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Tritonpoint Wealth, LLC Top Holdings and 13F Report (2026)

About Tritonpoint Wealth, LLC

Investment Activity

  • Tritonpoint Wealth, LLC has $1.01 billion in total holdings as of September 30, 2026.
  • Tritonpoint Wealth, LLC owns shares of 293 different stocks, but just 66 companies or ETFs make up 80% of its holdings.
  • Approximately 1.09% of the portfolio was purchased this quarter.
  • About 2.71% of the portfolio was sold this quarter.
  • This quarter, Tritonpoint Wealth, LLC has purchased 281 new stocks and bought additional shares in 88 stocks.
  • Tritonpoint Wealth, LLC sold shares of 153 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Apple
$106,670,008
Alphabet
$41,859,243
Alphabet
$41,412,094
Amazon.com
$38,922,984

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP
$1,468,358 Holding
438516205 - HONEYWELL INTL INC
$618,265 Holding
30609A109 - ONEOK INC NEW
$573,962 Holding
43849R105 - HONEYWELL AEROSPACE INC
$416,404 Holding
651639106 - Newmont
$322,375 Holding

Largest Purchases this Quarter

EXXONMOBIL HOLDINGS CORP
9,022 shares (about $1.47M)
HONEYWELL INTL INC
2,931 shares (about $618.27K)
CrowdStrike
2,205 shares (about $583.81K)
ONEOK INC NEW
6,731 shares (about $573.96K)
HONEYWELL AEROSPACE INC
2,687 shares (about $416.40K)

