Tritonpoint Wealth, LLC

13F filer · CIK 0002008171

Reported Aug 11, 2026

Net seller this quarter

13F portfolio value$1.02BU.S. long equity reported on 13F

Positions20626 new · 13 closed

Net flow last quarter-$6.59MBuys minus sells

Top 10 positions weight34.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 2026206 positions
AAPLApple Inc.	$94.5M	9.28%	0.00%	-1.9%	Q4 2023
GOOGLAlphabet Inc.	$44.8M	4.40%	0.00%	-0.6%	Q4 2023
GOOGAlphabet Inc.	$43.9M	4.31%	Not reported	-2.8%	Q4 2023
AMZNAmazon Com Inc	$37.8M	3.71%	0.00%	-1.2%	Q4 2023
LRCXLam Research Corp	$27.2M	2.68%	0.01%	-6.9%	Q4 2023
JPMJPMorgan Chase & Co	$26.7M	2.63%	0.00%	-2.4%	Q4 2023
MSFTMicrosoft Corp	$24M	2.35%	0.00%	+3.4%	Q4 2023
NVDANvidia Corp	$19.4M	1.91%	0.00%	+26.2%	Q4 2023
XPOXPO, Inc.	$19.1M	1.88%	0.08%	-2.3%	Q4 2023
VVisa Inc.	$17.6M	1.73%	0.00%	-1.6%	Q4 2023
JNJJohnson & Johnson	$17.2M	1.69%	0.00%	-3.2%	Q4 2023
DOVDOVER Corp	$14.4M	1.41%	0.05%	-2.7%	Q4 2023
MAMastercard Inc	$13.2M	1.29%	0.00%	-2.0%	Q4 2023
BNLBroadstone Net Lease, Inc.	$12.7M	1.25%	0.32%	-11.0%	Q4 2023
WMTWalmart Inc.	$12.7M	1.25%	0.00%	-2.6%	Q4 2023
TJXTJX Companies Inc	$11.7M	1.15%	0.01%	+0.5%	Q4 2023
DHRDanaher Corp	$11.6M	1.14%	0.01%	-2.2%	Q4 2023
ISRGIntuitive Surgical Inc	$10.7M	1.06%	0.01%	-1.2%	Q4 2023
CATCaterpillar Inc	$10.4M	1.02%	0.00%	-1.9%	Q4 2023
CBChubb Ltd	$9.95M	0.98%	0.01%	-1.1%	Q4 2023
TMOThermo Fisher Scientific Inc.	$9.68M	0.95%	0.01%	-2.1%	Q4 2023
BABoeing Co	$8.79M	0.86%	0.01%	-0.5%	Q4 2023
QXOQXO, Inc.	$8.32M	0.82%	0.07%	+40.5%	Q3 2025
