Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Trivium Point Advisory, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Trivium Point Advisory, LLC (CIK 1766564) reported $553.2M across 265 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPOT ($48.0M, 8.67%), NVDA ($29.8M, 5.40%), GOOGL ($21.0M, 3.79%), AAPL ($20.5M, 3.71%), MSFT ($16.1M, 2.90%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPOTSPOTIFY TECHNOLOGY S A$48.0M8.67%98,896Trimmed
2NVDANVIDIA CORPORATION$29.8M5.40%171,147Trimmed
3GOOGLALPHABET INC$21.0M3.79%72,980Trimmed
4AAPLAPPLE INC$20.5M3.71%80,805Trimmed
5MSFTMICROSOFT CORP$16.1M2.90%43,415Trimmed
6AMZNAMAZON COM INC$12.5M2.26%60,059Trimmed
7SHYGISHARES TR$12.1M2.18%285,455Trimmed
8HYGISHARES TR$9.7M1.75%122,018Trimmed
9JPMJPMORGAN CHASE & CO$8.2M1.49%28,040Trimmed
10IUSBISHARES TR$7.5M1.36%162,529Trimmed
11WMTWALMART INC$6.9M1.25%55,618Trimmed
12MTZMASTEC INC$6.4M1.15%19,825Hold
13METAMETA PLATFORMS INC$6.4M1.15%11,102Trimmed
14AVGOBROADCOM INC$6.2M1.13%20,123Trimmed
15TSLATESLA INC$6.2M1.12%16,678Trimmed
16BRK/BBERKSHIRE HATHAWAY INC DEL$6.1M1.11%12,823Trimmed
17MAMASTERCARD INCORPORATED$6.1M1.10%12,140Trimmed
18CPNGCOUPANG INC$5.6M1.01%295,429Trimmed
19BKDVBNY MELLON ETF TRUST II$5.6M1.01%188,847Trimmed
20COSTCOSTCO WHOLESALE CORPORATION$5.2M0.95%5,264Trimmed
21IJHISHARES TR$5.0M0.91%74,356Trimmed
22IEFAISHARES TR$4.7M0.85%52,161Trimmed
23BILSPDR SERIES TRUST$4.5M0.82%49,394Trimmed
24GOOGALPHABET INC$4.6M0.82%15,889Trimmed
25TMUST-MOBILE US INC$4.5M0.81%21,299Trimmed

Source: SEC Form 13F filings · as of 2026-03-31