TRITONPOINT WEALTH, LLC

Open in PORT →← all managers

CIK 2008171

13F portfolio (2026-Q1)

$934M

Positions

268

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

268

Top 5

24.8%

Top 10

35.6%

Effective N

46.4

HHI

0.022

This quarter

16 new · 0 exit →

By sector

Unclassified23.2%

Information Technology19.6%

Financials12.7%

Consumer Discretionary10.7%

Industrials10.6%

Communication Services8.6%

Health Care6.2%

Consumer Staples2.2%

Other6.3%

By market cap

Mega (>$200B)47.2%

Large ($10–200B)26.2%

Unknown24.1%

Mid ($2–10B)2.3%

Small ($300M–2B)0.1%

Micro (<$300M)0.0%

By region

North America76.5%

Other23.2%

Middle East0.2%

Europe0.1%

Asia-Pacific0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	23.88%	87
Technology Hardware & Equipment	11.86%	10
Software & IT Services	8.32%	5
Specialty Retail	7.55%	7
Banks	5.14%	13
Machinery	4.61%	10
Pharmaceuticals & Biotechnology	4.29%	12
Software	3.80%	11
Commercial Services & Supplies	3.65%	5
Semiconductors & Semiconductor Equipment	2.77%	11
Aerospace & Defense	2.64%	6
Capital Markets	2.23%	12
Oil, Gas & Consumable Fuels	2.13%	8
Transportation Infrastructure	2.12%	2
Hotels, Restaurants & Leisure	2.07%	6
Health Care Equipment & Supplies	1.56%	4
Equity Real Estate Investment Trusts (REITs)	1.54%	5
Insurance	1.53%	6
Chemicals	1.47%	4
Beverages	1.23%	2
Electrical Equipment & Components	0.96%	4
Distributors	0.90%	3
Food Products	0.89%	1
Utilities	0.75%	8
Road & Rail	0.46%	4
Health Care Providers & Services	0.32%	2
Real Estate Management & Development	0.29%	2
Automobiles & Components	0.21%	1
Media & Entertainment	0.18%	2
Diversified Telecommunication Services	0.12%	3
Entertainment	0.10%	1
Tobacco	0.09%	2
Metals & Mining	0.08%	3
Airlines	0.08%	1
Life Sciences Tools & Services	0.08%	1
Construction & Engineering	0.07%	3
Communications Equipment	0.04%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	AAPL	Apple Inc.	Information Technology	9.05%
2	VUG	VANGUARD INDEX FDS	Unclassified	4.37%
3	GOOG	Alphabet Inc.	Communication Services	3.93%
4	GOOGL	Alphabet Inc.	Communication Services	3.88%
5	AMZN	AMAZON COM INC	Consumer Discretionary	3.58%
6	JPM	JPMORGAN CHASE & CO	Financials	2.64%
7	MSFT	MICROSOFT CORP	Information Technology	2.46%
8	XPO	XPO, Inc.	Industrials	1.98%
9	IYW	ISHARES TR	Unclassified	1.85%
10	JNJ	JOHNSON & JOHNSON	Health Care	1.83%

182/268 names classified · sector 76.8% of weight · industry 76.1% · mkt cap 75.9%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 10 quarters

Information TechnologyAAPL, MSFT, DHR, NVDA, TMO · other

FinancialsJPM, V, MA, CB, WFC · other

Consumer DiscretionaryAMZN, WMT, TJX, HD, SBUX · other

IndustrialsXPO, DOV, LRCX, ACN, UPS · other

Health CareJNJ, ISRG, MRK, ABT, ZTS · other

Communication ServicesGOOGL, GOOG, META, DIS, NFLX · other

Consumer StaplesMDLZ, PEP, KO, CVS, CTVA · other

Real EstateBNL, BN, SPG, EGP, FSV · other

EnergyCVX, EOG, XOM, SLB, COP · other

MaterialsCL, PG, ECL, TWI, NKE · other

UtilitiesEPD, OKE, KMI, WMB, ETR · other

UnclassifiedVUG, VOO, IYW, XLI, IVV · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 76.8% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (168 classified)TRITONPOINT WEALTH, LLC centroid (Large Core)

Information TechnologyFinancialsConsumer DiscretionaryIndustrialsCommunication ServicesHealth CareConsumer StaplesEnergyReal EstateMaterialsUtilities

Style box summary for TRITONPOINT WEALTH, LLC: centroid Large Core. Heaviest cells: Large Growth 37.4%, Large Core 15.6%, Large Value 11.6%.

