Tritonpoint Wealth, LLC Top Holdings and 13F Report (2026) About Tritonpoint Wealth, LLCInvestment ActivityTritonpoint Wealth, LLC has $933.96 million in total holdings as of March 31, 2026.Tritonpoint Wealth, LLC owns shares of 268 different stocks, but just 65 companies or ETFs make up 80% of its holdings.Approximately 1.91% of the portfolio was purchased this quarter.About 3.95% of the portfolio was sold this quarter.This quarter, Tritonpoint Wealth, LLC has purchased 272 new stocks and bought additional shares in 86 stocks.Tritonpoint Wealth, LLC sold shares of 143 stocks and completely divested from 20 stocks this quarter.Largest Holdings Apple $84,500,811Vanguard Growth ETF $40,789,107Alphabet $36,681,861Alphabet $36,235,784Amazon.com $33,410,693 Largest New Holdings this Quarter 921937819 - Vanguard Intermediate-Term Bond ETF $4,889,320 Holding921937827 - Vanguard Short-Term Bond ETF $2,010,316 Holding464288414 - iShares National Muni Bond ETF $498,587 Holding78468R739 - SPDR Nuveen ICE Short Term Municipal Bond ETF $432,240 Holding921908844 - Vanguard Dividend Appreciation ETF $278,073 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Bond ETF 63,350 shares (about $4.89M)Vanguard Short-Term Bond ETF 25,639 shares (about $2.01M)Vanguard Growth ETF 2,602 shares (about $1.14M)ServiceNow 6,528 shares (about $682.51K)iShares National Muni Bond ETF 4,697 shares (about $498.59K) Largest Sales this Quarter Apple 18,267 shares (about $4.64M)Alphabet 5,940 shares (about $1.70M)Alphabet 5,250 shares (about $1.51M)Adobe 6,180 shares (about $1.50M)Vanguard Total Stock Market ETF 4,267 shares (about $1.37M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTritonpoint Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$84,500,811$4,635,977 ▼-5.2%332,9569.0%Computer and TechnologyVUGVanguard Growth ETF$40,789,107$1,136,525 ▲2.9%93,3844.4%ETFGOOGAlphabet$36,681,861$1,703,945 ▼-4.4%127,8743.9%Computer and TechnologyGOOGLAlphabet$36,235,784$1,509,693 ▼-4.0%126,0113.9%Computer and TechnologyAMZNAmazon.com$33,410,693$851,617 ▼-2.5%160,4203.6%Retail/WholesaleJPMJPMorgan Chase & Co.$24,625,908$592,438 ▼-2.3%83,7162.6%FinanceMSFTMicrosoft$22,993,298$508,610 ▼-2.2%62,1162.5%Computer and TechnologyXPOXPO$18,515,713$453,691 ▼-2.4%95,1722.0%TransportationIYWiShares U.S. Technology ETF$17,294,103$281,565 ▼-1.6%95,3261.9%ManufacturingJNJJohnson & Johnson$17,076,267$178,196 ▼-1.0%69,8591.8%MedicalVVisa$15,755,575$351,507 ▼-2.2%52,1291.7%Business ServicesVOOVanguard S&P 500 ETF$15,183,120$322,079 ▼-2.1%25,4091.6%ETFLAM RESEARCH CORP$14,432,987$1,011,216 ▼-6.5%67,4681.5%COM NEWWALMART INC$14,312,229$277,074 ▼-1.9%114,9321.5%COMDOVDover$13,733,450$219,288 ▼-1.6%65,8841.5%IndustrialsNVDANVIDIA$13,416,691$44,126 ▼-0.3%76,9261.4%Computer and