Tritonpoint Wealth

Tritonpoint Wealth as of March 31, 2026

Portfolio Holdings for Tritonpoint Wealth

Tritonpoint Wealth holds 268 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 9.0 $85M 333k 253.79
Vanguard Index Fds Growth Etf (VUG) 4.4 $41M 93k 436.79
Alphabet Cap Stk Cl C (GOOG) 3.9 $37M 128k 286.86
Alphabet Cap Stk Cl A (GOOGL) 3.9 $36M 126k 287.56
Amazon (AMZN) 3.6 $33M 160k 208.27
JPMorgan Chase & Co. (JPM) 2.6 $25M 84k 294.16
Microsoft Corporation (MSFT) 2.5 $23M 62k 370.17
Xpo Logistics Inc equity (XPO) 2.0 $19M 95k 194.55
Ishares Tr U.s. Tech Etf (IYW) 1.9 $17M 95k 181.42
Johnson & Johnson (JNJ) 1.8 $17M 70k 244.44
Visa Com Cl A (V) 1.7 $16M 52k 302.24
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.6 $15M 25k 597.55
Lam Research Corp Com New (LRCX) 1.5 $14M 68k 213.92
Wal-Mart Stores (WMT) 1.5 $14M 115k 124.53
Dover Corporation (DOV) 1.5 $14M 66k 208.45
NVIDIA Corporation (NVDA) 1.4 $13M 77k 174.41
Mastercard Incorporated Cl A (MA) 1.4 $13M 26k 499.66
Broadstone Net Lease (BNL) 1.4 $13M 690k 18.56
Intuitive Surgical Com New (ISRG) 1.3 $13M 27k 460.98
TJX Companies (TJX) 1.3 $12M 77k 159.70
Danaher Corporation (DHR) 1.3 $12M 62k 190.00
Select Sector Spdr Tr Sbi Int-inds (XLI) 1.2 $11M 70k 161.73
Thermo Fisher Scientific (TMO) 1.0 $9.7M 20k 492.00
Chubb (CB) 1.0 $9.6M 30k 326.89
Select Sector Spdr Tr Financial (XLF) 1.0 $9.3M 189k 49.37
Chevron Corporation (CVX) 1.0 $9.0M 43k 206.90
Select Sector Spdr Tr Technology (XLK) 0.9 $8.8M 66k 132.90
Wells Fargo & Company (WFC) 0.9 $8.6M 109k 79.61
Mondelez Intl Cl A (MDLZ) 0.9 $8.3M 143k 58.14
Boeing Company (BA) 0.9 $8.1M 41k 199.03
Pepsi (PEP) 0.8 $7.7M 50k 155.29
Merck & Co (MRK) 0.8 $7.2M 60k 121.14
Caterpillar (CAT) 0.8 $7.1M 10k 708.46
Yum! Brands (YUM) 0.7 $6.9M 45k 155.48
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $6.9M 47k 148.10
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.7 $6.8M 46k 146.61
Analog Devices (ADI) 0.7 $6.7M 21k 318.15
Qxo Com New (QXO) 0.7 $6.7M 343k 19.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $6.4M 13k 479.18
Cme (CME) 0.7 $6.2M 21k 295.35
EOG Resources (EOG) 0.7 $6.2M 43k 144.57
Raytheon Technologies Corp (RTX) 0.6 $6.1M 32k 192.90
Ishares Tr Rus 2000 Grw Etf (IWO) 0.6 $5.7M 18k 313.81
Starbucks Corporation (SBUX) 0.6 $5.6M 63k 89.59
Abbott Laboratories (ABT) 0.6 $5.4M 53k 102.67
Costco Wholesale Corporation (COST) 0.6 $5.2M 5.2k 996.49
Ishares Tr S&p Mc 400gr Etf (IJK) 0.5 $5.0M 50k 100.62
Capital One Financial (COF) 0.5 $5.0M 28k 182.43
Vanguard Bd Index Fds Intermed Term (BIV) 0.5 $4.9M 63k 77.18
Ge Vernova (GEV) 0.5 $4.7M 5.4k 873.40
Brookfield Infrast Partners Lp Int Unit (BIP) 0.5 $4.7M 129k 36.12
Ecolab (ECL) 0.5 $4.6M 17k 266.74
L3harris Technologies (LHX) 0.5 $4.5M 13k 345.15
Colgate-Palmolive Company (CL) 0.5 $4.4M 52k 85.23
Select Sector Spdr Tr Communication (XLC) 0.5 $4.4M 40k 110.86
