TRITONPOINT WEALTH, LLC
Sector Allocation
- Technology32.1%$323.4M
- Other21.7%$218.5M
- Financials11.9%$119.5M
- Healthcare9.0%$90.3M
- Industrials8.2%$82.9M
- Consumer Discretionary7.7%$77.4M
- Consumer Staples4.3%$43.3M
- Energy2.2%$22.3M
- Real Estate1.4%$14.6M
- Materials0.7%$6.9M
AUM History
13fpro.ai/research/fund/tritonpoint-wealth-llc-2008171
Conviction and streaks
Concentrating · top 10 = 38.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$106.7MGOOG
$41.9MGOOGL
$41.4MAMZN
$38.9M- VANGUARD$38.6M
MSFT
$32.5MJPM
$26.2M- ISHARES$24.3M
NVDA
$21.3MLRCX
$18.8MV
$17.7MJNJ
$17.3M- VANGUARD$17.2M
XPO
$16.1MMA
$14.0MDHR
$13.3MTMO
$12.9MDOV
$11.6M- SELECT$11.6M
WMT
$11.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/tritonpoint-wealth-llc-2008171
TRITONPOINT WEALTH, LLC 13F holdings — Q3 2026
$1.0B portfolio (-1.0% QoQ) · 293 holdings · Q3 2026 13F · top 10 are 39% of the stock portfolio
$106.7M
10.6% of stocks
-2%This quarter+0.3%Since filed8+ qtrsHeld$41.9M
4.2% of stocks
-1%This quarter-7.6%Since filed8+ qtrsHeld$41.4M
4.1% of stocks
-4%This quarter-7.6%Since filed8+ qtrsHeld$38.9M
3.9% of stocks
-1%This quarter-5.1%Since filed8+ qtrsHeldAIQuality67.5#361Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row- 5
VANGUARD INDEX FDS - GROWTH ETF
$38.6M
3.8% of stocks
+0.4%This quarter—Since filed—HeldAIQuality—Est. buy— $32.5M
3.2% of stocks
-1%This quarter-0.2%Since filed8+ qtrsHeld$26.2M
2.6% of stocks
-3%This quarter+0.1%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 6 qtrs in a row- 8
ISHARES TR - U.S. TECH ETF
$24.3M
2.4% of stocks
-0.8%This quarter—Since filed—HeldAIQuality—Est. buy— $21.3M
2.1% of stocks
-4%This quarter-0.5%Since filed8+ qtrsHeld$18.8M
1.9% of stocks
-9%This quarter-12.8%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row
All holdings — TRITONPOINT WEALTH, LLC (Q3 2026)
293 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | VISA INC. | Financials | $17.7M | 1.8% | 49K | -4% | 8+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | JOHNSON & JOHNSON | Healthcare | $17.3M | 1.7% | 65K | -3% | 8+ qtrsTrimmed 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $17.2M | 1.7% | 25K | +0.2% | — | — | 13F |
| 14 | XPO, Inc. | Industrials | $16.1M | 1.6% | 91K | -2% | 8+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Mastercard Inc | Financials | $14.0M | 1.4% | 25K | -0.8% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | DANAHER CORP /DE/ | Healthcare | $13.3M | 1.3% | 60K | -1% | 8+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | THERMO FISHER SCIENTIFIC INC. | Healthcare | $12.9M | 1.3% | 19K | -1% | 8+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | DOVER Corp | Industrials | $11.6M | 1.1% | 62K | -3% | 8+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | SELECT SECTOR SPDR TR - TECHNOLOGYetf/fund | — | $11.6M | 1.1% | 59K | -2% | — | — | 13F |
| 20 | Walmart Inc. | Consumer Staples | $11.2M | 1.1% | 108K | -4% | 8+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Broadstone Net Lease, Inc. | Real Estate | $11.2M | 1.1% | 604K | -2% | 8+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | INTUITIVE SURGICAL INC | Healthcare | $11.1M | 1.1% | 27K | +0.7% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | SELECT SECTOR SPDR TR - SBI INT-INDSetf/fund | — | $10.7M | 1.1% | 64K | -3% | — | — | 13F |
