Filed: 10/19/2026ACC: 0002008171-26-000006
📋 What this filing means
TRITONPOINT WEALTH, LLC filed this quarterly 13F‑HR report disclosing 293 equity positions with a total reported market value of $1.01B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
293
Positions
$1.01B
Total AUM (reported)
6.79M
Total Shares
Allocation by class
COM$574.67M57.1%
CAP STK CL C$41.86M4.2%
CAP STK CL A$41.41M4.1%
COM NEW$38.65M3.8%
GROWTH ETF$38.59M3.8%
CL A$33.74M3.3%
U.S. TECH ETF$24.29M2.4%
Portfolio Concentration
Top 3$189.94M18.9%
4–10$200.44M19.9%
11–25$195.55M19.4%
Rest$421.29M41.8%
Top 3 weight
18.9%
Top 10 weight
38.8%
Voting Authority Distribution
Total shares with voting rights: 6.79M
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
6.79M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole293
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings293
Rows:
APPLE INC
SOLEShares320.31K
TypeSH
Market value$106.67M
10.59%
Sole
0.00
Shared
0.00
None
320.31K
ALPHABET INC
SOLEShares122.85K
TypeSH
Market value$41.86M
4.16%
Sole
0.00
Shared
0.00
None
122.85K
ALPHABET INC
SOLEShares120.36K
TypeSH
Market value$41.41M
4.11%
Sole
0.00
Shared
0.00
None
120.36K
AMAZON COM INC
SOLEShares156.22K
TypeSH
Market value$38.92M
3.86%
Sole
0.00
Shared
0.00
None
156.22K
VANGUARD INDEX FDS
SOLEShares428.23K
TypeSH
Market value$38.59M
3.83%
Sole
0.00
Shared
0.00
None
428.23K
MICROSOFT CORP
SOLEShares63.29K
TypeSH
Market value$32.46M
3.22%
Sole
0.00
Shared
0.00
None
63.29K
JPMORGAN CHASE & CO
SOLEShares79.05K
TypeSH
Market value$26.15M
2.60%
Sole
0.00
Shared
0.00
None
79.05K
ISHARES TR
SOLEShares91.70K
TypeSH
Market value$24.29M
2.41%
Sole
0.00
Shared
0.00
None
91.70K
NVIDIA CORPORATION
SOLEShares93.16K
TypeSH
Market value$21.27M
2.11%
Sole
0.00
Shared
0.00
None
93.16K
LAM RESEARCH CORP
SOLEShares57.09K
TypeSH
Market value$18.76M
1.86%
Sole
0.00
Shared
0.00
None
57.09K
VISA INC
SOLEShares49.34K
TypeSH
Market value$17.73M
1.76%
Sole
0.00
Shared
0.00
None
49.34K
JOHNSON & JOHNSON
SOLEShares65.46K
TypeSH
Market value$17.33M
1.72%
Sole
0.00
Shared
0.00
None
65.46K
VANGUARD INDEX FDS
SOLEShares24.58K
TypeSH
Market value$17.23M
1.71%
Sole
0.00
Shared
0.00
None
24.58K
XPO INC
SOLEShares91.46K
TypeSH
Market value$16.09M
1.60%
Sole
0.00
Shared
0.00
None
91.46K
MASTERCARD INCORPORATED
SOLEShares25.42K
TypeSH
Market value$14.02M
1.39%
Sole
0.00
Shared
0.00
None
25.42K
DANAHER CORPORATION
SOLEShares60.10K
TypeSH
Market value$13.32M
1.32%
Sole
0.00
Shared
0.00
None
60.10K
THERMO FISHER SCIENTIFIC INC
SOLEShares19.04K
TypeSH
Market value$12.85M
1.28%
Sole
0.00
Shared
0.00
None
19.04K
DOVER CORP
SOLEShares62.13K
TypeSH
Market value$11.62M
1.15%
Sole
0.00
Shared
0.00
None
62.13K
SELECT SECTOR SPDR TR
SOLEShares59.37K
TypeSH
Market value$11.62M
1.15%
Sole
0.00
Shared
0.00
None
59.37K
WALMART INC
SOLEShares107.91K
TypeSH
Market value$11.21M
1.11%
