Latest TRITONPOINT WEALTH, LLC Stock Portfolio

TRITONPOINT WEALTH, LLC Performance:

2026 Q1: -3.27%YTD: -3.27%2025: 17.07%

Performance for 2026 Q1 is -3.27%, and YTD is -3.27%, and 2025 is 17.07%.

About TRITONPOINT WEALTH, LLC and 13F Hedge Fund Stock Holdings

On 2026-04-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, TRITONPOINT WEALTH, LLC reported an equity portfolio of $934 Millions as of 31 Mar, 2026.

The top stock holdings of TRITONPOINT WEALTH, LLC are AAPL, VB, GOOG. The fund has invested 9.1% of it's portfolio in APPLE INC and 4.4% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off VANGUARD SCOTTSDALE FDS (BNDW), SOUTHERN CO (SO) and INTUIT (INTU) stocks. They significantly reduced their stock positions in ADOBE INC (ADBE), VANGUARD INDEX FDS (VB) and CHIPOTLE MEXICAN GRILL INC (CMG). TRITONPOINT WEALTH, LLC opened new stock positions in VANGUARD BD INDEX FDS (BIV), ISHARES TR (AAXJ) and SPDR SERIES TRUST (BIL). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), INVESCO EXCHANGE TRADED FD T (CSD) and ISHARES TR (IBCE).

TRITONPOINT WEALTH, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that TRITONPOINT WEALTH, LLC made a return of -3.27% in the last quarter. In trailing 12 months, it's portfolio return was 18.3%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vanguard bd index fds	4,889,320
vanguard bd index fds	2,010,320
ishares tr	498,587
spdr series trust	432,240
vanguard specialized funds	278,073
intel corp	271,355
vanguard bd index fds	242,791
corning inc	237,624

New stocks bought by TRITONPOINT WEALTH, LLC

Additions

Ticker	% Inc.
ishares tr	62.39
invesco exchange traded fd t	51.62
ishares tr	41.73
servicenow inc	39.18
ishares tr	32.82
prologis inc.	21.78
ishares tr	21.64
vertex pharmaceuticals inc	18.38

Additions to existing portfolio by TRITONPOINT WEALTH, LLC

Reductions

Ticker	% Reduced
adobe inc	-82.05
vanguard index fds	-48.73
chipotle mexican grill inc	-46.77
snap on inc	-35.01
gladstone commercial corp	-34.09
energy transfer l p	-32.28
oneok inc new	-31.7
phillips 66	-27.73

TRITONPOINT WEALTH, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
blackstone secd lending fd	-216,800
southern co	-607,843
vanguard scottsdale fds	-1,641,100
firstenergy corp	-229,804
freshpet inc	-216,302
delta air lines inc del	-218,188
boston scientific corp	-290,627
cvs health corp	-230,223

TRITONPOINT WEALTH, LLC got rid off the above stocks

Sector Distribution

TRITONPOINT WEALTH, LLC has about 26.1% of it's holdings in Others sector.

Sector	%
Others	26.1
Technology	18.3
Financial Services	10.9
Industrials	8.9
Healthcare	8.5
Communication Services	8.5
Consumer Cyclical	8.1
Consumer Defensive	5.2
Energy	2.7
Real Estate	1.6

Market Cap. Distribution

TRITONPOINT WEALTH, LLC has about 72.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	46
LARGE-CAP	26.2
UNALLOCATED	26.1
MID-CAP	1.7

Stocks belong to which Index?

About 69.9% of the stocks held by TRITONPOINT WEALTH, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	68.4
Others	30.1
RUSSELL 2000	1.5

Top 5 Winners (%)		%
MPC	marathon pete corp	49.9 %
GNRC	generac hldgs inc	42.6 %
XPO	xpo inc	42.6 %
COP	conocophillips	40.2 %
XOM	exxon mobil corp	40.0 %

Top 5 Winners ($)		$
XPO	xpo inc	5.6 M
LRCX	lam research corp	3.0 M
JNJ	johnson & johnson	2.6 M
CVX	chevron corp new	2.4 M
EOG	eog res inc	1.6 M

Top 5 Losers (%)		%
SNOW	snowflake inc	-30.4 %
SAP	sap se	-29.5 %
CRM	salesforce inc	-29.1 %
INTZ	intrusion inc	-28.6 %
NOW	servicenow inc	-28.6 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-7.1 M
AAPL	apple inc	-6.2 M
VB	vanguard index fds	-4.7 M
AMZN	amazon com inc	-3.7 M
GOOG	alphabet inc	-3.5 M

TRITONPOINT WEALTH, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of TRITONPOINT WEALTH, LLC

TRITONPOINT WEALTH, LLC has 268 stocks in it's portfolio. About 35.6% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XPO was the most profitable stock for TRITONPOINT WEALTH, LLC last quarter.

Last Reported on: 21 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.07	6,147	702,210	reduced	-7.54

AAPL	apple inc	9.05	332,956	84,500,800	reduced	-5.2

AAXJ	ishares tr	0.05	4,697	498,587	new

AAXJ	ishares tr	0.04	4,020	387,086	reduced	-1.71

AAXJ	ishares tr	0.04	8,000	334,800	unchanged	0.00

AAXJ	ishares tr	0.03	2,090	253,287	unchanged	0.00

AB	alliancebernstein hldg l p	0.06	14,466	541,607	reduced	-21.66

ABBV	abbvie inc	0.26	11,376	2,474,270	reduced	-5.97

ABT	abbott labs	0.58	53,044	5,446,000	reduced	-2.8

ACWF	ishares tr	0.05	10,452	444,158	reduced	-5.96

ADBE	adobe inc	0.04	1,352	328,644	reduced	-82.05

ADI	analog devices inc	0.72	21,008	6,683,640	reduced	-2.29

ADP	automatic data processing in	0.09	4,199	860,155	reduced	-5.53

AEP	american elec pwr co inc	0.03	2,348	307,726	added	0.09

AES	aes corp	0.43	284,650	4,010,720	reduced	-0.13

AFK	vaneck etf trust	0.10	2,463	944,480	unchanged	0.00

AFK	vaneck etf trust	0.03	2,823	272,984	added	0.71

AIG	american intl group inc	0.07	8,732	657,102	reduced	-23.68

AKAM	akamai technologies inc	0.11	8,835	1,014,700	reduced	-7.86

ALL	allstate corp	0.04	1,624	338,426	reduced	-0.43