TRITONPOINT WEALTH, LLC — 13F Holdings & Portfolio
CIK 2008171 · latest 13F-HR filed 2026-04-21
TRITONPOINT WEALTH, LLC manages $934.0M in 13F-reported U.S. long-equity assets across 268 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (9.05%), VUG (4.37%), GOOG (3.93%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 16 new positions, exited 20, added to 75, and trimmed 106.
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.
$934.0M
Long-equity book
268
Distinct positions
2026-03-31
Filed 2026-04-21
+16 / −20 / ↑75 / ↓106
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- XPO INC$5.3M +39.7%
- JOHNSON & JOHNSON$2.5M +16.9%
- CHEVRON CORP NEW$2.3M +35.1%
- LAM RESEARCH CORP$2.1M +16.6%
- EOG RES INC$2.0M +48.6%
Top Trims
- APPLE INC-$11.0M -11.5%
- MICROSOFT CORP-$7.7M -25.1%
- ALPHABET INC-$5.3M -12.6%
- ALPHABET INC-$4.8M -11.8%
- AMAZON COM INC-$4.6M -12.0%
New Positions
- VANGUARD BD INDEX FDS$4.9M
- VANGUARD BD INDEX FDS$2.0M
- ISHARES TR$498.6K
- SPDR SERIES TRUST$432.2K
- VANGUARD SPECIALIZED FUNDS$278.1K
Exited Positions
- VANGUARD SCOTTSDALE FDS$1.6M
- SOUTHERN CO$607.8K
- INTUIT$368.2K
- VANGUARD WORLD FD$345.6K
- BOSTON SCIENTIFIC CORP$290.6K
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 | $84.5M | 9.05% | 332,956 | SH |
| 2 | VANGUARD INDEX FDS | VUG | 922908736 | $40.8M | 4.37% | 93,384 | SH |
| 3 | ALPHABET INC | GOOG | 02079K107 | $36.7M | 3.93% | 127,874 | SH |
| 4 | ALPHABET INC | GOOGL | 02079K305 | $36.2M | 3.88% | 126,011 | SH |
| 5 | AMAZON COM INC | AMZN | 023135106 | $33.4M | 3.58% | 160,420 | SH |
| 6 | JPMORGAN CHASE & CO | JPM | 46625H100 | $24.6M | 2.64% | 83,716 | SH |
| 7 | MICROSOFT CORP | MSFT | 594918104 | $23.0M | 2.46% | 62,116 | SH |
| 8 | XPO INC | XPO | 983793100 | $18.5M | 1.98% | 95,172 | SH |
| 9 | ISHARES TR | IYW | 464287721 | $17.3M | 1.85% | 95,326 | SH |
| 10 | JOHNSON & JOHNSON | JNJ | 478160104 | $17.1M | 1.83% | 69,859 | SH |
| 11 | VISA INC | V | 92826C839 | $15.8M | 1.69% | 52,129 | SH |
| 12 | VANGUARD INDEX FDS | VOO | 922908363 | $15.2M | 1.63% | 25,409 | SH |
| 13 | LAM RESEARCH CORP | LRCX | 512807306 | $14.4M | 1.55% | 67,468 | SH |
| 14 | WALMART INC | WMT | 931142103 | $14.3M | 1.53% | 114,932 | SH |
| 15 | DOVER CORP | DOV | 260003108 | $13.7M | 1.47% | 65,884 | SH |
| 16 | NVIDIA CORPORATION | NVDA | 67066G104 | $13.4M | 1.44% | 76,926 | SH |
| 17 | MASTERCARD INCORPORATED | MA | 57636Q104 | $13.1M | 1.40% | 26,160 | SH |
| 18 | BROADSTONE NET LEASE INC | BNL | 11135E203 | $12.8M | 1.37% | 690,311 | SH |
| 19 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $12.6M | 1.35% | 27,344 | SH |
| 20 | TJX COS INC NEW | TJX | 872540109 | $12.2M | 1.31% | 76,621 | SH |
| 21 | DANAHER CORPORATION | DHR | 235851102 | $11.8M | 1.26% | 62,163 | SH |
| 22 | SELECT SECTOR SPDR TR | XLI | 81369Y704 | $11.4M | 1.22% | 70,320 | SH |
| 23 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $9.7M | 1.04% | 19,705 | SH |
| 24 | CHUBB LIMITED | CB | H1467J104 | $9.6M | 1.03% | 29,507 | SH |
| 25 | SELECT SECTOR SPDR TR | XLF | 81369Y605 | $9.3M | 1.00% | 189,103 | SH |
| 26 | CHEVRON CORP NEW | CVX | 166764100 | $9.0M | 0.96% | 43,343 | SH |
| 27 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $8.8M | 0.94% | 65,840 | SH |
| 28 | WELLS FARGO CO NEW | WFC | 949746101 | $8.6M | 0.93% | 108,531 | SH |
| 29 | MONDELEZ INTL INC | MDLZ | 609207105 | $8.3M | 0.89% | 142,572 | SH |
| 30 | BOEING CO | BA | 097023105 | $8.1M | 0.87% | 40,826 | SH |
| 31 | PEPSICO INC | PEP | 713448108 | $7.7M | 0.83% | 49,772 | SH |
| 32 | MERCK & CO INC | MRK | 58933Y105 | $7.2M | 0.77% | 59,731 | SH |
| 33 | CATERPILLAR INC | CAT | 149123101 | $7.1M | 0.75% | 9,953 | SH |
| 34 | YUM BRANDS INC | YUM | 988498101 | $6.9M | 0.74% | 44,696 | SH |
| 35 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $6.9M | 0.74% | 46,554 | SH |
| 36 | SELECT SECTOR SPDR TR | XLV | 81369Y209 | $6.8M | 0.72% | 46,124 | SH |
| 37 | ANALOG DEVICES INC | ADI | 032654105 | $6.7M | 0.72% | 21,008 | SH |
| 38 | QXO INC | QXO | 82846H405 | $6.7M | 0.71% | 342,777 | SH |
| 39 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $6.4M | 0.68% | 13,334 | SH |
| 40 | CME GROUP INC | CME | 12572Q105 | $6.2M | 0.67% | 21,062 | SH |
| 41 | EOG RES INC | EOG | 26875P101 | $6.2M | 0.66% | 42,708 | SH |
| 42 | RAYTHEON TECHNOLOGIES CORP | RTX | 75513E101 | $6.1M | 0.65% | 31,470 | SH |
| 43 | ISHARES TR | IWO | 464287648 | $5.7M | 0.61% | 18,215 | SH |
| 44 | STARBUCKS CORP | SBUX | 855244109 | $5.6M | 0.60% | 62,737 | SH |
| 45 | ABBOTT LABS | ABT | 002824100 | $5.4M | 0.58% | 53,044 | SH |
| 46 | COSTCO WHSL CORP NEW | COST | 22160K105 | $5.2M | 0.56% | 5,227 | SH |
| 47 | ISHARES TR | IJK | 464287606 | $5.0M | 0.54% | 49,994 | SH |
| 48 | CAPITAL ONE FINL CORP | COF | 14040H105 | $5.0M | 0.54% | 27,459 | SH |
| 49 | VANGUARD BD INDEX FDS | BIV | 921937819 | $4.9M | 0.52% | 63,350 | SH |
| 50 | GE VERNOVA INC | GEV | 36828A101 | $4.7M | 0.50% | 5,358 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-21 | $934.0M | 268 | 0002008171-26-000003 |
| 2025-12-31 | 2026-01-20 | $986.2M | 272 | 0002008171-26-000001 |