TRITONPOINT WEALTH, LLC

CIK 0002008171 · CHEVY CHASE, MD · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source

TRITONPOINT WEALTH, LLC reported 281 positions worth $1.02B as of June 30, 2026 (13F filed August 11, 2026). Largest holding: AAPL (9.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.02B
2026 Q2
Positions
281
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
37.2%
Est. Net Flow (Q)
2026 Q2
10 / 281 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$94.5M9.28%326,546
2GOOGLALPHABET INCSH$44.8M4.40%125,233
3GOOGALPHABET INCSH$43.9M4.31%124,270
4AMZNAMAZON COM INCSH$37.8M3.71%158,540
5VUGVANGUARD INDEX FDSSH$36.7M3.61%426,520
6LRCXLAM RESEARCH CORPSH$27.2M2.68%62,831
7JPMJPMORGAN CHASE & COSH$26.7M2.63%81,693
8MSFTMICROSOFT CORPSH$24.0M2.35%64,235
9IYWISHARES TRSH$23.3M2.29%92,429
10NVDANVIDIA CORPORATIONSH$19.4M1.91%97,049

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does TRITONPOINT WEALTH, LLC hold as of Q2 2026?

TRITONPOINT WEALTH, LLC reported 281 positions worth $1.02B in its Q2 2026 13F filing. Largest positions: AAPL (9.3%), GOOGL (4.4%), GOOG (4.3%), AMZN (3.7%) and VUG (3.6%).

What did TRITONPOINT WEALTH, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did TRITONPOINT WEALTH, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.