Tritonpoint Wealth, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$934.0M
Q ending 2026-03-31
Prior quarter
$986.2M
Q ending 2025-12-31
Change
-5.3% QoQ · -11.1% YoY
Positions
268
reported holdings
Largest positions
Top 100 of 268 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.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $84.5M | 333K |
| Vanguard Index Fds | VUG | Shares | $40.8M | 93K |
| Alphabet Inc | GOOG | Shares | $36.7M | 128K |
| Alphabet Inc | GOOGL | Shares | $36.2M | 126K |
| Amazon Com Inc | AMZN | Shares | $33.4M | 160K |
| Jpmorgan Chase & Co | JPM | Shares | $24.6M | 84K |
| Microsoft Corp | MSFT | Shares | $23.0M | 62K |
| Xpo Inc | XPO | Shares | $18.5M | 95K |
| Ishares Tr | IYW | Shares | $17.3M | 95K |
| Johnson & Johnson | JNJ | Shares | $17.1M | 70K |
| Visa Inc | V | Shares | $15.8M | 52K |
| Vanguard Index Fds | VOO | Shares | $15.2M | 25K |
| Lam Research Corp | LRCX | Shares | $14.4M | 67K |
| Walmart Inc | WMT | Shares | $14.3M | 115K |
| Dover Corp | DOV | Shares | $13.7M | 66K |
| Nvidia Corporation | NVDA | Shares | $13.4M | 77K |
| Mastercard Incorporated | MA | Shares | $13.1M | 26K |
| Broadstone Net Lease Inc | BNL | Shares | $12.8M | 690K |
| Intuitive Surgical Inc | ISRG | Shares | $12.6M | 27K |
| Tjx Cos Inc New | TJX | Shares | $12.2M | 77K |
| Danaher Corporation | DHR | Shares | $11.8M | 62K |
| Select Sector Spdr Tr | XLI | Shares | $11.4M | 70K |
| Thermo Fisher Scientific Inc | TMO | Shares | $9.7M | 20K |
| Chubb Limited | Shares | $9.6M | 30K | |
| Select Sector Spdr Tr | XLF | Shares | $9.3M | 189K |
| Chevron Corp New | CVX | Shares | $9.0M | 43K |
| Select Sector Spdr Tr | XLK | Shares | $8.8M | 66K |
| Wells Fargo Co New | WFC | Shares | $8.6M | 109K |
| Mondelez Intl Inc | MDLZ | Shares | $8.3M | 143K |
| Boeing Co | BA | Shares | $8.1M | 41K |
| Pepsico Inc | PEP | Shares | $7.7M | 50K |
| Merck & Co Inc | MRK | Shares | $7.2M | 60K |
| Caterpillar Inc | CAT | Shares | $7.1M | 10K |
| Yum Brands Inc | YUM | Shares | $6.9M | 45K |
| Vanguard Whitehall Fds | VYM | Shares | $6.9M | 47K |
| Select Sector Spdr Tr | XLV | Shares | $6.8M | 46K |
| Analog Devices Inc | ADI | Shares | $6.7M | 21K |
| Qxo Inc | QXO | Shares | $6.7M | 343K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $6.4M | 13K |
| Cme Group Inc | CME | Shares | $6.2M | 21K |
| Eog Res Inc | EOG | Shares | $6.2M | 43K |
| Raytheon Technologies Corp | RTX | Shares | $6.1M | 31K |
| Ishares Tr | IWO | Shares | $5.7M | 18K |
| Starbucks Corp | SBUX | Shares | $5.6M | 63K |
| Abbott Labs | ABT | Shares | $5.4M | 53K |
| Costco Whsl Corp New | COST | Shares | $5.2M | 5K |
| Ishares Tr | IJK | Shares | $5.0M | 50K |
| Capital One Finl Corp | COF | Shares | $5.0M | 27K |
