Q3 2026 13F · SEC CIK 2008171

Tritonpoint Wealth, LLC

Wealth managerFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.0B
Reported positions: 293
Top holdings a year, 3 yrs: +18.2%
Assets under management: $1.5B

Tritonpoint Wealth, LLC is a wealth manager that reported 293 positions worth $1.0B in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were Apple Inc (AAPL, 10.6%), Alphabet Inc (GOOG, 4.2%), Alphabet Inc (GOOGL, 4.1%). A portfolio copying its top holdings returned 18.2% a year over the last 3 years, against 18.8% for the S&P 500.

Tritonpoint Wealth, LLC holdings largest 50 of 293 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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 Wealth, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	10.6%	9.3%	320,311	-1.9%	$106.7M
GOOGAlphabet Inc	4.2%	4.3%	122,848	-1.1%	$41.9M
GOOGLAlphabet Inc	4.1%	4.4%	120,356	-3.9%	$41.4M
AMZNAmazon Com Inc	3.9%	3.7%	156,223	-1.5%	$38.9M
VUGVanguard Index Fds	3.8%	3.6%	428,230	+0.4%	$38.6M
MSFTMicrosoft Corp	3.2%	2.4%	63,289	-1.5%	$32.5M
JPMJpmorgan Chase & Co	2.6%	2.6%	79,045	-3.2%	$26.2M
IYWIshares Tr	2.4%	2.3%	91,698	-0.8%	$24.3M
NVDANvidia Corporation	2.1%	1.9%	93,156	-4.0%	$21.3M
LRCXLam Research Corp	1.9%	2.7%	57,095	-9.1%	$18.8M
VVisa Inc	1.8%	1.7%	49,343	-3.8%	$17.7M
JNJJohnson & Johnson	1.7%	1.7%	65,464	-3.2%	$17.3M
VOOVanguard Index Fds	1.7%	1.7%	24,577	+0.2%	$17.2M
XPOXpo Inc	1.6%	1.9%	91,457	-1.7%	$16.1M
MAMastercard Incorporated	1.4%	1.3%	25,424	-0.8%	$14.0M
DHRDanaher Corp Del	1.3%	1.1%	60,100	-1.2%	$13.3M
TMOThermo Fisher Scientific Inc	1.3%	1.0%	19,039	-1.4%	$12.9M
DOVDover Corp	1.2%	1.4%	62,135	-3.1%	$11.6M
XLKSelect Sector Spdr Tr	1.2%	1.1%	59,369	-1.9%	$11.6M
WMTWalmart Inc	1.1%	1.2%	107,908	-3.6%	$11.2M
BNLBroadstone Net Lease Inc	1.1%	1.2%	603,955	-1.6%	$11.2M
ISRGIntuitive Surgical Inc	1.1%	1.1%	27,199	+0.7%	$11.1M
XLISelect Sector Spdr Tr	1.1%	1.2%	64,370	-3.5%	$10.7M
TJXTjx Cos Inc New	1.0%	1.1%	74,646	-3.0%	$9.9M
XLFSelect Sector Spdr Tr	1.0%	1.0%	181,054	-0.8%	$9.7M
CBChubb Limited	0.9%	1.0%	28,223	-3.3%	$9.2M
MRKMerck & Co Inc	0.8%	0.7%	56,913	-3.0%	$8.3M
CATCaterpillar Inc	0.8%	1.0%	9,505	-2.7%	$7.7M
MDLZMondelez International	0.8%	0.8%	132,960	-3.1%	$7.7M
ADIAnalog Devices Inc	0.7%	0.8%	18,649	-8.2%	$7.4M
CVXChevron Corporation	0.7%	0.6%	35,950	-4.0%	$7.3M
VYMVanguard Whitehall Fds	0.7%	0.7%	47,069	+0.0%	$7.3M
BABoeing Co	0.7%	0.9%	39,001	-4.0%	$7.3M
XLVSelect Sector Spdr Tr	0.7%	0.6%	39,724	-3.7%	$6.7M
BRK-BBerkshire Hathaway Inc Del	0.7%	0.7%	13,261	-0.3%	$6.6M
MUMicron Technology Inc	0.6%	0.7%	6,071	-3.5%	$6.5M
IWOIshares Tr	0.6%	0.7%	17,367	-0.6%	$6.2M
YUMYum Brands Inc	0.6%	0.7%	44,069	-0.1%	$6.0M
PEPPepsico Inc	0.6%	0.6%	45,868	-3.6%	$5.8M
SBUXStarbucks Corp	0.6%	0.6%	60,568	-2.9%	$5.7M
RTXRtx Corporation	0.6%	0.6%	30,505	+0.2%	$5.7M
CMECme Group Inc	0.5%	—	20,336	—	$5.3M
COFCapital One Finl Corp	0.5%	0.5%	26,637	-1.2%	$5.1M
IJKIshares S&p Mid Cap 400 Growth	0.5%	0.5%	46,274	-0.2%	$5.1M
ABTAbbott Laboratories	0.5%	—	50,312	—	$5.0M
QXOQxo Inc	0.5%	0.8%	414,373	-14.0%	$4.8M
BLKBlackrock Inc	0.5%	—	4,528	—	$4.8M
COSTCostco Wholesale Corporation	0.5%	0.5%	5,145	-3.1%	$4.7M
GEVGe Vernova Inc	0.5%	0.6%	4,924	-6.1%	$4.7M
EOGEog Res Inc	0.5%	0.5%	33,830	-6.1%	$4.7M

