShares 10-20 Year Treasury Bond ETF | $606.1K | 0.0% | 6,576 |
| LHXL3Harris Technologies Inc | $602.3K | 0.0% | 2,544 |
| ADBEAdobe Inc | $598.4K | 0.0% | 2,494 |
| JBNDJPMorgan Active Bond ETF | $594K | 0.0% | 11,620 |
| SCCOSouthern Copper Corp | $589.8K | 0.0% | 2,910 |
| SNOWSnowflake Inc | $588.1K | 0.0% | 1,732 |
| IWDiShares Russell 1000 Value ETF | $584.9K | 0.0% | 2,359 |
| ASML HLDG NV | $577.9K | 0.0% | 319 |
| ADIAnalog Devices Inc | $577K | 0.0% | 1,454 |
| VOOGVanguard S&P 500 Growth ETF | $576.7K | 0.0% | 6,746 |
| IWBiShares Russell 1000 ETF | $566.4K | 0.0% | 1,361 |
| ETHAiShares Ethereum Trust ETF | $559.7K | 0.0% | 27,820 |
| SEAGATE TECHNOLOGY HLDNGS PL | $558.9K | 0.0% | 606 |
| EDConsolidated Edison Inc | $551.1K | 0.0% | 5,392 |
| FFord Motor Co | $545.5K | 0.0% | 45,235 |
| DIMENSIONAL ETF TRUST | $543.6K | 0.0% | 12,822 |
| BABoeing Co | $543.3K | 0.0% | 2,920 |
| MOATVanEck Morningstar Wide Moat ETF | $541.6K | 0.0% | 5,123 |
| TGTTarget Corp | $539.6K | 0.0% | 3,444 |
| ISRGIntuitive Surgical Inc | $538.8K | 0.0% | 1,325 |
| MMM3M Co | $537.2K | 0.0% | 3,273 |
| LOWLowe's Companies Inc | $535.4K | 0.0% | 2,905 |
| PLDPrologis Inc | $534.7K | 0.0% | 4,118 |
| SSGA ACTIVE TR | $534.3K | 0.0% | 19,379 |
| WAYSTAR HLDG CORP | $531.7K | 0.0% | 20,982 |
| VTIPVanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $530K | 0.0% | 10,768 |
| INNOVATOR ETFS TRUST | $521.8K | 0.0% | 9,483 |
| AXPAmerican Express Co | $521.1K | 0.0% | 1,714 |
| INNOVATOR ETFS TRUST | $520.5K | 0.0% | 20,489 |
| INNOVATOR ETFS TRUST | $518.8K | 0.0% | 8,572 |
| INNOVATOR ETFS TRUST | $517.6K | 0.0% | 9,474 |
| EVERFORTH INC | $517.6K | 0.0% | 15,731 |
| SOSouthern Co | $517.1K | 0.0% | 6,238 |
| MPCMarathon Petroleum Corp | $516.3K | 0.0% | 1,306 |
| CLSCelestica Inc | $515K | 0.0% | 1,425 |
| BXBlackstone Inc | $511.4K | 0.0% | 4,562 |
| MNSTMonster Beverage Corp | $505.8K | 0.0% | 12,154 |
| MPWRMonolithic Power Systems Inc | $505.2K | 0.0% | 375 |
| XARSPDR S&P Aerospace & Defense ETF | $500.9K | 0.0% | 2,166 |
| DFGRDimensional ETF Trust Dimensional Global Real Estate ETF | $499.9K | 0.0% | 18,480 |
| VBVanguard Small-Cap ETF | $497.7K | 0.0% | 1,749 |
| SPYISHP ETF Trust NEOS S&P 500 High Income ETF | $495.4K | 0.0% | 9,317 |
| TRGPTarga Resources Corp | $488.7K | 0.0% | 1,808 |
| AVUVAvantis U.S. Small Cap Value ETF | $488K | 0.0% | 4,144 |
| VIGVanguard Div Appreciation ETF | $486.1K | 0.0% | 2,083 |