| Vanguard Bd Index Fds | BIV | Shares | $4.9M | 63K |
| Ge Vernova Inc | GEV | Shares | $4.7M | 5K |
| Brookfield Infrast Partners | Shares | $4.7M | 129K | |
| Ecolab Inc | ECL | Shares | $4.6M | 17K |
| L3Harris Technologies Inc | LHX | Shares | $4.5M | 13K |
| Colgate Palmolive Co | CL | Shares | $4.4M | 52K |
| Select Sector Spdr Tr | XLC | Shares | $4.4M | 40K |
| Blackrock Inc | BLK | Shares | $4.4M | 5K |
| Home Depot Inc | HD | Shares | $4.3M | 13K |
| Lockheed Martin Corp | LMT | Shares | $4.3M | 7K |
| Caterpillar Inc | JHEQX | Shares | $4.1M | 121K |
| Aes Corp | AES | Shares | $4.0M | 285K |
| Ishares Tr | IJR | Shares | $3.9M | 31K |
| Coca Cola Co | KO | Shares | $3.8M | 50K |
| Procter And Gamble Co | PG | Shares | $3.8M | 26K |
| Parker-Hannifin Corp | PH | Shares | $3.7M | 4K |
| Select Sector Spdr Tr | XLY | Shares | $3.6M | 33K |
| Enterprise Prods Partners L | EPD | Shares | $3.6M | 94K |
| Blackstone Inc | BX | Shares | $3.4M | 30K |
| Meta Platforms Inc | META | Shares | $3.3M | 6K |
| Marriott Intl Inc New | MAR | Shares | $3.3M | 10K |
| Vanguard Index Fds | VB | Shares | $3.3M | 13K |
| Eli Lilly & Co | LLY | Shares | $3.3M | 4K |
| Oracle Corp | ORCL | Shares | $3.2M | 21K |
| Bank America Corp | BAC | Shares | $3.1M | 64K |
| Vanguard Index Fds | VO | Shares | $3.0M | 11K |
| Vanguard Index Fds | VOE | Shares | $3.0M | 16K |
| Brookfield Asset Managmt Ltd | BAM | Shares | $2.9M | 65K |
| Mcdonalds Corp | MCD | Shares | $2.8M | 9K |
| Labcorp Holdings Inc | LH | Shares | $2.8M | 11K |
| Unitedhealth Group Inc | UNH | Shares | $2.8M | 10K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $2.8M | 13K |
| Avago Technologies Ltd | AVGO | Shares | $2.7M | 9K |
| Brookfield Corp | BN | Shares | $2.5M | 62K |
| Abbvie Inc | ABBV | Shares | $2.5M | 11K |
| Servicenow Inc | NOW | Shares | $2.4M | 23K |
| Ball Corp | BALL | Shares | $2.4M | 41K |
| Snowflake Inc | SNOW | Shares | $2.4M | 16K |
| Invesco Qqq Tr | QQQ | Shares | $2.3M | 4K |
| Union Pac Corp | UNP | Shares | $2.3M | 9K |
| Spdr S&P 500 Etf Tr | SPY | Shares | $2.3M | 3K |
| Vanguard Index Fds | VOT | Shares | $2.2M | 8K |
| Select Sector Spdr Tr | XLP | Shares | $2.2M | 26K |
| Generac Hldgs Inc | GNRC | Shares | $2.1M | 11K |
| Vanguard World Fds | VGT | Shares | $2.1M | 3K |
| Vanguard Bd Index Fds | BSV | Shares | $2.0M | 26K |
| Check Point Software Tech Lt | Shares | $2.0M | 14K | |
| Tesla Inc | TSLA | Shares | $2.0M | 5K |
| Ishares Tr | IYC | Shares | $1.9M | 20K |
| Vanguard Index Fds | VTV | Shares | $1.9M | 10K |
| Exxon Mobil Corp | XOM | Shares | $1.9M | 11K |
| Ishares Tr | IVW | Shares | $1.9M | 16K |
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.