What Tritonpoint Wealth, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

No position grew by more than 5%.

Reduced

QXO Qxo Inc-14.0% shares
LRCX Lam Research Corp-9.1% shares
ADI Analog Devices Inc-8.2% shares
EOG Eog Res Inc-6.1% shares
GEV Ge Vernova Inc-6.1% shares

Left the top 50

Share counts compared with the Q2 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: +24.5% /yr; S&P 500 +20.1%
3 years: +18.2% /yr; S&P 500 +18.8%
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
Q3 2026	$1.0B	293
Q2 2026	$1.0B	281
Q1 2026	$934.0M	268
Q4 2025	$986.2M	272
Q3 2025	$1.2B	349
Q2 2025	$1.1B	344
Q1 2025	$1.1B	338
Q4 2024	$1.1B	332
Q3 2024	$1.1B	330
Q2 2024	$1.0B	318
Q1 2024	$956.7M	304
Q4 2023	$1.0B	326

Questions about Tritonpoint Wealth, LLC's portfolio

What stocks does Tritonpoint Wealth, LLC own?

Tritonpoint Wealth, LLC's latest 13F, for Q3 2026 and filed Oct 19, 2026, lists 293 positions worth $1.0B. The largest are Apple Inc (AAPL) at 10.6%, Alphabet Inc (GOOG) at 4.2%, Alphabet Inc (GOOGL) at 4.1%, Amazon Com Inc (AMZN) at 3.9% and Vanguard Index Fds (VUG) at 3.8%.

What did Tritonpoint Wealth, LLC buy last quarter?

Tritonpoint Wealth, LLC opened no new positions and grew none by more than 5% among its largest holdings in Q3 2026.

What did Tritonpoint Wealth, LLC sell last quarter?

In Q3 2026, Tritonpoint Wealth, LLC cut from its top 50 Ecolab Inc (ECL), cut from its top 50 Colgate Palmolive Co (CL), cut from its top 50 Vanguard Bd Index Fds (BIV), Qxo Inc (QXO) (-14.0% shares), Lam Research Corp (LRCX) (-9.1% shares) and Analog Devices Inc (ADI) (-8.2% shares), compared with its Q2 2026 filing.

How has Tritonpoint Wealth, LLC's portfolio performed?

A portfolio copying Tritonpoint Wealth, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.2% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +24.5% against +20.1%.

When is Tritonpoint Wealth, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Tritonpoint Wealth, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Tritonpoint Wealth, LLC manage?

Tritonpoint Wealth, LLC reported $1.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.0B.