Blackrock (BLK) 0.5 $4.4M 4.5k 961.62
Home Depot (HD) 0.5 $4.3M 13k 328.90
Lockheed Martin Corporation (LMT) 0.5 $4.3M 7.1k 604.42
Jpm Hdgd Eq Sel mutual fund (JHEQX) 0.4 $4.1M 121k 33.58
AES Corporation (AES) 0.4 $4.0M 285k 14.09
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $3.9M 31k 124.31
Coca-Cola Company (KO) 0.4 $3.8M 50k 76.58
Procter & Gamble Company (PG) 0.4 $3.8M 26k 144.44
Parker-Hannifin Corporation (PH) 0.4 $3.7M 4.2k 895.24
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.4 $3.6M 33k 108.98
Enterprise Products Partners (EPD) 0.4 $3.6M 94k 37.84
Blackstone Group Inc Com Cl A (BX) 0.4 $3.4M 30k 114.99
Meta Platforms Cl A (META) 0.4 $3.3M 5.9k 572.13
Marriott Intl Cl A (MAR) 0.4 $3.3M 10k 327.08
Vanguard Index Fds Small Cp Etf (VB) 0.4 $3.3M 13k 261.92
Eli Lilly & Co. (LLY) 0.4 $3.3M 3.6k 919.83
Oracle Corporation (ORCL) 0.3 $3.2M 22k 147.11
Bank of America Corporation (BAC) 0.3 $3.1M 65k 48.75
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $3.0M 11k 287.18
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $3.0M 16k 184.28
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.3 $2.9M 65k 44.45
McDonald's Corporation (MCD) 0.3 $2.8M 9.2k 310.79
Labcorp Holdings Com Shs (LH) 0.3 $2.8M 11k 266.81
UnitedHealth (UNH) 0.3 $2.8M 10k 270.58
PNC Financial Services (PNC) 0.3 $2.8M 13k 208.09
Broadcom (AVGO) 0.3 $2.7M 8.6k 309.50
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.3 $2.5M 62k 40.47
Abbvie (ABBV) 0.3 $2.5M 11k 217.50
Servicenow (NOW) 0.3 $2.4M 23k 104.55
Ball Corporation (BALL) 0.3 $2.4M 41k 59.11
Snowflake Cl A (SNOW) 0.3 $2.4M 16k 150.82
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $2.3M 4.0k 577.20
Union Pacific Corporation (UNP) 0.2 $2.3M 9.4k 242.62
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $2.3M 3.5k 652.15
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $2.2M 8.4k 257.36
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $2.2M 26k 81.98
Generac Holdings (GNRC) 0.2 $2.1M 11k 195.33
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $2.1M 3.1k 697.76
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $2.0M 26k 78.41
Check Point Software Tech Lt Ord (CHKP) 0.2 $2.0M 14k 142.85
Tesla Motors (TSLA) 0.2 $2.0M 5.3k 371.73
Ishares Tr Us Consum Discre (IYC) 0.2 $1.9M 20k 96.92
Vanguard Index Fds Value Etf (VTV) 0.2 $1.9M 9.8k 196.19
Exxon Mobil Corporation (XOM) 0.2 $1.9M 11k 169.66
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $1.9M 16k 113.11
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.6M 2.5k 653.23
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $1.6M 7.4k 217.25
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $1.6M 61k 25.64
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $1.5M 5.0k 302.24
Palo Alto Networks (PANW) 0.2 $1.5M 9.3k 160.32
Netflix (NFLX) 0.2 $1.5M 16k 96.15
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.4M 4.5k 320.81
