Tritonpoint Wealth, LLC — Q4 2025 13F Holdings

Name: Tritonpoint Wealth, LLC — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002008171

Total reported value

$934.0M

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Full holdings list this quarter

Showing top 200 holdings (of 272 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AAPL	Apple INC	Stock-Tech	9.68%	-0.63%	-10.11%
2	VUG	Vanguard Growth ETF	ETF-Other	4.49%	-0.12%	-1.68%
3	GOOG	Alphabet Inc-cl C	Stock-Comm Services	4.26%	-0.33%	-3.39%
4	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	4.17%	-0.29%	-13.69%
5	AMZN	Amazon.com INC	Stock-Consumer Disc	3.85%	-0.27%	-6.44%
6	MSFT	Microsoft CORP	Stock-Tech	3.11%	-0.65%	-22.99%
7	JPM	Jpmorgan Chase & Co	Stock-Financials	2.80%	-0.16%	-9.04%
8	IYW	Ishares Ustechnology ETF	ETF-Tech	1.96%	-0.11%	-8.75%
9	V	Visa Inc-class A Shares	Stock-Financials	1.90%	-0.21%	-13.79%
10	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	1.65%	-0.02%	-36.13%
11	ISRG	Intuitive Surgical INC	Stock-Healthcare	1.60%	-0.25%	-4.57%
12	MA	Mastercard INC - A	Stock-Financials	1.52%	-0.12%	-8.97%
13	DHR	Danaher CORP	Stock-Healthcare	1.52%	-0.26%	-11.98%
14	JNJ	Johnson & Johnson	Stock-Healthcare	1.48%	+0.35%	-11.83%
15	NVDA	Nvidia CORP	Stock-Tech	1.46%	-0.02%	-16.48%
16	XPO	Xpo INC	Stock-Industrials	1.34%	+0.64%	-1.06%
17	WMT	Walmart INC	Stock-Consumer Staples	1.33%	+0.20%	-16.71%
18	DOV	Dover CORP	Stock-Industrials	1.33%	+0.14%	-9.00%
19	BNL	Broadstone Net Lease INC	Stock-Real Estate	1.32%	—	-12.48%
20	LRCX	Lam Research CORP	Stock-Tech	1.25%	+0.30%	-4.34%
21	TJX	Tjx Companies INC	Stock-Consumer Disc	1.21%	—	-9.74%
22	TMO	Thermo Fisher Scientific INC	Stock-Healthcare	1.20%	-0.16%	-0.22%
23	XLI	Ss Industrial Select Sector	ETF-Other	1.11%	—	-2.37%
24	XLF	Ss Financial Select Sector	ETF-Other	1.06%	-0.06%	-12.99%
25	WFC	Wells Fargo & Co	Stock-Financials	1.05%	-0.12%	-14.76%
26	XLK	Ss Technology Select Sector	ETF-Tech	0.98%	-0.04%	+88.43%
27	CB	Chubb Limited	Stock-Financials	0.98%	—	-9.59%
28	BA	Boeing Co/the	Stock-Industrials	0.91%	-0.04%	-12.63%
29	MDLZ	Mondelez International Inc-a	Stock-Consumer Staples	0.75%	+0.14%	-17.41%
30	PEP	Pepsico INC	Stock-Consumer Staples	0.75%	—	-0.62%
31	XLV	Ss Health Care Select Sector	ETF-Other	0.73%	—	-2.55%
32	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.72%	-0.04%	-18.54%
33	YUM	Yum! Brands INC	Stock-Consumer Disc	0.70%	—	-2.04%
34	ABT	Abbott Laboratories	Stock-Healthcare	0.69%	-0.11%	-2.62%
35	MRK	Merck & Co. INC.	Stock-Healthcare	0.68%	—	-26.36%
36	COF	Capital One Financial CORP	Stock-Financials	0.68%	-0.14%	-11.05%
37	CVX	Chevron CORP	Stock-Energy	0.67%	+0.29%	-14.47%
38	VYM	Vanguard High Dvd Yield ETF	ETF-Other	0.67%	—	-0.03%
39	QXO	Qxo INC	Stock-Industrials	0.64%	—	+15.29%
40	CAT	Caterpillar INC	Stock-Industrials	0.62%	+0.14%	-4.44%
41	IWO	Ishares Russell 2000 Growth	ETF-Small Cap	0.60%	—	-1.47%
42	RTX	Rtx CORP	Stock-Industrials	0.59%	—	-15.60%
43	ADI	Analog Devices INC	Stock-Tech	0.59%	+0.13%	-15.74%
44	CME	Cme Group INC	Stock-Financials	0.59%	—	-7.14%
45	SBUX	Starbucks CORP	Stock-Consumer Disc	0.55%	—	-12.15%
46	BLK	Blackrock INC	Stock-Financials	0.54%	-0.07%	-12.25%
47	BIP	Brookfield Infrastructure Partners L.P.	Stock-Utilities	0.49%	—	-6.71%
48	BX	Blackstone INC	Stock-Financials	0.48%	-0.11%	-0.69%
49	IJK	Ishares S&p Mid-cap 400 Grow	ETF-Other	0.48%	—	+0.73%
50	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.48%	—	-18.68%

