Tritonpoint Wealth, LLC holds a diversified book of 281 reported positions worth $1.0B as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Aerovironment Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 9% of the reported non-option book. Cloning the disclosed picks since 2024 would be +35% (+17.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Tritonpoint Wealth, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 10.1 points over this window.
Growth of $10,000 cloning Tritonpoint Wealth, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~42 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
78% mapped to company sectors
+5 sectors below the cut, 5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Tritonpoint Wealth, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Hoffman, Alan N Investment Management | 8 / 80 | $161.4M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $441.4M |
| Ketron Financial | 20 / 80 | $286.2M |
| Pincus Capital Management, LP | 28 / 80 | $138.4M |
| Emerald Advisors, LLC | 36 / 80 | $651.5M |
| New World Advisors LLC | 41 / 80 | $479.5M |
| Prospect Hill Management, LLC | 9 / 80 | $207.6M |
Ranked by the share of each fund's own book sitting in the names it shares with Tritonpoint Wealth, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $94.5M | 326.5K | 9.3% | ▼−1.9% Reduced · −6K sh | |
| 2 | Alphabet Inc CAP STK CL A | $44.8M | 125.2K | 4.4% | ▼−0.6% Reduced · −778 sh | |
| 3 | Alphabet Inc CAP STK CL C | $43.9M | 124.3K | 4.3% | ▼−2.8% Reduced · −4K sh | |
| 4 | Amazon Com Inc COM | $37.8M | 158.5K | 3.7% | ▼−1.2% Reduced · −2K sh | |
| 5 | Vanguard Index FDS GROWTH ETF | $36.7M | 426.5K | 3.6% | ▲+357% Added · +333K sh | |
| 6 | Lam Research Corp COM NEW | $27.2M | 62.8K | 2.7% | ▼−6.9% Reduced · −5K sh | |
| 7 | JPMorgan Chase & Co COM | $26.7M | 81.7K | 2.6% | ▼−2.4% Reduced · −2K sh | |
| 8 | Microsoft Corp COM | $24.0M | 64.2K | 2.4% | ▲+3.4% Added · +2K sh | |
| 9 | Ishares TR U.S. TECH ETF | $23.3M | 92.4K | 2.3% | ▼−3.0% Reduced · −3K sh | |
| 10 | Nvidia Corporation COM | $19.4M | 97.0K | 1.9% | ▲+26% Added · +20K sh | |
| 11 | Xpo Inc COM | $19.1M | 93.0K | 1.9% | ▼−2.3% Reduced · −2K sh | |
| 12 | Visa Inc COM CL A | $17.6M | 51.3K | 1.7% | ▼−1.6% Reduced · −854 sh | |
| 13 | Johnson & Johnson COM | $17.2M | 67.6K | 1.7% | ▼−3.2% Reduced · −2K sh | |
| 14 | Vanguard Index FDS S&P 500 ETF SHS | $16.9M | 24.5K | 1.7% | ▼−3.4% Reduced · −872 sh | |
| 15 | Dover Corp COM | $14.4M | 64.1K | 1.4% | ▼−2.7% Reduced · −2K sh | |
| 16 | Mastercard Incorporated CL A | $13.2M | 25.6K | 1.3% | ▼−2.0% Reduced · −521 sh | |
| 17 | Broadstone Net Lease Inc COM | $12.7M | 614.1K | 1.2% | ▼−11% Reduced · −76K sh | |
| 18 | Walmart Inc COM | $12.7M | 112.0K | 1.2% | ▼−2.6% Reduced · −3K sh | |
| 19 | Select Sector SPDR TR SBI INT-INDS | $12.4M | 66.7K | 1.2% | ▼−5.2% Reduced · −4K sh | |
| 20 | TJX Cos Inc New COM | $11.7M | 77.0K | 1.1% | ▲+0.5% Added · +346 sh | |
| 21 | Danaher Corporation COM | $11.6M | 60.8K | 1.1% | ▼−2.1% Reduced · −1K sh | |
