Tritonpoint Wealth, LLC Top Holdings and 13F Report (2026) About Tritonpoint Wealth, LLCInvestment ActivityTritonpoint Wealth, LLC has $1.02 billion in total holdings as of June 30, 2026.Tritonpoint Wealth, LLC owns shares of 281 different stocks, but just 66 companies or ETFs make up 80% of its holdings.Approximately 6.62% of the portfolio was purchased this quarter.About 4.93% of the portfolio was sold this quarter.This quarter, Tritonpoint Wealth, LLC has purchased 268 new stocks and bought additional shares in 64 stocks.Tritonpoint Wealth, LLC sold shares of 160 stocks and completely divested from 13 stocks this quarter.Largest Holdings Apple $94,489,347Alphabet $44,754,491Alphabet $43,908,279Amazon.com $37,786,446Vanguard Growth ETF $36,740,417 Largest New Holdings this Quarter 008073108 - AeroVironment $2,699,555 Holding842587107 - Southern $620,074 Holding958102105 - Western Digital $509,699 HoldingN07059210 - ASML $455,582 Holding80004C200 - SANDISK CORP $450,199 Holding Largest Purchases this Quarter Vanguard Growth ETF 333,136 shares (about $28.70M)Micron Technology 4,245 shares (about $4.90M)NVIDIA 20,123 shares (about $4.03M)Taiwan Semiconductor Manufacturing 7,739 shares (about $3.70M)AeroVironment 16,354 shares (about $2.70M) Largest Sales this Quarter Wells Fargo & Company 55,475 shares (about $4.58M)Snowflake 11,970 shares (about $3.05M)LAM RESEARCH CORP 4,637 shares (about $2.01M)Apple 6,410 shares (about $1.85M)Broadstone Net Lease 76,244 shares (about $1.58M) 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$94,489,347$1,854,798 â–¼-1.9%326,5469.3%TechnologyGOOGLAlphabet$44,754,491$278,034 â–¼-0.6%125,2334.4%Communication ServicesGOOGAlphabet$43,908,279$1,273,400 â–¼-2.8%124,2704.3%Communication ServicesAMZNAmazon.com$37,786,446$448,079 â–¼-1.2%158,5403.7%Consumer DiscretionaryVUGVanguard Growth ETF$36,740,417$28,696,323 â–²356.7%426,5203.6%ETFLAM RESEARCH CORP$27,226,660$2,009,359 â–¼-6.9%62,8312.7%COM NEWJPMJPMorgan Chase & Co.$26,740,662$662,191 â–¼-2.4%81,6932.6%FinanceMSFTMicrosoft$23,961,042$790,433 â–²3.4%64,2352.4%TechnologyIYWiShares U.S. Technology ETF$23,313,451$730,713 â–¼-3.0%92,4292.3%ETFNVDANVIDIA$19,418,533$4,026,411 â–²26.2%97,0491.9%TechnologyXPOXPO$19,097,308$440,552 â–¼-2.3%93,0261.9%IndustrialsVVisa$17,591,774$292,996 â–¼-1.6%51,2751.7%FinanceJNJJohnson & Johnson$17,180,118$562,038 â–¼-3.2%67,6461.7%HealthcareVOOVanguard S&P 500 ETF$16,852,506$598,907 â–¼-3.4%24,5371.7%ETFDOVDover$14,379,222$397,199 â–¼-2.7%64,1131.4%IndustrialsMAMastercard$13,168,139$267,585 â–¼-2.0%25,6391.3%FinanceBNLBroadstone Net Lease$12,692,770$1,575,964 â–¼-11.0%614,0671.2%Real EstateWALMART INC$12,681,331$335,815 â–¼-2.6%111,9671.2%COMXLIIndustrial Select Sector SPDR Fund$12,351,260$674,049 