Filed: 4/21/2026ACC: 0002008171-26-000003
📋 What this filing means
TRITONPOINT WEALTH, LLC filed this quarterly 13F‑HR report disclosing 268 equity positions with a total reported market value of $933.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
268
Positions
$933.96M
Total AUM (reported)
6.93M
Total Shares
Allocation by class
COM$537.47M57.5%
GROWTH ETF$40.79M4.4%
COM NEW$37.27M4.0%
CAP STK CL C$36.68M3.9%
CAP STK CL A$36.24M3.9%
CL A$34.24M3.7%
U.S. TECH ETF$17.29M1.9%
Portfolio Concentration
Top 3$161.97M17.3%
4–10$170.15M18.2%
11–25$189.42M20.3%
Rest$412.42M44.2%
Top 3 weight
17.3%
Top 10 weight
35.6%
Voting Authority Distribution
Total shares with voting rights: 6.93M
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
6.93M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole268
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings268
Rows:
APPLE INC
SOLEShares332.96K
TypeSH
Market value$84.50M
9.05%
Sole
0.00
Shared
0.00
None
332.96K
VANGUARD INDEX FDS
SOLEShares93.38K
TypeSH
Market value$40.79M
4.37%
Sole
0.00
Shared
0.00
None
93.38K
ALPHABET INC
SOLEShares127.87K
TypeSH
Market value$36.68M
3.93%
Sole
0.00
Shared
0.00
None
127.87K
ALPHABET INC
SOLEShares126.01K
TypeSH
Market value$36.24M
3.88%
Sole
0.00
Shared
0.00
None
126.01K
AMAZON COM INC
SOLEShares160.42K
TypeSH
Market value$33.41M
3.58%
Sole
0.00
Shared
0.00
None
160.42K
JPMORGAN CHASE & CO
SOLEShares83.72K
TypeSH
Market value$24.63M
2.64%
Sole
0.00
Shared
0.00
None
83.72K
MICROSOFT CORP
SOLEShares62.12K
TypeSH
Market value$22.99M
2.46%
Sole
0.00
Shared
0.00
None
62.12K
XPO INC
SOLEShares95.17K
TypeSH
Market value$18.52M
1.98%
Sole
0.00
Shared
0.00
None
95.17K
ISHARES TR
SOLEShares95.33K
TypeSH
Market value$17.29M
1.85%
Sole
0.00
Shared
0.00
None
95.33K
JOHNSON & JOHNSON
SOLEShares69.86K
TypeSH
Market value$17.08M
1.83%
Sole
0.00
Shared
0.00
None
69.86K
VISA INC
SOLEShares52.13K
TypeSH
Market value$15.76M
1.69%
Sole
0.00
Shared
0.00
None
52.13K
VANGUARD INDEX FDS
SOLEShares25.41K
TypeSH
Market value$15.18M
1.63%
Sole
0.00
Shared
0.00
None
25.41K
LAM RESEARCH CORP
SOLEShares67.47K
TypeSH
Market value$14.43M
1.55%
Sole
0.00
Shared
0.00
None
67.47K
WALMART INC
SOLEShares114.93K
TypeSH
Market value$14.31M
1.53%
Sole
0.00
Shared
0.00
None
114.93K
DOVER CORP
SOLEShares65.88K
TypeSH
Market value$13.73M
1.47%
Sole
0.00
Shared
0.00
None
65.88K
NVIDIA CORPORATION
SOLEShares76.93K
TypeSH
Market value$13.42M
1.44%
Sole
0.00
Shared
0.00
None
76.93K
MASTERCARD INCORPORATED
SOLEShares26.16K
TypeSH
Market value$13.07M
1.40%
Sole
0.00
Shared
0.00
None
26.16K
BROADSTONE NET LEASE INC
SOLEShares690.31K
TypeSH
Market value$12.81M
1.37%
Sole
0.00
Shared
0.00
None
690.31K
INTUITIVE SURGICAL INC
SOLEShares27.34K
TypeSH
Market value$12.61M
1.35%
Sole
0.00
Shared
0.00
None
27.34K
TJX COS INC NEW
SOLEShares76.62K
TypeSH
Market value$12.24M
