SEC 13F Intelligence

Triad Wealth Partners, LLC / AAPL

Triad Wealth Partners, LLC’s Apple Inc Position

Does Triad Wealth Partners, LLC own Apple Inc (AAPL)? Yes — 79.1K shares worth $20M (+1.59% of its 13F portfolio) as of Q1 2026, up from 72.8K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
79.1K
% of Portfolio
+1.59%
Quarters Held
9
currently held

Position History AAPL

Reported value by quarter
Q1 ’24: $1MQ1 ’24Q2 ’24: $3MQ3 ’24: $4MQ3 ’24Q4 ’24: $6MQ1 ’25: $6MQ1 ’25Q2 ’25: $6MQ3 ’25: $14MQ3 ’25Q4 ’25: $20MQ1 ’26: $20MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202679.1K$20M+1.59%
Q4 202572.8K$20M+1.88%
Q3 202555.3K$14M+1.82%
Q2 202530.3K$6M+1.26%
Q1 202525.1K$6M+1.73%
Q4 202423.5K$6M+2.13%
Q3 202418.8K$4M+2.33%
Q2 202411.9K$3M+1.32%
Q1 20248.0K$1M+1.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Triad Wealth Partners, LLC’s full portfolio or all institutional holders of AAPL.