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $1.4M 16k 88.46
Honeywell International (HON) 0.1 $1.4M 6.1k 226.03
Ishares Tr Core Msci Eafe (IEFA) 0.1 $1.4M 15k 90.53
Domino's Pizza (DPZ) 0.1 $1.3M 3.6k 358.79
Gxo Logistics Incorporated Common Stock (GXO) 0.1 $1.3M 25k 51.85
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $1.3M 19k 67.53
Emerson Electric (EMR) 0.1 $1.2M 9.5k 131.02
Bristol Myers Squibb (BMY) 0.1 $1.2M 20k 60.65
J P Morgan Exchange Traded Equity Premium (JEPI) 0.1 $1.2M 21k 56.68
United Parcel Service CL B (UPS) 0.1 $1.2M 12k 98.38
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $1.1M 7.9k 144.71
Ishares Tr Expanded Tech (IGV) 0.1 $1.1M 14k 80.05
Cisco Systems (CSCO) 0.1 $1.1M 14k 77.59
Ishares Tr Us Industrials (IYJ) 0.1 $1.1M 7.3k 147.54
Select Sector Spdr Tr Energy (XLE) 0.1 $1.0M 17k 61.26
Akamai Technologies (AKAM) 0.1 $1.0M 8.8k 114.85
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $945k 2.5k 383.47
Ge Aerospace Com New (GE) 0.1 $905k 3.2k 284.26
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $901k 1.5k 618.28
Linde SHS (LIN) 0.1 $897k 1.8k 495.69
Walt Disney Company (DIS) 0.1 $894k 9.3k 96.38
Zoetis Cl A (ZTS) 0.1 $880k 7.4k 118.21
Automatic Data Processing (ADP) 0.1 $860k 4.2k 204.85
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $840k 14k 61.64
American Express Company (AXP) 0.1 $834k 2.8k 302.53
Stryker Corporation (SYK) 0.1 $827k 2.5k 329.41
ConocoPhillips (COP) 0.1 $822k 6.2k 132.00
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $815k 15k 55.52
Pfizer (PFE) 0.1 $814k 29k 28.08
3M Company (MMM) 0.1 $803k 5.5k 145.23
Goldman Sachs (GS) 0.1 $789k 932.00 845.99
FedEx Corporation (FDX) 0.1 $741k 2.1k 357.62
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $718k 1.00 718140.00
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $710k 7.3k 96.62
Kinder Morgan (KMI) 0.1 $704k 21k 33.53
Palantir Technologies Cl A (PLTR) 0.1 $703k 4.8k 146.28
Agilent Technologies Inc C ommon (A) 0.1 $702k 6.1k 114.24
Micron Technology (MU) 0.1 $692k 2.0k 337.99
Williams Companies (WMB) 0.1 $682k 9.4k 72.78
Marathon Petroleum Corp (MPC) 0.1 $666k 2.7k 244.18
American Intl Group Com New (AIG) 0.1 $657k 8.7k 75.25
Intercontinental Exchange (ICE) 0.1 $654k 4.2k 157.28
Schlumberger Com Stk (SLB) 0.1 $652k 13k 51.68
Dell Technologies CL C (DELL) 0.1 $644k 3.9k 164.13
CSX Corporation (CSX) 0.1 $612k 15k 41.05
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $612k 3.2k 191.92
International Business Machines (IBM) 0.1 $598k 2.5k 242.36
Atlantic Union B (AUB) 0.1 $597k 17k 35.74
Morgan Stanley Com New (MS) 0.1 $593k 3.6k 164.57
Spdr Gold Tr Gold Shs (GLD) 0.1 $588k 1.4k 430.29
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $588k 23k 25.10
Simon Property (SPG) 0.1 $585k 3.1k 186.53
Copart (CPRT) 0.1 $581k 18k 33.20
Leidos Holdings (LDOS) 0.1 $577k 3.7k 155.52
Ishares Tr Russell 2000 Etf (IWM) 0.1 $573k 2.3k 248.05
