TRITONPOINT WEALTH, LLC
13F Reported Value
ⓘ$1.0B
Holdings
281
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
TRITONPOINT WEALTH, LLC disclosed 281 positions worth $1.0B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 9.3% of the equity portfolio, followed by $GOOG and $GOOGL. During the quarter the fund opened 26 new positions and exited 13 — including a new stake in $AVAV. The portfolio is most concentrated in Technology (31.3% of disclosed assets). All figures are sourced directly from TRITONPOINT WEALTH, LLC’s Form 13F-HR filing with the SEC under CIK 2008171.
AI Fund Analysis
Concentrating
$AAPL
$GOOG$GOOG
$AMZN
$NOW
$QXO
$PANWSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 76.4#84
Quality
$94.5M326,546 sh - 78.2#57
Quality
$44.8M125,233 sh - 78.2#57
Quality
$43.9M124,270 sh - 68.7
Quality
$37.8M158,540 sh VANGUARD INDEX FDS - GROWTH ETF
—Quality
$36.7M426,520 sh- 79.4
Quality
$27.2M62,831 sh - 70.7
Quality
$26.7M81,693 sh - 79.8
Quality
$24.0M64,235 sh ISHARES TR - U.S. TECH ETF
—Quality
$23.3M92,429 sh- 85.9
Quality
$19.4M97,049 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $94.5M | 326,546 |
| Alphabet Inc.$GOOG | 78.2#57 | $44.8M | 125,233 |
 Alphabet Inc.$GOOGL | 78.2#57 | $43.9M | 124,270 |
| AMAZON COM INC$AMZN | 68.7 | $37.8M | 158,540 |
| VANGUARD INDEX FDS - GROWTH ETF | — | $36.7M | 426,520 |
 LAM RESEARCH CORP$LRCX | 79.4 | $27.2M | 62,831 |
 JPMORGAN CHASE & CO$JPM | 70.7 | $26.7M | 81,693 |
 MICROSOFT CORP$MSFT | 79.8 | $24.0M | 64,235 |
| ISHARES TR - U.S. TECH ETF | — | $23.3M | 92,429 |
 NVIDIA CORP$NVDA | 85.9 | $19.4M | 97,049 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of TRITONPOINT WEALTH, LLC's 281 positions.
Showing top 10 of 281 holdings.
Sector Allocation
Technology
$318.0M
Other
$219.5M
Consumer Discretionary
$121.4M
Financials
$120.9M
Industrials
$97.0M
Healthcare
$61.0M
Consumer Staples
$28.2M
Energy
$19.9M
Top Holdings — TRITONPOINT WEALTH, LLC (Q2 2026)
Top 150 of 281 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $94.5M | 9.3% | -2% | 76.4 |
| 2 | $GOOG | Alphabet Inc. | $44.8M | 4.4% | -1% | 78.2 |
| 3 | $GOOGL | Alphabet Inc. | $43.9M | 4.3% | -3% | 78.2 |
| 4 | $AMZN | AMAZON COM INC | $37.8M | 3.7% | -1% | 68.7 |
| 5 | — | VANGUARD INDEX FDS - GROWTH ETF | $36.7M | 3.6% | +357% | — |
| 6 | $LRCX | LAM RESEARCH CORP | $27.2M | 2.7% | -7% | 79.4 |
| 7 | $JPM | JPMORGAN CHASE & CO | $26.7M | 2.6% | -2% | 70.7 |
| 8 | $MSFT | MICROSOFT CORP | $24.0M | 2.4% | +3% | 79.8 |
| 9 | — | ISHARES TR - U.S. TECH ETF | $23.3M | 2.3% | -3% | — |