Sole
0.00
Shared
0.00
None
107.91K
BROADSTONE NET LEASE INC
SOLEShares603.96K
TypeSH
Market value$11.17M
1.11%
Sole
0.00
Shared
0.00
None
603.96K
INTUITIVE SURGICAL INC
SOLEShares27.20K
TypeSH
Market value$11.06M
1.10%
Sole
0.00
Shared
0.00
None
27.20K
SELECT SECTOR SPDR TR
SOLEShares64.37K
TypeSH
Market value$10.75M
1.07%
Sole
0.00
Shared
0.00
None
64.37K
TJX COS INC NEW
SOLEShares74.65K
TypeSH
Market value$9.88M
0.98%
Sole
0.00
Shared
0.00
None
74.65K
SELECT SECTOR SPDR TR
SOLEShares181.05K
TypeSH
Market value$9.67M
0.96%
Sole
0.00
Shared
0.00
None
181.05K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 320.31K | SH | $106.67M 10.59% | 0.00 | 0.00 | 320.31K |
ALPHABET INCSOLE | CAP STK CL C | 122.85K | SH | $41.86M 4.16% | 0.00 | 0.00 | 122.85K |
ALPHABET INCSOLE | CAP STK CL A | 120.36K | SH | $41.41M 4.11% | 0.00 | 0.00 | 120.36K |
AMAZON COM INCSOLE | COM | 156.22K | SH | $38.92M 3.86% | 0.00 | 0.00 | 156.22K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 428.23K | SH | $38.59M 3.83% | 0.00 | 0.00 | 428.23K |
MICROSOFT CORPSOLE | COM | 63.29K | SH | $32.46M 3.22% | 0.00 | 0.00 | 63.29K |
JPMORGAN CHASE & COSOLE | COM | 79.05K | SH | $26.15M 2.60% | 0.00 | 0.00 | 79.05K |
ISHARES TRSOLE | U.S. TECH ETF | 91.70K | SH | $24.29M 2.41% | 0.00 | 0.00 | 91.70K |
NVIDIA CORPORATIONSOLE | COM | 93.16K | SH | $21.27M 2.11% | 0.00 | 0.00 | 93.16K |
LAM RESEARCH CORPSOLE | COM NEW | 57.09K | SH | $18.76M 1.86% | 0.00 | 0.00 | 57.09K |
VISA INCSOLE | COM CL A | 49.34K | SH | $17.73M 1.76% | 0.00 | 0.00 | 49.34K |
JOHNSON & JOHNSONSOLE | COM | 65.46K | SH | $17.33M 1.72% | 0.00 | 0.00 | 65.46K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 24.58K | SH | $17.23M 1.71% | 0.00 | 0.00 | 24.58K |
XPO INCSOLE | COM | 91.46K | SH | $16.09M 1.60% | 0.00 | 0.00 | 91.46K |
MASTERCARD INCORPORATEDSOLE | CL A | 25.42K | SH | $14.02M 1.39% | 0.00 | 0.00 | 25.42K |
DANAHER CORPORATIONSOLE | COM | 60.10K | SH | $13.32M 1.32% | 0.00 | 0.00 | 60.10K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 19.04K | SH | $12.85M 1.28% | 0.00 | 0.00 | 19.04K |
DOVER CORPSOLE | COM | 62.13K | SH | $11.62M 1.15% | 0.00 | 0.00 | 62.13K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 59.37K | SH | $11.62M 1.15% | 0.00 | 0.00 | 59.37K |
WALMART INCSOLE | COM | 107.91K | SH | $11.21M 1.11% | 0.00 | 0.00 | 107.91K |
BROADSTONE NET LEASE INCSOLE | COM | 603.96K | SH | $11.17M 1.11% | 0.00 | 0.00 | 603.96K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 27.20K | SH | $11.06M 1.10% | 0.00 | 0.00 | 27.20K |
SELECT SECTOR SPDR TRSOLE | SBI INT-INDS | 64.37K | SH | $10.75M 1.07% | 0.00 | 0.00 | 64.37K |
TJX COS INC NEWSOLE | COM | 74.65K | SH | $9.88M 0.98% | 0.00 | 0.00 | 74.65K |
SELECT SECTOR SPDR TRSOLE | FINANCIAL | 181.05K | SH | $9.67M 0.96% | 0.00 | 0.00 | 181.05K |
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