Q2 2026 13F · SEC CIK 2111167

TritonPoint Partners, LLC

Wealth managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.2B
Reported positions: 351
Holdings vs S&P 500, 3 yrs: —
Assets under management: $286.5M

TritonPoint Partners, LLC is a wealth manager that reported 351 positions worth $1.2B in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Apple Inc (AAPL, 8.4%), Alphabet Inc (GOOGL, 4.1%), Alphabet Inc (GOOG, 3.7%).

TritonPoint Partners, LLC holdings largest 50 of 351 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

TritonPoint Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	8.4%	3.6%	351,422	+811.1%	$101.7M
GOOGLAlphabet Inc	4.1%	2.0%	138,201	+640.0%	$49.4M
GOOGAlphabet Inc	3.7%	0.6%	127,825	+2170.4%	$45.2M
AMZNAmazon Com Inc	3.4%	1.8%	170,447	+636.0%	$40.6M
VUGVanguard Index Fds	3.1%	—	435,067	—	$37.5M
LRCXLam Research Corp	2.5%	0.8%	70,828	+614.6%	$30.7M
JPMJpmorgan Chase & Co	2.4%	1.0%	87,436	+803.1%	$28.6M
MSFTMicrosoft Corp	2.3%	2.3%	73,296	+340.6%	$27.3M
VOOVanguard Index Fds	2.0%	2.8%	35,176	+179.4%	$24.2M
IYWIshares Tr	2.0%	—	93,853	—	$23.7M
NVDANvidia Corporation	1.9%	1.7%	115,886	+340.4%	$23.2M
VVisa Inc	1.7%	1.0%	58,071	+518.9%	$19.9M
XPOXpo Inc	1.6%	—	93,059	—	$19.1M
JNJJohnson & Johnson	1.6%	0.9%	74,443	+621.3%	$18.9M
IVVIshares Tr	1.3%	4.6%	20,818	+8.0%	$15.6M
DOVDover Corp	1.3%	—	67,688	—	$15.2M
WMTWalmart Inc	1.2%	1.1%	128,117	+457.6%	$14.5M
BNLBroadstone Net Lease Inc	1.2%	0.9%	675,646	+437.9%	$14.2M
MAMastercard Incorporated	1.1%	—	26,945	—	$13.8M
TJXTjx Cos Inc New	1.0%	0.6%	83,302	+788.1%	$12.6M
XLISelect Sector Spdr Tr	1.0%	—	66,681	—	$12.4M
DHRDanaher Corp Del	1.0%	—	63,242	—	$12.1M
XLKSelect Sector Spdr Tr	1.0%	—	60,504	—	$11.5M
ISRGIntuitive Surgical Inc	0.9%	—	28,222	—	$11.2M
XLFSelect Sector Spdr Tr	0.9%	—	207,995	—	$11.2M
CBChubb Limited	0.9%	—	31,906	—	$10.9M
CATCaterpillar Inc	0.9%	—	9,969	—	$10.6M
BABoeing Co	0.8%	0.5%	45,289	+542.9%	$9.8M
TMOThermo Fisher Scientific Inc	0.8%	—	19,423	—	$9.7M
ADIAnalog Devices Inc	0.8%	0.5%	24,243	+421.2%	$9.6M
MUMicron Technology Inc	0.7%	—	7,725	—	$8.9M
MDLZMondelez International	0.7%	—	147,231	—	$8.6M
SPYGState Street Spdr Portfolio S&p 500 Grow	0.7%	2.7%	71,463	-5.1%	$8.5M
MRKMerck & Co Inc	0.7%	—	64,967	—	$8.4M
QXOQxo Inc	0.7%	—	482,859	—	$8.3M
GEVGe Vernova Inc	0.6%	0.5%	6,464	+300.7%	$7.6M
BRK-BBerkshire Hathaway Inc Del	0.6%	—	14,962	—	$7.5M
VYMVanguard Whitehall Fds	0.6%	—	47,069	—	$7.4M
YUMYum Brands Inc	0.6%	—	44,229	—	$7.1M
SBUXStarbucks Corp	0.6%	—	68,372	—	$7.0M
CVXChevron Corporation	0.6%	0.7%	41,731	+374.6%	$6.9M
IWOIshares Tr	0.6%	—	17,477	—	$6.9M
IEFAIshares Tr	0.6%	2.0%	68,931	+15.1%	$6.7M
XLVSelect Sector Spdr Tr	0.5%	—	41,392	—	$6.6M
PEPPepsico Inc	0.5%	—	48,326	—	$6.5M
RTXRtx Corporation	0.5%	—	34,298	—	$6.5M
TSMTaiwan Semiconductor Manufac	0.5%	0.5%	12,348	+190.0%	$5.9M
HDHome Depot Inc	0.5%	0.7%	16,668	+178.7%	$5.9M
COSTCostco Wholesale Corporation	0.5%	—	6,200	—	$5.8M
COFCapital One Finl Corp	0.5%	—	27,359	—	$5.5M

What TritonPoint Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.2B	351
Q1 2026	$271.7M	200
Q4 2025	$187.3M	152

Questions about TritonPoint Partners, LLC's portfolio

What stocks does TritonPoint Partners, LLC own?

TritonPoint Partners, LLC's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 351 positions worth $1.2B. The largest are Apple Inc (AAPL) at 8.4%, Alphabet Inc (GOOGL) at 4.1%, Alphabet Inc (GOOG) at 3.7%, Amazon Com Inc (AMZN) at 3.4% and Vanguard Index Fds (VUG) at 3.1%.

What did TritonPoint Partners, LLC buy last quarter?

In Q2 2026, TritonPoint Partners, LLC added Alphabet Inc (GOOG) (+2170.4% shares), Apple Inc (AAPL) (+811.1% shares) and Jpmorgan Chase & Co (JPM) (+803.1% shares), compared with its Q1 2026 filing.

What did TritonPoint Partners, LLC sell last quarter?

In Q2 2026, TritonPoint Partners, LLC cut from its top 50 Spdr Series Trust (BIL), cut from its top 50 Blackrock ETF Trust II (BINC), cut from its top 50 Fidelity Merrimack Str Tr (FBND), cut from its top 50 State Street Spdr Portfolio S&p 500 Valu (SPYV), cut from its top 50 Ishares Tr (HEFA) and State Street Spdr Portfolio S&p 500 Grow (SPYG) (-5.1% shares), compared with its Q1 2026 filing.

When is TritonPoint Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. TritonPoint Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does TritonPoint Partners, LLC manage?

TritonPoint Partners, LLC reported $286.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.2B.