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CIK: 0002008171
Total reported value
$1.0B
$1.0B
281 檔
25.6%
According to the latest 13F quarterly dataset, Tritonpoint Wealth, LLC managed an equity portfolio of $1.0B at the end of Q2 2026, spanning 281 distinct U.S. exchange-listed positions.
In Q2 2026, Tritonpoint Wealth, LLC adopted a defensive or profit-taking posture, trimming 105 positions and completely liquidating 13 holdings to manage risk exposure.
Showing top 200 holdings (of 281 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.28% | +1.31% | -1.93% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.40% | -0.29% | -0.62% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.31% | -0.15% | -2.82% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.71% | +0.15% | -1.17% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 3.61% | +0.22% | +356.74% | |
| 6 | LRCX | Lam Research CORP | Stock-Tech | 2.68% | -0.82% | -6.87% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.63% | -0.03% | -2.42% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.35% | +0.87% | +3.41% | |
| 9 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.29% | +0.12% | -3.04% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.91% | +0.20% | +26.16% | |
| 11 | XPO | Xpo Inc | Stock-Industrials | 1.88% | -0.28% | -2.25% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.73% | +0.03% | -1.64% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.69% | +0.03% | -3.17% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.66% | +0.05% | -3.43% | |
| 15 | DOV | Dover CORP | Stock-Industrials | 1.41% | -0.26% | -2.69% | |
| 16 | MA | Mastercard Inc - A | Stock-Financials | 1.29% | +0.10% | -1.99% | |
| 17 | BNL | Broadstone Net Lease Inc | Stock-Real Estate | 1.25% | -0.14% | -11.04% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.25% | -0.14% | -2.58% | |
| 19 | XLI | Ss Industrial Select Sector | ETF-Other | 1.21% | -0.14% | -5.17% | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.15% | -0.17% | +0.45% | |
| 21 | DHR | Danaher CORP | Stock-Healthcare | 1.14% | +0.18% | -2.15% | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 1.13% | +0.02% | -8.10% | |
| 23 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.06% | +0.04% | -1.18% | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 1.02% | -0.25% | -1.90% | |
| 25 | CB | Chubb Limited | Stock-Financials | 0.98% | -0.07% | -1.08% | |
| 26 | XLF | Ss Financial Select Sector | ETF-Other | 0.96% | — | -3.46% | |
| 27 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.95% | +0.33% | -2.06% | |
| 28 | BA | Boeing Co/the | Stock-Industrials | 0.86% | -0.14% | -0.49% | |
| 29 | QXO | Qxo Inc | Stock-Industrials | 0.82% | -0.34% | +40.49% | |
| 30 | ADI | Analog Devices Inc | Stock-Tech | 0.79% | -0.06% | -3.25% | |
| 31 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.78% | -0.02% | -3.72% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.74% | +0.08% | -1.72% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.73% | — | +1.11% | |
| 34 | MU | Micron Technology Inc | Stock-Tech | 0.71% | -0.07% | +207.48% | |
| 35 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.69% | -0.09% | -1.28% | |
| 36 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.68% | -0.06% | -4.05% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | +0.01% | -0.28% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-Other | 0.64% | +0.02% | -10.58% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.63% | -0.05% | -4.40% | |
| 40 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.63% | -0.07% | -0.59% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.61% | +0.12% | -13.63% | |
| 42 | GEV | GE Vernova Inc | Stock-Industrials | 0.61% | -0.15% | -2.13% | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.57% | -0.01% | -3.23% | |
| 44 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.54% | -0.04% | -7.29% | |
| 45 | COF | Capital One Financial CORP | Stock-Financials | 0.53% | -0.02% | -1.80% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.49% | -0.03% | +1.63% | |
