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TRITONPOINT WEALTH, LLC
Period ended Sep 30, 2026 · Latest filing Oct 19, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $1,007,232,905
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COM · 037833100 · shares: $106,670,008
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $41,859,243
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $41,412,094
- AMAZON COM INC · COM · 023135106 · shares: $38,922,984
- VANGUARD INDEX FDS · GROWTH ETF · 922908736 · shares: $38,587,837
- MICROSOFT CORP · COM · 594918104 · shares: $32,460,886
- JPMORGAN CHASE & CO · COM · 46625H100 · shares: $26,150,305
- ISHARES TR · U.S. TECH ETF · 464287721 · shares: $24,290,888
- NVIDIA CORPORATION · COM · 67066G104 · shares: $21,274,980
- LAM RESEARCH CORP · COM NEW · 512807306 · shares: $18,756,388
Reported holdings
293 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| APPLE INC | COM | 037833100 | — | 320,311 shares | $106,670,008 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 122,848 shares | $41,859,243 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 120,356 shares | $41,412,094 |
| AMAZON COM INC | COM | 023135106 | — | 156,223 shares | $38,922,984 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | — | 428,230 shares | $38,587,837 |
| MICROSOFT CORP | COM | 594918104 | — | 63,289 shares | $32,460,886 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 79,045 shares | $26,150,305 |
| ISHARES TR | U.S. TECH ETF | 464287721 | — | 91,698 shares | $24,290,888 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 93,156 shares | $21,274,980 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 57,095 shares | $18,756,388 |
| VISA INC | COM CL A | 92826C839 | — | 49,343 shares | $17,730,307 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 65,464 shares | $17,330,878 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 24,577 shares | $17,225,226 |
| XPO INC | COM | 983793100 | — | 91,457 shares | $16,094,603 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 25,424 shares | $14,020,518 |
| DANAHER CORPORATION | COM | 235851102 | — | 60,100 shares | $13,315,234 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 19,039 shares | $12,852,277 |
| DOVER CORP | COM | 260003108 | — | 62,135 shares | $11,622,355 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | — | 59,369 shares | $11,621,482 |
| WALMART INC | COM | 931142103 | — | 107,908 shares | $11,213,813 |
| BROADSTONE NET LEASE INC | COM | 11135E203 | — | 603,955 shares | $11,173,172 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 27,199 shares | $11,059,794 |
| SELECT SECTOR SPDR TR | SBI INT-INDS | 81369Y704 | — | 64,370 shares | $10,748,447 |
| TJX COS INC NEW | COM | 872540109 | — | 74,646 shares | $9,876,442 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | — | 181,054 shares | $9,668,302 |
| CHUBB LIMITED | COM | H1467J104 | — | 28,223 shares | $9,179,489 |
| MERCK & CO INC | COM | 58933Y105 | — | 56,913 shares | $8,270,058 |
| CATERPILLAR INC | COM | 149123101 | — | 9,505 shares | $7,706,586 |
| MONDELEZ INTL INC | CL A | 609207105 | — | 132,960 shares | $7,687,774 |
| ANALOG DEVICES INC | COM | 032654105 | — | 18,649 shares | $7,398,195 |
| CHEVRON CORP NEW | COM | 166764100 | — | 35,950 shares | $7,341,351 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 47,069 shares | $7,305,109 |
| BOEING CO | COM | 097023105 | — | 39,001 shares | $7,256,172 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | — | 39,724 shares | $6,690,309 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 13,261 shares | $6,603,071 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 6,071 shares | $6,466,638 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 | — | 17,367 shares | $6,198,282 |
| YUM BRANDS INC | COM | 988498101 | — | 44,069 shares | $6,008,367 |
| PEPSICO INC | COM | 713448108 | — | 45,868 shares | $5,812,393 |
| STARBUCKS CORP | COM | 855244109 | — | 60,568 shares | $5,690,969 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | — | 30,505 shares | $5,663,174 |
| CME GROUP INC | COM | 12572Q105 | — | 20,336 shares | $5,327,651 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 26,637 shares | $5,142,860 |
| ISHARES TR | S&P MC 400GR ETF | 464287606 | — | 46,274 shares | $5,072,093 |
