EdgeMarket › What Tritonpoint Wealth, Llc reported owning
What Tritonpoint Wealth, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
934.0MPositions
268Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 84.5M | 9.0% | 333.0K | 309.35 | +36.9% |
| VUG Vanguard Morningstar Growth ETF | 40.8M | 4.4% | 93.4K | 87.50 | +15.9% |
| GOOG Alphabet Inc. | 36.7M | 3.9% | 127.9K | 341.75 | +70.7% |
| GOOGL Alphabet Inc. | 36.2M | 3.9% | 126.0K | 344.82 | +73.0% |
| AMZN AMAZON COM INC | 33.4M | 3.6% | 160.4K | 258.63 | +15.6% |
| JPM JPMORGAN CHASE & CO | 24.6M | 2.6% | 83.7K | 351.58 | +20.3% |
| MSFT MICROSOFT CORP | 23.0M | 2.5% | 62.1K | 483.24 | -4.4% |
| XPO XPO, Inc. | 18.5M | 2.0% | 95.2K | 197.74 | +56.1% |
| IYW iShares U.S. Technology ETF | 17.3M | 1.9% | 95.3K | 247.25 | +37.9% |
| JNJ JOHNSON & JOHNSON | 17.1M | 1.8% | 69.9K | 270.24 | +51.1% |
| V VISA INC. | 15.8M | 1.7% | 52.1K | 371.04 | +7.9% |
| VOO Vanguard S&P 500 ETF | 15.2M | 1.6% | 25.4K | 703.71 | +20.0% |
| LRCX LAM RESEARCH CORP | 14.4M | 1.5% | 67.5K | 314.00 | +216.7% |
| WMT Walmart Inc. | 14.3M | 1.5% | 114.9K | 103.70 | +1.1% |
| DOV DOVER Corp | 13.7M | 1.5% | 65.9K | 201.92 | +13.0% |
| NVDA NVIDIA CORP | 13.4M | 1.4% | 76.9K | 214.72 | +22.4% |
| MA Mastercard Inc | 13.1M | 1.4% | 26.2K | 580.63 | -2.0% |
| BNL Broadstone Net Lease, Inc. | 12.8M | 1.4% | 690.3K | 21.12 | +21.4% |
| ISRG INTUITIVE SURGICAL INC | 12.6M | 1.3% | 27.3K | 378.81 | -21.2% |
| TJX TJX COMPANIES INC /DE/ | 12.2M | 1.3% | 76.6K | 140.53 | +1.6% |
| DHR DANAHER CORP /DE/ | 11.8M | 1.3% | 62.2K | 218.85 | +3.5% |
| XLI State Street Industrial Select Sector SPDR ETF | 11.4M | 1.2% | 70.3K | 180.25 | +19.2% |
| TMO THERMO FISHER SCIENTIFIC INC. | 9.7M | 1.0% | 19.7K | 629.27 | +27.2% |
| CB Chubb Ltd | 9.6M | 1.0% | 29.5K | 340.99 | +21.9% |
| XLF State Street Financial Select Sector SPDR ETF | 9.3M | 1.0% | 189.1K | 57.48 | +8.7% |
| CVX CHEVRON CORP | 9.0M | 1.0% | 43.3K | 205.27 | +34.0% |
| XLK State Street Technology Select Sector SPDR ETF | 8.8M | 0.9% | 65.8K | 183.31 | +41.1% |
| WFC WELLS FARGO & COMPANY/MN | 8.6M | 0.9% | 108.5K | 83.84 | +7.3% |
| MDLZ Mondelez International, Inc. | 8.3M | 0.9% | 142.6K | 64.45 | +2.0% |
| BA BOEING CO | 8.1M | 0.9% | 40.8K | 214.20 | -5.1% |
| PEP PEPSICO INC | 7.7M | 0.8% | 49.8K | 143.48 | -4.8% |
| MRK Merck & Co., Inc. | 7.2M | 0.8% | 59.7K | 152.55 | +80.2% |
| CAT CATERPILLAR INC | 7.1M | 0.8% | 10.0K | 827.90 | +96.8% |
| YUM YUM BRANDS INC | 6.9M | 0.7% | 44.7K | 152.99 | +2.4% |
| VYM Vanguard High Dividend Yield ETF | 6.9M | 0.7% | 46.6K | 164.97 | +19.9% |
| XLV State Street Health Care Select Sector SPDR ET | 6.8M | 0.7% | 46.1K | 174.62 | +27.0% |
| ADI ANALOG DEVICES INC | 6.7M | 0.7% | 21.0K | 373.09 | +52.4% |
| QXO QXO, Inc. | 6.7M | 0.7% | 342.8K | 13.76 | -28.6% |
| unmapped CUSIP 084670702 | 6.4M | 0.7% | 13.3K | — | — |
| CME CME GROUP INC. | 6.2M | 0.7% | 21.1K | 274.98 | +0.1% |
| EOG EOG RESOURCES INC | 6.2M | 0.7% | 42.7K | 153.05 | +29.3% |
| RTX RTX Corp | 6.1M | 0.6% | 31.5K | 209.91 | +34.1% |
| IWO iShares Russell 2000 Growth Fund | 5.7M | 0.6% | 18.2K | 387.37 | +31.0% |
| SBUX STARBUCKS CORP | 5.6M | 0.6% | 62.7K | 107.08 | +19.6% |
| ABT ABBOTT LABORATORIES | 5.4M | 0.6% | 53.0K | 116.64 | -11.9% |
| COST COSTCO WHOLESALE CORP /NEW | 5.2M | 0.6% | 5.2K | 947.74 | -4.7% |
| IJK iShares S&P Mid-Cap 400 Growth ETF | 5.0M | 0.5% | 50.0K | 115.45 | +24.2% |
| COF CAPITAL ONE FINANCIAL CORP | 5.0M | 0.5% | 27.5K | 217.91 | +1.5% |
| BIV Vanguard Intermediate-Term Bond ETF | 4.9M | 0.5% | 63.4K | 75.43 | -2.5% |
| GEV GE Vernova Inc. | 4.7M | 0.5% | 5.4K | 956.85 | +58.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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