| 10 | $NVDA | NVIDIA CORP | $19.4M | 1.9% | +26% | 85.9 |
| 11 |  $XPO | XPO, Inc. | $19.1M | 1.9% | -2% | 58.4 |
| 12 |  $V | VISA INC. | $17.6M | 1.7% | -2% | 82.9 |
| 13 |  $JNJ | JOHNSON & JOHNSON | $17.2M | 1.7% | -3% | 69 |
| 14 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $16.9M | 1.7% | -3% | — |
| 15 |  $DOV | DOVER Corp | $14.4M | 1.4% | -3% | 58.1 |
| 16 |  $MA | Mastercard Inc | $13.2M | 1.3% | -2% | 85.1 |
| 17 |  $BNL | Broadstone Net Lease, Inc. | $12.7M | 1.3% | -11% | 61.6 |
| 18 |  $WMT | Walmart Inc. | $12.7M | 1.3% | -3% | 60.2 |
| 19 | — | SELECT SECTOR SPDR TR - SBI INT-INDS | $12.4M | 1.2% | -5% | — |
| 20 |  $TJX | TJX COMPANIES INC /DE/ | $11.7M | 1.1% | +0% | 68.7 |
| 21 |  $DHR | DANAHER CORP /DE/ | $11.6M | 1.1% | -2% | 64.8 |
| 22 | — | SELECT SECTOR SPDR TR - TECHNOLOGY | $11.5M | 1.1% | -8% | — |
| 23 |  $ISRG | INTUITIVE SURGICAL INC | $10.7M | 1.1% | -1% | 79.9 |
| 24 |  $CAT | CATERPILLAR INC | $10.4M | 1.0% | -2% | 66.5 |
| 25 |  $CB | Chubb Ltd | $9.9M | 1.0% | -1% | — |
| 26 | — | SELECT SECTOR SPDR TR - FINANCIAL | $9.8M | 1.0% | -3% | — |
| 27 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $9.7M | 0.9% | -2% | 65.1 |
| 28 |  $BA | BOEING CO | $8.8M | 0.9% | -0% | 61.6 |
| 29 | $QXO | QXO, Inc. | $8.3M | 0.8% | +40% | 49 |
| 30 |  $ADI | ANALOG DEVICES INC | $8.1M | 0.8% | -3% | 79.2 |
| 31 |  $MDLZ | Mondelez International, Inc. | $7.9M | 0.8% | -4% | 56.4 |
| 32 |  $MRK | Merck & Co., Inc. | $7.5M | 0.7% | -2% | 59.9 |
| 33 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $7.4M | 0.7% | +1% | — |
| 34 |  $MU | MICRON TECHNOLOGY INC | $7.3M | 0.7% | +207% | 86.2 |
| 35 |  $YUM | YUM BRANDS INC | $7.1M | 0.7% | -1% | 73.7 |
| 36 | — | ISHARES TR - RUS 2000 GRW ETF | $6.9M | 0.7% | -4% | — |
| 37 |  $BRK.B | BERKSHIRE HATHAWAY INC | $6.7M | 0.7% | -0% | 73.8 |
| 38 | — | SELECT SECTOR SPDR TR - SBI HEALTHCARE | $6.5M | 0.6% | -11% | — |
| 39 |  $PEP | PEPSICO INC | $6.4M | 0.6% | -4% | 63.4 |
| 40 |  $SBUX | STARBUCKS CORP | $6.4M | 0.6% | -1% | 58.2 |
| 41 |  $CVX | CHEVRON CORP | $6.2M | 0.6% | -14% | 62.8 |
| 42 |  $GEV | GE Vernova Inc. | $6.2M | 0.6% | -2% | 81.1 |
| 43 |  $RTX | RTX Corp | $5.8M | 0.6% | -3% | 73.2 |
| 44 | — | ISHARES TR - S&P MC 400GR ETF | $5.4M | 0.5% | -7% | — |
| 45 |  $COF | CAPITAL ONE FINANCIAL CORP | $5.4M | 0.5% | -2% | 62.4 |
| 46 |  $COST | COSTCO WHOLESALE CORP /NEW | $5.0M | 0.5% | +2% | 66.2 |
| 47 |  $ECL | ECOLAB INC. | $4.8M | 0.5% | -1% | 63.3 |
| 48 |  $CL | COLGATE PALMOLIVE CO | $4.8M | 0.5% | +1% | 61.3 |