Classified: 74.4% of book weight (168/268 names) · unclassified 25.6%: VUG, IYW, VOO, XLI, XLF, XLK, VYM, XLV, BRK.B, IWO +90 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 268 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	AAPLAPPLE INC	332,956	$85M	9.0%	TRIM −5%
2	VUGVANGUARD INDEX FDS	93,384	$41M	4.4%	ADD 3%
3	GOOGALPHABET INC	127,874	$37M	3.9%	TRIM −4%
4	GOOGLALPHABET INC	126,011	$36M	3.9%	TRIM −4%
5	AMZNAMAZON COM INC	160,420	$33M	3.6%	TRIM −2%
6	JPMJPMORGAN CHASE & CO	83,716	$25M	2.6%	TRIM −2%
7	MSFTMICROSOFT CORP	62,116	$23M	2.5%	TRIM −2%
8	XPOXPO INC	95,172	$19M	2.0%	TRIM −2%
9	IYWISHARES TR	95,326	$17M	1.9%	HOLD
10	JNJJOHNSON & JOHNSON	69,859	$17M	1.8%	HOLD
11	VVISA INC	52,129	$16M	1.7%	TRIM −2%
12	VOOVANGUARD INDEX FDS	25,409	$15M	1.6%	TRIM −2%
13	LRCXLAM RESEARCH CORP	67,468	$14M	1.5%	TRIM −7%
14	WMTWALMART INC	114,932	$14M	1.5%	HOLD
15	DOVDOVER CORP	65,884	$14M	1.5%	HOLD
16	NVDANVIDIA CORPORATION	76,926	$13M	1.4%	HOLD
17	MAMASTERCARD INCORPORATED	26,160	$13M	1.4%	HOLD
18	BNLBROADSTONE NET LEASE INC	690,311	$13M	1.4%	TRIM −6%
19	ISRGINTUITIVE SURGICAL INC	27,344	$13M	1.3%	HOLD
20	TJXTJX COS INC NEW	76,621	$12M	1.3%	HOLD
21	DHRDANAHER CORP DEL	62,163	$12M	1.3%	TRIM −5%
22	XLISELECT SECTOR SPDR TR	70,320	$11M	1.2%	HOLD
23	TMOTHERMO FISHER SCIENTIFIC INC	19,705	$10M	1.0%	TRIM −4%
24	CBCHUBB LIMITED	29,507	$10M	1.0%	TRIM −4%
25	XLFSELECT SECTOR SPDR TR	189,103	$9M	1.0%	HOLD
26	CVXCHEVRON CORP NEW	43,343	$9M	1.0%	HOLD
27	XLKSELECT SECTOR SPDR TR	65,840	$9M	0.9%	TRIM −2%
28	WFCWELLS FARGO CO NEW	108,531	$9M	0.9%	TRIM −3%
29	MDLZMONDELEZ INTL INC	142,572	$8M	0.9%	ADD 4%
30	BABOEING CO	40,826	$8M	0.9%	HOLD
31	PEPPEPSICO INC	49,772	$8M	0.8%	TRIM −2%
32	MRKMERCK & CO INC	59,731	$7M	0.8%	TRIM −6%
33	CATCATERPILLAR INC	9,953	$7M	0.8%	TRIM −6%
34	YUMYUM BRANDS INC	44,696	$7M	0.7%	HOLD
35	VYMVANGUARD WHITEHALL FDS	46,554	$7M	0.7%	HOLD
36	XLVSELECT SECTOR SPDR TR	46,124	$7M	0.7%	HOLD
37	ADIANALOG DEVICES INC	21,008	$7M	0.7%	TRIM −2%
38	QXOQXO INC	342,777	$7M	0.7%	ADD 4%
39	BRK.BBERKSHIRE HATHAWAY INC DEL	13,334	$6M	0.7%	TRIM −5%
40	CMECME GROUP INC	21,062	$6M	0.7%	HOLD
41	EOGEOG RES INC	42,708	$6M	0.7%	ADD 8%
42	RTXRTX CORPORATION	31,470	$6M	0.6%	HOLD
43	IWOISHARES TR	18,215	$6M	0.6%	HOLD
44	SBUXSTARBUCKS CORP	62,737	$6M	0.6%	TRIM −3%
45	ABTABBOTT LABS	53,044	$5M	0.6%	TRIM −3%
46	COSTCOSTCO WHSL CORP NEW	5,227	$5M	0.6%	TRIM −4%
47	IJKISHARES TR	49,994	$5M	0.5%	ADD 2%
48	COFCAPITAL ONE FINL CORP	27,459	$5M	0.5%	HOLD
49	BIVVANGUARD BD INDEX FDS	63,350	$5M	0.5%	NEW
