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Tritonpoint Wealth, Llc

Portfolio Manager
Tritonpoint Wealth, Llc
Performance
-5.88% (2026 Q1)
AUM (13F)
$933.96M
# of Holdings
268
Performance Rank
Allocation (Top 20)
50.31%

Tritonpoint Wealth, Llc Holdings Map

Top 50 Tritonpoint Wealth, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
9.05%333.0K$84.5M
-5.20%(-18.27K)
2025-Q1: 394.4K shares2025-Q2: 383.2K shares2025-Q3: 390.7K shares2025-Q4: 351.2K shares2026-Q1: 333.0K shares
$182.94(+63.37%)
2026-03-31
VUG
VANGUARD INDEX FDS
4.37%93.4K$40.8M
+2.87%(+2.60K)
2025-Q1: 92.0K shares2025-Q2: 90.2K shares2025-Q3: 92.3K shares2025-Q4: 90.8K shares2026-Q1: 93.4K shares
$54.24(+61.33%)
2026-03-31
GOOG
ALPHABET INC
3.93%127.9K$36.7M
-4.44%(-5.94K)
2025-Q1: 141.4K shares2025-Q2: 139.4K shares2025-Q3: 138.5K shares2025-Q4: 133.8K shares2026-Q1: 127.9K shares
$137.18(+190.88%)
2026-03-31
GOOGL
ALPHABET INC
3.88%126.0K$36.2M
-4.00%(-5.25K)
2025-Q1: 154.8K shares2025-Q2: 153.7K shares2025-Q3: 152.1K shares2025-Q4: 131.3K shares2026-Q1: 126.0K shares
$138.68(+190.32%)
2026-03-31
AMZN
AMAZON COM INC
3.58%160.4K$33.4M
-2.49%(-4.09K)
2025-Q1: 179.8K shares2025-Q2: 175.1K shares2025-Q3: 175.8K shares2025-Q4: 164.5K shares2026-Q1: 160.4K shares
$142.54(+89.51%)
2026-03-31
JPM
JPMORGAN CHASE & CO
2.64%83.7K$24.6M
-2.35%(-2.01K)
2025-Q1: 97.9K shares2025-Q2: 96.0K shares2025-Q3: 94.2K shares2025-Q4: 85.7K shares2026-Q1: 83.7K shares
$159.50(+88.25%)
2026-03-31
MSFT
MICROSOFT CORP
2.46%62.1K$23.0M
-2.16%(-1.37K)
2025-Q1: 84.3K shares2025-Q2: 82.6K shares2025-Q3: 82.4K shares2025-Q4: 63.5K shares2026-Q1: 62.1K shares
$356.50(+13.66%)
2026-03-31
XPO
XPO INC
1.98%95.2K$18.5M
-2.39%(-2.33K)
2025-Q1: 123.8K shares2025-Q2: 98.2K shares2025-Q3: 98.5K shares2025-Q4: 97.5K shares2026-Q1: 95.2K shares
$81.29(+143.90%)
2026-03-31
IYW
ISHARES TR
1.85%95.3K$17.3M
-1.60%(-1.55K)
2025-Q1: 108.7K shares2025-Q2: 107.4K shares2025-Q3: 106.2K shares2025-Q4: 96.9K shares2026-Q1: 95.3K shares
$116.84(+105.97%)
2026-03-31
JNJ
JOHNSON & JOHNSON
1.83%69.9K$17.1M
-1.03%(-729)
2025-Q1: 83.4K shares2025-Q2: 81.2K shares2025-Q3: 80.1K shares2025-Q4: 70.6K shares2026-Q1: 69.9K shares
$156.15(+47.56%)
2026-03-31

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