â–¼-5.2%66,6811.2%ETFTJXTJX Companies$11,660,460$52,419 â–²0.5%76,9671.1%Consumer DiscretionaryDHRDanaher$11,585,796$255,054 â–¼-2.2%60,8241.1%HealthcareXLKTechnology Select Sector SPDR Fund$11,527,222$1,016,615 â–¼-8.1%60,5041.1%ETFISRGIntuitive Surgical$10,745,181$128,847 â–¼-1.2%27,0201.1%HealthcareCATCaterpillar$10,397,719$201,267 â–¼-1.9%9,7641.0%IndustrialsCBChubb$9,945,076$109,036 â–¼-1.1%29,1871.0%FinanceXLFFinancial Select Sector SPDR Fund$9,786,572$351,253 â–¼-3.5%182,5511.0%ETFTMOThermo Fisher Scientific$9,676,248$203,051 â–¼-2.1%19,3001.0%HealthcareBABoeing$8,794,568$43,078 â–¼-0.5%40,6270.9%IndustrialsQXO INC$8,321,489$2,398,307 â–²40.5%481,5680.8%COM NEWADIAnalog Devices$8,072,341$271,262 â–¼-3.3%20,3250.8%TechnologyMDLZMondelez International$7,939,571$306,783 â–¼-3.7%137,2680.8%Consumer StaplesMRKMerck & Co., Inc.$7,543,364$132,098 â–¼-1.7%58,7030.7%HealthcareVYMVanguard High Dividend Yield ETF$7,438,314$81,385 â–²1.1%47,0690.7%ETFMUMicron Technology$7,262,023$4,900,221 â–²207.5%6,2910.7%TechnologyYUMYum! Brands$7,053,343$91,760 â–¼-1.3%44,1220.7%Consumer DiscretionaryIWOiShares Russell 2000 Growth ETF$6,885,239$290,742 â–¼-4.1%17,4770.7%ETFBRK.BBerkshire Hathaway$6,653,441$18,514 â–¼-0.3%13,2970.7%FinanceXLVHealth Care Select Sector SPDR Fund$6,543,918$774,101 â–¼-10.6%41,2450.6%ETFPEPPepsiCo$6,442,874$296,255 â–¼-4.4%47,5840.6%Consumer StaplesSBUXStarbucks$6,373,284$37,810 â–¼-0.6%62,3670.6%Consumer DiscretionaryCVXChevron$6,205,625$978,989 â–¼-13.6%37,4370.6%EnergyGE VERNOVA INC$6,160,989$133,935 â–¼-2.1%5,2440.6%COMRTXRTX$5,777,767$192,953 â–¼-3.2%30,4530.6%IndustrialsIJKiShares S&P Mid-Cap 400 Growth ETF$5,446,008$428,288 â–¼-7.3%46,3490.5%ETFCOFCapital One Financial$5,409,774$99,107 â–¼-1.8%26,9650.5%FinanceCOSTCostco Wholesale$4,969,530$79,520 â–²1.6%5,3120.5%Consumer StaplesECLEcolab$4,779,755$36,497 â–¼-0.8%17,1560.5%MaterialsCLColgate-Palmolive$4,773,646$28,512 â–²0.6%52,0690.5%Consumer StaplesBIVVanguard Intermediate-Term Bond ETF$4,714,633$144,351 â–¼-3.0%61,4680.5%ETFEOGEOG Resources$4,676,147$864,396 â–¼-15.6%36,0450.5%EnergyCMECME Group$4,592,624$58,520 â–¼-1.3%20,7970.5%FinanceHDHome Depot$4,569,345$70,536 â–¼-1.5%12,9560.4%Consumer DiscretionaryABTAbbott Laboratories$4,559,024$254,161 â–¼-5.3%50,2430.4%HealthcareIJRiShares Core S&P Small-Cap ETF$4,557,224$97,290 â–¼-2.1%30,7280.4%ETFUNHUnitedHealth Group$4,551,961$243,974 â–²5.7%10,9520.4%HealthcareLLYEli Lilly and Company$4,471,916$159,540 â–²3.7%3,7280.4%HealthcareWFCWells Fargo & Company$4,384,529$4,584,434 â–¼-51.1%53,0560.4%FinanceBLACKROCK INC$4,377,588$22,114 â–²0.5%4,5530.4%COMTSMTaiwan Semiconductor Manufacturing$4,038,297$3,695,882 â–²1,079.4%8,4560.4%TechnologyKOCocaCola$4,027,241$2,844 â–¼-0.1%49,5540.4%Consumer StaplesBIPBrookfield