| 24 | TJX COMPANIES INC /DE/ | Consumer Discretionary | $9.9M | 1.0% | 75K | -3% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | SELECT SECTOR SPDR TR - FINANCIALetf/fund | — | $9.7M | 1.0% | 181K | -0.8% | — | — | 13F |
| 26 | $CB | Chubb Ltd | Financials | $9.2M | 0.9% | 28K | -3% | |||
| 27 | $MRK | Merck & Co., Inc. | Healthcare | $8.3M | 0.8% | 57K | -3% | |||
| 28 | $CAT | CATERPILLAR INC | Industrials | $7.7M | 0.8% | 9,505 | -3% | |||
| 29 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $7.7M | 0.8% | 133K | -3% | |||
| 30 | $ADI | ANALOG DEVICES INC | Technology | $7.4M | 0.7% | 19K | -8% | |||
| 31 | $CVX | CHEVRON CORP | Energy | $7.3M | 0.7% | 36K | -4% | |||
| 32 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $7.3M | 0.7% | 47K | — | |||
| 33 | $BA | BOEING CO | Industrials | $7.3M | 0.7% | 39K | -4% | |||
| 34 | — | SELECT SECTOR SPDR TR - SBI HEALTHCARE | — | $6.7M | 0.7% | 40K | -4% | |||
| 35 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $6.6M | 0.7% | 13K | -0.3% | |||
| 36 | $MU | MICRON TECHNOLOGY INC | Technology | $6.5M | 0.6% | 6,071 | -3% | |||
| 37 | — | ISHARES TR - RUS 2000 GRW ETF | — | $6.2M | 0.6% | 17K | -0.6% | |||
| 38 | $YUM | YUM BRANDS INC | Consumer Discretionary | $6.0M | 0.6% | 44K | -0.1% | |||
| 39 | $PEP | PEPSICO INC | Consumer Staples | $5.8M | 0.6% | 46K | -4% | |||
| 40 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $5.7M | 0.6% | 61K | -3% | |||
| 41 | $RTX | RTX Corp | Industrials | $5.7M | 0.6% | 31K | +0.2% | |||
| 42 | $CME | CME GROUP INC. | Financials | $5.3M | 0.5% | 20K | -2% | |||
| 43 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $5.1M | 0.5% | 27K | -1% | |||
| 44 | — | ISHARES TR - S&P MC 400GR ETF | — | $5.1M | 0.5% | 46K | -0.2% | |||
| 45 | $ABT | ABBOTT LABORATORIES | Healthcare | $5.0M | 0.5% | 50K | +0.1% | |||
| 46 | $QXO | QXO, Inc. | Consumer Discretionary | $4.8M | 0.5% | 414K | -14% | |||
| 47 | $BLK | BlackRock, Inc. | Financials | $4.8M | 0.5% | 4,528 | -0.5% | |||
| 48 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $4.7M | 0.5% | 5,145 | -3% | |||
| 49 | $GEV | GE Vernova Inc. | Industrials | $4.7M | 0.5% | 4,924 | -6% | |||
| 50 | $EOG | EOG RESOURCES INC | Energy | $4.7M | 0.5% | 34K | -6% | |||
| 51 | $ECL | ECOLAB INC. | Materials | $4.7M | 0.5% | 17K | -1% | |||
| 52 | $NOW | ServiceNow, Inc. | Technology | $4.4M | 0.4% | 33K | -7% | |||
| 53 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $4.4M | 0.4% | 52K | -1.0% | |||
| 54 | — | VANGUARD BD INDEX FDS - INTERMED TERM | — | $4.4M | 0.4% | 60K | -2% | |||
| 55 | $LLY | ELI LILLY & Co | Healthcare | $4.3M | 0.4% | 3,718 | -0.3% | |||
| 56 | — | ISHARES TR - CORE S&P SCP ETF | — | $4.3M | 0.4% | 31K | +2% | |||
| 57 | $KO | COCA COLA CO | Consumer Staples | $4.2M | 0.4% | 49K | -1% | |||
| 58 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $4.0M | 0.4% | 50K | -6% | |||
| 59 | $BIP | Brookfield Infrastructure Partners L.P. | Industrials | $3.9M | 0.4% | 110K | -0.2% | |||
| 60 | — | SELECT SECTOR SPDR TR - COMMUNICATION | — | $3.9M | 0.4% | 35K | -1.0% | |||
| 61 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $3.8M | 0.4% | 13K | +6% | |||
