Tritonpoint Wealth, Llc Portfolio Stock Holdings
Tritonpoint Wealth, Llc disclosed 268 stock positions valued at approximately $934.0 million in its latest SEC 13F filing. The largest holdings include APPLE INC, VANGUARD INDEX FDS, and ALPHABET INC. The filing reflects positions held as of March 31, 2026 and was filed on April 21, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 268
- Portfolio Value
- $934.0M
Holdings by Sector
Tritonpoint Wealth, Llc Portfolio Holdings in Q1 2026
266 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 9.05% | 332,956 | -18,267 | -5.20% | $84,500,811 |
| VANGUARD INDEX FDS | VUG | Other | 4.37% | 93,384 | +2,602 | +2.87% | $40,789,107 |
| ALPHABET INC | GOOG | Communication Services | 3.93% | 127,874 | -5,940 | -4.44% | $36,681,861 |
| ALPHABET INC | GOOGL | Communication Services | 3.88% | 126,011 | -5,250 | -4.00% | $36,235,784 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.58% | 160,420 | -4,089 | -2.49% | $33,410,693 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.64% | 83,716 | -2,014 | -2.35% | $24,625,908 |
| MICROSOFT CORP | MSFT | Technology | 2.46% | 62,116 | -1,374 | -2.16% | $22,993,298 |
| XPO INC | XPO | Industrials | 1.98% | 95,172 | -2,332 | -2.39% | $18,515,713 |
| ISHARES TR | IYW | Other | 1.85% | 95,326 | -1,552 | -1.60% | $17,294,103 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.83% | 69,859 | -729 | -1.03% | $17,076,267 |
| VISA INC | V | Financial Services | 1.69% | 52,129 | -1,163 | -2.18% | $15,755,575 |
| VANGUARD INDEX FDS | VOO | Other | 1.63% | 25,409 | -539 | -2.08% | $15,183,120 |
| LAM RESEARCH CORP | LRCX | Other | 1.55% | 67,468 | -4,727 | -6.55% | $14,432,987 |
| WALMART INC | WMT | Consumer Defensive | 1.53% | 114,932 | -2,225 | -1.90% | $14,312,229 |
| DOVER CORP | DOV | Industrials | 1.47% | 65,884 | -1,052 | -1.57% | $13,733,450 |
| NVIDIA CORPORATION | NVDA | Technology | 1.44% | 76,926 | -253 | -0.33% | $13,416,691 |
| MASTERCARD INCORPORATED | MA | Financial Services | 1.40% | 26,160 | -159 | -0.60% | $13,071,056 |
| BROADSTONE NET LEASE INC | BNL | Real Estate | 1.37% | 690,311 | -45,315 | -6.16% | $12,813,902 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 1.35% | 27,344 | -536 | -1.92% | $12,605,157 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 1.31% | 76,621 | -822 | -1.06% | $12,236,435 |
| DANAHER CORPORATION | DHR | Healthcare | 1.26% | 62,163 | -3,023 | -4.64% | $11,811,027 |
| SELECT SECTOR SPDR TR | XLI | Other | 1.22% | 70,320 | -223 | -0.32% | $11,372,800 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.04% | 19,705 | -772 | -3.77% | $9,694,869 |
| CHUBB LIMITED | CB | Financial Services | 1.03% | 29,507 | -1,324 | -4.29% | $9,645,673 |
| SELECT SECTOR SPDR TR | XLF | Other | 1.00% | 189,103 | -2,252 | -1.18% | $9,336,022 |
| CHEVRON CORP NEW | CVX | Energy | 0.96% | 43,343 | -217 | -0.50% | $8,967,635 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.94% | 65,840 | -1,355 | -2.02% | $8,750,136 |
| WELLS FARGO CO NEW | WFC | Financial Services | 0.93% | 108,531 | -2,851 | -2.56% | $8,640,142 |
| MONDELEZ INTL INC | MDLZ | Consumer Defensive | 0.89% | 142,572 | +5,803 | +4.24% | $8,289,088 |
