DOSSIER · 13F-HR · Q1 2026

TRITONPOINT WEALTH, LLC

$934M in tracked AUM across 268 positions as of Q1 2026.

TW
CIK 0002008171 · last filed Mar 31, 2026
Total AUM
$934M
as of Q1 2026
Holdings
268
positions
Whale Score
46
46
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

TRITONPOINT WEALTH, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$85M333K9.0%
02
VUG
VANGUARD INDEX FDS
$41M93K4.4%
03
GOOG
ALPHABET INC
$37M128K3.9%
04
GOOGL
ALPHABET INC
$36M126K3.9%
05
AMZN
AMAZON COM INC
$33M160K3.6%
06
JPM
JPMORGAN CHASE & CO
$25M84K2.6%
07
MSFT
MICROSOFT CORP
$23M62K2.5%
08
XPO
XPO INC
$19M95K2.0%
09
IYW
ISHARES TR
$17M95K1.9%
10
JNJ
JOHNSON & JOHNSON
$17M70K1.8%

Filing history

2026Q1Mar 31
$934M 5.3%
268 positionsView →
2025Q4Dec 31
$986M 15.4%
272 positionsView →
2025Q3Sep 30
$1.2B 7.9%
349 positionsView →
2025Q2Jun 30
$1.1B 2.9%
344 positionsLocked
2025Q1Mar 31
$1.1B 4.9%
338 positionsLocked
2024Q4Dec 31
$1.1B 1.0%
332 positionsLocked
2024Q3Sep 30
$1.1B 5.3%
330 positionsLocked
2024Q2Jun 30
$1.0B 8.6%
318 positionsLocked
2024Q1Mar 31
$957M 6.6%
304 positionsLocked
2023Q4Dec 31
$1.0B
326 positionsLocked