| 47 | ECL | Ecolab Inc | Stock-Materials | 0.47% | -0.01% | -0.76% | |
| 48 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.47% | -0.03% | +0.60% | |
| 49 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.46% | -0.03% | -2.97% | |
| 50 | EOG | Eog Resources Inc | Stock-Energy | 0.46% | — | -15.60% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +1.1% | -6.87% | Trim |
| 2 | MU | Micron Technology Inc | +0.6% | +207.48% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.5% | -0.62% | Trim |
| 4 | NVDA | Nvidia CORP | +0.5% | +26.16% | Add |
| 5 | IYW | Ishares Ustechnology ETF | +0.4% | -3.04% | Trim |
| 6 | GOOG | Alphabet Inc-cl C | +0.4% | -2.82% | Trim |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +1079.36% | Add |
| 8 | AVAV | Aerovironment Inc | +0.3% | NEW | New buy |
| 9 | CAT | Caterpillar Inc | +0.3% | -1.90% | Trim |
| 10 | AAPL | Apple Inc | +0.2% | -1.93% | Trim |
| 11 | XLK | Ss Technology Select Sector | +0.2% | -8.10% | Trim |
| 12 | UNH | Unitedhealth Group Inc | +0.2% | +5.66% | Add |
| 13 | PANW | Palo Alto Networks Inc | +0.2% | +0.70% | Add |
| 14 | SCHW | Schwab (charles) CORP | +0.2% | +684.70% | Add |
| 15 | AMZN | Amazon.com Inc | +0.1% | -1.17% | Trim |
| 16 | QXO | Qxo Inc | +0.1% | +40.49% | Add |
| 17 | GEV | GE Vernova Inc | +0.1% | -2.13% | Trim |
| 18 | DELL | Dell Technologies -c | +0.1% | -0.69% | Trim |
| 19 | LLY | Eli Lilly & Co | +0.1% | +3.70% | Add |
| 20 | GNRC | Generac Holdings Inc | +0.1% | +0.06% | Add |
| 21 | AMD | Advanced Micro Devices | +0.1% | +2.73% | Add |
| 22 | NOW | Servicenow Inc | +0.1% | +51.60% | Add |
| 23 | ADI | Analog Devices Inc | +0.1% | -3.25% | Trim |
| 24 | IWO | Ishares Russell 2000 Growth | +0.1% | -4.05% | Trim |
| 25 | VGT | Vanguard Info Tech ETF | +0.1% | +703.90% | Add |
| 26 | AMAT | Applied Materials Inc | +0.1% | +1.86% | Add |
| 27 | INTC | Intel CORP | +0.1% | +4.63% | Add |
| 28 | SO | Southern Co/the | +0.1% | NEW | New buy |
| 29 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +2.40% | Add |
| 30 | WDC | Western Digital CORP | +0.1% | NEW | New buy |
| 31 | V | Visa Inc-class A Shares | 0% | -1.64% | Trim |
| 32 | IVV | Ishares Core S&p 500 ETF | 0% | +15.32% | Add |
| 33 | ASML | ASML Holding N.V. | 0% | NEW | New buy |
| 34 | SNDK | Sandisk CORP | 0% | NEW | New buy |
| 35 | KLAC | Kla CORP | 0% | +821.78% | Add |
| 36 | MUB | Ishares National Muni Bond E | 0% | +82.97% | Add |
| 37 | FE | Firstenergy CORP | 0% | NEW | New buy |
| 38 | STX | Seagate Technology Holdings plc | 0% | NEW | New buy |
| 39 | VOO | Vanguard S&p 500 ETF | 0% | -3.43% | Trim |
| 40 | SBUX | Starbucks CORP | 0% | -0.59% | Trim |
| 41 | IJR | Ishares Core S&p Small-cap E | 0% | -2.09% | Trim |
| 42 | PNC | Pnc Financial Services Group | 0% | +2.76% | Add |
| 43 | VBR | Vanguard Small-cap Value ETF | 0% | +13.56% | Add |
| 44 | CSCO | Cisco Systems Inc | 0% | -7.81% | Trim |
| 45 | VIK | Viking Holdings Ltd | 0% | NEW | New buy |
| 46 | FTNT | Fortinet Inc | 0% | NEW | New buy |
| 47 | CRWD | Crowdstrike Holdings Inc - A | 0% | +5.79% | Add |
| 48 | TRV | Travelers Cos Inc/the | 0% | NEW | New buy |
| 49 | AYI | Acuity Inc | 0% | NEW | New buy |
| 50 | CDNS | Cadence Design Sys Inc | 0% | NEW | New buy |
According to official SEC Form 13F filings, Tritonpoint Wealth, LLC reported a total U.S. public equity portfolio value of $1.0B across 281 disclosed positions in Q2 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, GOOGL, GOOG) accounted for 25.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
AVAV
市值: $2.7M
Top Position Liquidated / Trimmed
JHEQX
前期市值: $4.1M
During Q2 2026, Tritonpoint Wealth, LLC's top holdings by market value included AAPL (9.3%)、GOOGL (4.4%)、GOOG (4.3%). The largest single position, AAPL, represented 9.3% of total portfolio value.
In Q2 2026, Tritonpoint Wealth, LLC made 189 total portfolio adjustments, initiating 26 new buys, adding to 45 positions, trimming 105 holdings, and fully liquidating 13 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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