TRITONPOINT WEALTH, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, TRITONPOINT WEALTH, LLC held in its portfolio 271 assets valued at $986,243,560 (i.e. $986.24M).
The most valuable assets in the portfolio included: APPLE INC ($95.48M), VANGUARD INDEX FDS ($44.29M), and ALPHABET INC ($41.99M).
The chart below shows the top 10 valuable assets, and the table below shows the top 271 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
TRITONPOINT WEALTH, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 351223 | 95483772 | COM |
| VANGUARD INDEX FDS | 90782 | 44288761 | GROWTH ETF |
| ALPHABET INC | 133814 | 41990698 | CAP STK CL C |
| ALPHABET INC | 131261 | 41084817 | CAP STK CL A |
| AMAZON COM INC | 164509 | 37972057 | COM |
| MICROSOFT CORP | 63490 | 30704923 | COM |
| JPMORGAN CHASE & CO | 85730 | 27623879 | COM |
| ISHARES TR | 96878 | 19344666 | U.S. TECH ETF |
| VISA INC | 53292 | 18690136 | COM CL A |
| VANGUARD INDEX FDS | 25948 | 16273276 | S&P 500 ETF SHS |
| INTUITIVE SURGICAL INC | 27880 | 15789928 | COM NEW |
| MASTERCARD INCORPORATED | 26319 | 15024934 | CL A |
| DANAHER CORPORATION | 65186 | 14943263 | COM |
| JOHNSON & JOHNSON | 70588 | 14608235 | COM |
| NVIDIA CORPORATION | 77179 | 14393897 | COM |
| XPO INC | 97504 | 13251769 | COM |
| WALMART INC | 117157 | 13080044 | COM |
| DOVER CORP | 66936 | 13068733 | COM |
| BROADSTONE NET LEASE INC | 735626 | 12991159 | COM |
| LAM RESEARCH CORP | 72195 | 12375924 | COM NEW |
| TJX COS INC NEW | 77443 | 11896091 | COM |
| THERMO FISHER SCIENTIFIC INC | 20477 | 11874269 | COM |
| SELECT SECTOR SPDR TR | 70543 | 10942578 | SBI INT-INDS |
| SELECT SECTOR SPDR TR | 191355 | 10480816 | FINANCIAL |
| CATERPILLAR INC | 132195 | 10386548 | COM |
| WELLS FARGO CO NEW | 111382 | 10380870 | COM |
| SELECT SECTOR SPDR TR | 67195 | 9675199 | TECHNOLOGY |
| CHUBB LIMITED | 30831 | 9652945 | COM |
| BOEING CO | 41197 | 8944775 | COM |
| MONDELEZ INTL INC | 136769 | 7430519 | CL A |
| PEPSICO INC | 50912 | 7379272 | COM |
| SELECT SECTOR SPDR TR | 46420 | 7185998 | SBI HEALTHCARE |
| BERKSHIRE HATHAWAY INC DEL | 14080 | 7077066 | CL B NEW |
| YUM BRANDS INC | 45326 | 6856917 | COM |
| ABBOTT LABS | 54571 | 6837165 | COM |
| MERCK & CO INC | 63482 | 6736410 | COM |
| CAPITAL ONE FINL CORP | 27494 | 6663514 | COM |
| CHEVRON CORP NEW | 43560 | 6638960 | COM |
| VANGUARD WHITEHALL FDS | 45781 | 6570489 | HIGH DIV YLD |
| QXO INC | 329592 | 6357823 | COM NEW |
| ISHARES TR | 18227 | 5887503 | RUS 2000 GRW ETF |
| RAYTHEON TECHNOLOGIES CORP | 31819 | 5835527 | COM |