| 62 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $3.8M | 0.4% | 10K | -5% | |||
| 63 | $PH | Parker-Hannifin Corp | Industrials | $3.8M | 0.4% | 3,978 | -2% | |||
| 64 | $META | Meta Platforms, Inc. | Technology | $3.8M | 0.4% | 5,181 | +5% | |||
| 65 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $3.7M | 0.4% | 26K | -0.8% | |||
| 66 | $AES | AES CORP | Utilities | $3.7M | 0.4% | 248K | -8% | |||
| 67 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $3.7M | 0.4% | 8,063 | -5% | |||
| 68 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $3.6M | 0.3% | 13K | -3% | |||
| 69 | $PANW | Palo Alto Networks Inc | Technology | $3.5M | 0.3% | 8,775 | -7% | |||
| 70 | $LMT | LOCKHEED MARTIN CORP | Industrials | $3.5M | 0.3% | 6,842 | -2% | |||
| 71 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $3.4M | 0.3% | 18K | -0.3% | |||
| 72 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $3.4M | 0.3% | 9,535 | -0.7% | |||
| 73 | $LH | LABCORP HOLDINGS INC. | Healthcare | $3.2M | 0.3% | 10K | +0.5% | |||
| 74 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $3.2M | 0.3% | 41K | +2% | |||
| 75 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $3.2M | 0.3% | 59K | -1.0% | |||
| 76 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $3.1M | 0.3% | 4,185 | +1% | |||
| 77 | — | VANGUARD WORLD FDS - INF TECH ETF | — | $3.1M | 0.3% | 25K | +0.0% | |||
| 78 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $3.0M | 0.3% | 14K | -0.3% | |||
| 79 | — | SELECT SECTOR SPDR TR - SBI CONS DISCR | — | $3.0M | 0.3% | 28K | -3% | |||
| 80 | $AVGO | Broadcom Inc. | Technology | $3.0M | 0.3% | 8,552 | +2% | |||
| 81 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $2.9M | 0.3% | 12K | -3% | |||
| 82 | $BAM | Brookfield Asset Management Ltd. | Financials | $2.8M | 0.3% | 62K | -4% | |||
| 83 | $ABBV | AbbVie Inc. | Healthcare | $2.8M | 0.3% | 11K | +0.1% | |||
| 84 | $BX | Blackstone Inc. | Financials | $2.7M | 0.3% | 24K | +1% | |||
| 85 | $SPY | SPDR S&P 500 ETF TRUST | — | $2.6M | 0.3% | 3,448 | — | |||
| 86 | $UNP | UNION PACIFIC CORP | Industrials | $2.5M | 0.3% | 9,354 | -0.2% | |||
| 87 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $2.5M | 0.3% | 71K | -0.8% | |||
| 88 | $AVAV | AeroVironment Inc | Industrials | $2.3M | 0.2% | 16K | -0.0% | |||
| 89 | — | ISHARES TR - S&P 500 GRWT ETF | — | $2.3M | 0.2% | 16K | — | |||
| 90 | $BALL | BALL Corp | Industrials | $2.3M | 0.2% | 41K | -0.9% | |||
| 91 | — | VANGUARD INDEX FDS - VALUE ETF | — | $2.2M | 0.2% | 10K | +1% | |||
| 92 | $GNRC | GENERAC HOLDINGS INC. | Technology | $2.2M | 0.2% | 10K | -5% | |||
| 93 | $DELL | Dell Technologies Inc. | Technology | $2.1M | 0.2% | 3,996 | +3% | |||
| 94 | $BN | BROOKFIELD Corp /ON/ | Real Estate | $2.0M | 0.2% | 55K | -4% | |||
| 95 | $ORCL | ORACLE CORP | Technology | $2.0M | 0.2% | 14K | -0.5% | |||
| 96 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $2.0M | 0.2% | 8,442 | +0.5% | |||
| 97 | — | ISHARES TR - CORE S&P500 ETF | — | $1.9M | 0.2% | 2,533 | -12% | |||
| 98 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.9M | 0.2% | 8,330 | -6% | |||
| 99 | $META | Meta Platforms, Inc. | Technology | $1.9M | 0.2% | 25K | -1% | |||
| 100 | $SCHW | SCHWAB CHARLES CORP | Financials | $1.9M | 0.2% | 19K | -6% | |||
