TRITONPOINT WEALTH, LLC

PrivateCIK: 2008171

Location

CHEVY CHASE, MD

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

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

6.93M

% 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

SOLE

COM

Shares332.96K

TypeSH

Market value$84.50M

9.05%

Sole

0.00

Shared

0.00

None

332.96K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares93.38K

TypeSH

Market value$40.79M

4.37%

Sole

0.00

Shared

0.00

None

93.38K

ALPHABET INC

SOLE

CAP STK CL C

Shares127.87K

TypeSH

Market value$36.68M

3.93%

Sole

0.00

Shared

0.00

None

127.87K

ALPHABET INC

SOLE

CAP STK CL A

Shares126.01K

TypeSH

Market value$36.24M

3.88%

Sole

0.00

Shared

0.00

None

126.01K

AMAZON COM INC

SOLE

COM

Shares160.42K

TypeSH

Market value$33.41M

3.58%

Sole

0.00

Shared

0.00

None

160.42K

JPMORGAN CHASE & CO

SOLE

COM

Shares83.72K

TypeSH

Market value$24.63M

2.64%

Sole

0.00

Shared

0.00

None

83.72K

MICROSOFT CORP

SOLE

COM

Shares62.12K

TypeSH

Market value$22.99M

2.46%

Sole

0.00

Shared

0.00

None

62.12K

XPO INC

SOLE

COM

Shares95.17K

TypeSH

Market value$18.52M

1.98%

Sole

0.00

Shared

0.00

None

95.17K

ISHARES TR

SOLE

U.S. TECH ETF

Shares95.33K

TypeSH

Market value$17.29M

1.85%

Sole

0.00

Shared

0.00

None

95.33K

JOHNSON & JOHNSON

SOLE

COM

Shares69.86K

TypeSH

Market value$17.08M

1.83%

Sole

0.00

Shared

0.00

None

69.86K

VISA INC

SOLE

COM CL A

Shares52.13K

TypeSH

Market value$15.76M

1.69%

Sole

0.00

Shared

0.00

None

52.13K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares25.41K

TypeSH

Market value$15.18M

1.63%

Sole

0.00

Shared

0.00

None

25.41K

LAM RESEARCH CORP

SOLE

COM NEW

Shares67.47K

TypeSH

Market value$14.43M

1.55%

Sole

0.00

Shared

0.00

None

67.47K

WALMART INC

SOLE

COM

Shares114.93K

TypeSH

Market value$14.31M

1.53%

Sole

0.00

Shared

0.00

None

114.93K

DOVER CORP

SOLE

COM

Shares65.88K

TypeSH

Market value$13.73M

1.47%

Sole

0.00

Shared

0.00

None

65.88K

NVIDIA CORPORATION

SOLE

COM

Shares76.93K

TypeSH

Market value$13.42M

1.44%

Sole

0.00

Shared

0.00

None

76.93K

MASTERCARD INCORPORATED

SOLE

CL A

Shares26.16K

TypeSH

Market value$13.07M

1.40%

Sole

0.00

Shared

0.00

None

26.16K

BROADSTONE NET LEASE INC

SOLE

COM

Shares690.31K

TypeSH

Market value$12.81M

1.37%

Sole

0.00

Shared

0.00

None

690.31K

INTUITIVE SURGICAL INC

SOLE

COM NEW

Shares27.34K

TypeSH

Market value$12.61M

1.35%

Sole

0.00

Shared

0.00

None

27.34K

TJX COS INC NEW

SOLE

COM

Shares76.62K

TypeSH

Market value$12.24M

1.31%

Sole

0.00

Shared

0.00

None

76.62K

DANAHER CORPORATION

SOLE

COM

Shares62.16K

TypeSH

Market value$11.81M

1.26%

Sole

0.00

Shared

0.00

None

62.16K

SELECT SECTOR SPDR TR

SOLE

SBI INT-INDS

Shares70.32K

TypeSH

Market value$11.37M

1.22%

Sole

0.00

Shared

0.00

None

70.32K

THERMO FISHER SCIENTIFIC INC

SOLE

COM

Shares19.70K

TypeSH

Market value$9.69M

1.04%

Sole

0.00

Shared

0.00

None

19.70K

CHUBB LIMITED

SOLE

COM

Shares29.51K

TypeSH

Market value$9.65M

1.03%

Sole

0.00

Shared

0.00

None

29.51K

SELECT SECTOR SPDR TR

SOLE

FINANCIAL

Shares189.10K

TypeSH

Market value$9.34M

1.00%

Sole

0.00

Shared

0.00

None

189.10K

Issuer	Class	Shares	Type	Value / Portfolio %	None
APPLE INCSOLE	COM	332.96K	SH	$84.50M 9.05%	332.96K
VANGUARD INDEX FDSSOLE	GROWTH ETF	93.38K	SH	$40.79M 4.37%	93.38K
ALPHABET INCSOLE	CAP STK CL C	127.87K	SH	$36.68M 3.93%	127.87K
ALPHABET INCSOLE	CAP STK CL A	126.01K	SH	$36.24M 3.88%	126.01K
AMAZON COM INCSOLE	COM	160.42K	SH	$33.41M 3.58%	160.42K
JPMORGAN CHASE & COSOLE	COM	83.72K	SH	$24.63M 2.64%	83.72K
MICROSOFT CORPSOLE	COM	62.12K	SH	$22.99M 2.46%	62.12K
XPO INCSOLE	COM	95.17K	SH	$18.52M 1.98%	95.17K
ISHARES TRSOLE	U.S. TECH ETF	95.33K	SH	$17.29M 1.85%	95.33K
JOHNSON & JOHNSONSOLE	COM	69.86K	SH	$17.08M 1.83%	69.86K
VISA INCSOLE	COM CL A	52.13K	SH	$15.76M 1.69%	52.13K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	25.41K	SH	$15.18M 1.63%	25.41K
LAM RESEARCH CORPSOLE	COM NEW	67.47K	SH	$14.43M 1.55%	67.47K
WALMART INCSOLE	COM	114.93K	SH	$14.31M 1.53%	114.93K
DOVER CORPSOLE	COM	65.88K	SH	$13.73M 1.47%	65.88K
NVIDIA CORPORATIONSOLE	COM	76.93K	SH	$13.42M 1.44%	76.93K
MASTERCARD INCORPORATEDSOLE	CL A	26.16K	SH	$13.07M 1.40%	26.16K
BROADSTONE NET LEASE INCSOLE	COM	690.31K	SH	$12.81M 1.37%	690.31K
INTUITIVE SURGICAL INCSOLE	COM NEW	27.34K	SH	$12.61M 1.35%	27.34K
TJX COS INC NEWSOLE	COM	76.62K	SH	$12.24M 1.31%	76.62K
DANAHER CORPORATIONSOLE	COM	62.16K	SH	$11.81M 1.26%	62.16K
SELECT SECTOR SPDR TRSOLE	SBI INT-INDS	70.32K	SH	$11.37M 1.22%	70.32K
THERMO FISHER SCIENTIFIC INCSOLE	COM	19.70K	SH	$9.69M 1.04%	19.70K
CHUBB LIMITEDSOLE	COM	29.51K	SH	$9.65M 1.03%	29.51K
SELECT SECTOR SPDR TRSOLE	FINANCIAL	189.10K	SH	$9.34M 1.00%	189.10K

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