| BOEING CO | BA | Industrials | 0.87% | 40,826 | -371 | -0.90% | $8,125,637 |
| PEPSICO INC | PEP | Consumer Defensive | 0.83% | 49,772 | -1,140 | -2.24% | $7,729,094 |
| MERCK & CO INC | MRK | Healthcare | 0.77% | 59,731 | -3,751 | -5.91% | $7,235,981 |
| CATERPILLAR INC | CAT | Industrials | 0.75% | 9,953 | -674 | -6.34% | $7,051,326 |
| YUM BRANDS INC | YUM | Consumer Cyclical | 0.74% | 44,696 | -630 | -1.39% | $6,949,334 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.74% | 46,554 | +773 | +1.69% | $6,894,647 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.72% | 46,124 | -296 | -0.64% | $6,762,219 |
| ANALOG DEVICES INC | ADI | Technology | 0.72% | 21,008 | -492 | -2.29% | $6,683,637 |
| QXO INC | QXO | Technology | 0.71% | 342,777 | +13,185 | +4.00% | $6,656,723 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.68% | 13,334 | -746 | -5.30% | $6,389,418 |
| CME GROUP INC | CME | Financial Services | 0.67% | 21,062 | -135 | -0.64% | $6,220,691 |
| EOG RES INC | EOG | Energy | 0.66% | 42,708 | +3,141 | +7.94% | $6,174,334 |
| RAYTHEON TECHNOLOGIES CORP | RTX | Industrials | 0.65% | 31,470 | -349 | -1.10% | $6,070,481 |
| ISHARES TR | IWO | Other | 0.61% | 18,215 | -12 | -0.07% | $5,716,049 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.60% | 62,737 | -2,155 | -3.32% | $5,620,608 |
| ABBOTT LABS | ABT | Healthcare | 0.58% | 53,044 | -1,527 | -2.80% | $5,445,999 |
| COSTCO WHSL CORP NEW | COST | Consumer Defensive | 0.56% | 5,227 | -225 | -4.13% | $5,208,674 |
| ISHARES TR | IJK | Other | 0.54% | 49,994 | +1,198 | +2.46% | $5,030,396 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 0.54% | 27,459 | -35 | -0.13% | $5,009,396 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.52% | 63,350 | +63,350 | +100.00% | $4,889,320 |
| GE VERNOVA INC | GEV | Utilities | 0.50% | 5,358 | +418 | +8.46% | $4,679,686 |
| BROOKFIELD INFRAST PARTNERS | G16252101 | Other | 0.50% | 128,975 | -10,672 | -7.64% | $4,658,577 |
| ECOLAB INC | ECL | Basic Materials | 0.49% | 17,287 | -108 | -0.62% | $4,611,179 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 0.48% | 13,117 | -71 | -0.54% | $4,527,321 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.47% | 51,758 | +74 | +0.14% | $4,411,298 |
| SELECT SECTOR SPDR TR | XLC | Other | 0.47% | 39,765 | +382 | +0.97% | $4,408,348 |
| BLACKROCK INC | BLK | Other | 0.47% | 4,530 | -475 | -9.49% | $4,356,152 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.46% | 13,156 | -145 | -1.09% | $4,327,038 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.46% | 7,148 | -432 | -5.70% | $4,320,394 |
| AES CORP | AES | Utilities | 0.43% | 284,650 | -364 | -0.13% | $4,010,718 |
| ISHARES TR | IJR | Other | 0.42% | 31,384 | +1,496 | +5.01% | $3,901,301 |
| COCA COLA CO | KO | Consumer Defensive | 0.41% | 49,589 | -881 | -1.75% | $3,797,406 |
| PROCTER AND GAMBLE CO | PG | Consumer Defensive | 0.41% | 26,239 | -852 | -3.14% | $3,789,961 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.40% | 4,152 | -99 | -2.33% | $3,717,045 |