Applied Materials (AMAT) 0.1 $570k 1.7k 341.79
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.1 $542k 15k 37.44
Regeneron Pharmaceuticals (REGN) 0.1 $526k 681.00 772.64
Philip Morris International (PM) 0.1 $524k 3.1k 166.82
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $514k 5.4k 95.96
Carlyle Group (CG) 0.1 $509k 11k 48.39
Nextera Energy (NEE) 0.1 $506k 5.5k 92.88
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $506k 26k 19.30
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $506k 17k 29.08
Amgen (AMGN) 0.1 $505k 1.4k 351.82
Oneok (OKE) 0.1 $502k 5.6k 90.39
Markel Corporation (MKL) 0.1 $502k 262.00 1914.07
M&T Bank Corporation (MTB) 0.1 $499k 2.4k 206.76
Ishares Tr National Mun Etf (MUB) 0.1 $499k 4.7k 106.15
Tyler Technologies (TYL) 0.1 $495k 1.4k 342.38
Advanced Micro Devices (AMD) 0.1 $492k 2.4k 203.43
Citigroup Com New (C) 0.1 $488k 4.3k 113.41
Kla Corp Com New (KLAC) 0.1 $480k 326.00 1472.41
EastGroup Properties (EGP) 0.0 $467k 2.5k 186.64
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $465k 2.2k 213.67
Cummins (CMI) 0.0 $463k 861.00 538.02
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.0 $458k 2.3k 200.82
Sap Se Spon Adr (SAP) 0.0 $449k 2.6k 171.21
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $444k 11k 42.49
McKesson Corporation (MCK) 0.0 $441k 509.00 866.18
Ishares Tr U.s. Finls Etf (IYF) 0.0 $439k 3.7k 117.66
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.0 $433k 4.7k 92.76
Spdr Series Trust State Street Spd (SHM) 0.0 $432k 9.0k 47.83
Bank of New York Mellon Corporation (BK) 0.0 $426k 3.6k 118.61
Lowe's Companies (LOW) 0.0 $426k 1.8k 236.28
Ishares Tr U.s. Fin Svc Etf (IYG) 0.0 $404k 4.9k 82.84
Nasdaq Omx (NDAQ) 0.0 $393k 4.6k 84.89
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $387k 3.0k 128.12
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.0 $387k 4.0k 96.29
Metropcs Communications (TMUS) 0.0 $384k 1.8k 210.08
Shell Spon Ads (SHEL) 0.0 $381k 4.1k 93.00
First Ctzns Bancshares Inc N Cl A (FCNCA) 0.0 $379k 201.00 1884.66
Tompkins Financial Corporation (TMP) 0.0 $373k 4.7k 78.84
Phillips 66 (PSX) 0.0 $367k 2.0k 182.22
Amphenol Corp Cl A (APH) 0.0 $364k 2.9k 126.60
Verizon Communications (VZ) 0.0 $364k 7.2k 50.20
Ishares Tr Rus 1000 Grw Wtf (IWF) 0.0 $363k 852.00 426.40
At&t (T) 0.0 $346k 12k 28.99
Allstate Corporation (ALL) 0.0 $338k 1.6k 208.39
Snap-on Incorporated (SNA) 0.0 $337k 928.00 363.22
Medtronic SHS (MDT) 0.0 $336k 3.8k 87.37
Deere & Company (DE) 0.0 $335k 593.00 564.92
Ishares Tr Us Hlthcr Pr Etf (IHF) 0.0 $335k 8.0k 41.85
Gilead Sciences (GILD) 0.0 $334k 2.4k 139.37
Qualcomm (QCOM) 0.0 $331k 2.6k 128.77
Fortive (FTV) 0.0 $330k 6.0k 55.28
Eaton Corp SHS (ETN) 0.0 $330k 921.00 357.74
Adobe Systems Incorporated (ADBE) 0.0 $329k 1.4k 243.08
Chipotle Mexican Grill (CMG) 0.0 $324k 10k 32.01
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $315k 4.7k 66.86