| 49 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $4.7M | 0.5% | -3% | — |
| 50 |  $EOG | EOG RESOURCES INC | $4.7M | 0.5% | -16% | 71.9 |
| 51 |  $CME | CME GROUP INC. | $4.6M | 0.5% | -1% | 69.5 |
| 52 |  $HD | HOME DEPOT, INC. | $4.6M | 0.5% | -2% | 60.3 |
| 53 |  $ABT | ABBOTT LABORATORIES | $4.6M | 0.5% | -5% | 65.5 |
| 54 | — | ISHARES TR - CORE S&P SCP ETF | $4.6M | 0.5% | -2% | — |
| 55 |  $UNH | UNITEDHEALTH GROUP INC | $4.6M | 0.5% | +6% | 62.7 |
| 56 |  $LLY | ELI LILLY & Co | $4.5M | 0.4% | +4% | 87.5 |
| 57 |  $WFC | WELLS FARGO & COMPANY/MN | $4.4M | 0.4% | -51% | 61.8 |
| 58 |  $BLK | BlackRock, Inc. | $4.4M | 0.4% | +1% | 70 |
| 59 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $4.0M | 0.4% | +1079% | — |
| 60 |  $KO | COCA COLA CO | $4.0M | 0.4% | -0% | 69.5 |
| 61 |  $BIP | Brookfield Infrastructure Partners L.P. | $4.0M | 0.4% | -14% | — |
| 62 |  $AES | AES CORP | $4.0M | 0.4% | -5% | 58.6 |
| 63 |  $PH | Parker-Hannifin Corp | $4.0M | 0.4% | -3% | 65.8 |
| 64 | — | VANGUARD INDEX FDS - SMALL CP ETF | $3.9M | 0.4% | -0% | — |
| 65 | — | SELECT SECTOR SPDR TR - COMMUNICATION | $3.8M | 0.4% | -10% | — |
| 66 |  $PG | PROCTER & GAMBLE Co | $3.8M | 0.4% | -1% | 64.6 |
| 67 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $3.7M | 0.4% | -4% | 64.4 |
| 68 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $3.6M | 0.3% | -6% | 61.7 |
| 69 |  $LMT | LOCKHEED MARTIN CORP | $3.6M | 0.3% | -2% | 65.6 |
| 70 | $NOW | ServiceNow, Inc. | $3.5M | 0.3% | +52% | 72.9 |
| 71 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $3.5M | 0.3% | +10% | — |
| 72 |  $BAC | BANK OF AMERICA CORP /DE/ | $3.4M | 0.3% | -8% | 67.6 |
| 73 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $3.4M | 0.3% | +3% | 73.7 |
| 74 | — | SELECT SECTOR SPDR TR - SBI CONS DISCR | $3.4M | 0.3% | -14% | — |
| 75 | — | VANGUARD INDEX FDS - MID CAP ETF | $3.2M | 0.3% | +279% | — |
| 76 |  $GNRC | GENERAC HOLDINGS INC. | $3.2M | 0.3% | +0% | 54.4 |
| 77 | $PANW | Palo Alto Networks Inc | $3.2M | 0.3% | +1% | 65.5 |
| 78 |  $AVGO | Broadcom Inc. | $3.2M | 0.3% | -3% | 84.5 |
| 79 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.0M | 0.3% | +2% | — |
| 80 | — | VANGUARD WORLD FDS - INF TECH ETF | $2.9M | 0.3% | +704% | — |
| 81 |  $LH | LABCORP HOLDINGS INC. | $2.9M | 0.3% | -1% | 65 |
| 82 |  $BAM | Brookfield Asset Management Ltd. | $2.9M | 0.3% | -0% | — |
| 83 |  $META | Meta Platforms, Inc. | $2.8M | 0.3% | -15% | 79.6 |
| 84 |  $BX | Blackstone Inc. | $2.8M | 0.3% | -20% | 74.4 |
| 85 |  $AVAV | AeroVironment Inc | $2.7M | 0.3% | NEW | 42 |
