Filed: 10/15/2025ACC: 0002008171-25-000008
📋 What this filing means
TRITONPOINT WEALTH, LLC filed this quarterly 13F‑HR report disclosing 349 equity positions with a total reported market value of $1.17B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
349
Positions
$1.17B
Total AUM (reported)
8.92M
Total Shares
Allocation by class
COM$647.97M55.6%
CL A$46.98M4.0%
GROWTH ETF$44.33M3.8%
CAP STK CL A$36.97M3.2%
CAP STK CL C$33.73M2.9%
COM NEW$33.06M2.8%
S&P 500 ETF SHS$24.95M2.1%
Portfolio Concentration
Top 3$186.52M16.0%
4–10$205.88M17.7%
11–25$200.14M17.2%
Rest$573.66M49.2%
Top 3 weight
16.0%
Top 10 weight
33.6%
Voting Authority Distribution
Total shares with voting rights: 8.92M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.92M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole349
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings349
Rows:
APPLE INC
SOLEShares390.73K
TypeSH
Market value$99.49M
8.53%
Sole
0.00
Shared
0.00
None
390.73K
VANGUARD INDEX FDS
SOLEShares92.34K
TypeSH
Market value$44.33M
3.80%
Sole
0.00
Shared
0.00
None
92.34K
MICROSOFT CORP
SOLEShares82.44K
TypeSH
Market value$42.70M
3.66%
Sole
0.00
Shared
0.00
None
82.44K
AMAZON COM INC
SOLEShares175.83K
TypeSH
Market value$38.61M
3.31%
Sole
0.00
Shared
0.00
None
175.83K
ALPHABET INC
SOLEShares152.08K
TypeSH
Market value$36.97M
3.17%
Sole
0.00
Shared
0.00
None
152.08K
ALPHABET INC
SOLEShares138.50K
TypeSH
Market value$33.73M
2.89%
Sole
0.00
Shared
0.00
None
138.50K
JPMORGAN CHASE & CO
SOLEShares94.25K
TypeSH
Market value$29.73M
2.55%
Sole
0.00
Shared
0.00
None
94.25K
VANGUARD INDEX FDS
SOLEShares40.63K
TypeSH
Market value$24.95M
2.14%
Sole
0.00
Shared
0.00
None
40.63K
VISA INC
SOLEShares61.81K
TypeSH
Market value$21.10M
1.81%
Sole
0.00
Shared
0.00
None
61.81K
ISHARES TR
SOLEShares106.16K
TypeSH
Market value$20.79M
1.78%
Sole
0.00
Shared
0.00
None
106.16K
NVIDIA CORPORATION
SOLEShares92.41K
TypeSH
Market value$17.24M
1.48%
Sole
0.00
Shared
0.00
None
92.41K
MASTERCARD INCORPORATED
SOLEShares28.91K
TypeSH
Market value$16.45M
1.41%
Sole
0.00
Shared
0.00
None
28.91K
BROADSTONE NET LEASE INC
SOLEShares840.49K
TypeSH
Market value$15.26M
1.31%
Sole
0.00
Shared
0.00
None
840.49K
JOHNSON & JOHNSON
SOLEShares80.06K
TypeSH
Market value$14.84M
1.27%
Sole
0.00
Shared
0.00
None
80.06K
DANAHER CORPORATION
SOLEShares74.06K
TypeSH
Market value$14.71M
1.26%
Sole
0.00
Shared
0.00
None
74.06K
WALMART INC
SOLEShares140.65K
TypeSH
Market value$14.50M
1.24%
Sole
0.00
Shared
0.00
None
140.65K
INTUITIVE SURGICAL INC
SOLEShares29.22K
TypeSH
Market value$13.07M
1.12%
Sole
0.00
Shared
0.00
None
29.22K
XPO INC
SOLEShares98.55K
TypeSH
Market value$12.74M
1.09%
Sole
0.00
Shared
0.00
None
98.55K
TJX COS INC NEW
SOLEShares85.80K
TypeSH
Market value$12.40M
1.06%
Sole
0.00
Shared
0.00
None
85.80K
ISHARES TR
SOLEShares18.37K
TypeSH