| TMOThermo Fisher Scientific Inc | $482.3K | 0.0% | 715 |
| CAIECalamos Autocallable Income ETF | $481.1K | 0.0% | 18,074 |
| WDCWestern Digital Corp | $479.9K | 0.0% | 1,056 |
| EEMiShares MSCI Emerging Index Fund | $479.4K | 0.0% | 7,177 |
| IWNiShares Russell 2000 Value ETF | $479.2K | 0.0% | 2,288 |
| CMECME Group Inc | $478.9K | 0.0% | 1,828 |
| SNDKSandisk Corp | $476.7K | 0.0% | 274 |
| TQQQProShares UltraPro QQQ | $475.8K | 0.0% | 6,098 |
| NUSHARES ETF TR | $475.5K | 0.0% | 9,032 |
| JEPQJPMorgan Nasdaq Equity Premium Income ETF | $472.7K | 0.0% | 7,716 |
| BBMCJPMorgan BetaBuilders U.S. Mid Cap Equity ETF | $472K | 0.0% | 3,920 |
| INNOVATOR ETFS TRUST | $467.2K | 0.0% | 10,605 |
| BMYBristol-Myers Squibb Co | $467K | 0.0% | 7,484 |
| AAgilent Technologies Inc | $460.6K | 0.0% | 2,673 |
| USBUS Bancorp | $460.2K | 0.0% | 7,967 |
| MEDTRONIC PLC | $458.9K | 0.0% | 5,318 |
| CSXCSX Corp | $453.3K | 0.0% | 9,746 |
| FIRST TR EXCHNG TRADED FD VI | $451.7K | 0.0% | 14,641 |
| IWXiShares Russell Top 200 Value ETF | $451.2K | 0.0% | 4,120 |
| DFATDimensional U.S. Targeted Value ETF | $450.3K | 0.0% | 6,778 |
| ISHARES TR | $447.5K | 0.0% | 7,378 |
| SBUXStarbucks Corp | $446.5K | 0.0% | 4,752 |
| CAHCardinal Health Inc | $443.2K | 0.0% | 1,992 |
| AIM ETF PRODUCTS TRUST | $439.3K | 0.0% | 11,105 |
| NULGNuveen ESG Large-Cap Growth ETF | $438.2K | 0.0% | 3,854 |
| VOVanguard Mid-Cap ETF | $436.5K | 0.0% | 5,566 |
| PFEPfizer Inc | $434.1K | 0.0% | 15,222 |
| SLViShares Silver Trust | $433.8K | 0.0% | 7,958 |
| DDominion Energy Inc | $432.3K | 0.0% | 7,144 |
| JVALJPMorgan U.S. Value Factor ETF | $432.3K | 0.0% | 7,464 |
| IWOiShares Russell 2000 Growth Fund | $427.4K | 0.0% | 1,197 |
| IQLTiShares MSCI Intl Quality Factor ETF | $427.1K | 0.0% | 8,634 |
| MCKMcKesson Corpput — a bet against | $426.9K | 0.0% | 500 |
| COFCapital One Financial Corp | $426.7K | 0.0% | 2,210 |
| SIMPLIFY EXCHANGE TRADED FUN | $423.9K | 0.0% | 16,722 |
| MATERION CORP | $420.6K | 0.0% | 1,560 |
| PNCPNC Financial Services Group Inc | $420.4K | 0.0% | 1,891 |
| EXCHANGE LISTED FDS TR | $417.3K | 0.0% | 15,051 |
| DIMENSIONAL ETF TRUST | $411.2K | 0.0% | 9,995 |
| EXCHANGE LISTED FDS TR | $408.3K | 0.0% | 14,543 |
| WISDOMTREE TR | $405.2K | 0.0% | 2,244 |
| VTWOVanguard Russell 2000 ETF | $403.2K | 0.0% | 3,592 |
| ROYAL CARIBBEAN GROUP | $402.8K | 0.0% | 1,515 |
| LDOSLeidos Holdings Inc | $401.4K | 0.0% | 3,295 |