ADIAnalog Devices Inc	$8.07M	0.79%	0.00%	-3.3%	Q4 2023
MDLZMondelez International, Inc.	$7.94M	0.78%	0.01%	-3.7%	Q4 2023
MRKMerck & Co., Inc.	$7.54M	0.74%	0.00%	-1.7%	Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$7.44M	0.73%	Not reported	+1.1%	Q4 2023
MUMicron Technology Inc	$7.26M	0.71%	0.00%	+207.5%	Q2 2024
YUMYum Brands Inc	$7.05M	0.69%	0.02%	-1.3%	Q4 2023
BRK.BBerkshire Hathaway Inc	$6.65M	0.65%	Not reported	-0.3%	Q4 2023
PEPPepsico Inc	$6.44M	0.63%	0.00%	-4.4%	Q4 2023
SBUXStarbucks Corp	$6.37M	0.63%	0.01%	-0.6%	Q4 2023
CVXChevron Corp	$6.21M	0.61%	0.00%	-13.6%	Q4 2023
GEVGE Vernova Inc.	$6.16M	0.61%	0.00%	-2.1%	Q4 2024
RTXRTX Corp	$5.78M	0.57%	0.00%	-3.2%	Q4 2023
COFCapital One Financial Corp	$5.41M	0.53%	0.00%	-1.8%	Q4 2023
COSTCostco Wholesale Corp	$4.97M	0.49%	0.00%	+1.6%	Q4 2023
ECLEcolab Inc.	$4.78M	0.47%	0.01%	-0.8%	Q4 2023
CLColgate Palmolive Co	$4.77M	0.47%	0.01%	+0.6%	Q4 2023
EOGEog Resources Inc	$4.68M	0.46%	0.01%	-15.6%	Q4 2023
CMECme Group Inc.	$4.59M	0.45%	0.01%	-1.3%	Q4 2023
HDHome Depot, Inc.	$4.57M	0.45%	0.00%	-1.5%	Q4 2023
ABTAbbott Laboratories	$4.56M	0.45%	0.00%	-5.3%	Q4 2023
UNHUnitedhealth Group Inc	$4.55M	0.45%	0.00%	+5.7%	Q4 2023
LLYELI LILLY & Co	$4.47M	0.44%	0.00%	+3.7%	Q4 2023
WFCWells Fargo & Company	$4.38M	0.43%	0.00%	-51.1%	Q4 2023
BLKBlackRock, Inc.	$4.38M	0.43%	0.00%	+0.5%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.04M	0.40%	0.00%	+1079.4%	Q4 2023
KOCoca Cola Co	$4.03M	0.40%	0.00%	-0.1%	Q4 2023
BIPBrookfield Infrastructure Partners L.P.	$4.02M	0.40%	Not reported	-14.5%	Q4 2023