Infrastructure Partners$4,024,993$681,305 â–¼-14.5%110,3040.4%UtilitiesAESAES$3,964,376$208,597 â–¼-5.0%270,4210.4%UtilitiesPHParker-Hannifin$3,955,527$105,637 â–¼-2.6%4,0440.4%IndustrialsVBVanguard Small-Cap ETF$3,852,049$2,728 â–¼-0.1%12,7080.4%ETFXLCCommunication Services Select Sector SPDR Fund$3,813,721$446,304 â–¼-10.5%35,5990.4%ETFPGProcter & Gamble$3,812,053$35,634 â–¼-0.9%25,9960.4%Consumer StaplesLHXL3Harris Technologies$3,665,831$145,878 â–¼-3.8%12,6150.4%IndustrialsMARMarriott International$3,557,738$234,588 â–¼-6.2%9,6000.3%Consumer DiscretionaryLMTLockheed Martin$3,554,683$87,122 â–¼-2.4%6,9770.3%IndustrialsNOWServiceNow$3,489,889$1,187,785 â–²51.6%35,1520.3%TechnologyVOEVanguard Mid-Cap Value ETF$3,478,699$307,066 â–²9.7%17,6050.3%ETFBACBank of America$3,371,393$303,362 â–¼-8.3%59,1680.3%FinancePNCThe PNC Financial Services Group$3,364,620$90,363 â–²2.8%13,6650.3%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$3,360,541$540,309 â–¼-13.9%28,6540.3%ETFVOVanguard Mid-Cap ETF$3,221,840$2,371,502 â–²278.9%39,9880.3%ETFGNRCGenerac$3,215,639$2,050 â–²0.1%10,9820.3%IndustrialsPANWPalo Alto Networks$3,201,491$22,166 â–²0.7%9,3880.3%TechnologyAVGOBroadcom$3,162,372$97,455 â–¼-3.0%8,3720.3%TechnologyQQQInvesco QQQ$3,049,725$71,438 â–²2.4%4,1410.3%ETFVGTVanguard Information Technology ETF$2,932,400$2,567,628 â–²703.9%24,5350.3%ETFLABCORP HOLDINGS INC$2,919,840$29,400 â–¼-1.0%10,4280.3%COM SHSBAMBrookfield Asset Management$2,904,770$11,168 â–¼-0.4%64,7660.3%FinanceMETAMeta Platforms$2,791,112$505,836 â–¼-15.3%4,9550.3%Communication ServicesBXBlackstone$2,778,503$710,717 â–¼-20.4%23,6130.3%FinanceAVAVAeroVironment$2,699,555$2,699,555 â–²New Holding16,3540.3%IndustrialsABBVAbbVie$2,643,096$219,692 â–¼-7.7%10,5030.3%HealthcareEPDEnterprise Products Partners$2,612,643$841,583 â–¼-24.4%71,0730.3%EnergySPYSPDR S&P 500 ETF Trust$2,574,863$2,240 â–¼-0.1%3,4480.3%ETFBALLBall$2,572,468$25,647 â–²1.0%41,2250.3%MaterialsUNPUnion Pacific$2,550,498$7,344 â–¼-0.3%9,3770.3%IndustrialsBNBrookfield$2,444,155$213,376 â–¼-8.0%57,3880.2%FinanceMCDMcDonald's$2,382,783$90,824 â–¼-3.7%8,8150.2%Consumer DiscretionaryIVWiShares S&P 500 Growth ETF$2,240,756$10,177 â–¼-0.5%16,2930.2%ETFVTVVanguard Value ETF$2,160,494$30,509 â–²1.4%9,9140.2%ETFIVViShares Core S&P 500 ETF$2,152,914$286,057 â–²15.3%2,8750.2%ETFORCLOracle$2,116,426$1,030,369 â–¼-32.7%14,4420.2%TechnologyTSLATesla$2,104,113$122,386 â–¼-5.5%5,0030.2%Consumer DiscretionaryVBRVanguard Small-Cap Value ETF$2,041,576$243,716 â–²13.6%8,4020.2%ETFIYCiShares U.S. Consumer Discretionary ETF$2,002,791$17,794 â–¼-0.9%19,8100.2%ETFBSVVanguard Short-Term Bond ETF$1,974,825$22,671 â–¼-1.1%25,3480.2%ETFShowing largest 100 holdings. 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