Latest TRITONPOINT WEALTH, LLC Stock Portfolio

TRITONPOINT WEALTH, LLC Performance:

2025 Q4: 1.64%YTD: 11.51%2024: 19.07%

Performance for 2025 Q4 is 1.64%, and YTD is 11.51%, and 2024 is 19.07%.

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

In it's latest 13F Holdings report, TRITONPOINT WEALTH, LLC reported an equity portfolio of $986.2 Millions as of 31 Dec, 2025.

The top stock holdings of TRITONPOINT WEALTH, LLC are AAPL, VB, GOOG. The fund has invested 9.7% of it's portfolio in APPLE INC and 4.5% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off SPDR SER TR (BIL), VANGUARD BD INDEX FDS (BIV) and TRIMTABS ETF TR (DFHY) stocks. They significantly reduced their stock positions in ISHARES INC (EMGF), ISHARES TR (ACWF) and SALESFORCE INC (CRM). TRITONPOINT WEALTH, LLC opened new stock positions in VANGUARD SCOTTSDALE FDS (BNDW), INVESCO EXCHANGE TRADED FD T (CSD) and VANGUARD TAX-MANAGED FDS (VEA). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), PALO ALTO NETWORKS INC (PANW) and GE VERNOVA INC.

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

Our best estimate is that TRITONPOINT WEALTH, LLC made a return of 1.64% in the last quarter. In trailing 12 months, it's portfolio return was 11.51%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vanguard scottsdale fds	1,641,100
invesco exchange traded fd t	402,659
vanguard tax-managed fds	241,009
johnson ctls intl plc	226,483
delta air lines inc del	218,188
freshpet inc	216,302
iqvia hldgs inc	211,885
prologis inc.	211,022

New stocks bought by TRITONPOINT WEALTH, LLC

Additions

Ticker	% Inc.
netflix inc	758
palo alto networks inc	692
ge vernova inc	396
intrusion inc	352
servicenow inc	279
select sector spdr tr	96.83
select sector spdr tr	89.86
select sector spdr tr	88.43

Additions to existing portfolio by TRITONPOINT WEALTH, LLC

Reductions

Ticker	% Reduced
ishares inc	-90.52
ishares tr	-90.32
salesforce inc	-89.18
ishares tr	-84.21
ishares tr	-83.22
ishares tr	-81.97
general dynamics corp	-78.79
taiwan semiconductor mfg ltd	-78.12

TRITONPOINT WEALTH, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
titan intl inc ill	-1,077,690
spdr ser tr	-5,046,120
spdr ser tr	-7,637,820
blackrock etf trust ii	-3,325,080
vanguard bd index fds	-4,865,760
trimtabs etf tr	-4,338,110
fidelity merrimack str tr	-2,693,260
castle biosciences inc	-928,492

TRITONPOINT WEALTH, LLC got rid off the above stocks

Sector Distribution

TRITONPOINT WEALTH, LLC has about 25.4% of it's holdings in Others sector.

Sector	%
Others	25.4
Technology	19.6
Financial Services	11.7
Communication Services	9.2
Healthcare	9
Consumer Cyclical	8.2
Industrials	7.6
Consumer Defensive	4.6
Energy	2
Real Estate	1.5

Market Cap. Distribution

TRITONPOINT WEALTH, LLC has about 72.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	44.2
LARGE-CAP	27.9
UNALLOCATED	25.4
MID-CAP	1.8

Stocks belong to which Index?

About 71.3% of the stocks held by TRITONPOINT WEALTH, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	69.8
Others	28.8
RUSSELL 2000	1.5

Top 5 Winners (%)		%
MU	micron technology inc	66.4 %
LLY	eli lilly & co	39.2 %
AMD	advanced micro devices inc	29.0 %
GOOG	alphabet inc	28.4 %
LRCX	lam research corp	27.2 %

Top 5 Winners ($)		$
GOOG	alphabet inc	9.9 M
GOOG	alphabet inc	9.6 M
AAPL	apple inc	6.4 M
ISRG	intuitive surgical inc	3.4 M
LRCX	lam research corp	2.8 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.8 %
NOW	servicenow inc	-76.0 %
XLB	select sector spdr tr	-43.3 %
XLB	select sector spdr tr	-43.1 %
XLB	select sector spdr tr	-42.3 %

Top 5 Losers ($)		$
NFLX	netflix inc	-9.9 M
NOW	servicenow inc	-8.1 M
XLB	select sector spdr tr	-7.1 M
XLB	select sector spdr tr	-3.0 M
MSFT	microsoft corp	-2.5 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 272 stocks in it's portfolio. About 37.9% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for TRITONPOINT WEALTH, LLC last quarter.

Last Reported on: 20 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.09	6,648	904,600	reduced	-5.86

AAPL	apple inc	9.68	351,223	95,483,800	reduced	-10.11

AAXJ	ishares tr	0.04	8,000	383,536	unchanged	0.00

AAXJ	ishares tr	0.04	4,090	380,861	added	1.74

AAXJ	ishares tr	0.03	2,090	269,255	unchanged	0.00

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

AB	alliancebernstein hldg l p	0.07	18,466	710,572	reduced	-13.98

ABBV	abbvie inc	0.28	12,098	2,764,380	reduced	-4.26

ABT	abbott labs	0.69	54,571	6,837,160	reduced	-2.62

ACN	accenture plc ireland	0.00	0.00	0.00	sold off	-100

ACWF	ishares tr	0.05	11,114	459,675	reduced	-90.32

ADBE	adobe inc	0.27	7,532	2,636,120	reduced	-19.6

ADI	analog devices inc	0.59	21,500	5,830,910	reduced	-15.74

ADP	automatic data processing in	0.12	4,445	1,150,860	reduced	-31.44

AEP	american elec pwr co inc	0.03	2,346	270,473	reduced	-36.41

AES	aes corp	0.41	285,014	4,087,160	reduced	-11.23