Q1 2026Reported Apr 21, 2026192 positions
AAPLApple Inc.	$84.5M	9.05%	0.00%	-5.2%	Q4 2023
GOOGAlphabet Inc.	$36.7M	3.93%	Not reported	-4.4%	Q4 2023
GOOGLAlphabet Inc.	$36.2M	3.88%	0.00%	-4.0%	Q4 2023
AMZNAmazon Com Inc	$33.4M	3.58%	0.00%	-2.5%	Q4 2023
JPMJPMorgan Chase & Co	$24.6M	2.64%	0.00%	-2.4%	Q4 2023
MSFTMicrosoft Corp	$23M	2.46%	0.00%	-2.2%	Q4 2023
XPOXPO, Inc.	$18.5M	1.98%	0.08%	-2.4%	Q4 2023
JNJJohnson & Johnson	$17.1M	1.83%	0.00%	-1.0%	Q4 2023
VVisa Inc.	$15.8M	1.69%	0.00%	-2.2%	Q4 2023
LRCXLam Research Corp	$14.4M	1.55%	0.01%	-6.6%	Q4 2023
WMTWalmart Inc.	$14.3M	1.53%	0.00%	-1.9%	Q4 2023
DOVDOVER Corp	$13.7M	1.47%	0.05%	-1.6%	Q4 2023
NVDANvidia Corp	$13.4M	1.44%	0.00%	-0.3%	Q4 2023
MAMastercard Inc	$13.1M	1.40%	0.00%	-0.6%	Q4 2023
BNLBroadstone Net Lease, Inc.	$12.8M	1.37%	0.36%	-6.2%	Q4 2023
ISRGIntuitive Surgical Inc	$12.6M	1.35%	0.01%	-1.9%	Q4 2023
TJXTJX Companies Inc	$12.2M	1.31%	0.01%	-1.1%	Q4 2023
DHRDanaher Corp	$11.8M	1.26%	0.01%	-4.6%	Q4 2023
TMOThermo Fisher Scientific Inc.	$9.69M	1.04%	0.01%	-3.8%	Q4 2023
CBChubb Ltd	$9.65M	1.03%	0.01%	-4.3%	Q4 2023
CVXChevron Corp	$8.97M	0.96%	0.00%	-0.5%	Q4 2023
WFCWells Fargo & Company	$8.64M	0.93%	0.00%	-2.6%	Q4 2023
MDLZMondelez International, Inc.	$8.29M	0.89%	0.01%	+4.2%	Q4 2023
BABoeing Co	$8.13M	0.87%	0.01%	-0.9%	Q4 2023
PEPPepsico Inc	$7.73M	0.83%	0.00%	-2.2%	Q4 2023
MRKMerck & Co., Inc.	$7.24M	0.77%	0.00%	-5.9%	Q4 2023
CATCaterpillar Inc	$7.05M	0.75%	0.00%	-6.3%	Q4 2023
YUMYum Brands Inc	$6.95M	0.74%	0.02%	-1.4%	Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$6.89M	0.74%	Not reported	+1.7%	Q4 2023
ADIAnalog Devices Inc	$6.68M	0.72%	0.00%	-2.3%	Q4 2023
QXOQXO, Inc.	$6.66M	0.71%	0.05%	+4.0%	Q3 2025
BRK.BBerkshire Hathaway Inc	$6.39M	0.68%	Not reported	-5.3%	Q4 2023
CMECme Group Inc.	$6.22M	0.67%	0.01%	-0.6%	Q4 2023
EOGEog Resources Inc	$6.17M	0.66%	0.01%	+7.9%	Q4 2023
RTXRTX Corp	$6.07M	0.65%	0.00%	-1.1%	Q4 2023
SBUXStarbucks Corp	$5.62M	0.60%	0.01%	-3.3%	Q4 2023
ABTAbbott Laboratories	$5.45M	0.58%	0.00%	-2.8%	Q4 2023
COSTCostco Wholesale Corp	$5.21M	0.56%	0.00%	-4.1%	Q4 2023
COFCapital One Financial Corp	$5.01M	0.54%	0.00%	-0.1%	Q4 2023
GEVGE Vernova Inc.	$4.68M	0.50%	0.00%	+8.5%	Q4 2024
BIPBrookfield Infrastructure Partners L.P.	$4.66M	0.50%	Not reported	-7.6%	Q4 2023
ECLEcolab Inc.	$4.61M	0.49%	0.01%	-0.6%	Q4 2023
LHXL3harris Technologies, Inc.	$4.53M	0.48%	0.01%	-0.5%	Q4 2023
CLColgate Palmolive Co	$4.41M	0.47%	0.01%	+0.1%	Q4 2023
BLKBlackRock, Inc.	$4.36M	0.47%	0.00%	-9.5%	Q4 2023
HDHome Depot, Inc.	$4.33M	0.46%	0.00%	-1.1%	Q4 2023
LMTLockheed Martin Corp	$4.32M	0.46%	0.00%	-5.7%	Q4 2023
AESAes Corp	$4.01M	0.43%	0.04%	-0.1%	Q4 2023
KOCoca Cola Co	$3.8M	0.41%	0.00%	-1.8%	Q4 2023
PGPROCTER & GAMBLE Co	$3.79M	0.41%	0.00%	-3.1%	Q4 2023