Market value$12.29M
1.05%
Sole
0.00
Shared
0.00
None
18.37K
DOVER CORP
SOLEShares73.56K
TypeSH
Market value$12.27M
1.05%
Sole
0.00
Shared
0.00
None
73.56K
SELECT SECTOR SPDR TR
SOLEShares219.92K
TypeSH
Market value$11.85M
1.02%
Sole
0.00
Shared
0.00
None
219.92K
SELECT SECTOR SPDR TR
SOLEShares72.25K
TypeSH
Market value$11.14M
0.96%
Sole
0.00
Shared
0.00
None
72.25K
WELLS FARGO CO NEW
SOLEShares130.67K
TypeSH
Market value$10.95M
0.94%
Sole
0.00
Shared
0.00
None
130.67K
MONDELEZ INTL INC
SOLEShares165.60K
TypeSH
Market value$10.43M
0.89%
Sole
0.00
Shared
0.00
None
165.60K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 390.73K | SH | $99.49M 8.53% | 0.00 | 0.00 | 390.73K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 92.34K | SH | $44.33M 3.80% | 0.00 | 0.00 | 92.34K |
MICROSOFT CORPSOLE | COM | 82.44K | SH | $42.70M 3.66% | 0.00 | 0.00 | 82.44K |
AMAZON COM INCSOLE | COM | 175.83K | SH | $38.61M 3.31% | 0.00 | 0.00 | 175.83K |
ALPHABET INCSOLE | CAP STK CL A | 152.08K | SH | $36.97M 3.17% | 0.00 | 0.00 | 152.08K |
ALPHABET INCSOLE | CAP STK CL C | 138.50K | SH | $33.73M 2.89% | 0.00 | 0.00 | 138.50K |
JPMORGAN CHASE & COSOLE | COM | 94.25K | SH | $29.73M 2.55% | 0.00 | 0.00 | 94.25K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 40.63K | SH | $24.95M 2.14% | 0.00 | 0.00 | 40.63K |
VISA INCSOLE | COM CL A | 61.81K | SH | $21.10M 1.81% | 0.00 | 0.00 | 61.81K |
ISHARES TRSOLE | U.S. TECH ETF | 106.16K | SH | $20.79M 1.78% | 0.00 | 0.00 | 106.16K |
NVIDIA CORPORATIONSOLE | COM | 92.41K | SH | $17.24M 1.48% | 0.00 | 0.00 | 92.41K |
MASTERCARD INCORPORATEDSOLE | CL A | 28.91K | SH | $16.45M 1.41% | 0.00 | 0.00 | 28.91K |
BROADSTONE NET LEASE INCSOLE | COM | 840.49K | SH | $15.26M 1.31% | 0.00 | 0.00 | 840.49K |
JOHNSON & JOHNSONSOLE | COM | 80.06K | SH | $14.84M 1.27% | 0.00 | 0.00 | 80.06K |
DANAHER CORPORATIONSOLE | COM | 74.06K | SH | $14.71M 1.26% | 0.00 | 0.00 | 74.06K |
WALMART INCSOLE | COM | 140.65K | SH | $14.50M 1.24% | 0.00 | 0.00 | 140.65K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 29.22K | SH | $13.07M 1.12% | 0.00 | 0.00 | 29.22K |
XPO INCSOLE | COM | 98.55K | SH | $12.74M 1.09% | 0.00 | 0.00 | 98.55K |
TJX COS INC NEWSOLE | COM | 85.80K | SH | $12.40M 1.06% | 0.00 | 0.00 | 85.80K |
ISHARES TRSOLE | CORE S&P500 ETF | 18.37K | SH | $12.29M 1.05% | 0.00 | 0.00 | 18.37K |
DOVER CORPSOLE | COM | 73.56K | SH | $12.27M 1.05% | 0.00 | 0.00 | 73.56K |
SELECT SECTOR SPDR TRSOLE | FINANCIAL | 219.92K | SH | $11.85M 1.02% | 0.00 | 0.00 | 219.92K |
SELECT SECTOR SPDR TRSOLE | SBI INT-INDS | 72.25K | SH | $11.14M 0.96% | 0.00 | 0.00 | 72.25K |
WELLS FARGO CO NEWSOLE | COM | 130.67K | SH | $10.95M 0.94% | 0.00 | 0.00 | 130.67K |
MONDELEZ INTL INCSOLE | CL A | 165.60K | SH | $10.43M 0.89% | 0.00 | 0.00 | 165.60K |
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