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 $1.02B across 281 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($94.5M, 9.28%), GOOGL ($44.8M, 4.40%), GOOG ($43.9M, 4.31%), AMZN ($37.8M, 3.71%), VUG ($36.7M, 3.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $94.5M | 9.28% | 326,546 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $44.8M | 4.40% | 125,233 | Trimmed |
| 3 | GOOG | ALPHABET INC | $43.9M | 4.31% | 124,270 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $37.8M | 3.71% | 158,540 | Trimmed |
| 5 | VUG | VANGUARD INDEX FDS | $36.7M | 3.61% | 426,520 | Added |
| 6 | LRCX | LAM RESEARCH CORP | $27.2M | 2.68% | 62,831 | Trimmed |
| 7 | JPM | JPMORGAN CHASE & CO | $26.7M | 2.63% | 81,693 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $24.0M | 2.35% | 64,235 | Added |
| 9 | IYW | ISHARES TR | $23.3M | 2.29% | 92,429 | Trimmed |
| 10 | NVDA | NVIDIA CORPORATION | $19.4M | 1.91% | 97,049 | Added |
| 11 | XPO | XPO INC | $19.1M | 1.88% | 93,026 | Trimmed |
| 12 | V | VISA INC | $17.6M | 1.73% | 51,275 | Trimmed |
| 13 | JNJ | JOHNSON & JOHNSON | $17.2M | 1.69% | 67,646 | Trimmed |
| 14 | VOO | VANGUARD INDEX FDS | $16.9M | 1.66% | 24,537 | Trimmed |
| 15 | DOV | DOVER CORP | $14.4M | 1.41% | 64,113 | Trimmed |
| 16 | MA | MASTERCARD INCORPORATED | $13.2M | 1.29% | 25,639 | Trimmed |
| 17 | WMT | WALMART INC | $12.7M | 1.25% | 111,967 | Trimmed |
| 18 | BNL | BROADSTONE NET LEASE INC | $12.7M | 1.25% | 614,067 | Trimmed |
| 19 | XLI | SELECT SECTOR SPDR TR | $12.4M | 1.21% | 66,681 | Trimmed |
| 20 | TJX | TJX COS INC NEW | $11.7M | 1.15% | 76,967 | Added |
| 21 | DHR | DANAHER CORPORATION | $11.6M | 1.14% | 60,824 | Trimmed |
| 22 | XLK | SELECT SECTOR SPDR TR | $11.5M | 1.13% | 60,504 | Trimmed |
| 23 | ISRG | INTUITIVE SURGICAL INC | $10.7M | 1.06% | 27,020 | Trimmed |
| 24 | CAT | CATERPILLAR INC | $10.4M | 1.02% | 9,764 | Trimmed |
| 25 | CB | CHUBB LIMITED | $9.9M | 0.98% | 29,187 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30