50	GEVGE VERNOVA INC	5,358	$5M	0.5%	ADD 8%
51	BIPBROOKFIELD INFRAST PARTNERS	128,975	$5M	0.5%	TRIM −8%
52	ECLECOLAB INC	17,287	$5M	0.5%	HOLD
53	LHXL3HARRIS TECHNOLOGIES INC	13,117	$5M	0.5%	HOLD
54	CLCOLGATE PALMOLIVE CO	51,758	$4M	0.5%	HOLD
55	XLCSELECT SECTOR SPDR TR	39,765	$4M	0.5%	HOLD
56	BLKBLACKROCK INC	4,530	$4M	0.5%	TRIM −9%
57	HDHOME DEPOT INC	13,156	$4M	0.5%	HOLD
58	LMTLOCKHEED MARTIN CORP	7,148	$4M	0.5%	TRIM −6%
59	JHEQXCATERPILLAR INC	121,131	$4M	0.4%	HOLD
60	AESAES Corp.	284,650	$4M	0.4%	HOLD
61	IJRISHARES TR	31,384	$4M	0.4%	ADD 5%
62	KOCOCA COLA CO	49,589	$4M	0.4%	HOLD
63	PGPROCTER AND GAMBLE CO	26,239	$4M	0.4%	TRIM −3%
64	PHPARKER-HANNIFIN CORP	4,152	$4M	0.4%	TRIM −2%
65	XLYSELECT SECTOR SPDR TR	33,261	$4M	0.4%	HOLD
66	EPDENTERPRISE PRODS PARTNERS L	93,967	$4M	0.4%	TRIM −10%
67	BXBLACKSTONE INC	29,653	$3M	0.4%	TRIM −4%
68	METAMETA PLATFORMS INC	5,853	$3M	0.4%	TRIM −12%
69	MARMARRIOTT INTL INC NEW	10,233	$3M	0.4%	TRIM −3%
70	VBVANGUARD INDEX FDS	12,717	$3M	0.4%	ADD 8%
71	LLYELI LILLY & CO	3,595	$3M	0.4%	TRIM −2%
72	ORCLORACLE CORP	21,473	$3M	0.3%	TRIM −4%
73	BACBANK AMERICA CORP	64,492	$3M	0.3%	TRIM −10%
74	VOVANGUARD INDEX FDS	10,554	$3M	0.3%	ADD 8%
75	VOEVANGUARD INDEX FDS	16,051	$3M	0.3%	HOLD
76	BAMBROOKFIELD ASSET MANAGMT LTD	65,015	$3M	0.3%	HOLD
77	MCDMCDONALDS CORP	9,151	$3M	0.3%	HOLD
78	LHLABCORP HOLDINGS INC	10,533	$3M	0.3%	TRIM −4%
79	UNHUNITEDHEALTH GROUP INC	10,365	$3M	0.3%	ADD 4%
80	PNCPNC FINL SVCS GROUP INC	13,298	$3M	0.3%	HOLD
81	AVGOBROADCOM INC	8,630	$3M	0.3%	HOLD
82	BNBROOKFIELD CORP	62,398	$3M	0.3%	TRIM −5%
83	ABBVABBVIE INC	11,376	$2M	0.3%	TRIM −6%
84	NOWSERVICENOW INC	23,188	$2M	0.3%	ADD 39%
85	BALLBALL CORP	40,814	$2M	0.3%	HOLD
86	SNOWSNOWFLAKE INC	15,729	$2M	0.3%	ADD 8%
87	QQQINVESCO QQQ TR	4,044	$2M	0.2%	TRIM −3%
88	UNPUNION PAC CORP	9,404	$2M	0.2%	HOLD
89	SPYSTATE STR SPDR S&P 500 ETF T	3,451	$2M	0.2%	HOLD
90	VOTVANGUARD INDEX FDS	8,433	$2M	0.2%	HOLD
91	XLPSELECT SECTOR SPDR TR	26,442	$2M	0.2%	TRIM −4%
92	GNRCGENERAC HLDGS INC	10,975	$2M	0.2%	TRIM −3%
93	VGTVANGUARD WORLD FD	3,052	$2M	0.2%	HOLD
94	BSVVANGUARD BD INDEX FDS	25,639	$2M	0.2%	NEW
95	CHKPCHECK POINT SOFTWARE TECH LT	13,922	$2M	0.2%	HOLD
96	TSLATESLA INC	5,294	$2M	0.2%	HOLD
97	IYCISHARES TR	19,986	$2M	0.2%	HOLD
98	VTVVANGUARD INDEX FDS	9,774	$2M	0.2%	ADD 3%
99	XOMEXXON MOBIL CORP	11,082	$2M	0.2%	ADD 4%
100	IVWISHARES TR	16,367	$2M	0.2%	ADD 22%
101	IVVISHARES TR	2,493	$2M	0.2%	TRIM −14%
102	VBRVANGUARD INDEX FDS	7,399	$2M	0.2%	TRIM −12%
103	SCHXSCHWAB U.S. LARGE-CAP ETF	60,465	$2M	0.2%	HOLD
104	VBKVANGUARD INDEX FDS	4,989	$2M	0.2%	HOLD
