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Tripletail Wealth Management, LLC

Portfolio Manager
Tripletail Wealth Management, LLC
Performance
-8.71% (2026 Q1)
AUM (13F)
$73.35M
# of Holdings
255
Performance Rank
Allocation (Top 20)
58.01%

Tripletail Wealth Management, LLC Holdings Map

Top 50 Tripletail Wealth Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
JBTM
JBT MAREL CORPORATION
19.56%114.6K$14.3M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 144.6K shares2025-Q3: 144.6K shares2025-Q4: 114.6K shares2026-Q1: 114.6K shares
$121.25(+3.73%)
2026-03-31
NVDA
NVIDIA CORPORATION
5.65%23.4K$4.1M
-0.87%(-204)
2025-Q1: 0 shares2025-Q2: 25.2K shares2025-Q3: 23.7K shares2025-Q4: 23.6K shares2026-Q1: 23.4K shares
$133.83(+76.15%)
2026-03-31
RSP
INVESCO EXCHANGE TRADED FD T
3.11%11.8K$2.3M
+9.24%(+1.00K)
2025-Q1: 0 shares2025-Q2: 9.4K shares2025-Q3: 9.1K shares2025-Q4: 10.8K shares2026-Q1: 11.8K shares
$180.05(+13.11%)
2026-03-31
AAPL
APPLE INC
2.96%8.5K$2.2M
-1.15%(-99)
2025-Q1: 0 shares2025-Q2: 9.2K shares2025-Q3: 8.9K shares2025-Q4: 8.6K shares2026-Q1: 8.5K shares
$214.10(+39.29%)
2026-03-31
AMZN
AMAZON COM INC
2.28%8.0K$1.7M
+1.57%(+123)
2025-Q1: 0 shares2025-Q2: 8.3K shares2025-Q3: 8.1K shares2025-Q4: 7.8K shares2026-Q1: 8.0K shares
$206.26(+29.55%)
2026-03-31
MSFT
MICROSOFT CORP
2.23%4.4K$1.6M
-3.01%(-136)
2025-Q1: 0 shares2025-Q2: 4.6K shares2025-Q3: 4.6K shares2025-Q4: 4.5K shares2026-Q1: 4.4K shares
$438.15(-6.55%)
2026-03-31
PULS
PGIM ETF TR
2.1%31.0K$1.5M
+2.16%(+657)
2025-Q1: 0 shares2025-Q2: 25.6K shares2025-Q3: 34.6K shares2025-Q4: 30.4K shares2026-Q1: 31.0K shares
$49.75(-0.24%)
2026-03-31
QDPL
PACER FDS TR
1.89%34.3K$1.4M
-13.20%(-5.21K)
2025-Q1: 0 shares2025-Q2: 44.1K shares2025-Q3: 40.6K shares2025-Q4: 39.5K shares2026-Q1: 34.3K shares
$38.13(+19.67%)
2026-03-31
IVW
ISHARES TR
1.87%12.0K$1.4M
-50.27%(-12.10K)
2025-Q1: 0 shares2025-Q2: 12.8K shares2025-Q3: 12 shares2025-Q4: 24.1K shares2026-Q1: 12.0K shares
$116.99(+18.74%)
2026-03-31
JPM
JPMORGAN CHASE & CO
1.71%4.3K$1.3M
-1.30%(-56)
2025-Q1: 0 shares2025-Q2: 3.7K shares2025-Q3: 4.1K shares2025-Q4: 4.3K shares2026-Q1: 4.3K shares
$272.06(+10.24%)
2026-03-31

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