TechnologyMAMastercard$13,071,056$79,446 ▼-0.6%26,1601.4%Business ServicesBNLBroadstone Net Lease$12,813,902$841,160 ▼-6.2%690,3111.4%FinanceISRGIntuitive Surgical$12,605,157$247,088 ▼-1.9%27,3441.3%MedicalTJXTJX Companies$12,236,435$131,274 ▼-1.1%76,6211.3%Retail/WholesaleDHRDanaher$11,811,027$574,373 ▼-4.6%62,1631.3%MedicalXLIIndustrial Select Sector SPDR Fund$11,372,800$36,066 ▼-0.3%70,3201.2%ETFTMOThermo Fisher Scientific$9,694,869$379,824 ▼-3.8%19,7051.0%MedicalCBChubb$9,645,673$432,808 ▼-4.3%29,5071.0%FinanceXLFFinancial Select Sector SPDR Fund$9,336,022$111,181 ▼-1.2%189,1031.0%ETFCVXChevron$8,967,635$44,897 ▼-0.5%43,3431.0%EnergyXLKTechnology Select Sector SPDR Fund$8,750,136$180,080 ▼-2.0%65,8400.9%ETFWFCWells Fargo & Company$8,640,142$226,968 ▼-2.6%108,5310.9%FinanceMDLZMondelez International$8,289,088$337,384 ▲4.2%142,5720.9%Consumer StaplesBABoeing$8,125,637$73,840 ▼-0.9%40,8260.9%AerospacePEPPepsiCo$7,729,094$177,031 ▼-2.2%49,7720.8%Consumer StaplesMRKMerck & Co., Inc.$7,235,981$454,407 ▼-5.9%59,7310.8%MedicalCATCaterpillar$7,051,326$477,504 ▼-6.3%9,9530.8%IndustrialsYUMYum! Brands$6,949,334$97,952 ▼-1.4%44,6960.7%Retail/WholesaleVYMVanguard High Dividend Yield ETF$6,894,647$114,481 ▲1.7%46,5540.7%ETFXLVHealth Care Select Sector SPDR Fund$6,762,219$43,396 ▼-0.6%46,1240.7%ETFADIAnalog Devices$6,683,637$156,528 ▼-2.3%21,0080.7%Computer and TechnologyQXO INC$6,656,723$256,052 ▲4.0%342,7770.7%COM NEWBRK.BBerkshire Hathaway$6,389,418$357,470 ▼-5.3%13,3340.7%FinanceCMECME Group$6,220,691$39,872 ▼-0.6%21,0620.7%FinanceEOGEOG Resources$6,174,334$454,097 ▲7.9%42,7080.7%EnergyRTXRTX$6,070,481$67,321 ▼-1.1%31,4700.6%AerospaceIWOiShares Russell 2000 Growth ETF$5,716,049$3,766 ▼-0.1%18,2150.6%ETFSBUXStarbucks$5,620,608$193,066 ▼-3.3%62,7370.6%Retail/WholesaleABTAbbott Laboratories$5,445,999$156,776 ▼-2.8%53,0440.6%MedicalCOSTCostco Wholesale$5,208,674$224,211 ▼-4.1%5,2270.6%Retail/WholesaleIJKiShares S&P Mid-Cap 400 Growth ETF$5,030,396$120,543 ▲2.5%49,9940.5%ETFCOFCapital One Financial$5,009,396$6,385 ▼-0.1%27,4590.5%FinanceBIVVanguard Intermediate-Term Bond ETF$4,889,320$4,889,320 ▲New Holding63,3500.5%ETFGE VERNOVA INC$4,679,686$365,082 ▲8.5%5,3580.5%COMBIPBrookfield Infrastructure Partners$4,658,577$385,473 ▼-7.6%128,9750.5%FinanceECLEcolab$4,611,179$28,808 ▼-0.6%17,2870.5%Basic MaterialsLHXL3Harris Technologies$4,527,321$24,506 ▼-0.5%13,1170.5%AerospaceCLColgate-Palmolive$4,411,298$6,307 ▲0.1%51,7580.5%Consumer StaplesXLCCommunication Services Select Sector SPDR Fund$4,408,348$42,349 ▲1.0%39,7650.5%ETFBLACKROCK INC$4,356,152$456,771 ▼-9.5%4,5300.5%COMHDHome Depot$4,327,038$47,691 ▼-1.1%13,1560.5%Retail/WholesaleLMTLockheed Martin$4,320,394$261,109 ▼-5.7%7,1480.5%AerospaceCATERPILLAR INC$4,067,583$14,674 ▼-0.4%121,1310.4%COMAESAES$4,010,718$5,129 ▼-0.1%284,6500.4%UtilitiesIJRiShares Core S&P Small-Cap ETF$3,901,301$185,966 ▲5.0%31,3840.4%ETFKOCocaCola$3,797,406$67,465 ▼-1.7%49,5890.4%Consumer StaplesPGProcter & Gamble$3,789,961$123,063 ▼-3.1%26,2390.4%Consumer StaplesPHParker-Hannifin$3,717,045$88,629 ▼-2.3%4,1520.4%IndustrialsXLYConsumer Discretionary Select Sector SPDR Fund$3,624,784$13,731 ▼-0.4%33,2610.4%FinanceEPDEnterprise Products Partners$3,555,711$386,309 ▼-9.8%93,9670.4%EnergyBXBlackstone$3,409,824$143,164 ▼-4.0%29,6530.4%FinanceMETAMeta Platforms$3,348,678$444,545 ▼-11.7%5,8530.4%Computer and TechnologyMARMarriott International$3,346,973$91,581 ▼-2.7%10,2330.4%Consumer DiscretionaryVBVanguard Small-Cap ETF$3,330,837$248,562 ▲8.1%12,7170.4%ETFLLYEli Lilly and Company$3,306,776$82,784 ▼-2.4%3,5950.4%MedicalORCLOracle$3,158,870$126,219 ▼-3.8%21,4730.3%Computer and TechnologyBACBank of America$3,143,985$332,816 ▼-9.6%64,4920.3%FinanceVOVanguard Mid-Cap ETF$3,030,904$231,468 ▲8.3%10,5540.3%ETFVOEVanguard Mid-Cap Value ETF$2,957,833$4,423 ▲0.1%16,0510.3%ETFBAMBrookfield Asset Management$2,889,932$46,228 ▲1.6%65,0150.3%FinanceMCDMcDonald's$2,844,039$32,011 ▼-1.1%9,1510.3%Retail/WholesaleLABCORP HOLDINGS INC$2,810,310$109,659 ▼-3.8%10,5330.3%COM SHSUNHUnitedHealth Group$2,804,578$94,974 ▲3.5%10,3650.3%MedicalPNCThe PNC Financial Services Group$2,767,201$832 ▲0.0%13,2980.3%FinanceAVGOBroadcom$2,670,947$36,211 ▲1.4%8,6300.3%Computer and TechnologyBNBrookfield$2,525,247$126,469 ▼-4.8%62,3980.3%FinanceABBVAbbVie$2,474,271$157,034 ▼-6.0%11,3760.3%MedicalNOWServiceNow$2,424,339$682,512 ▲39.2%23,1880.3%Computer and TechnologyBALLBall$2,412,542$42,382 ▼-1.7%40,8140.3%IndustrialsSNOWSnowflake$2,372,198$176,757 ▲8.1%15,7290.3%Computer and TechnologyQQQInvesco QQQ$2,334,180$63,492 ▼-2.6%4,0440.2%FinanceUNPUnion Pacific$2,281,557$19,652 ▲0.9%9,4040.2%TransportationSPYSPDR S&P 500 ETF Trust$2,250,579$22,825 ▼-1.0%3,4510.2%FinanceVOTVanguard Mid-Cap Growth ETF$2,170,304$15,184 ▼-0.7%8,4330.2%ETFXLPConsumer Staples Select Sector SPDR Fund$2,167,715$81,898 ▼-3.6%26,4420.2%ETFGNRCGenerac$2,143,747$59,185 ▼-2.7%10,9750.2%IndustrialsVGTVanguard Information Technology ETF$2,129,558$2,791 ▼-0.1%3,0520.2%ETFBSVVanguard Short-Term Bond ETF$2,010,316$2,010,316 ▲New Holding25,6390.2%ETFCHKPCheck Point Software Technologies$1,988,758$286 ▲0.0%13,9220.2%Computer and TechnologyTSLATesla$1,967,913$22,675 ▼-1.1%5,2940.2%Auto/Tires/TrucksIYCiShares U.S. Consumer Discretionary ETF$1,937,043$31,305 ▼-1.6%19,9860.2%ETFVTVVanguard Value ETF$1,917,601$56,308 ▲3.0%9,7740.2%ETFXOMExxonMobil$1,880,201$67,695 ▲3.7%11,0820.2%EnergyIVWiShares S&P 500 Growth ETF$1,851,229$329,369 ▲21.6%16,3670.2%ETFShowing 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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