| ANALOG DEVICES INC | 21500 | 5830912 | COM |
| CME GROUP INC | 21197 | 5788504 | COM |
| STARBUCKS CORP | 64892 | 5464555 | COM |
| BLACKROCK INC | 5005 | 5356613 | COM |
| BROOKFIELD INFRAST PARTNERS | 139647 | 4851337 | LP INT UNIT |
| BLACKSTONE INC | 30898 | 4762568 | COM |
| ISHARES TR | 48796 | 4727356 | S&P MC 400GR ETF |
| COSTCO WHSL CORP NEW | 5452 | 4701767 | COM |
| SELECT SECTOR SPDR TR | 39383 | 4636167 | COMMUNICATION |
| ECOLAB INC | 17395 | 4579278 | COM |
| HOME DEPOT INC | 13301 | 4576842 | COM |
| META PLATFORMS INC | 6630 | 4376388 | CL A |
| ORACLE CORP | 22331 | 4352533 | COM |
| EOG RES INC | 39567 | 4154931 | COM |
| AES CORP | 285014 | 4087157 | COM |
| COLGATE PALMOLIVE CO | 51684 | 4084036 | COM |
| SELECT SECTOR SPDR TR | 33387 | 3987207 | SBI CONS DISCR |
| ELI LILLY & CO | 3685 | 3960216 | COM |
| BANK AMERICA CORP | 71319 | 3922557 | COM |
| PROCTER AND GAMBLE CO | 27091 | 3882417 | COM |
| L3HARRIS TECHNOLOGIES INC | 13188 | 3871596 | COM |
| PARKER-HANNIFIN CORP | 4251 | 3736468 | COM |
| LOCKHEED MARTIN CORP | 7580 | 3666390 | COM |
| ISHARES TR | 29888 | 3591948 | CORE S&P SCP ETF |
| COCA COLA CO | 50470 | 3528340 | COM |
| BROOKFIELD ASSET MANAGMT LTD | 63975 | 3351668 | CL A LMT VTG SHS |
| ENTERPRISE PRODS PARTNERS L | 104176 | 3339883 | COM |
| UNITEDHEALTH GROUP INC | 10014 | 3305823 | COM |
| MARRIOTT INTL INC NEW | 10513 | 3261615 | CL A |
| GE VERNOVA INC | 4940 | 3228666 | COM |
| SNOWFLAKE INC | 14557 | 3193218 | CL A |
| VANGUARD INDEX FDS | 11768 | 3035556 | SMALL CP ETF |
| BROOKFIELD CORP | 65523 | 3006850 | CL A LTD VT SH |
| AVAGO TECHNOLOGIES LTD | 8513 | 2946211 | COM |
| VANGUARD INDEX FDS | 8756 | 2935511 | TOTAL STK MKT |
| VANGUARD INDEX FDS | 16027 | 2842665 | MCAP VL IDXVIP |
| VANGUARD INDEX FDS | 9748 | 2829071 | MID CAP ETF |
| MCDONALDS CORP | 9254 | 2828300 | COM |
| PNC FINL SVCS GROUP INC | 13294 | 2774877 | COM |
| ABBVIE INC | 12098 | 2764382 | COM |
| LABCORP HOLDINGS INC | 10944 | 2745631 | COM SHS |
| ADOBE INC | 7532 | 2636125 | COM |
| CHECK POINT SOFTWARE TECH LT | 13920 | 2582995 | ORD |
| SERVICENOW INC | 16660 | 2552118 | COM |
| INVESCO QQQ TR | 4154 | 2551846 | UNIT SER 1 |
| TESLA INC | 5355 | 2408091 | COM |
| SPDR S&P 500 ETF TR | 3486 | 2384122 | TR UNIT |
| VANGUARD INDEX FDS | 8492 | 2370532 | MCAP GR IDXVIP |
| VANGUARD WORLD FDS | 3056 | 2303608 | INF TECH ETF |
| BALL CORP | 41531 | 2199921 | COM |
| UNION PAC CORP | 9323 | 2156557 | COM |
| SELECT SECTOR SPDR TR | 27441 | 2131711 | SBI CONS STPLS |
