Filed: 1/20/2026ACC: 0002008171-26-000001
📋 What this filing means
TRITONPOINT WEALTH, LLC filed this quarterly 13F‑HR report disclosing 272 equity positions with a total reported market value of $986.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
272
Positions
$986.24M
Total AUM (reported)
7.03M
Total Shares
Allocation by class
COM$565.71M57.4%
GROWTH ETF$44.29M4.5%
CAP STK CL C$41.99M4.3%
CAP STK CL A$41.08M4.2%
COM NEW$38.58M3.9%
CL A$37.49M3.8%
U.S. TECH ETF$19.34M2.0%
Portfolio Concentration
Top 3$181.76M18.4%
4–10$191.69M19.4%
11–25$195.10M19.8%
Rest$417.68M42.4%
Top 3 weight
18.4%
Top 10 weight
37.9%
Voting Authority Distribution
Total shares with voting rights: 7.03M
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
7.03M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole272
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings272
Rows:
APPLE INC
SOLEShares351.22K
TypeSH
Market value$95.48M
9.68%
Sole
0.00
Shared
0.00
None
351.22K
VANGUARD INDEX FDS
SOLEShares90.78K
TypeSH
Market value$44.29M
4.49%
Sole
0.00
Shared
0.00
None
90.78K
ALPHABET INC
SOLEShares133.81K
TypeSH
Market value$41.99M
4.26%
Sole
0.00
Shared
0.00
None
133.81K
ALPHABET INC
SOLEShares131.26K
TypeSH
Market value$41.08M
4.17%
Sole
0.00
Shared
0.00
None
131.26K
AMAZON COM INC
SOLEShares164.51K
TypeSH
Market value$37.97M
3.85%
Sole
0.00
Shared
0.00
None
164.51K
MICROSOFT CORP
SOLEShares63.49K
TypeSH
Market value$30.70M
3.11%
Sole
0.00
Shared
0.00
None
63.49K
JPMORGAN CHASE & CO
SOLEShares85.73K
TypeSH
Market value$27.62M
2.80%
Sole
0.00
Shared
0.00
None
85.73K
ISHARES TR
SOLEShares96.88K
TypeSH
Market value$19.34M
1.96%
Sole
0.00
Shared
0.00
None
96.88K
VISA INC
SOLEShares53.29K
TypeSH
Market value$18.69M
1.90%
Sole
0.00
Shared
0.00
None
53.29K
VANGUARD INDEX FDS
SOLEShares25.95K
TypeSH
Market value$16.27M
1.65%
Sole
0.00
Shared
0.00
None
25.95K
INTUITIVE SURGICAL INC
SOLEShares27.88K
TypeSH
Market value$15.79M
1.60%
Sole
0.00
Shared
0.00
None
27.88K
MASTERCARD INCORPORATED
SOLEShares26.32K
TypeSH
Market value$15.02M
1.52%
Sole
0.00
Shared
0.00
None
26.32K
DANAHER CORPORATION
SOLEShares65.19K
TypeSH
Market value$14.94M
1.52%
Sole
0.00
Shared
0.00
None
65.19K
JOHNSON & JOHNSON
SOLEShares70.59K
TypeSH
Market value$14.61M
1.48%
Sole
0.00
Shared
0.00
None
70.59K
NVIDIA CORPORATION
SOLEShares77.18K
TypeSH
Market value$14.39M
1.46%
Sole
0.00
Shared
0.00
None
77.18K
XPO INC
SOLEShares97.50K
TypeSH
Market value$13.25M
1.34%
Sole
0.00
Shared
0.00
None
97.50K
WALMART INC
SOLEShares117.16K
TypeSH
Market value$13.08M
1.33%
Sole
0.00
Shared
0.00
None
117.16K
DOVER CORP
SOLEShares66.94K
TypeSH
Market value$13.07M
1.33%
Sole
0.00
Shared
0.00
None
66.94K
BROADSTONE NET LEASE INC
SOLEShares735.63K
TypeSH
Market value$12.99M
1.32%
Sole
0.00
Shared
0.00
None
735.63K
LAM RESEARCH CORP
SOLEShares72.19K
TypeSH
Market value$12.38M