Q4 2025Reported Jan 20, 2026202 positions
AAPLApple Inc.	$95.5M	9.68%	0.00%	-10.1%	Q4 2023
GOOGAlphabet Inc.	$42M	4.26%	Not reported	-3.4%	Q4 2023
GOOGLAlphabet Inc.	$41.1M	4.17%	0.00%	-13.7%	Q4 2023
AMZNAmazon Com Inc	$38M	3.85%	0.00%	-6.4%	Q4 2023
MSFTMicrosoft Corp	$30.7M	3.11%	0.00%	-23.0%	Q4 2023
JPMJPMorgan Chase & Co	$27.6M	2.80%	0.00%	-9.0%	Q4 2023
VVisa Inc.	$18.7M	1.90%	0.00%	-13.8%	Q4 2023
ISRGIntuitive Surgical Inc	$15.8M	1.60%	0.01%	-4.6%	Q4 2023
MAMastercard Inc	$15M	1.52%	0.00%	-9.0%	Q4 2023
DHRDanaher Corp	$14.9M	1.52%	0.01%	-12.0%	Q4 2023
JNJJohnson & Johnson	$14.6M	1.48%	0.00%	-11.8%	Q4 2023
NVDANvidia Corp	$14.4M	1.46%	0.00%	-16.5%	Q4 2023
XPOXPO, Inc.	$13.3M	1.34%	0.08%	-1.1%	Q4 2023
WMTWalmart Inc.	$13.1M	1.33%	0.00%	-16.7%	Q4 2023
DOVDOVER Corp	$13.1M	1.33%	0.05%	-9.0%	Q4 2023
BNLBroadstone Net Lease, Inc.	$13M	1.32%	0.38%	-12.5%	Q4 2023
LRCXLam Research Corp	$12.4M	1.25%	0.01%	-4.3%	Q4 2023
TJXTJX Companies Inc	$11.9M	1.21%	0.01%	-9.7%	Q4 2023
TMOThermo Fisher Scientific Inc.	$11.9M	1.20%	0.01%	-0.2%	Q4 2023
WFCWells Fargo & Company	$10.4M	1.05%	0.00%	-14.8%	Q4 2023
CBChubb Ltd	$9.65M	0.98%	0.01%	-9.6%	Q4 2023
BABoeing Co	$8.94M	0.91%	0.00%	-12.6%	Q4 2023
MDLZMondelez International, Inc.	$7.43M	0.75%	0.01%	-17.4%	Q4 2023
PEPPepsico Inc	$7.38M	0.75%	0.00%	-0.6%	Q4 2023
BRK.BBerkshire Hathaway Inc	$7.08M	0.72%	Not reported	-18.5%	Q4 2023
YUMYum Brands Inc	$6.86M	0.70%	0.02%	-2.0%	Q4 2023
ABTAbbott Laboratories	$6.84M	0.69%	0.00%	-2.6%	Q4 2023
MRKMerck & Co., Inc.	$6.74M	0.68%	0.00%	-26.4%	Q4 2023
COFCapital One Financial Corp	$6.66M	0.68%	0.00%	-11.1%	Q4 2023
CVXChevron Corp	$6.64M	0.67%	0.00%	-14.5%	Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$6.57M	0.67%	Not reported	0.0%	Q4 2023
QXOQXO, Inc.	$6.36M	0.64%	0.05%	+15.3%	Q3 2025
CATCaterpillar Inc	$6.09M	0.62%	0.00%	-4.4%	Q4 2023
RTXRTX Corp	$5.84M	0.59%	0.00%	-15.6%	Q4 2023
ADIAnalog Devices Inc	$5.83M	0.59%	0.00%	-15.7%	Q4 2023
CMECme Group Inc.	$5.79M	0.59%	0.01%	-7.1%	Q4 2023
SBUXStarbucks Corp	$5.46M	0.55%	0.01%	-12.2%	Q4 2023
BLKBlackRock, Inc.	$5.36M	0.54%	0.00%	-12.3%	Q4 2023
BIPBrookfield Infrastructure Partners L.P.	$4.85M	0.49%	Not reported	-6.7%	Q4 2023
BXBlackstone Inc.	$4.76M	0.48%	0.00%	-0.7%	Q4 2023
COSTCostco Wholesale Corp	$4.7M	0.48%	0.00%	-18.7%	Q4 2023
ECLEcolab Inc.	$4.58M	0.46%	0.01%	-8.3%	Q4 2023
HDHome Depot, Inc.	$4.58M	0.46%	0.00%	-32.7%	Q4 2023
METAMeta Platforms, Inc.	$4.38M	0.44%	Not reported	-21.5%	Q4 2023
ORCLOracle Corp	$4.35M	0.44%	0.00%	-32.9%	Q4 2023
EOGEog Resources Inc	$4.15M	0.42%	0.01%	-27.3%	Q4 2023
AESAes Corp	$4.09M	0.41%	0.04%	-11.2%	Q4 2023
CLColgate Palmolive Co	$4.08M	0.41%	0.01%	-8.3%	Q4 2023
LLYELI LILLY & Co	$3.96M	0.40%	0.00%	-8.3%	Q4 2023
BACBank of America Corp	$3.92M	0.40%	0.00%	-4.6%	Q4 2023