| 22 | Select Sector SPDR TR TECHNOLOGY | $11.5M | 60.5K | 1.1% | ▼−8.1% Reduced · −5K sh | |
| 23 | Intuitive Surgical Inc COM NEW | $10.7M | 27.0K | 1.1% | ▼−1.2% Reduced · −324 sh | |
| 24 | Caterpillar Inc COM | $10.4M | 9.8K | 1.0% | ▼−1.9% Reduced · −189 sh | |
| 25 | Chubb Limited COM | $9.9M | 29.2K | 1.0% | ▼−1.1% Reduced · −320 sh | |
| 26 | Select Sector SPDR TR FINANCIAL | $9.8M | 182.6K | 1.0% | ▼−3.5% Reduced · −7K sh | |
| 27 | Thermo Fisher Scientific Inc COM | $9.7M | 19.3K | 1.0% | ▼−2.0% Reduced · −405 sh | |
| 28 | Boeing Co COM | $8.8M | 40.6K | 0.9% | ▼−0.5% Reduced · −199 sh | |
| 29 | Qxo Inc COM NEW | $8.3M | 481.6K | 0.8% | ▲+40% Added · +139K sh | |
| 30 | Analog Devices Inc COM | $8.1M | 20.3K | 0.8% | ▼−3.3% Reduced · −683 sh | |
| 31 | Mondelez Intl Inc CL A | $7.9M | 137.3K | 0.8% | ▼−3.7% Reduced · −5K sh | |
| 32 | Merck & Co Inc COM | $7.5M | 58.7K | 0.7% | ▼−1.7% Reduced · −1K sh | |
| 33 | Vanguard Whitehall FDS HIGH DIV YLD | $7.4M | 47.1K | 0.7% | ▲+1.1% Added · +515 sh | |
| 34 | Micron Technology Inc COM | $7.3M | 6.3K | 0.7% | ▲+207% Added · +4K sh | |
| 35 | Yum Brands Inc COM | $7.1M | 44.1K | 0.7% | ▼−1.3% Reduced · −574 sh | |
| 36 | Ishares TR RUS 2000 GRW ETF | $6.9M | 17.5K | 0.7% | ▼−4.0% Reduced · −738 sh | |
| 37 | Berkshire Hathaway Inc Del CL B NEW | $6.7M | 13.3K | 0.7% | ▼−0.3% Reduced · −37 sh | |
| 38 | Select Sector SPDR TR SBI HEALTHCARE | $6.5M | 41.2K | 0.6% | ▼−11% Reduced · −5K sh | |
| 39 | Pepsico Inc COM | $6.4M | 47.6K | 0.6% | ▼−4.4% Reduced · −2K sh | |
| 40 | Starbucks Corp COM | $6.4M | 62.4K | 0.6% | ▼−0.6% Reduced · −370 sh | |
| 41 | Chevron Corp New COM | $6.2M | 37.4K | 0.6% | ▼−14% Reduced · −6K sh | |
| 42 | Ge Vernova Inc COM | $6.2M | 5.2K | 0.6% | ▼−2.1% Reduced · −114 sh | |
| 43 | Raytheon Technologies Corp COM | $5.8M | 30.5K | 0.6% | ▼−3.2% Reduced · −1K sh | |
| 44 | Ishares TR S&P MC 400GR ETF | $5.4M | 46.3K | 0.5% | ▼−7.3% Reduced · −4K sh | |
| 45 | Capital One Finl Corp COM | $5.4M | 27.0K | 0.5% | ▼−1.8% Reduced · −494 sh | |
| 46 | Costco WHSL Corp New COM | $5.0M | 5.3K | 0.5% | ▲+1.6% Added · +85 sh | |
| 47 | Ecolab Inc COM | $4.8M | 17.2K | 0.5% | ▼−0.8% Reduced · −131 sh | |
| 48 | Colgate Palmolive Co COM | $4.8M | 52.1K | 0.5% | ▲+0.6% Added · +311 sh | |
| 49 | Vanguard BD Index FDS INTERMED TERM | $4.7M | 61.5K | 0.5% | ▼−3.0% Reduced · −2K sh | |
| 50 | Eog Res Inc COM | $4.7M | 36.0K | 0.5% | ▼−16% Reduced · −7K sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 11, 2026 | 42d | 281 | $1.0B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 21d | 268 | $934.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 20, 2026 | 20d | 272 | $986.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 15d | 349 | $1.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 17d | 344 | $1.1B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 16d | 338 | $1.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 24d | 332 | $1.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 28, 2024 | 28d | 330 | $1.1B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.