| USFRWISDOMTREE TR | $399.5K | 0.0% | 7,929 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $399.3K | 0.0% | 2,401 |
| IWSiShares Russell Mid-cap Value ETF | $399.2K | 0.0% | 2,484 |
| THOR FINL TECHNOLOGIES TR | $398.5K | 0.0% | 12,778 |
| INNOVATOR ETFS TRUST | $395.2K | 0.0% | 8,434 |
| APGAPi Group Corp | $394.1K | 0.0% | 10,211 |
| DFAIDimensional International Core Equity Market ETF | $392.1K | 0.0% | 9,464 |
| FIRST TR EXCHNG TRADED FD VI | $386.8K | 0.0% | 12,304 |
| AVDEAvantis International Equity ETF | $385.6K | 0.0% | 4,279 |
| NEMNewmont Corporation | $385.6K | 0.0% | 3,343 |
| EMXCiShares MSCI Emerging Markets ex China ETF | $380.7K | 0.0% | 3,842 |
| PWRQuanta Services Inc | $376.5K | 0.0% | 586 |
| ENBEnbridge Inc | $376.2K | 0.0% | 8,091 |
| PEGPublic Service Enterprise Group Inc | $376.2K | 0.0% | 5,586 |
| INNOVATOR ETFS TRUST | $374.4K | 0.0% | 13,075 |
| ASTRAZENECA PLC | $371.3K | 0.0% | 2,299 |
| ADPAutomatic Data Processing Inc | $369.9K | 0.0% | 1,433 |
| IDXXIDEXX Laboratories Inc | $369.2K | 0.0% | 707 |
| ORLYO'Reilly Automotive Inc | $367.3K | 0.0% | 4,301 |
| MSIMotorola Solutions Inc | $366.2K | 0.0% | 821 |
| MARMarriott International Inc | $366.2K | 0.0% | 1,030 |
| DUKDuke Energy Corp | $363.4K | 0.0% | 3,187 |
| EVRGEvergy Inc | $360.8K | 0.0% | 4,600 |
| USMViShares MSCI USA Min Vol Factor ETF | $360.6K | 0.0% | 3,701 |
| MELIMercadoLibre Inc | $356.3K | 0.0% | 206 |
| TSCOTractor Supply Co | $355.1K | 0.0% | 11,350 |
| HONHoneywell International Inc | $354.3K | 0.0% | 1,680 |
| ACCENTURE PLC IRELAND | $353.9K | 0.0% | 1,930 |
| SHELShell PLC | $351.1K | 0.0% | 3,694 |
| INNOVATOR ETFS TRUST | $351K | 0.0% | 14,906 |
| SAICScience Applications International Corp | $348.7K | 0.0% | 2,734 |
| FIRST TR EXCHNG TRADED FD VI | $348.7K | 0.0% | 7,940 |
| PGRProgressive Corp | $348K | 0.0% | 1,679 |
| VLUEiShares MSCI USA Value Factor ETF | $347.2K | 0.0% | 1,754 |
| J P MORGAN EXCHANGE TRADED F | $344.8K | 0.0% | 4,686 |
| CBOECboe Global Markets Inc | $337K | 0.0% | 1,224 |
| WMWaste Management Inc | $335.9K | 0.0% | 1,647 |
| NUSHARES ETF TR | $335.1K | 0.0% | 8,438 |
| ALLAllstate Corp | $333.3K | 0.0% | 1,502 |
| FCXFreeport-McMoRan Inc | $331.7K | 0.0% | 4,739 |
| FTNTFortinet Inc | $330.3K | 0.0% | 1,848 |
| SOFISoFi Technologies Inc | $330.3K | 0.0% | 21,014 |
| FITBFifth Third Bancorp | $330K | 0.0% | 6,524 |
| DGDollar General Corp | $329.9K | 0.0% | 2,759 |
