TW

Tritonpoint Wealth, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$934.0M

Reporting period: 2026-03-31 · Number of holdings: 268

TRITONPOINT WEALTH, LLC disclosed 268 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $934.0M and a quarterly turnover rate of 14.7%.

Personality snowflake

Concentration
8.62
Portfolio Stability
14.74
Momentum/Contrarian
100
Sector conviction
52.5
Diversification
100
Sizing Uniformity
78.1

Recent moves

  • Trim MSFT

    -2.2%　-$7.7M

  • Add XPO

    -2.4%　$5.3M

  • Trim AAPL

    -5.2%　-$11.0M

  • Add JNJ

    -1.0%　$2.5M

  • Trim GOOG

    -4.4%　-$5.3M

  • Add LRCX

    -6.5%　$2.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AAPLApple INCStock-Tech9.05%-0.63%-5.20%
2VUGVanguard Growth ETFETF-Other4.37%-0.12%+2.87%
3GOOGAlphabet Inc-cl CStock-Comm Services3.93%-0.33%-4.44%
4GOOGLAlphabet Inc-cl AStock-Comm Services3.88%-0.29%-4.00%
5AMZNAmazon.com INCStock-Consumer Disc3.58%-0.27%-2.49%
6JPMJpmorgan Chase & CoStock-Financials2.64%-0.16%-2.35%
7MSFTMicrosoft CORPStock-Tech2.46%-0.65%-2.16%
8XPOXpo INCStock-Industrials1.98%+0.64%-2.39%
9IYWIshares Ustechnology ETFETF-Tech1.85%-0.11%-1.60%
10JNJJohnson & JohnsonStock-Healthcare1.83%+0.35%-1.03%
11VVisa Inc-class A SharesStock-Financials1.69%-0.21%-2.18%
12VOOVanguard S&p 500 ETFETF-Large Cap & Growth1.63%-0.02%-2.08%
13LRCXLam Research CORPStock-Tech1.55%+0.30%-6.55%
14WMTWalmart INCStock-Consumer Staples1.53%+0.20%-1.90%
15DOVDover CORPStock-Industrials1.47%+0.14%-1.57%
16NVDANvidia CORPStock-Tech1.44%-0.02%-0.33%
17MAMastercard INC - AStock-Financials1.40%-0.12%-0.60%
18BNLBroadstone Net Lease INCStock-Real Estate1.37%—-6.16%
19ISRGIntuitive Surgical INCStock-Healthcare1.35%-0.25%-1.92%
20TJXTjx Companies INCStock-Consumer Disc1.31%—-1.06%
21DHRDanaher CORPStock-Healthcare1.26%-0.26%-4.64%
22XLISs Industrial Select SectorETF-Other1.22%—-0.32%
23TMOThermo Fisher Scientific INCStock-Healthcare1.04%-0.16%-3.77%
24CBChubb LimitedStock-Financials1.03%—-4.29%
25XLFSs Financial Select SectorETF-Other1.00%-0.06%-1.18%
26CVXChevron CORPStock-Energy0.96%+0.29%-0.50%
27XLKSs Technology Select SectorETF-Tech0.94%-0.04%-2.02%
28WFCWells Fargo & CoStock-Financials0.93%-0.12%-2.56%
29MDLZMondelez International Inc-aStock-Consumer Staples0.89%+0.14%+4.24%
30BABoeing Co/theStock-Industrials0.87%-0.04%-0.90%
31PEPPepsico INCStock-Consumer Staples0.83%—-2.24%
32MRKMerck & Co. INC.Stock-Healthcare0.77%—-5.91%
33CATCaterpillar INCStock-Industrials0.75%+0.14%-6.34%
34YUMYum! Brands INCStock-Consumer Disc0.74%—-1.39%
35VYMVanguard High Dvd Yield ETFETF-Other0.74%—+1.69%
36XLVSs Health Care Select SectorETF-Other0.72%—-0.64%
37ADIAnalog Devices INCStock-Tech0.72%+0.13%-2.29%
38QXOQxo INCStock-Industrials0.71%—+4.00%
39BRK-BBerkshire Hathaway Inc-cl BStock-Other0.68%-0.04%-5.30%
40CMECme Group INCStock-Financials0.67%—-0.64%
41EOGEog Resources INCStock-Energy0.66%+0.24%+7.94%
42RTXRtx CORPStock-Industrials0.65%—-1.10%
43IWOIshares Russell 2000 GrowthETF-Small Cap0.61%—-0.07%
44SBUXStarbucks CORPStock-Consumer Disc0.60%—-3.32%
45ABTAbbott LaboratoriesStock-Healthcare0.58%-0.11%-2.80%
46COSTCostco Wholesale CORPStock-Consumer Staples0.56%—-4.13%
47IJKIshares S&p Mid-cap 400 GrowETF-Other0.54%—+2.46%
48COFCapital One Financial CORPStock-Financials0.54%-0.14%-0.13%
49BIVVanguard Intermediate-term BETF-Other0.52%+0.52%NEW
50GEVGE Vernova INCStock-Industrials0.50%+0.17%+8.46%
1–50 of 268

Holding changes this quarter

Tritonpoint Wealth, LLC's most significant position changes for 2026-03-31: New buy: Vanguard Intermediate-term B (BIV); New buy: Vanguard Short-term Bond ETF (BSV); Sold out: Vanguard Russell 1000 (VONE); Sold out: Southern Co/the (SO); Trim: Microsoft CORP (MSFT) — shares -2.16%.

