TRITONPOINT WEALTH, LLC — 13F Holdings & Portfolio
CIK 2008171 · latest 13F-HR filed 2026-08-11
TRITONPOINT WEALTH, LLC manages $1.02B in 13F-reported U.S. long-equity assets across 281 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (9.28%), GOOGL (4.40%), GOOG (4.31%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 26 new positions, exited 13, added to 135, and trimmed 66.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 330
CHEVY CHASE, MD 20815
$1.02B
Long-equity book
281
Distinct positions
2026-06-30
Filed 2026-08-11
+26 / −13 / ↑135 / ↓66
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- LAM RESEARCH CORP$12.8M +88.6%
- APPLE INC$10.0M +11.8%
- ALPHABET INC$8.5M +23.5%
- ALPHABET INC$7.2M +19.7%
- MICRON TECHNOLOGY INC$6.6M +950.1%
Top Trims
- WELLS FARGO CO NEW-$4.3M -49.3%
- VANGUARD INDEX FDS-$4.0M -9.9%
- CHEVRON CORP NEW-$2.8M -30.8%
- INTUITIVE SURGICAL INC-$1.9M -14.8%
- WALMART INC-$1.6M -11.4%
New Positions
- AEROVIRONMENT INC$2.7M
- SOUTHERN CO$620.1K
- WESTERN DIGITAL CORP$509.7K
- ASML HLDG NV$455.6K
- SANDISK CORP$450.2K
Exited Positions
- CATERPILLAR INC$4.1M
- HONEYWELL INTL INC$1.4M
- AT&T INC$346.0K
- ADOBE INC$328.6K
- CHIPOTLE MEXICAN GRILL INC$324.0K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $94.5M | 9.28% | 326,546 | SH |
| 2 | ALPHABET INC | GOOGL | 02079K305 | $44.8M | 4.40% | 125,233 | SH |
| 3 | ALPHABET INC | GOOG | 02079K107 | $43.9M | 4.31% | 124,270 | SH |
| 4 | AMAZON COM INC | AMZN | 023135106 | $37.8M | 3.71% | 158,540 | SH |
| 5 | VANGUARD INDEX FDS | VUG | 922908736 | $36.7M | 3.61% | 426,520 | SH |
| 6 | LAM RESEARCH CORP | LRCX | 512807306 | $27.2M | 2.68% | 62,831 | SH |
| 7 | JPMORGAN CHASE & CO | JPM | 46625H100 | $26.7M | 2.63% | 81,693 | SH |
| 8 | MICROSOFT CORP | MSFT | 594918104 | $24.0M | 2.35% | 64,235 | SH |
| 9 | ISHARES TR | IYW | 464287721 | $23.3M | 2.29% | 92,429 | SH |
| 10 | NVIDIA CORPORATION | NVDA | 67066G104 | $19.4M | 1.91% | 97,049 | SH |
| 11 | XPO INC | XPO | 983793100 | $19.1M | 1.88% | 93,026 | SH |
| 12 | VISA INC | V | 92826C839 | $17.6M | 1.73% | 51,275 | SH |
| 13 | JOHNSON & JOHNSON | JNJ | 478160104 | $17.2M | 1.69% | 67,646 | SH |
| 14 | VANGUARD INDEX FDS | VOO | 922908363 | $16.9M | 1.66% | 24,537 | SH |
| 15 | DOVER CORP | DOV | 260003108 | $14.4M | 1.41% | 64,113 | SH |
| 16 | MASTERCARD INCORPORATED | MA | 57636Q104 | $13.2M | 1.29% | 25,639 | SH |
| 17 | BROADSTONE NET LEASE INC | BNL | 11135E203 | $12.7M | 1.25% | 614,067 | SH |
| 18 | WALMART INC | WMT | 931142103 | $12.7M | 1.25% | 111,967 | SH |
| 19 | SELECT SECTOR SPDR TR | XLI | 81369Y704 | $12.4M | 1.21% | 66,681 | SH |
