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CIK: 0002008171
Total reported value
$1.0B
$1.0B
268 檔
22.8%
The Q1 2026 SEC filing reveals that Tritonpoint Wealth, LLC held a total portfolio value of $1.0B, covering 268 public equity positions.
In Q1 2026, Tritonpoint Wealth, LLC adopted a defensive or profit-taking posture, trimming 107 positions and completely liquidating 20 holdings to manage risk exposure.
Showing top 200 holdings (of 268 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.05% | +0.23% | -5.20% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 4.37% | -0.76% | +2.87% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.93% | +0.38% | -4.44% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.88% | +0.52% | -4.00% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.58% | +0.13% | -2.49% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.64% | -0.01% | -2.35% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.46% | -0.11% | -2.16% | |
| 8 | XPO | Xpo Inc | Stock-Industrials | 1.98% | -0.10% | -2.39% | |
| 9 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.85% | +0.44% | -1.60% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.83% | -0.14% | -1.03% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.69% | +0.04% | -2.18% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.63% | +0.03% | -2.08% | |
| 13 | LRCX | Lam Research CORP | Stock-Tech | 1.55% | +1.13% | -6.55% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 1.53% | -0.28% | -1.90% | |
| 15 | DOV | Dover CORP | Stock-Industrials | 1.47% | -0.06% | -1.57% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.44% | +0.47% | -0.33% | |
| 17 | MA | Mastercard Inc - A | Stock-Financials | 1.40% | -0.11% | -0.60% | |
| 18 | BNL | Broadstone Net Lease Inc | Stock-Real Estate | 1.37% | -0.12% | -6.16% | |
| 19 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.35% | -0.29% | -1.92% | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.31% | -0.16% | -1.06% | |
| 21 | DHR | Danaher CORP | Stock-Healthcare | 1.26% | -0.12% | -4.64% | |
| 22 | XLI | Ss Industrial Select Sector | ETF-Other | 1.22% | -0.01% | -0.32% | |
| 23 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.04% | -0.09% | -3.77% | |
| 24 | CB | Chubb Limited | Stock-Financials | 1.03% | -0.05% | -4.29% | |
| 25 | XLF | Ss Financial Select Sector | ETF-Other | 1.00% | -0.04% | -1.18% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.96% | -0.35% | -0.50% | |
| 27 | XLK | Ss Technology Select Sector | ETF-Tech | 0.94% | +0.19% | -2.02% | |
| 28 | WFC | Wells Fargo & Co | Stock-Financials | 0.93% | -0.50% | -2.56% | |
| 29 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.89% | -0.11% | +4.24% | |
| 30 | BA | Boeing Co/the | Stock-Industrials | 0.87% | -0.01% | -0.90% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.83% | -0.20% | -2.24% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.77% | -0.03% | -5.91% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.75% | +0.26% | -6.34% | |
| 34 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.74% | -0.05% | -1.39% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.74% | -0.01% | +1.69% | |
| 36 | XLV | Ss Health Care Select Sector | ETF-Other | 0.72% | -0.08% | -0.64% | |
| 37 | ADI | Analog Devices Inc | Stock-Tech | 0.72% | +0.07% | -2.29% | |
| 38 | QXO | Qxo Inc | Stock-Industrials | 0.71% | +0.11% | +4.00% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.68% | -0.03% | -5.30% | |
| 40 | CME | Cme Group Inc | Stock-Financials | 0.67% | -0.22% | -0.64% | |
| 41 | EOG | Eog Resources Inc | Stock-Energy | 0.66% | -0.20% | +7.94% | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.65% | -0.08% | -1.10% | |
| 43 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.61% | +0.07% | -0.07% | |
| 44 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.60% | +0.03% | -3.32% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.58% | -0.13% | -2.80% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.56% | -0.07% | -4.13% | |