| ISHARES TR | 20309 | 2094467 | US CONSUM DISCRE |
| ISHARES TR | 2900 | 1988736 | CORE S&P500 ETF |
| ISHARES TR | 18367 | 1941208 | EXPANDED TECH |
| VANGUARD INDEX FDS | 9487 | 1811866 | VALUE ETF |
| VANGUARD INDEX FDS | 8442 | 1787908 | SM CP VAL ETF |
| ISHARES TR | 13455 | 1658502 | S&P 500 GRWT ETF |
| SCHWAB STRATEGIC TR | 60990 | 1641245 | US LRG CAP ETF |
| VANGUARD SCOTTSDALE FDS | 5310 | 1641105 | VNG RUS1000IDX |
| PALO ALTO NETWORKS INC | 8586 | 1581568 | COM |
| GENERAC HLDGS INC | 11278 | 1537981 | COM |
| VANGUARD INDEX FDS | 5040 | 1522575 | SML CP GRW ETF |
| NETFLIX INC | 16101 | 1509639 | COM |
| DOMINOS PIZZA INC | 3592 | 1497217 | COM |
| VANGUARD WHITEHALL FDS | 15770 | 1442167 | INTL DVD ETF |
| GXO LOGISTICS INCORPORATED | 25993 | 1368272 | COMMON STOCK |
| EXXON MOBIL CORP | 10683 | 1285612 | COM |
| ISHARES TR | 19264 | 1271797 | CORE S&P MCP ETF |
| EMERSON ELEC CO | 9405 | 1248275 | COM |
| HONEYWELL INTL INC | 6319 | 1232774 | COM |
| ZOETIS INC | 9382 | 1180443 | CL A |
| AUTOMATIC DATA PROCESSING IN | 4445 | 1150859 | COM |
| ISHARES TR | 7605 | 1127078 | US INDUSTRIALS |
| DISNEY WALT CO | 9785 | 1120575 | COM |
| UNITED PARCEL SERVICE INC | 11245 | 1115392 | CL B |
| J P MORGAN EXCHANGE TRADED | 19067 | 1099538 | EQUITY PREMIUM |
| CISCO SYS INC | 14046 | 1081963 | COM |
| BRISTOL-MYERS SQUIBB CO | 19146 | 1032761 | COM |
| AMERICAN EXPRESS CO | 2732 | 1010868 | COM |
| AMERICAN INTL GROUP INC | 11441 | 978756 | COM NEW |
| ISHARES TR | 6833 | 964546 | S&P SML 600 GWT |
| GE AEROSPACE | 3098 | 955469 | COM NEW |
| ISHARES TR | 10566 | 945234 | CORE MSCI EAFE |
| J P MORGAN EXCHANGE TRADED F | 15771 | 925696 | NASDAQ EQT PREM |
| ISHARES TR | 14088 | 917129 | US HLTHCARE ETF |
| AGILENT TECHNOLOGIES INC | 6648 | 904600 | COM |
| SELECT SECTOR SPDR TR | 20110 | 899118 | ENERGY |
| 3M CO | 5577 | 892887 | COM |
| VANECK ETF TRUST | 2463 | 887156 | SEMICONDUCTR ETF |
| SPDR S&P MIDCAP 400 ETF TR | 1457 | 882161 | UTSER1 S&PDCRP |
| GOLDMAN SACHS GROUP INC | 983 | 864057 | COM |
| STRYKER CORPORATION | 2396 | 844059 | COM |
| AKAMAI TECHNOLOGIES INC | 9589 | 836640 | COM |
| PALANTIR TECHNOLOGIES INC | 4555 | 809651 | CL A |
| FEDEX CORP | 2730 | 792554 | COM |
| SIMON PPTY GROUP INC NEW | 4133 | 765060 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| INTERNATIONAL BUSINESS MACHS | 2504 | 741612 | COM |
| LINDE PLC | 1693 | 721761 | SHS |
| PFIZER INC | 28812 | 717419 | COM |
| ALLIANCEBERNSTEIN HLDG L P | 18466 | 710572 | UNIT LTD PARTN |
| CHIPOTLE MEXICAN GRILL INC | 19013 | 703481 | COM |
