Tritonpoint Wealth, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 19, 2026, Tritonpoint Wealth, Llc disclosed 292 stock positions valued at approximately $1.01B as of quarter-end September 30, 2026. The largest holdings include APPLE INC, ALPHABET INC, and ALPHABET INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 292
- Portfolio Value
- $1.01B
Holdings by Sector
Tritonpoint Wealth, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 10.59% | 320,311 | -6,235 | -1.91% | $106,670,008 |
| ALPHABET INC | GOOG | Communication Services | 4.16% | 122,848 | -1,422 | -1.14% | $41,859,243 |
| ALPHABET INC | GOOGL | Communication Services | 4.11% | 120,356 | -4,877 | -3.89% | $41,412,094 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.86% | 156,223 | -2,317 | -1.46% | $38,922,984 |
| VANGUARD INDEX FDS | VUG | Other | 3.83% | 428,230 | +1,710 | +0.40% | $38,587,837 |
| MICROSOFT CORP | MSFT | Technology | 3.22% | 63,289 | -946 | -1.47% | $32,460,886 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.60% | 79,045 | -2,648 | -3.24% | $26,150,305 |
| ISHARES TR | IYW | Other | 2.41% | 91,698 | -731 | -0.79% | $24,290,888 |
| NVIDIA CORPORATION | NVDA | Technology | 2.11% | 93,156 | -3,893 | -4.01% | $21,274,980 |
| LAM RESEARCH CORP | LRCX | Technology | 1.86% | 57,095 | -5,736 | -9.13% | $18,756,388 |
| VISA INC | V | Financial Services | 1.76% | 49,343 | -1,932 | -3.77% | $17,730,307 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.72% | 65,464 | -2,182 | -3.23% | $17,330,878 |
| VANGUARD INDEX FDS | VOO | Other | 1.71% | 24,577 | +40 | +0.16% | $17,225,226 |
| XPO INC | XPO | Industrials | 1.60% | 91,457 | -1,569 | -1.69% | $16,094,603 |
| MASTERCARD INCORPORATED | MA | Financial Services | 1.39% | 25,424 | -215 | -0.84% | $14,020,518 |
| DANAHER CORPORATION | DHR | Healthcare | 1.32% | 60,100 | -724 | -1.19% | $13,315,234 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.28% | 19,039 | -261 | -1.35% | $12,852,277 |
| DOVER CORP | DOV | Industrials | 1.15% | 62,135 | -1,978 | -3.09% | $11,622,355 |
| SELECT SECTOR SPDR TR | XLK | Other | 1.15% | 59,369 | -1,135 | -1.88% | $11,621,482 |
| WALMART INC | WMT | Consumer Defensive | 1.11% | 107,908 | -4,059 | -3.63% | $11,213,813 |
| BROADSTONE NET LEASE INC | BNL | Real Estate | 1.11% | 603,955 | -10,112 | -1.65% | $11,173,172 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 1.10% | 27,199 | +179 | +0.66% | $11,059,794 |
| SELECT SECTOR SPDR TR | XLI | Other | 1.07% | 64,370 | -2,311 | -3.47% | $10,748,447 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.98% | 74,646 | -2,321 | -3.02% | $9,876,442 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.96% | 181,054 | -1,497 | -0.82% | $9,668,302 |
| CHUBB LIMITED | CB | Financial Services | 0.91% | 28,223 | -964 | -3.30% | $9,179,489 |
| MERCK & CO INC | MRK | Healthcare | 0.82% | 56,913 | -1,790 | -3.05% | $8,270,058 |
| CATERPILLAR INC | CAT | Industrials | 0.77% | 9,505 | -259 | -2.65% | $7,706,586 |
| MONDELEZ INTL INC | MDLZ | Consumer Defensive | 0.76% | 132,960 | -4,308 | -3.14% | $7,687,774 |
| ANALOG DEVICES INC | ADI | Technology | 0.73% | 18,649 | -1,676 | -8.25% | $7,398,195 |
Showing 30 of 292 holdings in the latest reporting period.