American Electric Power Company (AEP) 0.0 $308k 2.3k 131.06
Progressive Corporation (PGR) 0.0 $308k 1.6k 198.22
salesforce (CRM) 0.0 $297k 1.6k 186.67
Texas Instruments Incorporated (TXN) 0.0 $296k 1.5k 194.15
Altria (MO) 0.0 $291k 4.3k 67.04
Crowdstrike Hldgs Cl A (CRWD) 0.0 $290k 743.00 390.31
Vanguard World Mega Cap Val Etf (MGV) 0.0 $290k 2.0k 144.95
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $285k 2.9k 97.23
Ishares Core Msci Emkt (IEMG) 0.0 $285k 4.1k 69.75
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $278k 1.3k 215.06
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $273k 612.00 446.54
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $273k 2.8k 96.70
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $273k 1.8k 155.11
Intel Corporation (INTC) 0.0 $271k 6.1k 44.13
Norfolk Southern (NSC) 0.0 $271k 945.00 287.00
Ishares Tr Global 100 Etf (IOO) 0.0 $270k 2.2k 120.97
Prologis (PLD) 0.0 $266k 2.0k 132.18
Howmet Aerospace (HWM) 0.0 $265k 1.2k 230.41
Yum China Holdings (YUMC) 0.0 $258k 5.3k 48.78
Newmont Mining Corporation (NEM) 0.0 $257k 2.4k 108.25
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $256k 10k 24.75
Moelis & Co Cl A (MC) 0.0 $256k 4.5k 57.00
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $253k 2.1k 121.19
General Dynamics Corporation (GD) 0.0 $248k 723.00 343.44
Ishares Tr Ishares Biotech (IBB) 0.0 $244k 1.4k 168.89
Charles Schwab Corporation (SCHW) 0.0 $243k 2.6k 93.98
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $243k 717.00 339.01
Johnson Ctls Intl SHS (JCI) 0.0 $243k 1.9k 131.35
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $243k 3.3k 73.64
Corning Incorporated (GLW) 0.0 $238k 1.7k 135.94
Duke Energy Corp Com New (DUK) 0.0 $234k 1.8k 130.94
MasTec (MTZ) 0.0 $231k 718.00 321.74
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $228k 1.1k 211.24
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $226k 1.6k 145.97
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $226k 2.0k 112.27
Comcast Corp Cl A (CMCSA) 0.0 $225k 7.8k 28.71
Hca Holdings (HCA) 0.0 $223k 472.00 473.24
Welltower Inc Com reit (WELL) 0.0 $223k 1.1k 197.64
Us Bancorp Del Com New (USB) 0.0 $220k 4.2k 52.53
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.0 $219k 4.2k 51.93
D.R. Horton (DHI) 0.0 $219k 1.6k 137.24
Quanta Services (PWR) 0.0 $217k 396.00 549.02
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $217k 660.00 328.66
Uber Technologies (UBER) 0.0 $214k 3.0k 71.92
Ishares Tr Rus 1000 Etf (IWB) 0.0 $212k 594.00 356.56
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $210k 3.3k 64.08
Ishares Tr Msci Eafe Etf (EFA) 0.0 $206k 2.1k 97.13
Qnity Electronics Common Stock (Q) 0.0 $204k 1.8k 115.38
Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) 0.0 $202k 3.5k 58.06
Gladstone Commercial Corporation (GOOD) 0.0 $155k 14k 11.43
Intrusion (INTZ) 0.0 $130k 159k 0.82