Tripletail Wealth Management, LLC Top Holdings and 13F Report (2026) About Tripletail Wealth Management, LLCInvestment ActivityTripletail Wealth Management, LLC has $73.35 million in total holdings as of March 31, 2026.Tripletail Wealth Management, LLC owns shares of 255 different stocks, but just 53 companies or ETFs make up 80% of its holdings.Approximately 5.35% of the portfolio was purchased this quarter.About 10.06% of the portfolio was sold this quarter.This quarter, Tripletail Wealth Management, LLC has purchased 263 new stocks and bought additional shares in 42 stocks.Tripletail Wealth Management, LLC sold shares of 91 stocks and completely divested from 23 stocks this quarter.Largest Holdings JBT MAREL CORPORATION $14,344,067NVIDIA $4,147,023Invesco S&P 500 Equal Weight ETF $2,282,710Apple $2,169,690Amazon.com $1,669,350 Largest New Holdings this Quarter 46641Q399 - JPMorgan BetaBuilders U.S. Equity ETF $1,024,558 Holding05722G100 - Baker Hughes $292,843 Holding46641Q134 - JPMorgan International Research Enhanced Equity ETF $262,448 Holding415858109 - Harrow $152,892 Holding46641Q167 - JPMorgan Active Value ETF $148,567 Holding Largest Purchases this Quarter JPMorgan BetaBuilders U.S. Equity ETF 8,668 shares (about $1.02M)WEDBUSH SER TR 10,480 shares (about $301.82K)Baker Hughes 4,850 shares (about $292.84K)JPMorgan International Research Enhanced Equity ETF 3,428 shares (about $262.45K)Invesco S&P 500 Equal Weight ETF 1,000 shares (about $193.09K) Largest Sales this Quarter iShares S&P 500 Growth ETF 12,099 shares (about $1.39M)Perion Network 97,420 shares (about $961.54K)Pacer US Cash Cows 100 ETF 7,382 shares (about $461.60K)VOYAGER TECHNOLOGIES INC 16,335 shares (about $438.11K)Pioneer Bancorp 23,322 shares (about $326.51K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTripletail Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJBT MAREL CORPORATION$14,344,0670.0%114,61519.6%COMNVDANVIDIA$4,147,023$36,188 â–¼-0.9%23,3785.7%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$2,282,710$193,090 â–²9.2%11,8223.1%ETFAAPLApple$2,169,690$25,336 â–¼-1.2%8,4783.0%Computer and TechnologyAMZNAmazon.com$1,669,350$25,802 â–²1.6%7,9582.3%Retail/WholesaleMSFTMicrosoft$1,638,742$50,791 â–¼-3.0%4,3882.2%Computer and TechnologyPULSPGIM Ultra Short Bond ETF$1,537,127$32,548 â–²2.2%31,0282.1%ETFQDPLPacer Metaurus US Large Cap Dividend Multiplier 400 ETF$1,384,628$210,548 â–¼-13.2%34,2561.9%ETFIVWiShares S&P 500 Growth ETF$1,372,595$1,387,271 â–¼-50.3%11,9711.9%ETFJPMJPMorgan Chase & Co.