Position changes disclosed by Tritonpoint Wealth, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1XPOXpo INC+0.6%-2.39%Trim
2JNJJohnson & Johnson+0.4%-1.03%Trim
3LRCXLam Research CORP+0.3%-6.55%Trim
4CVXChevron CORP+0.3%-0.50%Trim
5EOGEog Resources INC+0.2%+7.94%Add
6WMTWalmart INC+0.2%-1.90%Trim
7GEVGE Vernova INC+0.2%+8.46%Add
8CATCaterpillar INC+0.1%-6.34%Trim
9MDLZMondelez International Inc-a+0.1%+4.24%Add
10DOVDover CORP+0.1%-1.57%Trim
11ADIAnalog Devices INC+0.1%-2.29%Trim
12LHXL3harris Technologies INC+0.1%-0.54%Trim
13LMTLockheed Martin CORP+0.1%-5.70%Trim
14GNRCGenerac Holdings INC+0.1%-2.69%Trim
15VOOVanguard S&p 500 ETF0%-2.08%Trim
16NVDANvidia CORP0%-0.33%Trim
17XLKSs Technology Select Sector0%-2.02%Trim
18BABoeing Co/the0%-0.90%Trim
19BRK-BBerkshire Hathaway Inc-cl B0%-5.30%Trim
20LLYEli Lilly & Co-0.1%-2.44%Trim
21XLFSs Financial Select Sector-0.1%-1.18%Trim
22BACBank Of America CORP-0.1%-9.57%Trim
23BLKBlackrock INC-0.1%-9.49%Trim
24SNOWSnowflake INC-0.1%+8.05%Add
25METAMeta Platforms Inc-class A-0.1%-11.72%Trim
26IGVIshares Expanded Tech-softwa-0.1%-24.31%Trim
27ORCLOracle CORP-0.1%-3.84%Trim
28IYWIshares Ustechnology ETF-0.1%-1.60%Trim
29ABTAbbott Laboratories-0.1%-2.80%Trim
30BXBlackstone INC-0.1%-4.03%Trim
31VUGVanguard Growth ETF-0.1%+2.87%Add
32MAMastercard INC - A-0.1%-0.60%Trim
33WFCWells Fargo & Co-0.1%-2.56%Trim
34COFCapital One Financial CORP-0.1%-0.13%Trim
35VTIVanguard Total Stock Mkt ETF-0.2%-48.73%Trim
36JPMJpmorgan Chase & Co-0.2%-2.35%Trim
37TMOThermo Fisher Scientific INC-0.2%-3.77%Trim
38VVisa Inc-class A Shares-0.2%-2.18%Trim
39ADBEAdobe INC-0.2%-82.05%Trim
40ISRGIntuitive Surgical INC-0.3%-1.92%Trim
41DHRDanaher CORP-0.3%-4.64%Trim
42AMZNAmazon.com INC-0.3%-2.49%Trim
43GOOGLAlphabet Inc-cl A-0.3%-4.00%Trim
44GOOGAlphabet Inc-cl C-0.3%-4.44%Trim
45AAPLApple INC-0.6%-5.20%Trim
46MSFTMicrosoft CORP-0.7%-2.16%Trim
47BIVVanguard Intermediate-term B—NEWNew buy
48BSVVanguard Short-term Bond ETF—NEWNew buy
49VONEVanguard Russell 1000—EXITSold out
50SOSouthern Co/the—EXITSold out

FAQ

What is Tritonpoint Wealth, LLC and what type of investor is it?
Tritonpoint Wealth, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $934.0M, spread across 268 disclosed positions.
What are Tritonpoint Wealth, LLC's largest equity positions?
Based on the latest 13F filing, Tritonpoint Wealth, LLC's top holdings by market value are: 1. Apple INC (AAPL) — $84.5M (9.1%) 2. Vanguard Growth ETF (VUG) — $40.8M (4.4%) 3. Alphabet Inc-cl C (GOOG) — $36.7M (3.9%) 4. Alphabet Inc-cl A (GOOGL) — $36.2M (3.9%) 5. Amazon.com INC (AMZN) — $33.4M (3.6%)
What changes did Tritonpoint Wealth, LLC make in its most recent portfolio filing?
In the latest reported quarter, Tritonpoint Wealth, LLC made 50 notable position adjustments: 2 new positions were initiated, 5 existing holdings were added to, 41 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Vanguard Intermediate-term B (BIV); New buy: Vanguard Short-term Bond ETF (BSV); Sold out: Vanguard Russell 1000 (VONE); Sold out: Southern Co/the (SO); Trim: Microsoft CORP (MSFT) — shares -2.16%
What sectors does Tritonpoint Wealth, LLC focus on?
Tritonpoint Wealth, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 29.7% • Financials: 16.4% • Communication Services: 14.8% • Health Care: 14.1% • Consumer Discretionary: 9.3% • Industrials: 6.9%