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Latest TRITONPOINT WEALTH, LLC Stock Portfolio

$933Million | No. of Holdings #268

TRITONPOINT WEALTH, LLC Performance

2026 Q1-3.27%
YTD-3.27%
2025+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. <br><br> 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. <br><br> 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 Equity Portfolio Value
Last Reported on: 21 Apr, 2026
$933Million
  as of Apr 21, 2026

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 fds4,889,320
vanguard bd index fds2,010,320
ishares tr498,587
spdr series trust432,240
vanguard specialized funds278,073
intel corp271,355
vanguard bd index fds242,791
corning inc237,624
New stocks bought by TRITONPOINT WEALTH, LLC

Additions

Ticker% Inc.
ishares tr62.39
invesco exchange traded fd t51.62
ishares tr41.73
servicenow inc39.18
ishares tr32.82
prologis inc.21.78
ishares tr21.64
vertex pharmaceuticals inc18.38
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.

  • Others
  • Technology
  • Financial Services
  • Industrials
  • Healthcare
  • Communication Services
  • Consumer Cyclical
  • Consumer Defensive
  • Energy
  • Real Estate
Sector%
Others26.1
Technology18.3
Financial Services10.9
Industrials8.9
Healthcare8.5
Communication Services8.5
Consumer Cyclical8.1
Consumer Defensive5.2
Energy2.7
Real Estate1.6

Market Cap. Distribution

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

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP46
LARGE-CAP26.2
UNALLOCATED26.1
MID-CAP1.7

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.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50068.4
Others30.1
RUSSELL 20001.5
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.

$933.96MTotal Value
288Positions
21 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of TRITONPOINT WEALTH, LLC, last reported on 21 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
TRITONPOINT WEALTH, LLC's holding in Ishares Tr over time
0.05%4,697
$498.6K
0.05%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
TRITONPOINT WEALTH, LLC's holding in Ishares Tr over time
0.04%4,020
$387.1K
0.04%
decreased 1.71 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
TRITONPOINT WEALTH, LLC's holding in Ishares Tr over time
0.04%8,000
$334.8K
0.04%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
TRITONPOINT WEALTH, LLC's holding in Ishares Tr over time
0.03%2,090
$253.3K
0.03%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
TRITONPOINT WEALTH, LLC's holding in Ishares Tr over time
0.05%10,452
$444.2K
0.05%
decreased 5.96 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
TRITONPOINT WEALTH, LLC's holding in Vaneck Etf Trust over time
0.1%2,463
$944.5K
0.1%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
TRITONPOINT WEALTH, LLC's holding in Vaneck Etf Trust over time
0.03%2,823
$273.0K
0.03%
increased 0.71 percentadded