| ABBOTT LABS | COM | 002824100 | — | 50,312 shares | $4,972,307 |
| QXO INC | COM NEW | 82846H405 | — | 414,373 shares | $4,844,016 |
| BLACKROCK INC | COM | 09290D101 | — | 4,528 shares | $4,791,503 |
| COSTCO WHSL CORP NEW | COM | 22160K105 | — | 5,145 shares | $4,684,005 |
| GE VERNOVA INC | COM | 36828A101 | — | 4,924 shares | $4,680,239 |
| EOG RES INC | COM | 26875P101 | — | 33,830 shares | $4,660,409 |
| ECOLAB INC | COM | 278865100 | — | 16,963 shares | $4,657,624 |
| SERVICENOW INC | COM | 81762P102 | — | 32,836 shares | $4,400,350 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 51,571 shares | $4,400,001 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | — | 60,099 shares | $4,378,846 |
| ELI LILLY & CO | COM | 532457108 | — | 3,718 shares | $4,301,465 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 31,253 shares | $4,251,702 |
| COCA COLA CO | COM | 191216100 | — | 49,024 shares | $4,219,972 |
| WELLS FARGO CO NEW | COM | 949746101 | — | 49,972 shares | $4,000,240 |
| BROOKFIELD INFRAST PARTNERS | LP INT UNIT | G16252101 | — | 110,079 shares | $3,913,308 |
| SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 | — | 35,249 shares | $3,911,582 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | — | 13,491 shares | $3,838,041 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 10,433 shares | $3,829,855 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 3,978 shares | $3,800,670 |
| META PLATFORMS INC | CL A | 30303M102 | — | 5,181 shares | $3,757,180 |
| PROCTER AND GAMBLE CO | COM | 742718109 | — | 25,787 shares | $3,746,335 |
| AES CORP | COM | 00130H105 | — | 247,624 shares | $3,689,591 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | — | 8,063 shares | $3,678,239 |
| HOME DEPOT INC | COM | 437076102 | — | 12,535 shares | $3,566,010 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 8,775 shares | $3,486,390 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 6,842 shares | $3,484,469 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | — | 17,555 shares | $3,432,481 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | — | 9,535 shares | $3,391,313 |
| LABCORP HOLDINGS INC | COM SHS | 504922105 | — | 10,478 shares | $3,228,377 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | — | 40,760 shares | $3,196,426 |
| BANK AMERICA CORP | COM | 060505104 | — | 58,581 shares | $3,188,564 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 4,185 shares | $3,095,569 |
| VANGUARD WORLD FDS | INF TECH ETF | 92204A702 | — | 24,536 shares | $3,083,381 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | — | 13,625 shares | $3,028,314 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 | — | 27,790 shares | $3,024,664 |
| AVAGO TECHNOLOGIES LTD | COM | 11135F101 | — | 8,552 shares | $3,003,236 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | — | 12,237 shares | $2,897,560 |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 113004105 | — | 62,370 shares | $2,780,435 |
| ABBVIE INC | COM | 00287Y109 | — | 10,518 shares | $2,751,529 |
| BLACKSTONE INC | COM | 09260D107 | — | 23,856 shares | $2,674,023 |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | — | 3,448 shares | $2,629,562 |
| UNION PAC CORP | COM | 907818108 | — | 9,354 shares | $2,545,458 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | — | 70,529 shares | $2,511,538 |
| AEROVIRONMENT INC | COM | 008073108 | — | 16,353 shares | $2,325,724 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 16,293 shares | $2,317,853 |
| BALL CORP | COM | 058498106 | — | 40,835 shares | $2,288,010 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | — | 10,058 shares | $2,173,370 |
| GENERAC HLDGS INC | COM | 368736104 | — | 10,449 shares | $2,162,421 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 3,996 shares | $2,149,648 |
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 | — | 55,112 shares | $2,009,384 |
| ORACLE CORP | COM | 68389X105 | — | 14,363 shares | $1,972,017 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | — | 8,442 shares | $1,950,330 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 2,533 shares | $1,939,535 |
| MCDONALDS CORP | COM | 580135101 | — | 8,330 shares | $1,923,730 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | — | 25,046 shares | $1,913,478 |
| SCHWAB CHARLES CORP | COM | 808513105 | — | 19,099 shares | $1,866,720 |