TRITONPOINT WEALTH, LLC
CIK 2008171 · Holdings on Mar 31, 2026 · First reported Apr 21, 2026
Top ten holdings
Q1 2026- AAPL9.05%
- VUG4.37%
- GOOG3.93%
- GOOGL3.88%
- AMZN3.58%
- JPM2.64%
- MSFT2.46%
- XPO1.98%
- IYW1.85%
- JNJ1.83%
Share classes counted separately35.57%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MSFTWeight decreased · -0.65 pp3.11% → 2.46%Shares -1.37K (-2.16%)
- XPOWeight increased · +0.64 pp1.34% → 1.98%Shares -2.33K (-2.39%)
- AAPLWeight decreased · -0.63 pp9.68% → 9.05%Shares -18.27K (-5.20%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $84.50M | 9.05% | 332.96K shares | 9.68% → 9.05%-0.63 pp -18.27K (-5.20%) | Reduced | ↗▾ |
| 02 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $40.79M | 4.37% | 93.38K shares | 4.49% → 4.37%-0.12 pp +2.60K (+2.87%) | Added | ↗▾ |
| 03 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $36.68M | 3.93% | 127.87K shares | 4.26% → 3.93%-0.33 pp -5.94K (-4.44%) | Reduced | ↗▾ |
| 04 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $36.24M | 3.88% | 126.01K shares | 4.17% → 3.88%-0.29 pp -5.25K (-4.00%) | Reduced | ↗▾ |
| 05 | AMZNAMAZON.COM INC View history and evidence | $33.41M | 3.58% | 160.42K shares | 3.85% → 3.58%-0.27 pp -4.09K (-2.49%) | Reduced | ↗▾ |
| 06 | JPMJPMORGAN CHASE & CO View history and evidence | $24.63M | 2.64% | 83.72K shares | 2.80% → 2.64%-0.16 pp -2.01K (-2.35%) | Reduced | ↗▾ |
| 07 | MSFTMICROSOFT CORP View history and evidence | $22.99M | 2.46% | 62.12K shares | 3.11% → 2.46%-0.65 pp -1.37K (-2.16%) | Reduced | ↗▾ |
| 08 | XPOXPO INC View history and evidence | $18.52M | 1.98% | 95.17K shares | 1.34% → 1.98%+0.64 pp -2.33K (-2.39%) | Reduced | ↗▾ |
| 09 | IYWISHARES USTECHNOLOGY ETFU.S. TECH ETF View history and evidence | $17.29M | 1.85% | 95.33K shares | 1.96% → 1.85%-0.11 pp -1.55K (-1.60%) | Reduced | ↗▾ |
| 10 | JNJJOHNSON & JOHNSON View history and evidence | $17.08M | 1.83% | 69.86K shares | 1.48% → 1.83%+0.35 pp -729 (-1.03%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 20
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VONE VANGUARD RUSSELL 1000 | Non-derivative | -5,310 | -$1.64M | SEC filing ↗ | SEC filing ↗ |
| SO SOUTHERN CO/THE | Non-derivative | -6,971 | -$607.84K | SEC filing ↗ | SEC filing ↗ |
| INTU INTUIT INC | Non-derivative | -556 | -$368.24K | SEC filing ↗ | SEC filing ↗ |
3 / 20 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2008171 · Period Mar 31, 2026
Data loaded Sep 23, 2026 · First reported Apr 21, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 933964526
}Research all 268 reported holdings.
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