Filed: 8/11/2026ACC: 0002008171-26-000004
📋 What this filing means
TRITONPOINT WEALTH, LLC filed this quarterly 13F‑HR report disclosing 281 equity positions with a total reported market value of $1.02B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
281
Positions
$1.02B
Total AUM (reported)
6.94M
Total Shares
Allocation by class
COM$569.83M56.0%
COM NEW$50.83M5.0%
CAP STK CL A$44.75M4.4%
CAP STK CL C$43.91M4.3%
GROWTH ETF$36.74M3.6%
CL A$31.65M3.1%
U.S. TECH ETF$23.31M2.3%
Portfolio Concentration
Top 3$183.15M18.0%
4–10$195.19M19.2%
11–25$201.86M19.8%
Rest$437.55M43.0%
Top 3 weight
18.0%
Top 10 weight
37.2%
Voting Authority Distribution
Total shares with voting rights: 6.94M
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
6.94M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole281
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings281
Rows:
APPLE INC
SOLEShares326.55K
TypeSH
Market value$94.49M
9.28%
Sole
0.00
Shared
0.00
None
326.55K
ALPHABET INC
SOLEShares125.23K
TypeSH
Market value$44.75M
4.40%
Sole
0.00
Shared
0.00
None
125.23K
ALPHABET INC
SOLEShares124.27K
TypeSH
Market value$43.91M
4.31%
Sole
0.00
Shared
0.00
None
124.27K
AMAZON COM INC
SOLEShares158.54K
TypeSH
Market value$37.79M
3.71%
Sole
0.00
Shared
0.00
None
158.54K
VANGUARD INDEX FDS
SOLEShares426.52K
TypeSH
Market value$36.74M
3.61%
Sole
0.00
Shared
0.00
None
426.52K
LAM RESEARCH CORP
SOLEShares62.83K
TypeSH
Market value$27.23M
2.68%
Sole
0.00
Shared
0.00
None
62.83K
JPMORGAN CHASE & CO
SOLEShares81.69K
TypeSH
Market value$26.74M
2.63%
Sole
0.00
Shared
0.00
None
81.69K
MICROSOFT CORP
SOLEShares64.23K
TypeSH
Market value$23.96M
2.35%
Sole
0.00
Shared
0.00
None
64.23K
ISHARES TR
SOLEShares92.43K
TypeSH
Market value$23.31M
2.29%
Sole
0.00
Shared
0.00
None
92.43K
NVIDIA CORPORATION
SOLEShares97.05K
TypeSH
Market value$19.42M
1.91%
Sole
0.00
Shared
0.00
None
97.05K
XPO INC
SOLEShares93.03K
TypeSH
Market value$19.10M
1.88%
Sole
0.00
Shared
0.00
None
93.03K
VISA INC
SOLEShares51.27K
TypeSH
Market value$17.59M
1.73%
Sole
0.00
Shared
0.00
None
51.27K
JOHNSON & JOHNSON
SOLEShares67.65K
TypeSH
Market value$17.18M
1.69%
Sole
0.00
Shared
0.00
None
67.65K
VANGUARD INDEX FDS
SOLEShares24.54K
TypeSH
Market value$16.85M
1.66%
Sole
0.00
Shared
0.00
None
24.54K
DOVER CORP
SOLEShares64.11K
TypeSH
Market value$14.38M
1.41%
Sole
0.00
Shared
0.00
None
64.11K
MASTERCARD INCORPORATED
SOLEShares25.64K
TypeSH
Market value$13.17M
1.29%
Sole
0.00
Shared
0.00
None
25.64K
BROADSTONE NET LEASE INC
SOLEShares614.07K
TypeSH
Market value$12.69M
1.25%
Sole
0.00
Shared
0.00
None
614.07K
WALMART INC
SOLEShares111.97K
TypeSH
Market value$12.68M
1.25%
Sole
0.00
Shared
0.00
None
111.97K
SELECT SECTOR SPDR TR
SOLEShares66.68K
TypeSH
Market value$12.35M
1.21%
Sole
0.00
Shared
0.00
None
66.68K
TJX COS INC NEW
SOLEShares76.97K
TypeSH