105	PANWPALO ALTO NETWORKS INC	9,323	$1M	0.2%	ADD 9%
106	NFLXNETFLIX INC	15,491	$1M	0.2%	TRIM −4%
107	VTIVANGUARD INDEX FDS	4,489	$1M	0.2%	TRIM −49%
108	VIGIVanguard Whitehall Int'l Div. Apprec. ETF	15,770	$1M	0.1%	HOLD
109	HONHONEYWELL INTL INC	6,104	$1M	0.1%	TRIM −3%
110	IEFAISHARES TR	14,975	$1M	0.1%	ADD 42%
111	DPZDOMINOS PIZZA INC	3,586	$1M	0.1%	HOLD
112	GXOGXO LOGISTICS INCORPORATED	24,482	$1M	0.1%	TRIM −6%
113	IJHISHARES TR	18,777	$1M	0.1%	TRIM −3%
114	EMREMERSON ELEC CO	9,464	$1M	0.1%	HOLD
115	BMYBRISTOL-MYERS SQUIBB CO	19,996	$1M	0.1%	ADD 4%
116	JEPIJPMorgan Equity Premium Income ETF	20,969	$1M	0.1%	ADD 10%
117	UPSUNITED PARCEL SERVICE INC	11,724	$1M	0.1%	ADD 4%
118	IJTISHARES TR	7,897	$1M	0.1%	ADD 16%
119	IGVISHARES TR	13,902	$1M	0.1%	TRIM −24%
120	CSCOCISCO SYS INC	14,091	$1M	0.1%	HOLD
121	IYJISHARES TR	7,330	$1M	0.1%	TRIM −4%
122	XLESELECT SECTOR SPDR TR	16,851	$1M	0.1%	TRIM −16%
123	AKAMAKAMAI TECHNOLOGIES INC	8,835	$1M	0.1%	TRIM −8%
124	SMHVANECK ETF TRUST	2,463	$944,480	0.1%	HOLD
125	GEGE AEROSPACE	3,183	$904,801	0.1%	ADD 3%
126	MDYSPDR S&P MIDCAP 400 ETF TR	1,457	$900,829	0.1%	HOLD
127	LINLINDE PLC	1,810	$897,190	0.1%	ADD 7%
128	DISDISNEY WALT CO	9,276	$894,024	0.1%	TRIM −5%
129	ZTSZOETIS INC	7,440	$879,482	0.1%	TRIM −21%
130	ADPAUTOMATIC DATA PROCESSING IN	4,199	$860,155	0.1%	TRIM −6%
131	IYHISHARES TR	13,625	$839,845	0.1%	TRIM −3%
132	AXPAMERICAN EXPRESS CO	2,758	$834,375	0.1%	HOLD
133	SYKSTRYKER CORPORATION	2,511	$827,145	0.1%	ADD 5%
134	COPCONOCOPHILLIPS	6,226	$821,832	0.1%	TRIM −4%
135	JEPQJ P MORGAN EXCHANGE TRADED F	14,681	$815,090	0.1%	TRIM −7%
136	PFEPFIZER INC	28,974	$813,590	0.1%	HOLD
137	MMM3M CO	5,530	$803,131	0.1%	HOLD
138	GSGOLDMAN SACHS GROUP INC	932	$788,463	0.1%	TRIM −5%
139	FDXFEDEX CORP	2,073	$741,355	0.1%	TRIM −24%
140	BRK.ABERKSHIRE HATHAWAY INC DEL	1	$718,140	0.1%	HOLD
141	SLYGSPDR SERIES TRUST	7,347	$709,867	0.1%	HOLD
142	KMIKINDER MORGAN INC DEL	20,982	$703,526	0.1%	HOLD
143	PLTRPALANTIR TECHNOLOGIES INC	4,804	$702,729	0.1%	ADD 5%
144	AAGILENT TECHNOLOGIES INC	6,147	$702,210	0.1%	TRIM −8%
145	MUMICRON TECHNOLOGY INC	2,046	$691,524	0.1%	ADD 6%
146	WMBWILLIAMS COS INC	9,373	$682,165	0.1%	HOLD
147	MPCMARATHON PETE CORP	2,727	$665,891	0.1%	HOLD
148	AIGAMERICAN INTL GROUP INC	8,732	$657,102	0.1%	TRIM −24%
149	ICEINTERCONTINENTAL EXCHANGE IN	4,161	$654,442	0.1%	ADD 4%
150	SLBSCHLUMBERGER LTD	12,605	$651,459	0.1%	TRIM −19%
151	DELLDELL TECHNOLOGIES INC	3,922	$643,718	0.1%	HOLD
152	CSXCSX CORP	14,914	$612,220	0.1%	HOLD