1.25%
Sole
0.00
Shared
0.00
None
72.19K
TJX COS INC NEW
SOLEShares77.44K
TypeSH
Market value$11.90M
1.21%
Sole
0.00
Shared
0.00
None
77.44K
THERMO FISHER SCIENTIFIC INC
SOLEShares20.48K
TypeSH
Market value$11.87M
1.20%
Sole
0.00
Shared
0.00
None
20.48K
SELECT SECTOR SPDR TR
SOLEShares70.54K
TypeSH
Market value$10.94M
1.11%
Sole
0.00
Shared
0.00
None
70.54K
SELECT SECTOR SPDR TR
SOLEShares191.35K
TypeSH
Market value$10.48M
1.06%
Sole
0.00
Shared
0.00
None
191.35K
WELLS FARGO CO NEW
SOLEShares111.38K
TypeSH
Market value$10.38M
1.05%
Sole
0.00
Shared
0.00
None
111.38K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 351.22K | SH | $95.48M 9.68% | 0.00 | 0.00 | 351.22K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 90.78K | SH | $44.29M 4.49% | 0.00 | 0.00 | 90.78K |
ALPHABET INCSOLE | CAP STK CL C | 133.81K | SH | $41.99M 4.26% | 0.00 | 0.00 | 133.81K |
ALPHABET INCSOLE | CAP STK CL A | 131.26K | SH | $41.08M 4.17% | 0.00 | 0.00 | 131.26K |
AMAZON COM INCSOLE | COM | 164.51K | SH | $37.97M 3.85% | 0.00 | 0.00 | 164.51K |
MICROSOFT CORPSOLE | COM | 63.49K | SH | $30.70M 3.11% | 0.00 | 0.00 | 63.49K |
JPMORGAN CHASE & COSOLE | COM | 85.73K | SH | $27.62M 2.80% | 0.00 | 0.00 | 85.73K |
ISHARES TRSOLE | U.S. TECH ETF | 96.88K | SH | $19.34M 1.96% | 0.00 | 0.00 | 96.88K |
VISA INCSOLE | COM CL A | 53.29K | SH | $18.69M 1.90% | 0.00 | 0.00 | 53.29K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 25.95K | SH | $16.27M 1.65% | 0.00 | 0.00 | 25.95K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 27.88K | SH | $15.79M 1.60% | 0.00 | 0.00 | 27.88K |
MASTERCARD INCORPORATEDSOLE | CL A | 26.32K | SH | $15.02M 1.52% | 0.00 | 0.00 | 26.32K |
DANAHER CORPORATIONSOLE | COM | 65.19K | SH | $14.94M 1.52% | 0.00 | 0.00 | 65.19K |
JOHNSON & JOHNSONSOLE | COM | 70.59K | SH | $14.61M 1.48% | 0.00 | 0.00 | 70.59K |
NVIDIA CORPORATIONSOLE | COM | 77.18K | SH | $14.39M 1.46% | 0.00 | 0.00 | 77.18K |
XPO INCSOLE | COM | 97.50K | SH | $13.25M 1.34% | 0.00 | 0.00 | 97.50K |
WALMART INCSOLE | COM | 117.16K | SH | $13.08M 1.33% | 0.00 | 0.00 | 117.16K |
DOVER CORPSOLE | COM | 66.94K | SH | $13.07M 1.33% | 0.00 | 0.00 | 66.94K |
BROADSTONE NET LEASE INCSOLE | COM | 735.63K | SH | $12.99M 1.32% | 0.00 | 0.00 | 735.63K |
LAM RESEARCH CORPSOLE | COM NEW | 72.19K | SH | $12.38M 1.25% | 0.00 | 0.00 | 72.19K |
TJX COS INC NEWSOLE | COM | 77.44K | SH | $11.90M 1.21% | 0.00 | 0.00 | 77.44K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 20.48K | SH | $11.87M 1.20% | 0.00 | 0.00 | 20.48K |
SELECT SECTOR SPDR TRSOLE | SBI INT-INDS | 70.54K | SH | $10.94M 1.11% | 0.00 | 0.00 | 70.54K |
SELECT SECTOR SPDR TRSOLE | FINANCIAL | 191.35K | SH | $10.48M 1.06% | 0.00 | 0.00 | 191.35K |
WELLS FARGO CO NEWSOLE | COM | 111.38K | SH | $10.38M 1.05% | 0.00 | 0.00 | 111.38K |
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