$1,256,469$16,498 â–¼-1.3%4,2651.7%FinanceARISTA NETWORKS INC$1,184,331$20,776 â–¼-1.7%9,3491.6%COM SHSGOOGLAlphabet$1,182,488$53,239 â–²4.7%3,9981.6%Computer and TechnologyCOWZPacer US Cash Cows 100 ETF$1,170,999$461,596 â–¼-28.3%18,7271.6%ETFAVGOBroadcom$1,152,826$12,267 â–¼-1.1%3,6651.6%Computer and TechnologyVRTVertiv$1,106,824$117,580 â–¼-9.6%4,2361.5%Computer and TechnologyKMIKinder Morgan$1,028,994$8,243 â–²0.8%31,2101.4%EnergyBBUSJPMorgan BetaBuilders U.S. Equity ETF$1,024,558$1,024,558 â–²New Holding8,6681.4%ETFCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$1,001,512$171,798 â–¼-14.6%29,4571.4%ETFMUMicron Technology$980,424$21,974 â–¼-2.2%2,6771.3%Computer and TechnologyCATCaterpillar$908,001$220,904 â–¼-19.6%1,2661.2%IndustrialsIBMInternational Business Machines$815,950$9,182 â–¼-1.1%3,2881.1%Computer and TechnologyICOWPacer Developed Markets International Cash Cows 100 ETF$769,929$172,655 â–¼-18.3%17,9891.0%ETFBRK.BBerkshire Hathaway$754,690$91,651 â–¼-10.8%1,5811.0%FinanceNFLXNetflix$665,955$1,973 â–¼-0.3%6,7500.9%Consumer DiscretionaryLLYEli Lilly and Company$664,262$48,650 â–¼-6.8%7100.9%MedicalMETAMeta Platforms$661,778$48,829 â–¼-6.9%1,1520.9%Computer and TechnologyPSXPhillips 66$635,766$14,449 â–¼-2.2%3,6080.9%EnergyGSKGSK$631,640$28,345 â–¼-4.3%11,1420.9%MedicalMPMP Materials$622,968$49,730 â–²8.7%12,5270.8%Basic MaterialsPANWPalo Alto Networks$596,696$52,554 â–¼-8.1%3,6560.8%Computer and TechnologyAXPAmerican Express$585,051$1,801 â–¼-0.3%1,9490.8%FinanceECOWPacer Emerging Markets Cash Cows 100 ETF$554,725$127,045 â–¼-18.6%20,8450.8%ETFABBVAbbVie$538,598$4,177 â–¼-0.8%2,5790.7%MedicalXOMExxonMobil$517,2610.0%3,2190.7%EnergyTSLATesla$504,105$4,327 â–²0.9%1,3980.7%Auto/Tires/TrucksGSThe Goldman Sachs Group$478,987$12,946 â–²2.8%5550.7%FinanceQCOMQualcomm$450,013$6,213 â–¼-1.4%3,5490.6%Computer and TechnologyCOSTCostco Wholesale$438,463$16,239 â–¼-3.6%4320.6%Retail/WholesaleGE VERNOVA INC$434,009$132,988 â–²44.2%4830.6%COMCALFPacer US Small Cap Cash Cows ETF$426,442$119,241 â–¼-21.9%9,4450.6%ETFVISVanguard Industrials ETF$424,871$17,400 â–¼-3.9%1,3430.6%ETFTE CONNECTIVITY PLC$399,533$48,295 â–¼-10.8%1,9110.5%ORD SHSMSMorgan Stanley$390,8140.0%2,3570.5%FinanceWEDBUSH SER TR$362,304$301,824 â–²499.0%12,5800.5%DAN IVES WEDBUSHHDHome Depot$360,547$965 â–²0.3%1,1210.5%Retail/WholesaleVSTVistra$352,098$15,118 â–²4.5%2,3290.5%UtilitiesRIORio Tinto$342,665$97,284 â–¼-22.1%3,6280.5%Basic MaterialsUNMUnum Group$326,645$22,251 â–¼-6.4%4,4040.4%FinanceWALMART INC$299,1290.0%2,3780.4%COMVOYAGER TECHNOLOGIES INC$297,300$438,105 â–¼-59.6%11,0850.4%COM CL AVYMVanguard High Dividend Yield ETF$293,258$7,406 â–²2.6%1,9800.4%Financial ServicesBKRBaker Hughes$292,843$292,843 â–²New Holding4,8500.4%EnergyKOCocaCola$291,6130.0%3,8010.4%Consumer StaplesAMGNAmgen$282,527$5,567 â–¼-1.9%8120.4%MedicalCOPConocoPhillips$272,004$1,958 â–¼-0.7%2,0840.4%EnergyYNDXYandex$270,418$30,470 â–²12.7%2,4850.4%Computer and TechnologyCCitigroup$265,075$5,763 â–²2.2%2,3000.4%Financial ServicesCSCOCisco Systems$263,927$15,804 â–¼-5.6%3,3400.4%Computer and TechnologyAMATApplied Materials$263,443$8,363 â–¼-3.1%7560.4%Computer and TechnologyJIREJPMorgan International Research Enhanced Equity ETF$262,448$262,448 â–²New Holding3,4280.4%ETFTSMTaiwan Semiconductor Manufacturing$261,4000.0%7710.4%Computer and TechnologyMRKMerck & Co., Inc.