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Doubleline shares owned by Triad Wealth Partners

Quarter-by-quarter ownership of Doubleline (CAPE) shares owned by Triad Wealth Partners from 13F filings

Historical chart of Triad Wealth Partners investment in Doubleline

Tip: Access up to 7 years of quarterly data

All positions including Doubleline held by Triad Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Doubleline by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $259k 8.0k 32.58

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
Vanguard World Mega Cap Index (MGC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for Triad Wealth Partners

Top funds holding Doubleline

Waddell & Associates
Straightline Group
Walled Lake Planning & Wealth Management
Evensky & Katz
Foundations Investment Advisors
UBS Group
Santori & Peters
Armor Investment Advisors
Clear Point Advisors
HF Advisory Group
Main Street Financial Solutions
Cambridge Investment Research Advisors
Csenge Advisory Group
Bank Of Montreal
Capital Investment Advisors

View all funds holding Doubleline