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.
TRITONPOINT WEALTH, LLC (CIK 2008171) reported $934.0M across 267 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($84.5M, 9.05%), VUG ($40.8M, 4.37%), GOOG ($36.7M, 3.93%), GOOGL ($36.2M, 3.88%), AMZN ($33.4M, 3.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $84.5M | 9.05% | 332,956 | Trimmed |
| 2 | VUG | VANGUARD INDEX FDS | $40.8M | 4.37% | 93,384 | Added |
| 3 | GOOG | ALPHABET INC | $36.7M | 3.93% | 127,874 | Trimmed |
| 4 | GOOGL | ALPHABET INC | $36.2M | 3.88% | 126,011 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $33.4M | 3.58% | 160,420 | Trimmed |
| 6 | JPM | JPMORGAN CHASE & CO | $24.6M | 2.64% | 83,716 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $23.0M | 2.46% | 62,116 | Trimmed |
| 8 | XPO | XPO INC | $18.5M | 1.98% | 95,172 | Trimmed |
| 9 | IYW | ISHARES TR | $17.3M | 1.85% | 95,326 | Trimmed |
| 10 | JNJ | JOHNSON & JOHNSON | $17.1M | 1.83% | 69,859 | Trimmed |
| 11 | V | VISA INC | $15.8M | 1.69% | 52,129 | Trimmed |
| 12 | VOO | VANGUARD INDEX FDS | $15.2M | 1.63% | 25,409 | Trimmed |
| 13 | LRCX | LAM RESEARCH CORP | $14.4M | 1.55% | 67,468 | Trimmed |
| 14 | WMT | WALMART INC | $14.3M | 1.53% | 114,932 | Trimmed |
| 15 | DOV | DOVER CORP | $13.7M | 1.47% | 65,884 | Trimmed |
| 16 | NVDA | NVIDIA CORPORATION | $13.4M | 1.44% | 76,926 | Trimmed |
| 17 | MA | MASTERCARD INCORPORATED | $13.1M | 1.40% | 26,160 | Trimmed |
| 18 | BNL | BROADSTONE NET LEASE INC | $12.8M | 1.37% | 690,311 | Trimmed |
| 19 | ISRG | INTUITIVE SURGICAL INC | $12.6M | 1.35% | 27,344 | Trimmed |
| 20 | TJX | TJX COS INC NEW | $12.2M | 1.31% | 76,621 | Trimmed |
| 21 | DHR | DANAHER CORPORATION | $11.8M | 1.26% | 62,163 | Trimmed |
| 22 | XLI | SELECT SECTOR SPDR TR | $11.4M | 1.22% | 70,320 | Trimmed |
| 23 | TMO | THERMO FISHER SCIENTIFIC INC | $9.7M | 1.04% | 19,705 | Trimmed |
| 24 | CB | CHUBB LIMITED | $9.6M | 1.03% | 29,507 | Trimmed |
| 25 | XLF | SELECT SECTOR SPDR TR | $9.3M | 1.00% | 189,103 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31