| 101 | — | ISHARES TR - US CONSUM DISCRE | — | $1.8M | 0.2% | 19K | -2% | |||
| 102 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $1.8M | 0.2% | 60K | — | |||
| 103 | — | SELECT SECTOR SPDR TR - SBI CONS STPLS | — | $1.7M | 0.2% | 22K | -4% | |||
| 104 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.7M | 0.2% | 4,859 | -3% | |||
| 105 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | — | $1.7M | 0.2% | 5,861 | -1% | |||
| 106 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $1.7M | 0.2% | 4,459 | +0.7% | |||
| 107 | — | VANGUARD INDEX FDS - SML CP GRW ETF | — | $1.7M | 0.2% | 4,914 | -2% | |||
| 108 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.6M | 0.2% | 2,553 | +3% | |||
| 109 | — | ISHARES TR - CORE MSCI EAFE | — | $1.5M | 0.1% | 15K | +6% | |||
| 110 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | — | $1.5M | 0.1% | 16K | — | |||
| 111 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.5M | 0.1% | 9,022 | -0.8% | |||
| 112 | $EMR | EMERSON ELECTRIC CO | Industrials | $1.5M | 0.1% | 9,440 | +2% | |||
| 113 | — | ISHARES TR - EXPANDED TECH | — | $1.4M | 0.1% | 13K | -2% | |||
| 114 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.3M | 0.1% | 22K | +0.3% | |||
| 115 | — | ISHARES TR - CORE S&P MCP ETF | — | $1.3M | 0.1% | 18K | -1% | |||
| 116 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.2M | 0.1% | 12K | -11% | |||
| 117 | $SNOW | Snowflake Inc. | Technology | $1.2M | 0.1% | 3,592 | -4% | |||
| 118 | $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | Technology | $1.2M | 0.1% | 9,225 | -22% | |||
| 119 | — | J P MORGAN EXCHANGE TRADED - EQUITY PREMIUM | — | $1.2M | 0.1% | 21K | -0.8% | |||
| 120 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $1.1M | 0.1% | 4,367 | +1.0% | |||
| 121 | — | ISHARES TR - US INDUSTRIALS | — | $1.1M | 0.1% | 7,339 | +0.1% | |||
| 122 | $A | AGILENT TECHNOLOGIES, INC. | Healthcare | $1.1M | 0.1% | 6,294 | -4% | |||
| 123 | $MPC | Marathon Petroleum Corp | Energy | $1.1M | 0.1% | 2,687 | +0.7% | |||
| 124 | $DIS | Walt Disney Co | Communication Services | $1.0M | 0.1% | 9,971 | +12% | |||
| 125 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $1.0M | 0.1% | 11K | -1% | |||
| 126 | — | SELECT SECTOR SPDR TR - ENERGY | — | $1.0M | 0.1% | 17K | — | |||
| 127 | $GXO | GXO Logistics, Inc. | Industrials | $998K | 0.1% | 22K | -5% | |||
| 128 | $GE | GENERAL ELECTRIC CO | Industrials | $991K | 0.1% | 3,174 | +2% | |||
| 129 | $GS | GOLDMAN SACHS GROUP INC | Financials | $988K | 0.1% | 1,097 | +5% | |||
| 130 | — | ISHARES TR - US HLTHCARE ETF | — | $975K | 0.1% | 14K | — | |||
| 131 | $INTC | INTEL CORP | Technology | $959K | 0.1% | 7,979 | +24% | |||
| 132 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $946K | 0.1% | 1,440 | -1% | |||
| 133 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $940K | 0.1% | 1,543 | +1.0% | |||
| 134 | $PFE | PFIZER INC | Healthcare | $926K | 0.1% | 32K | +14% | |||
| 135 | $NFLX | NETFLIX INC | Communication Services | $919K | 0.1% | 13K | -2% | |||
| 136 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $898K | 0.1% | 1,757 | +3% | |||
| 137 | $MMM | 3M CO | Healthcare | $889K | 0.1% | 5,416 | +1% | |||
