StockDriftsStockDriftsTop 50 Tritonpoint Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 10.59% | 320.3K | $106.7M | -1.91%(-6.24K) | $182.94(+87.46%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 4.16% | 122.8K | $41.9M | -1.14%(-1.42K) | $137.18(+147.96%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 4.11% | 120.4K | $41.4M | -3.89%(-4.88K) | $138.68(+148.18%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 3.86% | 156.2K | $38.9M | -1.46%(-2.32K) | $142.54(+84.12%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 3.83% | 428.2K | $38.6M | +0.40%(+1.71K) | $54.38(+63.34%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.22% | 63.3K | $32.5M | -1.47%(-946) | $356.81(+49.53%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 2.6% | 79.0K | $26.2M | -3.24%(-2.65K) | $159.50(+109.12%) | 2026-09-30 | |
| IYW | ISHARES TR | 2.41% | 91.7K | $24.3M | -0.79%(-731) | $116.84(+117.61%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.11% | 93.2K | $21.3M | -4.01%(-3.89K) | $81.39(+166.73%) | 2026-09-30 | |
| LRCX | LAM RESEARCH CORP | 1.86% | 57.1K | $18.8M | -9.13%(-5.74K) | $71.94(+278.35%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +60.46% |
| Top 20 Holdings Unweighted | — | — | — | — | +57.68% |
Tritonpoint Wealth LLC reports $1.01B in US-listed equity holdings across 293 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (10.6%), GOOG (4.2%) and GOOGL (4.1%). The top 20 holdings account for 52.94% of reported assets. Its disclosed equity book has returned +60.46% cumulatively over 11 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tritonpoint Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2008171). View Tritonpoint Wealth LLC’s 13F filings on SEC