| 47 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.54% | — | +2.46% | |
| 48 | COF | Capital One Financial CORP | Stock-Financials | 0.54% | -0.01% | -0.13% | |
| 49 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.52% | -0.06% | — | |
| 50 | GEV | GE Vernova Inc | Stock-Industrials | 0.50% | +0.11% | +8.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XPO | Xpo Inc | +0.6% | -2.39% | Trim |
| 2 | JNJ | Johnson & Johnson | +0.4% | -1.03% | Trim |
| 3 | LRCX | Lam Research CORP | +0.3% | -6.55% | Trim |
| 4 | CVX | Chevron CORP | +0.3% | -0.50% | Trim |
| 5 | EOG | Eog Resources Inc | +0.2% | +7.94% | Add |
| 6 | WMT | Walmart Inc | +0.2% | -1.90% | Trim |
| 7 | GEV | GE Vernova Inc | +0.2% | +8.46% | Add |
| 8 | CAT | Caterpillar Inc | +0.1% | -6.34% | Trim |
| 9 | MDLZ | Mondelez International Inc-a | +0.1% | +4.24% | Add |
| 10 | DOV | Dover CORP | +0.1% | -1.57% | Trim |
| 11 | ADI | Analog Devices Inc | +0.1% | -2.29% | Trim |
| 12 | XLI | Ss Industrial Select Sector | +0.1% | -0.32% | Trim |
| 13 | TJX | Tjx Companies Inc | +0.1% | -1.06% | Trim |
| 14 | LHX | L3harris Technologies Inc | +0.1% | -0.54% | Trim |
| 15 | LMT | Lockheed Martin CORP | +0.1% | -5.70% | Trim |
| 16 | MRK | Merck & Co. Inc. | +0.1% | -5.91% | Trim |
| 17 | COST | Costco Wholesale CORP | +0.1% | -4.13% | Trim |
| 18 | CME | Cme Group Inc | +0.1% | -0.64% | Trim |
| 19 | PEP | Pepsico Inc | +0.1% | -2.24% | Trim |
| 20 | GNRC | Generac Holdings Inc | +0.1% | -2.69% | Trim |
| 21 | XOM | Exxon Mobil CORP | +0.1% | +3.73% | Add |
| 22 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +1.69% | Add |
| 23 | QXO | Qxo Inc | +0.1% | +4.00% | Add |
| 24 | CL | Colgate-palmolive Co | +0.1% | +0.14% | Add |
| 25 | IJR | Ishares Core S&p Small-cap E | +0.1% | +5.01% | Add |
| 26 | IJK | Ishares S&p Mid-cap 400 Grow | +0.1% | +2.46% | Add |
| 27 | RTX | Rtx CORP | +0.1% | -1.10% | Trim |
| 28 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +41.73% | Add |
| 29 | VB | Vanguard Small-cap ETF | +0.1% | +8.06% | Add |
| 30 | KO | Coca-cola Co/the | +0.1% | -1.75% | Trim |
| 31 | BNL | Broadstone Net Lease Inc | +0.1% | -6.16% | Trim |
| 32 | SBUX | Starbucks CORP | +0.1% | -3.32% | Trim |
| 33 | EPD | Enterprise Products Partners | 0% | -9.80% | Trim |
| 34 | BALL | Ball CORP | 0% | -1.73% | Trim |
| 35 | YUM | Yum! Brands Inc | 0% | -1.39% | Trim |
| 36 | MPC | Marathon Petroleum CORP | 0% | +0.59% | Add |
| 37 | COP | Conocophillips | 0% | -3.83% | Trim |
| 38 | RSP | Invesco S&p 500 Equal Weight | 0% | +51.62% | Add |
| 39 | VO | Vanguard Mid-cap ETF | 0% | +8.27% | Add |
| 40 | IVW | Ishares S&p 500 Growth ETF | 0% | +21.64% | Add |
| 41 | BMY | Bristol-myers Squibb Co | 0% | +4.44% | Add |
| 42 | AKAM | Akamai Technologies Inc | 0% | -7.86% | Trim |
| 43 | LIN | Linde plc | 0% | +6.91% | Add |
| 44 | HON | Honeywell International Inc | 0% | -3.40% | Trim |
| 45 | VOE | Vanguard Mid-cap Value ETF | 0% | +0.15% | Add |
| 46 | VTV | Vanguard Value ETF | 0% | +3.03% | Add |
| 47 | MAR | Marriott International -cl A | 0% | -2.66% | Trim |
| 48 | IWD | Ishares Russell 1000 Value E | 0% | +62.39% | Add |
| 49 | IJT | Ishares S&p Small-cap 600 Gr | 0% | +15.57% | Add |
| 50 | AMAT | Applied Materials Inc | 0% | +5.10% | Add |
According to official SEC Form 13F filings, Tritonpoint Wealth, LLC reported a total U.S. public equity portfolio value of $1.0B across 268 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, VUG, GOOG) accounted for 22.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
BIV
市值: $4.9M
Top Position Liquidated / Trimmed
VONE
前期市值: $1.6M
During Q1 2026, Tritonpoint Wealth, LLC's top holdings by market value included AAPL (9.1%)、VUG (4.4%)、GOOG (3.9%). The largest single position, AAPL, represented 9.1% of total portfolio value.
In Q1 2026, Tritonpoint Wealth, LLC made 195 total portfolio adjustments, initiating 16 new buys, adding to 52 positions, trimming 107 holdings, and fully liquidating 20 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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