Largest Sales this Quarter

Apple
6,235 shares (about $2.08M)
LAM RESEARCH CORP
5,736 shares (about $1.88M)
Alphabet
4,877 shares (about $1.68M)
NVIDIA
3,893 shares (about $889.08K)
JPMorgan Chase & Co.
2,648 shares (about $876.03K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofTritonpoint Wealth, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$106,670,008$2,076,380 ▼-1.9%320,31110.6%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$41,859,243$484,532 ▼-1.1%122,8484.2%Communication Services
Alphabet Inc. stock logo
GOOGL
Alphabet
$41,412,094$1,678,078 ▼-3.9%120,3564.1%Communication Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$38,922,984$577,281 ▼-1.5%156,2233.9%Consumer Discretionary
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$38,587,837$154,088 ▲0.4%428,2303.8%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$32,460,886$485,203 ▼-1.5%63,2893.2%Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$26,150,305$876,033 ▼-3.2%79,0452.6%Finance
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$24,290,888$193,643 ▼-0.8%91,6982.4%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$21,274,980$889,084 ▼-4.0%93,1562.1%Technology
LAM RESEARCH CORP
$18,756,388$1,884,344 ▼-9.1%57,0951.9%COM NEW
Visa Inc. stock logo
V
Visa
$17,730,307$694,221 ▼-3.8%49,3431.8%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$17,330,878$577,661 ▼-3.2%65,4641.7%Healthcare
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$17,225,226$28,035 ▲0.2%24,5771.7%ETF
XPO, Inc. stock logo
XPO
XPO
$16,094,603$276,113 ▼-1.7%91,4571.6%Industrials
Mastercard Incorporated stock logo
MA
Mastercard
$14,020,518$118,566 ▼-0.8%25,4241.4%Finance
Danaher Corporation stock logo
DHR
Danaher
$13,315,234$160,403 ▼-1.2%60,1001.3%Healthcare
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$12,852,277$176,188 ▼-1.4%19,0391.3%Healthcare
Dover Corporation stock logo
DOV
Dover
$11,622,355$369,985 ▼-3.1%62,1351.2%Industrials
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$11,621,482$222,176 ▼-1.9%59,3691.2%ETF
WALMART INC
$11,213,813$421,812 ▼-3.6%107,9081.1%COM
Broadstone Net Lease, Inc. stock logo
BNL
Broadstone Net Lease
$11,173,172$187,072 ▼-1.6%603,9551.1%Real Estate
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$11,059,794$72,786 ▲0.7%27,1991.1%Healthcare
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$10,748,447$385,889 ▼-3.5%64,3701.1%ETF
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$9,876,442$307,092 ▼-3.0%74,6461.0%Consumer Discretionary
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$9,668,302$79,940 ▼-0.8%181,0541.0%ETF
Chubb Limited stock logo
CB
Chubb
$9,179,489$313,540 ▼-3.3%28,2230.9%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$8,270,058$260,106 ▼-3.0%56,9130.8%Healthcare
Caterpillar Inc. stock logo
CAT
Caterpillar
$7,706,586$209,995 ▼-2.7%9,5050.8%Industrials
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$7,687,774$249,089 ▼-3.1%132,9600.8%Consumer Staples
Analog Devices, Inc. stock logo
ADI
Analog Devices
$7,398,195$664,881 ▼-8.2%18,6490.7%Technology
Chevron Corporation stock logo
CVX
Chevron
$7,341,351$303,660 ▼-4.0%35,9500.7%Energy
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$7,305,1090.0%47,0690.7%ETF
The Boeing Company stock logo
BA
Boeing
$7,256,172$302,519 ▼-4.0%39,0010.7%Industrials
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$6,690,309$256,167 ▼-3.7%39,7240.7%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$6,603,071$17,926 ▼-0.3%13,2610.7%Finance
Micron Technology, Inc. stock logo
MU
Micron Technology
$6,466,638$234,337 ▼-3.5%6,0710.6%Technology
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$6,198,282$39,259 ▼-0.6%17,3670.6%ETF
Yum! Brands, Inc. stock logo
YUM
Yum! Brands
$6,008,367$7,226 ▼-0.1%44,0690.6%Consumer Discretionary
PepsiCo, Inc. stock logo
PEP
PepsiCo
$5,812,393$217,452 ▼-3.6%45,8680.6%Consumer Staples
Starbucks Corporation stock logo
SBUX
Starbucks
$5,690,969$169,034 ▼-2.9%60,5680.6%Consumer Discretionary
RTX Corporation stock logo
RTX
RTX
$5,663,174$9,654 ▲0.2%30,5050.6%Industrials
CME Group Inc. stock logo
CME
CME Group
$5,327,651$120,773 ▼-2.2%20,3360.5%Finance
Capital One Financial Corporation stock logo
COF
Capital One Financial
$5,142,860$63,328 ▼-1.2%26,6370.5%Finance
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$5,072,093$8,221 ▼-0.2%46,2740.5%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$4,972,307$6,819 ▲0.1%50,3120.5%Healthcare
QXO INC
$4,844,016$785,509 ▼-14.0%414,3730.5%COM NEW
BLACKROCK INC
$4,791,503$26,455 ▼-0.5%4,5280.5%COM
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$4,684,005$152,037 ▼-3.1%5,1450.5%Consumer Staples
GE VERNOVA INC
$4,680,239$304,159 ▼-6.1%4,9240.5%COM
EOG Resources, Inc. stock logo
EOG
EOG Resources
$4,660,409$305,138 ▼-6.1%33,8300.5%Energy