| 138 | $AKAM | AKAMAI TECHNOLOGIES INC | Industrials | $853K | 0.1% | 8,025 | -11% | |||
| 139 | $LIN | LINDE PLC | Materials | $842K | 0.1% | 1,775 | +6% | |||
| 140 | $PLTR | Palantir Technologies Inc. | Technology | $836K | 0.1% | 4,470 | +7% | |||
| 141 | — | ISHARES TR - NATIONAL MUN ETF | — | $830K | 0.1% | 8,210 | -4% | |||
| 142 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $822K | 0.1% | 13K | -5% | |||
| 143 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $792K | 0.1% | 2,991 | +281% | |||
| 144 | — | SPDR SER TR - S&P 600 SMCP GRW | — | $786K | 0.1% | 7,347 | — | |||
| 145 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $747K | 0.1% | 1 | — | |||
| 146 | $AXP | AMERICAN EXPRESS CO | Financials | $744K | 0.1% | 2,446 | -5% | |||
| 147 | $AIG | AMERICAN INTERNATIONAL GROUP, INC. | Financials | $713K | 0.1% | 9,574 | +5% | |||
| 148 | $SLB | SLB LIMITED/NV | Energy | $711K | 0.1% | 15K | -2% | |||
| 149 | $CSX | CSX CORP | Industrials | $698K | 0.1% | 15K | +0.4% | |||
| 150 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $686K | 0.1% | 23K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 18 new, 89 added to, 154 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (18)
$HONHONEYWELL INTERNATIONAL INC$618K
first bought this quarter
$HONAHoneywell Aerospace Inc.$416K
first bought this quarter
$NEMNEWMONT Corp /DE/$322K
first bought this quarter
$VLOVALERO ENERGY CORP/TX$297K
first bought this quarter
$NETCloudflare, Inc.$287K
first bought this quarter
$IQVIQVIA HOLDINGS INC.$272K
first bought this quarter
+12 more in the Excel export
Added to (89)
$CRWDCrowdStrike Holdings, Inc.+281%
now $792K · held 8+ qtrs
- BLACKROCK ETF TRUST II - ISHARES FLEXIBLE+116%
now $580K
- VANGUARD INDEX FDS - SMALL CP ETF+6%
now $3.8M
$APHAMPHENOL CORP /DE/+104%
now $434K · held 8+ qtrs
$INTCINTEL CORP+24%
now $959K · held 3 qtrs, 3 adds in a row
$METAMeta Platforms, Inc.+5%
now $3.8M · held 8+ qtrs
+83 more in the Excel export
Trimmed (154)
now $106.7M · held 8+ qtrs, 4 trims in a row
now $18.8M · held 8+ qtrs, 4 trims in a row
now $41.4M · held 8+ qtrs
now $21.3M · held 8+ qtrs
now $26.2M · held 8+ qtrs, 6 trims in a row
$QXOQXO, Inc.-14%
now $4.8M · held 5 qtrs
+148 more in the Excel export
Holdings by quarter
Every 13F TRITONPOINT WEALTH, LLC has filed, 11 earlier quarters. Pick one to see what it held then.
Is it too late to follow TRITONPOINT WEALTH?
Q3 2026 13F filed with the SEC on Oct 19, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of TRITONPOINT WEALTH's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-2.7%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 10% over the last 4
Top 10 weight
39%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
TRITONPOINT WEALTH, LLC disclosed 293 positions worth $1.0B in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 10.6% of the equity portfolio, followed by $GOOG and $GOOGL. During the quarter the fund opened 18 new positions and exited 6 — including a new stake in $HON and a full exit from $ZTS. The portfolio is most concentrated in Technology (32.1% of disclosed assets). All figures are sourced directly from TRITONPOINT WEALTH, LLC’s Form 13F-HR filing with the SEC under CIK 2008171.
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