| 20 | TJX COS INC NEW | TJX | 872540109 | $11.7M | 1.15% | 76,967 | SH |
| 21 | DANAHER CORPORATION | DHR | 235851102 | $11.6M | 1.14% | 60,824 | SH |
| 22 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $11.5M | 1.13% | 60,504 | SH |
| 23 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $10.7M | 1.06% | 27,020 | SH |
| 24 | CATERPILLAR INC | CAT | 149123101 | $10.4M | 1.02% | 9,764 | SH |
| 25 | CHUBB LIMITED | CB | H1467J104 | $9.9M | 0.98% | 29,187 | SH |
| 26 | SELECT SECTOR SPDR TR | XLF | 81369Y605 | $9.8M | 0.96% | 182,551 | SH |
| 27 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $9.7M | 0.95% | 19,300 | SH |
| 28 | BOEING CO | BA | 097023105 | $8.8M | 0.86% | 40,627 | SH |
| 29 | QXO INC | QXO | 82846H405 | $8.3M | 0.82% | 481,568 | SH |
| 30 | ANALOG DEVICES INC | ADI | 032654105 | $8.1M | 0.79% | 20,325 | SH |
| 31 | MONDELEZ INTL INC | MDLZ | 609207105 | $7.9M | 0.78% | 137,268 | SH |
| 32 | MERCK & CO INC | MRK | 58933Y105 | $7.5M | 0.74% | 58,703 | SH |
| 33 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $7.4M | 0.73% | 47,069 | SH |
| 34 | MICRON TECHNOLOGY INC | MU | 595112103 | $7.3M | 0.71% | 6,291 | SH |
| 35 | YUM BRANDS INC | YUM | 988498101 | $7.1M | 0.69% | 44,122 | SH |
| 36 | ISHARES TR | IWO | 464287648 | $6.9M | 0.68% | 17,477 | SH |
| 37 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $6.7M | 0.65% | 13,297 | SH |
| 38 | SELECT SECTOR SPDR TR | XLV | 81369Y209 | $6.5M | 0.64% | 41,245 | SH |
| 39 | PEPSICO INC | PEP | 713448108 | $6.4M | 0.63% | 47,584 | SH |
| 40 | STARBUCKS CORP | SBUX | 855244109 | $6.4M | 0.63% | 62,367 | SH |
| 41 | CHEVRON CORP NEW | CVX | 166764100 | $6.2M | 0.61% | 37,437 | SH |
| 42 | GE VERNOVA INC | GEV | 36828A101 | $6.2M | 0.61% | 5,244 | SH |
| 43 | RAYTHEON TECHNOLOGIES CORP | RTX | 75513E101 | $5.8M | 0.57% | 30,453 | SH |
| 44 | ISHARES TR | IJK | 464287606 | $5.4M | 0.54% | 46,349 | SH |
| 45 | CAPITAL ONE FINL CORP | COF | 14040H105 | $5.4M | 0.53% | 26,965 | SH |
| 46 | COSTCO WHSL CORP NEW | COST | 22160K105 | $5.0M | 0.49% | 5,312 | SH |
| 47 | ECOLAB INC | ECL | 278865100 | $4.8M | 0.47% | 17,156 | SH |
| 48 | COLGATE PALMOLIVE CO | CL | 194162103 | $4.8M | 0.47% | 52,069 | SH |
| 49 | VANGUARD BD INDEX FDS | BIV | 921937819 | $4.7M | 0.46% | 61,468 | SH |
| 50 | EOG RES INC | EOG | 26875P101 | $4.7M | 0.46% | 36,045 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-11 | $1.02B | 281 | 0002008171-26-000004 |
| 2026-03-31 | 2026-04-21 | $934.0M | 268 | 0002008171-26-000003 |
| 2025-12-31 | 2026-01-20 | $986.2M | 272 | 0002008171-26-000001 |