Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Apple Inc.COM | COM | $94.5M | 9.3% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $44.8M | 4.4% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $43.9M | 4.3% |
| Amazon Com Inc.COM | COM | $37.8M | 3.7% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $36.7M | 3.6% |
| Lam Research Corp.COM NEW | COM NEW | $27.2M | 2.7% |
| JPMORGAN Chase & COCOM | COM | $26.7M | 2.6% |
| Microsoft Corp.COM | COM | $24M | 2.4% |
| iShares TRU.S. TECH ETF | U.S. TECH ETF | $23.3M | 2.3% |
| Nvidia CorporationCOM | COM | $19.4M | 1.9% |
| Xpo Inc.COM | COM | $19.1M | 1.9% |
| Visa Inc.COM CL A | COM CL A | $17.6M | 1.7% |
| Johnson & JohnsonCOM | COM | $17.2M | 1.7% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $16.9M | 1.7% |
| Dover Corp.COM | COM | $14.4M | 1.4% |
| Mastercard IncorporatedCL A | CL A | $13.2M | 1.3% |
| Broadstone Net Lease Inc.COM | COM | $12.7M | 1.2% |
| Walmart Inc.COM | COM | $12.7M | 1.2% |
| Select Sector SPDR TRSBI INT-INDS | SBI INT-INDS | $12.4M | 1.2% |
| TJX Cos Inc. NewCOM | COM | $11.7M | 1.1% |
| Danaher CorporationCOM | COM | $11.6M | 1.1% |
| Select Sector SPDR TRTECHNOLOGY | TECHNOLOGY | $11.5M | 1.1% |
| Intuitive Surgical Inc.COM NEW | COM NEW | $10.7M | 1.1% |
| Caterpillar Inc.COM | COM | $10.4M | 1.0% |
| Chubb LimitedCOM | COM | $9.95M | 1.0% |
| Select Sector SPDR TRFINANCIAL | FINANCIAL | $9.79M | 1.0% |
| Thermo Fisher Scientific Inc.COM | COM | $9.68M | 1.0% |
| Boeing COCOM | COM | $8.79M | 0.9% |
| Qxo Inc.COM NEW | COM NEW | $8.32M | 0.8% |
| Analog Devices Inc.COM | COM | $8.07M | 0.8% |
| Mondelez Intl Inc.CL A | CL A | $7.94M | 0.8% |
| Merck & CO Inc.COM | COM | $7.54M | 0.7% |
| Vanguard Whitehall FdsHIGH DIV YLD | HIGH DIV YLD | $7.44M | 0.7% |
| Micron Technology Inc.COM | COM | $7.26M | 0.7% |
| Yum Brands Inc.COM | COM | $7.05M | 0.7% |
| iShares TRRUS 2000 GRW ETF | RUS 2000 GRW ETF | $6.89M | 0.7% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $6.65M | 0.7% |
| Select Sector SPDR TRSBI HEALTHCARE | SBI HEALTHCARE | $6.54M | 0.6% |
| Pepsico Inc.COM | COM | $6.44M | 0.6% |
| Starbucks Corp.COM | COM | $6.37M | 0.6% |
| Chevron Corp. NewCOM | COM | $6.21M | 0.6% |
| GE Vernova Inc.COM | COM | $6.16M | 0.6% |
| Raytheon Technologies Corp.COM | COM | $5.78M | 0.6% |
| iShares TRS&P MC 400GR ETF | S&P MC 400GR ETF | $5.45M | 0.5% |
| Capital One Finl Corp.COM | COM | $5.41M | 0.5% |
| Costco Whsl Corp. NewCOM | COM | $4.97M | 0.5% |
| Ecolab Inc.COM | COM | $4.78M | 0.5% |
| Colgate Palmolive COCOM | COM | $4.77M | 0.5% |
| Vanguard BD Index FdsINTERMED TERM | INTERMED TERM | $4.71M | 0.5% |
| Eog Res Inc.COM | COM | $4.68M | 0.5% |
Apple Inc.COM$94.5M
- Class
- COM
- Share
- 9.3%
Alphabet Inc.CAP STK CL A$44.8M
- Class
- CAP STK CL A
- Share
- 4.4%
Alphabet Inc.CAP STK CL C$43.9M
- Class
- CAP STK CL C
- Share
- 4.3%
Amazon Com Inc.COM$37.8M
- Class
- COM
- Share
- 3.7%
Vanguard Index FdsGROWTH ETF$36.7M
- Class
- GROWTH ETF
- Share
- 3.6%
Lam Research Corp.COM NEW$27.2M
- Class
- COM NEW
- Share
- 2.7%
JPMORGAN Chase & COCOM$26.7M
- Class
- COM
- Share
- 2.6%
Microsoft Corp.COM$24M
- Class
- COM
- Share
- 2.4%
iShares TRU.S. TECH ETF$23.3M
- Class
- U.S. TECH ETF
- Share
- 2.3%
Nvidia CorporationCOM$19.4M
- Class
- COM
- Share
- 1.9%
Xpo Inc.COM$19.1M
- Class
- COM
- Share
- 1.9%
Visa Inc.COM CL A$17.6M