Q3 2025Reported Oct 15, 2025254 positions
AAPLApple Inc.	$99.5M	8.53%	0.00%	+2.0%	Q4 2023
MSFTMicrosoft Corp	$42.7M	3.66%	0.00%	-0.2%	Q4 2023
AMZNAmazon Com Inc	$38.6M	3.31%	0.00%	+0.4%	Q4 2023
GOOGLAlphabet Inc.	$37M	3.17%	0.00%	-1.0%	Q4 2023
GOOGAlphabet Inc.	$33.7M	2.89%	Not reported	-0.7%	Q4 2023
JPMJPMorgan Chase & Co	$29.7M	2.55%	0.00%	-1.8%	Q4 2023
VVisa Inc.	$21.1M	1.81%	0.00%	+0.4%	Q4 2023
NVDANvidia Corp	$17.2M	1.48%	0.00%	-0.3%	Q4 2023
MAMastercard Inc	$16.4M	1.41%	0.00%	-2.2%	Q4 2023
BNLBroadstone Net Lease, Inc.	$15.3M	1.31%	0.44%	+5.3%	Q4 2023
JNJJohnson & Johnson	$14.8M	1.27%	0.00%	-1.4%	Q4 2023
DHRDanaher Corp	$14.7M	1.26%	0.01%	-0.4%	Q4 2023
WMTWalmart Inc.	$14.5M	1.24%	0.00%	+0.5%	Q4 2023
ISRGIntuitive Surgical Inc	$13.1M	1.12%	0.01%	+0.2%	Q4 2023
XPOXPO, Inc.	$12.7M	1.09%	0.08%	+0.4%	Q4 2023
TJXTJX Companies Inc	$12.4M	1.06%	0.01%	+0.6%	Q4 2023
DOVDOVER Corp	$12.3M	1.05%	0.05%	0.0%	Q4 2023
WFCWells Fargo & Company	$11M	0.94%	0.00%	-2.9%	Q4 2023
MDLZMondelez International, Inc.	$10.4M	0.89%	0.01%	+1.6%	Q4 2023
BABoeing Co	$10.2M	0.87%	0.01%	+0.2%	Q4 2023
LRCXLam Research Corp	$10.1M	0.87%	0.01%	-0.9%	Q4 2023
TMOThermo Fisher Scientific Inc.	$9.96M	0.85%	0.01%	+0.2%	Q4 2023
CBChubb Ltd	$9.66M	0.83%	0.01%	+2.8%	Q4 2023
ORCLOracle Corp	$9.36M	0.80%	0.00%	-25.5%	Q4 2023
BRK.BBerkshire Hathaway Inc	$8.69M	0.75%	Not reported	+9.2%	Q4 2023
HDHome Depot, Inc.	$8.01M	0.69%	0.00%	+0.9%	Q4 2023
CVXChevron Corp	$7.91M	0.68%	0.00%	+2.5%	Q4 2023
ABTAbbott Laboratories	$7.51M	0.64%	0.00%	-5.2%	Q4 2023
MRKMerck & Co., Inc.	$7.3M	0.63%	0.00%	-7.8%	Q4 2023
PEPPepsico Inc	$7.2M	0.62%	0.00%	-1.7%	Q4 2023
YUMYum Brands Inc	$7.03M	0.60%	0.02%	+0.2%	Q4 2023
BLKBlackRock, Inc.	$6.65M	0.57%	0.00%	+7.2%	Q4 2023
COFCapital One Financial Corp	$6.57M	0.56%	0.00%	-3.5%	Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$6.45M	0.55%	Not reported	-0.4%	Q4 2023
RTXRTX Corp	$6.31M	0.54%	0.00%	-0.1%	Q4 2023
ADIAnalog Devices Inc	$6.27M	0.54%	0.01%	+31.9%	Q4 2023
SBUXStarbucks Corp	$6.25M	0.54%	0.01%	+2.4%	Q4 2023
COSTCostco Wholesale Corp	$6.21M	0.53%	0.00%	+1.2%	Q4 2023
METAMeta Platforms, Inc.	$6.2M	0.53%	Not reported	+6.8%	Q4 2023
CMECme Group Inc.	$6.17M	0.53%	0.01%	+0.2%	Q4 2023
EOGEog Resources Inc	$6.1M	0.52%	0.01%	-4.2%	Q4 2023
QXOQXO, Inc.	$5.45M	0.47%	0.04%	New	Q3 2025
BXBlackstone Inc.	$5.32M	0.46%	0.00%	-3.6%	Q4 2023
CATCaterpillar Inc	$5.31M	0.46%	0.00%	+6.9%	Q4 2023
ECLEcolab Inc.	$5.21M	0.45%	0.01%	-0.2%	Q4 2023
LHXL3harris Technologies, Inc.	$4.98M	0.43%	0.01%	+2.2%	Q4 2023
BIPBrookfield Infrastructure Partners L.P.	$4.92M	0.42%	Not reported	-1.9%	Q4 2023
PGPROCTER & GAMBLE Co	$4.9M	0.42%	0.00%	+0.4%	Q4 2023
AVGOBroadcom Inc.	$4.74M	0.41%	0.00%	-7.8%	Q4 2023
CLColgate Palmolive Co	$4.5M	0.39%	0.01%	-3.0%	Q4 2023

Premium opens every quarter this fund has filed