13F filer

Tritonpoint Wealth

As of Sep 30, 2026 Filed Oct 19, 2026 CIK 2008171 SEC filings ↗
13F Value
$1.01B
Positions
293
Top Position
AAPL10.6%
Top 5
26.6%

Latest filing changes

vs Jun 30, 2026
Holdings293
# Trend (4Q)
1 AAPL 10.6% $106.7M -1.9% 320.3K 9.3% Common Stock
2 GOOG 4.2% $41.9M -1.1% 122.8K 4.3% Common Stock
3 GOOGL
Filing details
  • 02079K305 Sep 30, 2026 120,356 reported quantity $41,412,094 reported value
4.1% $41.4M -3.9% 120.4K 4.4% Common Stock
4 AMZN 3.9% $38.9M -1.5% 156.2K 3.7% Common Stock
5 VUG 3.8% $38.6M +0.4% 428.2K 3.6% ETF
6 MSFT 3.2% $32.5M -1.5% 63.3K 2.4% Common Stock
7 JPM 2.6% $26.2M -3.2% 79.0K 2.6% Common Stock
8 IYW 2.4% $24.3M -0.8% 91.7K 2.3% ETF
9 NVDA 2.1% $21.3M -4.0% 93.2K 1.9% Common Stock
10 LRCX
Filing details
  • 512807306 Sep 30, 2026 57,095 reported quantity $18,756,388 reported value
1.9% $18.8M -9.1% 57.1K 2.7% Common Stock
11 V 1.8% $17.7M -3.8% 49.3K 1.7% Common Stock
12 JNJ 1.7% $17.3M -3.2% 65.5K 1.7% Common Stock
13 VOO 1.7% $17.2M +0.2% 24.6K 1.7% ETF
14 XPO 1.6% $16.1M -1.7% 91.5K 1.9% Common Stock
15 MA 1.4% $14.0M -0.8% 25.4K 1.3% Common Stock
16 DHR 1.3% $13.3M -1.2% 60.1K 1.1% Common Stock
17 TMO 1.3% $12.9M -1.4% 19.0K 1.0% Common Stock
18 DOV 1.2% $11.6M -3.1% 62.1K 1.4% Common Stock
19 XLK 1.2% $11.6M -1.9% 59.4K 1.1% ETF
20 WMT 1.1% $11.2M -3.6% 107.9K 1.2% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing6
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.