StockDriftsStockDriftsTop 50 Tritonpoint Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 9.28% | 326.5K | $94.5M | -1.93%(-6.41K) | $182.94(+67.63%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.4% | 125.2K | $44.8M | -0.62%(-778) | $138.68(+153.43%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 4.31% | 124.3K | $43.9M | -2.82%(-3.60K) | $137.18(+155.49%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.71% | 158.5K | $37.8M | -1.17%(-1.88K) | $142.54(+92.89%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 3.61% | 426.5K | $36.7M | -23.88%(-133.78K) | $54.24(+64.20%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 2.68% | 62.8K | $27.2M | -6.87%(-4.64K) | $71.94(+337.03%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.63% | 81.7K | $26.7M | -2.42%(-2.02K) | $159.50(+126.65%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.35% | 64.2K | $24.0M | +3.41%(+2.12K) | $356.81(+40.90%) | 2026-06-30 | |
| IYW | ISHARES TR | 2.29% | 92.4K | $23.3M | -3.04%(-2.90K) | $116.84(+115.94%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.91% | 97.0K | $19.4M | +26.16%(+20.12K) | $81.39(+170.87%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +56.38% |
| Top 20 Holdings Unweighted | — | — | — | — | +57.94% |
Tritonpoint Wealth LLC reports $1.02B in US-listed equity holdings across 281 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (9.3%), GOOGL (4.4%) and GOOG (4.3%). The top 20 holdings account for 51.69% of reported assets. Its disclosed equity book has returned +56.38% cumulatively over 10 quarters. Figures reflect the Q2 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