Ecolab Inc. stock logo
ECL
Ecolab
$4,657,624$52,993 ▼-1.1%16,9630.5%Materials
ServiceNow, Inc. stock logo
NOW
ServiceNow
$4,400,350$310,367 ▼-6.6%32,8360.4%Technology
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$4,400,001$42,489 ▼-1.0%51,5710.4%Consumer Staples
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$4,378,846$99,746 ▼-2.2%60,0990.4%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$4,301,465$11,569 ▼-0.3%3,7180.4%Healthcare
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$4,251,702$71,422 ▲1.7%31,2530.4%ETF
Coca-Cola Company (The) stock logo
KO
Coca-Cola
$4,219,972$45,622 ▼-1.1%49,0240.4%Consumer Staples
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$4,000,240$246,873 ▼-5.8%49,9720.4%Finance
Brookfield Infrastructure Partners LP stock logo
BIP
Brookfield Infrastructure Partners
$3,913,308$7,999 ▼-0.2%110,0790.4%Utilities
XLC
Communication Services Select Sector SPDR Fund
$3,911,582$38,840 ▼-1.0%35,2490.4%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$3,838,041$222,755 ▲6.2%13,4910.4%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$3,829,855$190,520 ▼-4.7%10,4330.4%Healthcare
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$3,800,670$63,058 ▼-1.6%3,9780.4%Industrials
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,757,180$163,892 ▲4.6%5,1810.4%Communication Services
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$3,746,335$30,364 ▼-0.8%25,7870.4%Consumer Staples
The AES Corporation stock logo
AES
AES
$3,689,591$339,675 ▼-8.4%247,6240.4%Utilities
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$3,678,239$179,282 ▼-4.6%8,0630.4%Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$3,566,010$119,768 ▼-3.2%12,5350.4%Consumer Discretionary
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$3,486,390$243,551 ▼-6.5%8,7750.3%Technology
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$3,484,469$68,752 ▼-1.9%6,8420.3%Industrials
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$3,432,481$9,776 ▼-0.3%17,5550.3%ETF
Marriott International, Inc. stock logo
MAR
Marriott International
$3,391,313$23,119 ▼-0.7%9,5350.3%Consumer Discretionary
LABCORP HOLDINGS INC
$3,228,377$15,406 ▲0.5%10,4780.3%COM SHS
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$3,196,426$60,541 ▲1.9%40,7600.3%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$3,188,564$31,950 ▼-1.0%58,5810.3%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$3,095,569$32,546 ▲1.1%4,1850.3%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$3,083,381$126 ▲0.0%24,5360.3%ETF
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$3,028,314$8,890 ▼-0.3%13,6250.3%Finance
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$3,024,664$94,038 ▼-3.0%27,7900.3%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$3,003,236$63,211 ▲2.2%8,5520.3%Technology
L3Harris Technologies Inc stock logo
LHX
L3Harris Technologies
$2,897,560$89,505 ▼-3.0%12,2370.3%Industrials
Brookfield Asset Management Ltd. stock logo
BAM
Brookfield Asset Management
$2,780,435$106,813 ▼-3.7%62,3700.3%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$2,751,529$3,924 ▲0.1%10,5180.3%Healthcare
Blackstone Inc. stock logo
BX
Blackstone
$2,674,023$27,238 ▲1.0%23,8560.3%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,629,5620.0%3,4480.3%ETF
Union Pacific Corporation stock logo
UNP
Union Pacific
$2,545,458$6,259 ▼-0.2%9,3540.3%Industrials
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$2,511,538$19,372 ▼-0.8%70,5290.2%Energy
AeroVironment, Inc. stock logo
AVAV
AeroVironment
$2,325,724$142 ▼0.0%16,3530.2%Industrials
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$2,317,8530.0%16,2930.2%ETF
Ball Corporation stock logo
BALL
Ball
$2,288,010$21,852 ▼-0.9%40,8350.2%Materials
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$2,173,370$31,116 ▲1.5%10,0580.2%ETF
Generac Holdings Inc. stock logo
GNRC
Generac
$2,162,421$110,304 ▼-4.9%10,4490.2%Industrials
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$2,149,648$54,333 ▲2.6%3,9960.2%Technology
Brookfield Corporation stock logo
BN
Brookfield
$2,009,384$82,983 ▼-4.0%55,1120.2%Finance
Oracle Corporation stock logo
ORCL
Oracle
$1,972,017$10,847 ▼-0.5%14,3630.2%Technology
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$1,950,330$9,241 ▲0.5%8,4420.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,939,535$261,872 ▼-11.9%2,5330.2%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$1,923,730$112,006 ▼-5.5%8,3300.2%Consumer Discretionary
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$1,913,478$23,072 ▼-1.2%25,0460.2%ETF
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$1,866,720$118,949 ▼-6.0%19,0990.2%Finance

Showing largest 100 holdings. View all holdings.
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