- Class
- COM CL A
- Share
- 1.7%
Johnson & JohnsonCOM$17.2M
- Class
- COM
- Share
- 1.7%
Vanguard Index FdsS&P 500 ETF SHS$16.9M
- Class
- S&P 500 ETF SHS
- Share
- 1.7%
Dover Corp.COM$14.4M
- Class
- COM
- Share
- 1.4%
Mastercard IncorporatedCL A$13.2M
- Class
- CL A
- Share
- 1.3%
Broadstone Net Lease Inc.COM$12.7M
- Class
- COM
- Share
- 1.2%
Walmart Inc.COM$12.7M
- Class
- COM
- Share
- 1.2%
Select Sector SPDR TRSBI INT-INDS$12.4M
- Class
- SBI INT-INDS
- Share
- 1.2%
TJX Cos Inc. NewCOM$11.7M
- Class
- COM
- Share
- 1.1%
Danaher CorporationCOM$11.6M
- Class
- COM
- Share
- 1.1%
Select Sector SPDR TRTECHNOLOGY$11.5M
- Class
- TECHNOLOGY
- Share
- 1.1%
Intuitive Surgical Inc.COM NEW$10.7M
- Class
- COM NEW
- Share
- 1.1%
Caterpillar Inc.COM$10.4M
- Class
- COM
- Share
- 1.0%
Chubb LimitedCOM$9.95M
- Class
- COM
- Share
- 1.0%
Select Sector SPDR TRFINANCIAL$9.79M
- Class
- FINANCIAL
- Share
- 1.0%
Thermo Fisher Scientific Inc.COM$9.68M
- Class
- COM
- Share
- 1.0%
Boeing COCOM$8.79M
- Class
- COM
- Share
- 0.9%
Qxo Inc.COM NEW$8.32M
- Class
- COM NEW
- Share
- 0.8%
Analog Devices Inc.COM$8.07M
- Class
- COM
- Share
- 0.8%
Mondelez Intl Inc.CL A$7.94M
- Class
- CL A
- Share
- 0.8%
Merck & CO Inc.COM$7.54M
- Class
- COM
- Share
- 0.7%
Vanguard Whitehall FdsHIGH DIV YLD$7.44M
- Class
- HIGH DIV YLD
- Share
- 0.7%
Micron Technology Inc.COM$7.26M
- Class
- COM
- Share
- 0.7%
Yum Brands Inc.COM$7.05M
- Class
- COM
- Share
- 0.7%
iShares TRRUS 2000 GRW ETF$6.89M
- Class
- RUS 2000 GRW ETF
- Share
- 0.7%
Berkshire Hathaway Inc. DelCL B NEW$6.65M
- Class
- CL B NEW
- Share
- 0.7%
Select Sector SPDR TRSBI HEALTHCARE$6.54M
- Class
- SBI HEALTHCARE
- Share
- 0.6%
Pepsico Inc.COM$6.44M
- Class
- COM
- Share
- 0.6%
Starbucks Corp.COM$6.37M
- Class
- COM
- Share
- 0.6%
Chevron Corp. NewCOM$6.21M
- Class
- COM
- Share
- 0.6%
GE Vernova Inc.COM$6.16M
- Class
- COM
- Share
- 0.6%
Raytheon Technologies Corp.COM$5.78M
- Class
- COM
- Share
- 0.6%
iShares TRS&P MC 400GR ETF$5.45M
- Class
- S&P MC 400GR ETF
- Share
- 0.5%
Capital One Finl Corp.COM$5.41M
- Class
- COM
- Share
- 0.5%
Costco Whsl Corp. NewCOM$4.97M
- Class
- COM
- Share
- 0.5%
Ecolab Inc.COM$4.78M
- Class
- COM
- Share
- 0.5%
Colgate Palmolive COCOM$4.77M
- Class
- COM
- Share
- 0.5%
Vanguard BD Index FdsINTERMED TERM$4.71M
- Class
- INTERMED TERM
- Share
- 0.5%
Eog Res Inc.COM$4.68M
- Class
- COM
- Share
- 0.5%
The share class is shown on a wider screen.
The 50 largest of 281 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2008171
- File number
- 028-23527
- Options
- 0 call, 0 put
- In the 25 largest
- 57.0%
- Prior quarter
- $934M at 31 March 2026
- Positions opened
- 26
- Positions closed
- 13
Common questions
What are TritonPoint Wealth’s 13F holdings worth?
$1.02 billion across 281 positions for the quarter ended 30 June 2026.
What is TritonPoint Wealth’s largest 13F holding?
APPLE INC (COM) was the largest position at $94.5 million, or 9.3% of reported 13F value, as of 30 June 2026.
How concentrated is TritonPoint Wealth’s 13F portfolio?
The ten largest positions accounted for 37.2% of reported value and the twenty-five largest for 57.0%, across 281 positions as of 30 June 2026.
Does Form 13F show everything TritonPoint Wealth manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does TritonPoint Wealth file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.