Market value$11.66M
1.15%
Sole
0.00
Shared
0.00
None
76.97K
DANAHER CORPORATION
SOLEShares60.82K
TypeSH
Market value$11.59M
1.14%
Sole
0.00
Shared
0.00
None
60.82K
SELECT SECTOR SPDR TR
SOLEShares60.50K
TypeSH
Market value$11.53M
1.13%
Sole
0.00
Shared
0.00
None
60.50K
INTUITIVE SURGICAL INC
SOLEShares27.02K
TypeSH
Market value$10.75M
1.06%
Sole
0.00
Shared
0.00
None
27.02K
CATERPILLAR INC
SOLEShares9.76K
TypeSH
Market value$10.40M
1.02%
Sole
0.00
Shared
0.00
None
9.76K
CHUBB LIMITED
SOLEShares29.19K
TypeSH
Market value$9.95M
0.98%
Sole
0.00
Shared
0.00
None
29.19K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 326.55K | SH | $94.49M 9.28% | 0.00 | 0.00 | 326.55K |
ALPHABET INCSOLE | CAP STK CL A | 125.23K | SH | $44.75M 4.40% | 0.00 | 0.00 | 125.23K |
ALPHABET INCSOLE | CAP STK CL C | 124.27K | SH | $43.91M 4.31% | 0.00 | 0.00 | 124.27K |
AMAZON COM INCSOLE | COM | 158.54K | SH | $37.79M 3.71% | 0.00 | 0.00 | 158.54K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 426.52K | SH | $36.74M 3.61% | 0.00 | 0.00 | 426.52K |
LAM RESEARCH CORPSOLE | COM NEW | 62.83K | SH | $27.23M 2.68% | 0.00 | 0.00 | 62.83K |
JPMORGAN CHASE & COSOLE | COM | 81.69K | SH | $26.74M 2.63% | 0.00 | 0.00 | 81.69K |
MICROSOFT CORPSOLE | COM | 64.23K | SH | $23.96M 2.35% | 0.00 | 0.00 | 64.23K |
ISHARES TRSOLE | U.S. TECH ETF | 92.43K | SH | $23.31M 2.29% | 0.00 | 0.00 | 92.43K |
NVIDIA CORPORATIONSOLE | COM | 97.05K | SH | $19.42M 1.91% | 0.00 | 0.00 | 97.05K |
XPO INCSOLE | COM | 93.03K | SH | $19.10M 1.88% | 0.00 | 0.00 | 93.03K |
VISA INCSOLE | COM CL A | 51.27K | SH | $17.59M 1.73% | 0.00 | 0.00 | 51.27K |
JOHNSON & JOHNSONSOLE | COM | 67.65K | SH | $17.18M 1.69% | 0.00 | 0.00 | 67.65K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 24.54K | SH | $16.85M 1.66% | 0.00 | 0.00 | 24.54K |
DOVER CORPSOLE | COM | 64.11K | SH | $14.38M 1.41% | 0.00 | 0.00 | 64.11K |
MASTERCARD INCORPORATEDSOLE | CL A | 25.64K | SH | $13.17M 1.29% | 0.00 | 0.00 | 25.64K |
BROADSTONE NET LEASE INCSOLE | COM | 614.07K | SH | $12.69M 1.25% | 0.00 | 0.00 | 614.07K |
WALMART INCSOLE | COM | 111.97K | SH | $12.68M 1.25% | 0.00 | 0.00 | 111.97K |
SELECT SECTOR SPDR TRSOLE | SBI INT-INDS | 66.68K | SH | $12.35M 1.21% | 0.00 | 0.00 | 66.68K |
TJX COS INC NEWSOLE | COM | 76.97K | SH | $11.66M 1.15% | 0.00 | 0.00 | 76.97K |
DANAHER CORPORATIONSOLE | COM | 60.82K | SH | $11.59M 1.14% | 0.00 | 0.00 | 60.82K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 60.50K | SH | $11.53M 1.13% | 0.00 | 0.00 | 60.50K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 27.02K | SH | $10.75M 1.06% | 0.00 | 0.00 | 27.02K |
CATERPILLAR INCSOLE | COM | 9.76K | SH | $10.40M 1.02% | 0.00 | 0.00 | 9.76K |
CHUBB LIMITEDSOLE | COM | 29.19K | SH | $9.95M 0.98% | 0.00 | 0.00 | 29.19K |
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