1–50 of 200

Holding changes this quarter

Position changes disclosed by Tritonpoint Wealth, LLC for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	GOOG	Alphabet Inc-cl C	+1.4%	-3.39%	Trim
2	AAPL	Apple INC	+1.2%	-10.11%	Trim
3	GOOGL	Alphabet Inc-cl A	+1%	-13.69%	Trim
4	ISRG	Intuitive Surgical INC	+0.5%	-4.57%	Trim
5	LRCX	Lam Research CORP	+0.4%	-4.34%	Trim
6	TMO	Thermo Fisher Scientific INC	+0.4%	-0.22%	Trim
7	GEV	GE Vernova INC	+0.3%	+396.98%	Add
8	JPM	Jpmorgan Chase & Co	+0.3%	-9.04%	Trim
9	IYW	Ishares Ustechnology ETF	+0.2%	-8.75%	Trim
10	MA	Mastercard INC - A	+0.1%	-8.97%	Trim
11	V	Visa Inc-class A Shares	+0.1%	-13.79%	Trim
12	WMT	Walmart INC	+0.1%	-16.71%	Trim
13	XLF	Ss Financial Select Sector	0%	-12.99%	Trim
14	BNL	Broadstone Net Lease INC	0%	-12.48%	Trim
15	NVDA	Nvidia CORP	0%	-16.48%	Trim
16	BRK-B	Berkshire Hathaway Inc-cl B	0%	-18.54%	Trim
17	COST	Costco Wholesale CORP	-0.1%	-18.68%	Trim
18	META	Meta Platforms Inc-class A	-0.1%	-21.49%	Trim
19	NOW	Servicenow INC	-0.1%	+279.85%	Add
20	EOG	Eog Resources INC	-0.1%	-27.28%	Trim
21	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.1%	-40.57%	Trim
22	IJR	Ishares Core S&p Small-cap E	-0.1%	-35.68%	Trim
23	AVGO	Broadcom INC	-0.1%	-40.78%	Trim
24	CMG	Chipotle Mexican Grill INC	-0.1%	-66.08%	Trim
25	ZTS	Zoetis INC	-0.1%	-53.45%	Trim
26	MDLZ	Mondelez International Inc-a	-0.1%	-17.41%	Trim
27	VTI	Vanguard Total Stock Mkt ETF	-0.2%	-46.42%	Trim
28	HD	Home Depot INC	-0.2%	-32.71%	Trim
29	CRM	Salesforce INC	-0.2%	-89.18%	Trim
30	IEMG	Ishares Core Msci Emerging	-0.2%	-90.52%	Trim
31	HEFA	Isha Curr Hedged Msci Eafe	-0.3%	-90.32%	Trim
32	ORCL	Oracle CORP	-0.4%	-32.94%	Trim
33	IEFA	Ishares Core Msci Eafe ETF	-0.4%	-83.22%	Trim
34	VOO	Vanguard S&p 500 ETF	-0.5%	-36.13%	Trim
35	MSFT	Microsoft CORP	-0.6%	-22.99%	Trim
36	IVV	Ishares Core S&p 500 ETF	-0.9%	-84.21%	Trim
37	SPYG	Ss Spdr P S&p 500 Growth ETF	—	EXIT	Sold out
38	SPYV	Ss Spdr P S&p 500 Value ETF	—	EXIT	Sold out
39	BIV	Vanguard Intermediate-term B	—	EXIT	Sold out
40	ABFL	Abacus Fcf Leaders ETF	—	EXIT	Sold out
41	AGG	Ishares Core U.s. Aggregate	—	EXIT	Sold out
42	BINC	Ishares Flex I A Etf-usd INC	—	EXIT	Sold out
43	FBND	Fidelity Total Bond ETF	—	EXIT	Sold out
44	MBB	Ishares Mbs ETF	—	EXIT	Sold out
45	BSV	Vanguard Short-term Bond ETF	—	EXIT	Sold out
46	USMV	Ishares Msci USA Min Vol Fac	—	EXIT	Sold out
47	STIP	Ishares 0-5 Year Tips Bond E	—	EXIT	Sold out
48	IGSB	Ishares 1-5y Inv Grade CORP	—	EXIT	Sold out
49	VONE	Vanguard Russell 1000	—	NEW	New buy
50	RCL	Royal Caribbean Cruises Ltd.	—	EXIT	Sold out