153	RSPINVESCO EXCHANGE TRADED FD T	3,187	$611,649	0.1%	ADD 52%
154	IBMINTERNATIONAL BUSINESS MACHS	2,467	$597,896	0.1%	HOLD
155	AUBATLANTIC UN BANKSHARES CORP	16,714	$597,358	0.1%	HOLD
156	MSMORGAN STANLEY	3,603	$592,946	0.1%	ADD 3%
157	GLDSPDR GOLD TR	1,366	$587,776	0.1%	TRIM −6%
158	SCHBSCHWAB STRATEGIC TR	23,412	$587,641	0.1%	HOLD
159	SPGSIMON PPTY GROUP INC NEW	3,138	$585,331	0.1%	TRIM −24%
160	CPRTCOPART INC	17,492	$580,734	0.1%	HOLD
161	LDOSLEIDOS HOLDINGS INC	3,712	$577,281	0.1%	HOLD
162	IWMISHARES TR	2,308	$572,507	0.1%	HOLD
163	AMATAPPLIED MATLS INC	1,668	$570,106	0.1%	ADD 5%
164	ABALLIANCEBERNSTEIN HLDG L P	14,466	$541,607	0.1%	TRIM −22%
165	REGNREGENERON PHARMACEUTICALS	681	$526,168	0.1%	TRIM −18%
166	PMPHILIP MORRIS INTL INC	3,139	$523,633	0.1%	HOLD
167	MDYGSPDR SERIES TRUST	5,355	$513,866	0.1%	HOLD
168	CGCARLYLE GROUP INC/THE	10,525	$509,305	0.1%	HOLD
169	NEENEXTERA ENERGY INC	5,452	$506,374	0.1%	ADD 6%
170	ETENERGY TRANSFER L P	26,229	$506,220	0.1%	TRIM −32%
171	SCHASCHWAB STRATEGIC TR	17,403	$506,086	0.1%	HOLD
172	AMGNAMGEN INC	1,434	$504,507	0.1%	HOLD
173	OKEONEOK INC NEW	5,556	$502,217	0.1%	TRIM −32%
174	MKLMARKEL GROUP INC	262	$501,486	0.1%	HOLD
175	MTBM & T BK CORP	2,415	$499,328	0.1%	HOLD
176	MUBISHARES TR	4,697	$498,587	0.1%	NEW
177	TYLTYLER TECHNOLOGIES INC	1,447	$495,424	0.1%	HOLD
178	AMDADVANCED MICRO DEVICES INC	2,419	$492,097	0.1%	HOLD
179	CCITIGROUP INC	4,302	$487,890	0.1%	ADD 5%
180	KLACKLA CORP	326	$480,006	0.1%	ADD 7%
181	EGPEASTGROUP PPTYS INC	2,500	$466,600	0.0%	HOLD
182	IWDISHARES TR	2,176	$464,946	0.0%	ADD 62%
183	CMICUMMINS INC	861	$463,235	0.0%	HOLD
184	FBTFirst Trust NYSE Arca Biotech ETF	2,280	$457,870	0.0%	HOLD
185	SAPSAP SE	2,622	$448,913	0.0%	HOLD
186	HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF	10,452	$444,158	0.0%	TRIM −6%
187	MCKMCKESSON CORP	509	$440,885	0.0%	HOLD
188	IYFISHARES TR	3,727	$438,519	0.0%	TRIM −6%
189	FTCSFIRST TR EXCHANGE-TRADED FD	4,665	$432,725	0.0%	HOLD
190	SHMSPDR SERIES TRUST	9,037	$432,240	0.0%	NEW
191	BNYBANK NEW YORK MELLON CORP	3,595	$426,419	0.0%	HOLD
192	LOWLOWES COS INC	1,804	$426,249	0.0%	ADD 3%
193	IYGISHARES TR	4,874	$403,762	0.0%	HOLD
194	NDAQNASDAQ INC	4,627	$392,786	0.0%	ADD 5%
195	IWPISHARES TR	3,023	$387,309	0.0%	ADD 33%
196	AAXJISHARES TR	4,020	$387,086	0.0%	HOLD
197	TMUST-MOBILE US INC	1,827	$383,824	0.0%	TRIM −5%
198	SHELSHELL PLC	4,091	$380,463	0.0%	TRIM −19%
199	FCNCAFIRST CTZNS BANCSHARES INC D	201	$378,817	0.0%	HOLD
200	TMPTOMPKINS FINL CORP	4,736	$373,386	0.0%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