| 86 |  $ABBV | AbbVie Inc. | $2.6M | 0.3% | -8% | 72.6 |
| 87 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $2.6M | 0.3% | -24% | 61.4 |
| 88 |  $SPY | SPDR S&P 500 ETF TRUST | $2.6M | 0.3% | -0% | — |
| 89 |  $BALL | BALL Corp | $2.6M | 0.3% | +1% | 61.1 |
| 90 |  $UNP | UNION PACIFIC CORP | $2.6M | 0.3% | -0% | 69.7 |
| 91 |  $BN | BROOKFIELD Corp /ON/ | $2.4M | 0.2% | -8% | — |
| 92 |  $MCD | MCDONALDS CORP | $2.4M | 0.2% | -4% | 69 |
| 93 | — | ISHARES TR - S&P 500 GRWT ETF | $2.2M | 0.2% | -0% | — |
| 94 | — | VANGUARD INDEX FDS - VALUE ETF | $2.2M | 0.2% | +1% | — |
| 95 | — | ISHARES TR - CORE S&P500 ETF | $2.2M | 0.2% | +15% | — |
| 96 |  $ORCL | ORACLE CORP | $2.1M | 0.2% | -33% | 66.2 |
| 97 |  $TSLA | Tesla, Inc. | $2.1M | 0.2% | -5% | 53.9 |
| 98 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $2.0M | 0.2% | +14% | — |
| 99 | — | ISHARES TR - US CONSUM DISCRE | $2.0M | 0.2% | -1% | — |
| 100 | $META | Meta Platforms, Inc. | $2.0M | 0.2% | -1% | 79.6 |
| 101 |  $SCHW | SCHWAB CHARLES CORP | $1.9M | 0.2% | +685% | 79.4 |
| 102 | — | SELECT SECTOR SPDR TR - SBI CONS STPLS | $1.9M | 0.2% | -15% | — |
| 103 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $1.8M | 0.2% | +0% | — |
| 104 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $1.8M | 0.2% | -30% | — |
| 105 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $1.8M | 0.2% | +0% | — |
| 106 |  $DELL | Dell Technologies Inc. | $1.7M | 0.2% | -1% | 71.2 |
| 107 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.6M | 0.2% | -1% | — |
| 108 |  $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $1.6M | 0.1% | -15% | — |
| 109 |  $CSCO | CISCO SYSTEMS, INC. | $1.5M | 0.1% | -8% | 70.3 |
| 110 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | $1.5M | 0.1% | +0% | — |
| 111 |  $AMD | ADVANCED MICRO DEVICES INC | $1.4M | 0.1% | +3% | 79.8 |
| 112 | — | ISHARES TR - CORE S&P MCP ETF | $1.4M | 0.1% | -1% | — |
| 113 | — | ISHARES TR - CORE MSCI EAFE | $1.4M | 0.1% | -3% | — |
| 114 |  $EMR | EMERSON ELECTRIC CO | $1.3M | 0.1% | -2% | 65.3 |
| 115 |  $XOM.R34088 | EXXON MOBIL CORP | $1.2M | 0.1% | -18% | 57.9 |
| 116 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.2M | 0.1% | +8% | 70.4 |
| 117 |  $AMAT | APPLIED MATERIALS INC /DE | $1.2M | 0.1% | +2% | 72.3 |
| 118 | — | ISHARES TR - US INDUSTRIALS | $1.2M | 0.1% | +0% | — |
| 119 |  $UPS | UNITED PARCEL SERVICE INC | $1.2M | 0.1% | -4% | 58.6 |
| 120 |  $GXO | GXO Logistics, Inc. | $1.2M | 0.1% | -3% | 61.2 |
| 121 | — | J P MORGAN EXCHANGE TRADED - EQUITY PREMIUM | $1.2M | 0.1% | -0% | — |