| PHParker-Hannifin Corp | $328.8K | 0.0% | 344 |
| INTUIntuit Inc | $328.6K | 0.0% | 1,192 |
| ADSKAutodesk Inc | $325.6K | 0.0% | 1,558 |
| TRANE TECHNOLOGIES PLC | $324.5K | 0.0% | 718 |
| STIPiShares 0-5 Year TIPS Bond ETF | $324.4K | 0.0% | 3,254 |
| BKNGBooking Holdings Inc | $322K | 0.0% | 1,976 |
| FIWFirst Trust Water ETF | $319.1K | 0.0% | 3,075 |
| INTAIntapp Inc | $318.2K | 0.0% | 8,787 |
| HLTHilton Worldwide Holdings Inc | $314.9K | 0.0% | 990 |
| CVSCVS Health Corp | $312.8K | 0.0% | 3,651 |
| PRICESMART INC | $311.8K | 0.0% | 1,844 |
| URIUnited Rentals Inc | $311.3K | 0.0% | 311 |
| XLVState Street Health Care Select Sector SPDR ETF | $311.1K | 0.0% | 1,847 |
| CLColgate-Palmolive Co | $310.2K | 0.0% | 3,636 |
| EUFNiShares MSCI Europe Financials ETF | $309.9K | 0.0% | 7,791 |
| BANK OF NY MELLON CORP | $309.9K | 0.0% | 2,142 |
| VXUSVanguard Total International Stock ETF | $309.7K | 0.0% | 3,646 |
| XLUState Street Utilities Select Sector SPDR ETF | $309.2K | 0.0% | 7,839 |
| SPEMSPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF | $307.1K | 0.0% | 5,932 |
| FIXDFIRST TR EXCHNG TRADED FD VI | $303.3K | 0.0% | 7,348 |
| FERGFerguson Enterprises Inc | $302.6K | 0.0% | 1,359 |
| CMICummins Inc | $299.7K | 0.0% | 580 |
| AAPLApple Incput — a bet against | $299.7K | 0.0% | 900 |
| EMREmerson Electric Co | $293.6K | 0.0% | 1,893 |
| DHRDanaher Corp | $292.1K | 0.0% | 1,319 |
| NUENucor Corp | $289.6K | 0.0% | 1,239 |
| EQIXEquinix Inc | $289.5K | 0.0% | 286 |
| WSTWest Pharmaceutical Services Inc | $287K | 0.0% | 774 |
| GARMIN LTD | $285.5K | 0.0% | 995 |
| IVLUiShares MSCI Intl Value Factor ETF | $285.3K | 0.0% | 6,651 |
| DFLVDimensional ETF Trust Dimensional US Large Cap Value ETF | $282.7K | 0.0% | 7,037 |
| NVSNovartis AG | $282K | 0.0% | 1,978 |
| DDDupont De Nemours Inc | $281.9K | 0.0% | 2,170 |
| WTSWatts Water Technologies Inc | $281.2K | 0.0% | 794 |
| NETCloudflare Inc | $277.5K | 0.0% | 799 |
| J P MORGAN EXCHANGE TRADED F | $276.9K | 0.0% | 3,258 |
| ISHARES TR | $275K | 0.0% | 2,435 |
| ETREntergy Corp | $274.2K | 0.0% | 2,762 |
| ROSTRoss Stores Inc | $272.6K | 0.0% | 1,168 |
| ISHARES TR | $270.7K | 0.0% | 4,398 |
| LISTED FDS TR | $270.3K | 0.0% | 27,969 |
| HWMHowmet Aerospace Inc | $270.3K | 0.0% | 1,195 |
| MCOMoody's Corp | $269.9K | 0.0% | 594 |
| SPGIS&P Global Inc | $269.7K | 0.0% | 684 |
| UBERUber Technologies Inc | $267.8K | 0.0% | 3,909 |