| SELECT SECTOR SPDR TR | XLY | Other | 0.39% | 33,261 | -126 | -0.38% | $3,624,784 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.38% | 93,967 | -10,209 | -9.80% | $3,555,711 |
| BLACKSTONE INC | BX | Financial Services | 0.37% | 29,653 | -1,245 | -4.03% | $3,409,824 |
| META PLATFORMS INC | META | Communication Services | 0.36% | 5,853 | -777 | -11.72% | $3,348,678 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.36% | 10,233 | -280 | -2.66% | $3,346,973 |
| VANGUARD INDEX FDS | VB | Other | 0.36% | 12,717 | +949 | +8.06% | $3,330,837 |
| ELI LILLY & CO | LLY | Healthcare | 0.35% | 3,595 | -90 | -2.44% | $3,306,776 |
| ORACLE CORP | ORCL | Technology | 0.34% | 21,473 | -858 | -3.84% | $3,158,870 |
| BANK AMERICA CORP | BAC | Financial Services | 0.34% | 64,492 | -6,827 | -9.57% | $3,143,985 |
| VANGUARD INDEX FDS | VO | Other | 0.32% | 10,554 | +806 | +8.27% | $3,030,904 |
| VANGUARD INDEX FDS | VOE | Other | 0.32% | 16,051 | +24 | +0.15% | $2,957,833 |
| BROOKFIELD ASSET MANAGMT LTD | BAM | Financial Services | 0.31% | 65,015 | +1,040 | +1.63% | $2,889,932 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.30% | 9,151 | -103 | -1.11% | $2,844,039 |
| LABCORP HOLDINGS INC | LH | Healthcare | 0.30% | 10,533 | -411 | -3.76% | $2,810,310 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.30% | 10,365 | +351 | +3.51% | $2,804,578 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.30% | 13,298 | +4 | +0.03% | $2,767,201 |
| AVAGO TECHNOLOGIES LTD | AVGO | Technology | 0.29% | 8,630 | +117 | +1.37% | $2,670,947 |
| BROOKFIELD CORP | BN | Financial Services | 0.27% | 62,398 | -3,125 | -4.77% | $2,525,247 |
| ABBVIE INC | ABBV | Healthcare | 0.26% | 11,376 | -722 | -5.97% | $2,474,271 |
| SERVICENOW INC | NOW | Technology | 0.26% | 23,188 | +6,528 | +39.18% | $2,424,339 |
| BALL CORP | BALL | Consumer Cyclical | 0.26% | 40,814 | -717 | -1.73% | $2,412,542 |
| SNOWFLAKE INC | SNOW | Technology | 0.25% | 15,729 | +1,172 | +8.05% | $2,372,198 |
| INVESCO QQQ TR | QQQ | Other | 0.25% | 4,044 | -110 | -2.65% | $2,334,180 |
| UNION PAC CORP | UNP | Industrials | 0.24% | 9,404 | +81 | +0.87% | $2,281,557 |
| SPDR S&P 500 ETF TR | SPY | Other | 0.24% | 3,451 | -35 | -1.00% | $2,250,579 |
| VANGUARD INDEX FDS | VOT | Other | 0.23% | 8,433 | -59 | -0.69% | $2,170,304 |
| SELECT SECTOR SPDR TR | XLP | Other | 0.23% | 26,442 | -999 | -3.64% | $2,167,715 |
| GENERAC HLDGS INC | GNRC | Industrials | 0.23% | 10,975 | -303 | -2.69% | $2,143,747 |
| VANGUARD WORLD FDS | VGT | Other | 0.23% | 3,052 | -4 | -0.13% | $2,129,558 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.22% | 25,639 | +25,639 | +100.00% | $2,010,316 |
| CHECK POINT SOFTWARE TECH LT | CHKP | Other | 0.21% | 13,922 | +2 | +0.01% | $1,988,758 |
| TESLA INC | TSLA | Consumer Cyclical | 0.21% | 5,294 | -61 | -1.14% | $1,967,913 |
| ISHARES TR | IYC | Other | 0.21% | 19,986 | -323 | -1.59% | $1,937,043 |
| VANGUARD INDEX FDS | VTV | Other | 0.21% | 9,774 | +287 | +3.03% | $1,917,601 |
| EXXON MOBIL CORP | XOM | Energy | 0.20% | 11,082 | +399 | +3.73% | $1,880,201 |
| ISHARES TR | IVW | Other | 0.20% | 16,367 | +2,912 | +21.64% | $1,851,229 |
| ISHARES TR | IVV | Other | 0.17% | 2,493 | -407 | -14.03% | $1,628,496 |