| 122 | — | ISHARES TR - EXPANDED TECH | $1.2M | 0.1% | -7% | — |
| 123 |  $GE | GENERAL ELECTRIC CO | $1.2M | 0.1% | -2% | 73.8 |
| 124 |  $AKAM | AKAMAI TECHNOLOGIES INC | $1.1M | 0.1% | +2% | 59.5 |
| 125 |  $GS | GOLDMAN SACHS GROUP INC | $1.1M | 0.1% | +12% | 73.5 |
| 126 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $1.0M | 0.1% | +0% | — |
| 127 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $1.0M | 0.1% | -38% | — |
| 128 |  $ADP | AUTOMATIC DATA PROCESSING INC | $968,584 | 0.1% | +3% | 69.8 |
| 129 |  $NFLX | NETFLIX INC | $961,337 | 0.1% | -13% | 78.8 |
| 130 |  $SNOW | Snowflake Inc. | $956,666 | 0.1% | -76% | 54.9 |
| 131 | — | ISHARES TR - NATIONAL MUN ETF | $924,886 | 0.1% | +83% | — |
| 132 | — | ISHARES TR - US HLTHCARE ETF | $913,011 | 0.1% | +0% | — |
| 133 |  $KLAC | KLA CORP | $906,639 | 0.1% | +822% | 78.6 |
| 134 |  $INTC | INTEL CORP | $898,379 | 0.1% | +5% | 45.6 |
| 135 | — | SELECT SECTOR SPDR TR - ENERGY | $894,213 | 0.1% | -0% | — |
| 136 | — | SPDR SER TR - S&P 600 SMCP GRW | $875,248 | 0.1% | +0% | — |
| 137 |  $A | AGILENT TECHNOLOGIES, INC. | $870,176 | 0.1% | +7% | 67.1 |
| 138 |  $LIN | LINDE PLC | $870,120 | 0.1% | -7% | — |
| 139 |  $AXP | AMERICAN EXPRESS CO | $869,115 | 0.1% | -7% | 69.4 |
| 140 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $869,009 | 0.1% | -4% | — |
| 141 |  $MMM | 3M CO | $863,961 | 0.1% | -4% | 64.9 |
| 142 |  $DIS | Walt Disney Co | $854,703 | 0.1% | -4% | 60.1 |
| 143 |  $DPZ | DOMINOS PIZZA INC | $783,026 | 0.1% | -26% | 60.1 |
| 144 |  $BRK.A | BERKSHIRE HATHAWAY INC | $748,850 | 0.1% | +0% | 73.8 |
| 145 |  $MS | MORGAN STANLEY | $746,273 | 0.1% | -1% | 75.8 |
| 146 |  $SYK | STRYKER CORP | $730,590 | 0.1% | -8% | 72.1 |
| 147 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $724,304 | 0.1% | +4% | 70 |
| 148 |  $CSX | CSX CORP | $710,621 | 0.1% | +0% | 65.2 |
| 149 | — | ISHARES TR - RUSSELL 2000 ETF | $693,588 | 0.1% | +0% | — |
| 150 |  $SLB | SLB LIMITED/NV | $692,050 | 0.1% | +18% | 57.9 |
New Positions (26)
$AVAV AeroVironment Inc$2.7M
$SO SOUTHERN CO$620,074
$WDC WESTERN DIGITAL CORP$509,699
$ASML ASML HOLDING NV$455,582
$SNDK Sandisk Corp$450,199
$FE FIRSTENERGY CORP$422,440
$STX Seagate Technology Holdings plc$371,525
$VIK Viking Holdings Ltd$349,702
$FTNT Fortinet, Inc.$339,807
$TRV TRAVELERS COMPANIES, INC.$278,951
$AYI ACUITY INC. (DE)$276,845
$CDNS CADENCE DESIGN SYSTEMS INC$272,208
$DAL DELTA AIR LINES, INC.$261,772
$ANET Arista Networks, Inc.$259,101
$NVS NOVARTIS AG$253,573Exited Positions (13)
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