Tripletail Wealth Management, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$73.4M
Q ending 2026-03-31
Prior quarter
$78.9M
Q ending 2025-12-31
Change
-7.1% QoQ
Positions
255
reported holdings

Largest positions

Top 100 of 255 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Jbt Marel CorporationJBTMShares$14.3M115K
Nvidia CorporationNVDAShares$4.1M23K
Invesco Exchange Traded Fd TRSPShares$2.3M12K
Apple IncAAPLShares$2.2M8K
Amazon Com IncAMZNShares$1.7M8K
Microsoft CorpMSFTShares$1.6M4K
Pgim Etf TrPULSShares$1.5M31K
Pacer Fds TrQDPLShares$1.4M34K
Ishares TrIVWShares$1.4M12K
Jpmorgan Chase & CoJPMShares$1.3M4K
Arista Networks IncANETShares$1.2M9K
Alphabet IncGOOGLShares$1.2M4K
Pacer Fds TrCOWZShares$1.2M19K
Broadcom IncAVGOShares$1.2M4K
Vertiv Holdings CoVRTShares$1.1M4K
Kinder Morgan Inc DelKMIShares$1.0M31K
J P Morgan Exchange Traded FBBUSShares$1.0M9K
Pacer Fds TrCOWGShares$1.0M29K
Micron Technology IncMUShares$980K3K
Caterpillar IncCATShares$908K1K
International Business MachsIBMShares$816K3K
Pacer Fds TrICOWShares$770K18K
Berkshire Hathaway Inc DelBRK/BShares$755K2K
Netflix Inc.NFLXShares$666K7K
Eli Lilly & CoLLYShares$664K710
Meta Platforms IncMETAShares$662K1K
Phillips 66PSXShares$636K4K
Gsk PlcGSKShares$632K11K
Mp Materials CorpMPShares$623K13K
Palo Alto Networks IncPANWShares$597K4K
American Express CoAXPShares$585K2K
Pacer Fds TrECOWShares$555K21K
Abbvie IncABBVShares$539K3K
Exxon Mobil CorpXOMShares$517K3K
Tesla IncTSLAShares$504K1K
Goldman Sachs Group IncGSShares$479K555
Qualcomm IncQCOMShares$450K4K
Costco Wholesale CorporationCOSTShares$438K432
Ge Vernova IncGEVShares$434K483
Pacer Fds TrCALFShares$426K9K
Vanguard World FdVISShares$425K1K
Te Connectivity PlcShares$400K2K
Morgan StanleyMSShares$391K2K
Wedbush Ser TrIVESShares$362K13K
Home Depot IncHDShares$361K1K
Vistra CorpVSTShares$352K2K
Rio Tinto PlcRIOShares$343K4K
Unum GroupUNMShares$327K4K
Walmart IncWMTShares$299K2K
Voyager Technologies IncVOYGShares$297K11K
Vanguard Whitehall FdsVYMShares$293K2K
Baker Hughes CompanyBKRShares$293K5K
Coca Cola CoKOShares$292K4K
Amgen IncAMGNShares$283K812
ConocophillipsCOPShares$272K2K
Nebius Group N.V.Shares$270K2K
Citigroup IncCShares$265K2K
Cisco Sys IncCSCOShares$264K3K
Applied Matls IncAMATShares$263K756
J P Morgan Exchange Traded FJIREShares$262K3K
Taiwan Semiconductor ManufacTSMShares$261K771
Merck & Co IncMRKShares$248K2K
Mcdonalds CorpMCDShares$239K778
Select Sector Spdr TrXLFShares$236K5K
Intuitive Surgical IncISRGShares$218K483
Coreweave IncCRWVShares$216K3K
Hca Healthcare IncHCAShares$215K455
Chevron CorporationCVXShares$214K1K
Innodata IncINODShares$211K5K
Texas Instrs IncTXNShares$209K1K
Crowdstrike Hldgs IncCRWDShares$206K515
Select Sector Spdr TrXLEShares$201K3K
Bank America CorpBACShares$198K4K
Stryker CorporationSYKShares$192K580
Cloudflare IncNETShares$191K900
Marvell Technology IncMRVLShares$185K2K
Invesco Qqq TrQQQShares$184K315
Target Hospitality CorpTHShares$183K13K
Ishares TrIVVShares$180K273
Southern CoSOShares$178K2K
Delcath Sys IncDCTHShares$177K18K
Visa IncVShares$170K566
Quinstreet IncQNSTShares$168K14K
L3Harris Technologies IncLHXShares$161K451
Perion Network LtdShares$159K16K
Spdr Gold TrGLDShares$155K362
Vanguard Admiral Fds IncVOOGShares$153K370
Harrow IncHROWShares$153K4K
Aflac IncAFLShares$152K1K
Lowes Cos IncLOWShares$149K647
J P Morgan Exchange Traded FJAVAShares$149K2K
Ge Healthcare Technologies IGEHCShares$148K2K
Procter & Gamble CoPGShares$148K1K
Analog Devices IncADIShares$145K457
Parker-Hannifin CorpPHShares$144K159
3M CoMMMShares$136K939
Honda Motor Co LtdHMCShares$131K5K
Salesforce IncCRMShares$131K701
J P Morgan Exchange Traded FJGLOShares$128K2K
Vertex Pharmaceuticals IncVRTXShares$127K290

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.