1.31%
Sole
0.00
Shared
0.00
None
76.62K
DANAHER CORPORATION
SOLEShares62.16K
TypeSH
Market value$11.81M
1.26%
Sole
0.00
Shared
0.00
None
62.16K
SELECT SECTOR SPDR TR
SOLEShares70.32K
TypeSH
Market value$11.37M
1.22%
Sole
0.00
Shared
0.00
None
70.32K
THERMO FISHER SCIENTIFIC INC
SOLEShares19.70K
TypeSH
Market value$9.69M
1.04%
Sole
0.00
Shared
0.00
None
19.70K
CHUBB LIMITED
SOLEShares29.51K
TypeSH
Market value$9.65M
1.03%
Sole
0.00
Shared
0.00
None
29.51K
SELECT SECTOR SPDR TR
SOLEShares189.10K
TypeSH
Market value$9.34M
1.00%
Sole
0.00
Shared
0.00
None
189.10K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 332.96K | SH | $84.50M 9.05% | 0.00 | 0.00 | 332.96K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 93.38K | SH | $40.79M 4.37% | 0.00 | 0.00 | 93.38K |
ALPHABET INCSOLE | CAP STK CL C | 127.87K | SH | $36.68M 3.93% | 0.00 | 0.00 | 127.87K |
ALPHABET INCSOLE | CAP STK CL A | 126.01K | SH | $36.24M 3.88% | 0.00 | 0.00 | 126.01K |
AMAZON COM INCSOLE | COM | 160.42K | SH | $33.41M 3.58% | 0.00 | 0.00 | 160.42K |
JPMORGAN CHASE & COSOLE | COM | 83.72K | SH | $24.63M 2.64% | 0.00 | 0.00 | 83.72K |
MICROSOFT CORPSOLE | COM | 62.12K | SH | $22.99M 2.46% | 0.00 | 0.00 | 62.12K |
XPO INCSOLE | COM | 95.17K | SH | $18.52M 1.98% | 0.00 | 0.00 | 95.17K |
ISHARES TRSOLE | U.S. TECH ETF | 95.33K | SH | $17.29M 1.85% | 0.00 | 0.00 | 95.33K |
JOHNSON & JOHNSONSOLE | COM | 69.86K | SH | $17.08M 1.83% | 0.00 | 0.00 | 69.86K |
VISA INCSOLE | COM CL A | 52.13K | SH | $15.76M 1.69% | 0.00 | 0.00 | 52.13K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 25.41K | SH | $15.18M 1.63% | 0.00 | 0.00 | 25.41K |
LAM RESEARCH CORPSOLE | COM NEW | 67.47K | SH | $14.43M 1.55% | 0.00 | 0.00 | 67.47K |
WALMART INCSOLE | COM | 114.93K | SH | $14.31M 1.53% | 0.00 | 0.00 | 114.93K |
DOVER CORPSOLE | COM | 65.88K | SH | $13.73M 1.47% | 0.00 | 0.00 | 65.88K |
NVIDIA CORPORATIONSOLE | COM | 76.93K | SH | $13.42M 1.44% | 0.00 | 0.00 | 76.93K |
MASTERCARD INCORPORATEDSOLE | CL A | 26.16K | SH | $13.07M 1.40% | 0.00 | 0.00 | 26.16K |
BROADSTONE NET LEASE INCSOLE | COM | 690.31K | SH | $12.81M 1.37% | 0.00 | 0.00 | 690.31K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 27.34K | SH | $12.61M 1.35% | 0.00 | 0.00 | 27.34K |
TJX COS INC NEWSOLE | COM | 76.62K | SH | $12.24M 1.31% | 0.00 | 0.00 | 76.62K |
DANAHER CORPORATIONSOLE | COM | 62.16K | SH | $11.81M 1.26% | 0.00 | 0.00 | 62.16K |
SELECT SECTOR SPDR TRSOLE | SBI INT-INDS | 70.32K | SH | $11.37M 1.22% | 0.00 | 0.00 | 70.32K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 19.70K | SH | $9.69M 1.04% | 0.00 | 0.00 | 19.70K |
CHUBB LIMITEDSOLE | COM | 29.51K | SH | $9.65M 1.03% | 0.00 | 0.00 | 29.51K |
SELECT SECTOR SPDR TRSOLE | FINANCIAL | 189.10K | SH | $9.34M 1.00% | 0.00 | 0.00 | 189.10K |
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