AAPLAPPLE INC

397K

394K

383K

391K

351K

333K

$85M

VUGVANGUARD INDEX FDS

78K

92K

90K

92K

91K

93K

$41M

GOOGALPHABET INC

146K

141K

139K

134K

128K

$37M

GOOGLALPHABET INC

157K

155K

154K

152K

131K

126K

$36M

AMZNAMAZON COM INC

176K

180K

175K

176K

165K

160K

$33M

JPMJPMORGAN CHASE & CO

98K

96K

94K

86K

84K

$25M

MSFTMICROSOFT CORP

84K

83K

82K

63K

62K

$23M

XPOXPO INC

125K

124K

98K

99K

98K

95K

$19M

IYWISHARES TR

112K

109K

107K

106K

97K

95K

$17M

JNJJOHNSON & JOHNSON

84K

83K

81K

80K

71K

70K

$17M

VVISA INC

65K

64K

62K

53K

52K

$16M

VOOVANGUARD INDEX FDS

41K

26K

25K

$15M

LRCXLAM RESEARCH CORP

78K

76K

75K

72K

67K

$14M

WMTWALMART INC

146K

145K

140K

141K

117K

115K

$14M

DOVDOVER CORP

76K

74K

67K

66K

$14M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆TRITONPOINT WEALTH, LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 268 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

TRITONPOINT WEALTH, LLC