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Latest TRITONPOINT WEALTH, LLC Stock Portfolio

$1.02Billion | No. of Holdings #281

TRITONPOINT WEALTH, LLC Performance

2026 Q2-0.02%
YTD-3.29%
2025+17.07%

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

On 2026-08-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, TRITONPOINT WEALTH, LLC reported an equity portfolio of $1 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of TRITONPOINT WEALTH, LLC are AAPL, GOOG, GOOG. The fund has invested 9.3% of it's portfolio in APPLE INC and 4.4% of portfolio in ALPHABET INC. <br><br> The fund managers got completely rid off CATERPILLAR INC, HONEYWELL INTL INC (HON) and AT&T INC (T) stocks. They significantly reduced their stock positions in INTRUSION INC (INTZ), SNOWFLAKE INC (SNOW) and ISHARES TR (IJR). TRITONPOINT WEALTH, LLC opened new stock positions in AEROVIRONMENT INC (AVAV), SOUTHERN CO (SO) and WESTERN DIGITAL CORP (WDC). The fund showed a lot of confidence in some stocks as they added substantially to TAIWAN SEMICONDUCTOR MFG LTD (TSM), VANGUARD WORLD FDS (VAW) and SCHWAB CHARLES CORP (SCHW).
TRITONPOINT WEALTH, LLC Equity Portfolio Value
Last Reported on: 11 Aug, 2026
$1.02Billion
  as of Aug 11, 2026

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

Our best estimate is that TRITONPOINT WEALTH, LLC made a return of -0.02% in the last quarter. In trailing 12 months, it's portfolio return was 10.82%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
aerovironment inc2,699,560
southern co620,074
western digital corp509,699
asml hldg nv455,582
sandisk corp450,199
firstenergy corp422,440
seagate technology hldngs pl371,525
viking holdings ltd349,702
New stocks bought by TRITONPOINT WEALTH, LLC

Additions

Ticker% Inc.
taiwan semiconductor mfg ltd1,079
vanguard world fds703
schwab charles corp684
vanguard index fds356
ishares tr300
vanguard index fds278
micron technology inc207
ishares tr82.97
Additions to existing portfolio by TRITONPOINT WEALTH, LLC

Reductions

Ticker% Reduced
intrusion inc-77.88
snowflake inc-76.1
ishares tr-60.78
wells fargo co new-51.11
zoetis inc-48.44
lowes cos inc-41.13
vaneck etf trust-37.96
snap on inc-35.67
TRITONPOINT WEALTH, LLC reduced stake in above stock

Sold off

Ticker$ Sold
caterpillar inc-4,067,580
gladstone commercial corp-154,705
at&t inc-345,993
chipotle mexican grill inc-323,973
comcast corp new-224,771
honeywell intl inc-1,379,690
uber technologies inc-214,264
newmont corp-256,769
TRITONPOINT WEALTH, LLC got rid off the above stocks

Sector Distribution

TRITONPOINT WEALTH, LLC has about 25.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Communication Services
  • Industrials
  • Healthcare
  • Consumer Cyclical
  • Consumer Defensive
  • Energy
  • Real Estate
Sector%
Others25.8
Technology21.3
Financial Services10.1
Communication Services9.2
Industrials8.9
Healthcare7.8
Consumer Cyclical7.8
Consumer Defensive4.5
Energy1.9
Real Estate1.4

Market Cap. Distribution

TRITONPOINT WEALTH, LLC has about 72.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
Category%
MEGA-CAP48.5
UNALLOCATED25.8
LARGE-CAP23.8
MID-CAP1.8

Stocks belong to which Index?

About 70.5% 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 50068.8
Others29.6
RUSSELL 20001.7
Top 5 Winners (%)%
INTC
intel corp
201.9 %
AMD
advanced micro devices inc
178.7 %
DELL
dell technologies inc
162.3 %
PANW
palo alto networks inc
111.9 %
AMAT
applied matls inc
109.4 %
Top 5 Winners ($)$
LRCX
lam research corp
14.3 M
AAPL
apple inc
11.7 M
GOOG
alphabet inc
8.8 M
GOOG
alphabet inc
8.4 M
IJR
ishares tr
6.6 M
Top 5 Losers (%)%
VAW
vanguard world fds
-73.1 %
VB
vanguard index fds
-71.3 %
VB
vanguard index fds
-61.8 %
IJR
ishares tr
-60.3 %
LDOS
leidos holdings inc
-32.6 %
Top 5 Losers ($)$
VB
vanguard index fds
-91.2 M
VAW
vanguard world fds
-8.0 M
VB
vanguard index fds
-5.2 M
ISRG
intuitive surgical inc
-1.7 M
CVX
chevron corp new
-1.7 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 281 stocks in it's portfolio. About 37.2% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. LRCX was the most profitable stock for TRITONPOINT WEALTH, LLC last quarter.

$1.02BTotal Value
294Positions
11 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of TRITONPOINT WEALTH, LLC, last reported on 11 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
TRITONPOINT WEALTH, LLC's holding in Ishares Tr over time
0.09%8,594
$924.9K
0.09%
increased 82.97 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
TRITONPOINT WEALTH, LLC's holding in Ishares Tr over time
0.05%4,020
$479.7K
0.05%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
TRITONPOINT WEALTH, LLC's holding in Ishares Tr over time
0.03%5,615
$310.7K
0.03%
decreased 29.81 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
TRITONPOINT WEALTH, LLC's holding in Ishares Tr over time
0.03%1,890
$269.1K
0.03%
decreased 9.57 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
TRITONPOINT WEALTH, LLC's holding in Ishares Tr over time
0.05%11,515
$540.3K
0.05%
increased 10.17 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
TRITONPOINT WEALTH, LLC's holding in Vaneck Etf Trust over time
0.1%1,528
$1.00M
0.1%
decreased 37.96 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
TRITONPOINT WEALTH, LLC's holding in Vaneck Etf Trust over time
0.03%2,823
$293.5K
0.03%
unchanged 0 percentunchanged