| VIGIVanguard International Dividend Appreciation ETF | $267.4K | 0.0% | 2,832 |
| CPRTCopart Inc | $266.4K | 0.0% | 9,767 |
| DFA INVT DIMENSIONS GROUP IN | $264.4K | 0.0% | 3,940 |
| ANGLOGOLD ASHANTI PLC | $263.2K | 0.0% | 2,802 |
| MSTRStrategy Inc | $262.9K | 0.0% | 1,717 |
| NUSHARES ETF TR | $262.7K | 0.0% | 12,411 |
| SCHGSchwab U.S. Large-Cap Growth ETFput — a bet against | $262.3K | 0.0% | 7,300 |
| IWRiShares Russell Mid-Cap ETF | $258.4K | 0.0% | 2,421 |
| TDYTeledyne Technologies Inc | $257.9K | 0.0% | 425 |
| ISHARES TR | $255.5K | 0.0% | 2,426 |
| FDTFirst Trust Developed Markets Ex-US AlphaDEX Fund | $254.2K | 0.0% | 2,713 |
| DDOGDatadog Inc (Pre-Reincorporation) | $254.1K | 0.0% | 928 |
| CGCarlyle Group Inc | $251.8K | 0.0% | 6,349 |
| FIRST TR EXCHNG TRADED FD VI | $251.5K | 0.0% | 8,272 |
| QQQMInvesco NASDAQ 100 ETF | $250.2K | 0.0% | 821 |
| SIMPLIFY EXCHANGE TRADED FUN | $249.6K | 0.0% | 13,185 |
| NSCNorfolk Southern Corp | $246.7K | 0.0% | 798 |
| SHYiShares 1-3 Year Treasury Bond ETF | $245.6K | 0.0% | 3,024 |
| FEPFIRST TR EXCH TRD ALPHDX FD | $244.1K | 0.0% | 4,327 |
| TRVTravelers Companies Inc | $243.8K | 0.0% | 684 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $243.3K | 0.0% | 2,235 |
| ITWIllinois Tool Works Inc | $242.2K | 0.0% | 941 |
| TMUST-Mobile US Inc | $242.2K | 0.0% | 1,485 |
| TDToronto-Dominion Bank | $242K | 0.0% | 2,059 |
| TERTeradyne Inc | $241.9K | 0.0% | 603 |
| DIMENSIONAL ETF TRUST | $241.7K | 0.0% | 3,122 |
| USOUNITED STS OIL FD LP | $240.4K | 0.0% | 1,650 |
| HIGHartford Insurance Group Inc | $240.3K | 0.0% | 1,964 |
| RYRoyal Bank of Canada | $240.1K | 0.0% | 1,221 |
| EXPDExpeditors International of Washington Inc | $237.8K | 0.0% | 1,288 |
| DFIVDimensional International Value ETF | $237.6K | 0.0% | 4,254 |
| AMEAMETEK Inc | $236.9K | 0.0% | 956 |
| INVESCO DB MULTI-SECTOR COMM | $236.5K | 0.0% | 8,406 |
| NOCNorthrop Grumman Corp | $234.8K | 0.0% | 486 |
| JEMAJPMorgan ActiveBuilders Emerging Markets Equity ETF | $232.5K | 0.0% | 3,757 |
| TFCTruist Financial Corp | $232K | 0.0% | 5,011 |
| JPMJPMorgan Chase & Coput — a bet against | $231.6K | 0.0% | 700 |
| FIRST TR EXCHNG TRADED FD VI | $231.5K | 0.0% | 5,021 |
| FASTFastenal Co | $230.9K | 0.0% | 4,663 |
| FIRST TR EXCHNG TRADED FD VI | $230.8K | 0.0% | 3,687 |
| ELVElevance Health Inc | $230.6K | 0.0% | 593 |
Quarter ending 2026-09-30.
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