$248,146$20,427 â–¼-7.6%2,0530.3%MedicalMCDMcDonald's$238,955$6,757 â–¼-2.8%7780.3%Retail/WholesaleXLFFinancial Select Sector SPDR Fund$235,515$9,906 â–¼-4.0%4,7550.3%ETFISRGIntuitive Surgical$218,350$4,973 â–¼-2.2%4830.3%MedicalCOREWEAVE INC$215,880$6,168 â–¼-2.8%2,6250.3%COM CL AHCAHCA Healthcare$214,6870.0%4550.3%MedicalCVXChevron$213,8930.0%1,0750.3%EnergyINODInnodata$210,623$13,464 â–²6.8%5,4750.3%Computer and TechnologyTXNTexas Instruments$208,7060.0%1,0710.3%Computer and TechnologyCRWDCrowdStrike$205,547$4,390 â–¼-2.1%5150.3%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$201,450$106,058 â–¼-34.5%3,4000.3%ETFBACBank of America$198,162$24,690 â–¼-11.1%4,0130.3%FinanceSYKStryker$192,2930.0%5800.3%MedicalNETCloudflare$190,521$4,234 â–¼-2.2%9000.3%Computer and TechnologyMRVLMarvell Technology$184,5510.0%1,7230.3%Computer and TechnologyQQQInvesco QQQ$184,269$2,925 â–²1.6%3150.3%FinanceTHTarget Hospitality$182,522$21,098 â–²13.1%13,1500.2%Consumer DiscretionaryIVViShares Core S&P 500 ETF$179,8960.0%2730.2%ETFSOSouthern$178,334$2,924 â–²1.7%1,8300.2%UtilitiesDCTHDelcath Systems$177,028$177,596 â–¼-50.1%18,3830.2%MedicalVVisa$170,253$18,048 â–²11.9%5660.2%Business ServicesQNSTQuinStreet$168,311$55,902 â–²49.7%13,9100.2%Computer and TechnologyLHXL3Harris Technologies$160,556$5,340 â–²3.4%4510.2%AerospacePERIPerion Network$158,907$961,535 â–¼-85.8%16,1000.2%Computer and TechnologyGLDSPDR Gold Shares$155,446$10,735 â–²7.4%3620.2%FinanceVOOGVanguard S&P 500 Growth ETF$152,991$74,428 â–²94.7%3700.2%ETFHROWHarrow$152,892$152,892 â–²New Holding4,3300.2%MedicalAFLAflac$151,689$3,977 â–¼-2.6%1,3730.2%FinanceLOWLowe's Companies$149,4760.0%6470.2%Retail/WholesaleJAVAJPMorgan Active Value ETF$148,567$148,567 â–²New Holding2,0640.2%ETFGEHCGE HealthCare Technologies$147,805$1,759 â–¼-1.2%2,1010.2%MedicalPGProcter & Gamble$147,5570.0%1,0310.2%Consumer StaplesADIAnalog Devices$145,481$14,644 â–¼-9.1%4570.2%Computer and TechnologyPHParker-Hannifin$144,382$9,081 â–¼-5.9%1590.2%IndustrialsMMM3M$135,6570.0%9390.2%Multi-Sector ConglomeratesHMCHonda Motor$131,2310.0%5,4340.2%Auto/Tires/TrucksCRMSalesforce$131,213$3,556 â–²2.8%7010.2%Computer and TechnologyJ P MORGAN EXCHANGE TRADED F$128,230$128,230 â–²New Holding1,9640.2%GLOBAL SEL EQUITVRTXVertex Pharmaceuticals$127,2260.0%2900.2%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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