Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Tripletail Wealth Management, LLC (CIK 2079812) reported $73.4M across 254 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JBTM ($14.3M, 19.56%), NVDA ($4.1M, 5.65%), RSP ($2.3M, 3.11%), AAPL ($2.2M, 2.96%), AMZN ($1.7M, 2.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JBTM | JBT MAREL CORPORATION | $14.3M | 19.56% | 114,615 | Hold |
| 2 | NVDA | NVIDIA CORPORATION | $4.1M | 5.65% | 23,378 | Trimmed |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | $2.3M | 3.11% | 11,822 | Added |
| 4 | AAPL | APPLE INC | $2.2M | 2.96% | 8,478 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $1.7M | 2.28% | 7,958 | Added |
| 6 | MSFT | MICROSOFT CORP | $1.6M | 2.23% | 4,388 | Trimmed |
| 7 | PULS | PGIM ETF TR | $1.5M | 2.10% | 31,028 | Added |
| 8 | QDPL | PACER FDS TR | $1.4M | 1.89% | 34,256 | Trimmed |
| 9 | IVW | ISHARES TR | $1.4M | 1.87% | 11,971 | Trimmed |
| 10 | JPM | JPMORGAN CHASE & CO | $1.3M | 1.71% | 4,265 | Trimmed |
| 11 | ANET | ARISTA NETWORKS INC | $1.2M | 1.61% | 9,349 | Trimmed |
| 12 | GOOGL | ALPHABET INC | $1.2M | 1.61% | 3,998 | Added |
| 13 | COWZ | PACER FDS TR | $1.2M | 1.60% | 18,727 | Trimmed |
| 14 | AVGO | BROADCOM INC | $1.2M | 1.57% | 3,665 | Trimmed |
| 15 | VRT | VERTIV HOLDINGS CO | $1.1M | 1.51% | 4,236 | Trimmed |
| 16 | KMI | KINDER MORGAN INC DEL | $1.0M | 1.40% | 31,210 | Added |
| 17 | BBUS | J P MORGAN EXCHANGE TRADED F | $1.0M | 1.40% | 8,668 | New |
| 18 | COWG | PACER FDS TR | $1.0M | 1.37% | 29,457 | Trimmed |
| 19 | MU | MICRON TECHNOLOGY INC | $980,424 | 1.34% | 2,677 | Trimmed |
| 20 | CAT | CATERPILLAR INC | $908,001 | 1.24% | 1,266 | Trimmed |
| 21 | IBM | INTERNATIONAL BUSINESS MACHS | $815,950 | 1.11% | 3,288 | Trimmed |
| 22 | ICOW | PACER FDS TR | $769,929 | 1.05% | 17,989 | Trimmed |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $754,690 | 1.03% | 1,581 | Trimmed |
| 24 | LLY | ELI LILLY & CO | $664,262 | 0.91% | 710 | Trimmed |
| 25 | NFLX | NETFLIX INC. | $665,955 | 0.91% | 6,750 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31