| SPDR SER TR | 7386 | 695687 | S&P 600 SMCP GRW |
| COPART INC | 17554 | 687239 | COM |
| LEIDOS HOLDINGS INC | 3760 | 678294 | COM |
| TYLER TECHNOLOGIES INC | 1430 | 649149 | COM |
| INTERCONTINENTAL EXCHANGE INC | 4003 | 648326 | COM |
| REGENERON PHARMACEUTICALS | 829 | 639880 | COM |
| ENERGY TRANSFER L P | 38729 | 638641 | COM UT LTD PTN |
| SAP SE | 2614 | 634967 | SPON ADR |
| CARLYLE GROUP INC | 10516 | 621601 | COM |
| MORGAN STANLEY | 3491 | 619757 | COM NEW |
| SCHWAB STRATEGIC TR | 23412 | 614097 | US BRD MKT ETF |
| SOUTHERN CO | 6971 | 607843 | COM |
| CONOCOPHILLIPS | 6474 | 606031 | COM |
| SCHLUMBERGER LTD | 15515 | 600143 | COM STK |
| ONEOK INC NEW | 8135 | 597931 | COM |
| ATLANTIC UN BANKSHARES CORP | 16781 | 592369 | COM |
| SPDR GOLD TR | 1446 | 573064 | GOLD SHS |
| KINDER MORGAN INC DEL | 20811 | 572094 | COM |
| ISHARES TR | 2308 | 568260 | RUSSELL 2000 ETF |
| MARKEL GROUP INC | 262 | 563208 | COM |
| WILLIAMS COS INC | 9308 | 559502 | COM |
| MICRON TECHNOLOGY INC | 1936 | 552776 | COM |
| CSX CORP | 14964 | 542445 | COM |
| QUALCOMM INC | 3068 | 524737 | COM |
| PHILIP MORRIS INTL INC | 3176 | 514031 | COM |
| ISHARES TR | 3962 | 510821 | U.S. FINLS ETF |
| ADVANCED MICRO DEVICES INC | 2381 | 509915 | COM |
| SCHWAB STRATEGIC TR | 17400 | 495565 | US SML CAP ETF |
| SPDR SER TR | 5355 | 494963 | S&P 400 MDCP GRW |
| SNAP ON INC | 1428 | 492089 | COM |
| M & T BK CORP | 2436 | 490902 | COM |
| DELL TECHNOLOGIES INC | 3865 | 486526 | CL C |
| CITIGROUP INC | 4085 | 476679 | COM NEW |
| AMGEN INC | 1456 | 476521 | COM |
| FIRST TR EXCHANGE-TRADED FD | 2280 | 470866 | NY ARCA BIOTECH |
| ISHARES TR | 11114 | 459675 | HDG MSCI EAFE |
| ISHARES TR | 4941 | 455807 | U.S. FIN SVC ETF |
| EASTGROUP PPTYS INC | 2500 | 449225 | COM |
| CUMMINS INC | 868 | 443071 | COM |
| MARATHON PETE CORP | 2711 | 440898 | COM |
| FIRST TR EXCHANGE-TRADED FD | 4665 | 431567 | CAP STRENGTH ETF |
| FIRST CTZNS BANCSHARES INC N | 201 | 431382 | CL A |
| NASDAQ INC | 4422 | 429509 | COM |
| MCKESSON CORP | 516 | 423679 | COM |
| LOWES COS INC | 1751 | 422271 | COM |
| BANK NEW YORK MELLON CORP | 3630 | 421352 | COM |
| NEXTERA ENERGY INC | 5166 | 414720 | COM |
| APPLIED MATLS INC | 1587 | 407843 | COM |
| INVESCO EXCHANGE TRADED FD T | 2102 | 402659 | S&P500 EQL WGT |
| SALESFORCE INC | 1507 | 399869 | COM |
| AMPHENOL CORP NEW | 2909 | 393848 | CL A |
| T-MOBILE US INC | 1932 | 392369 | COM |
| MEDTRONIC PLC | 4014 | 388435 | SHS |
| ISHARES TR | 8000 | 383536 | US HLTHCR PR ETF |
| ISHARES TR | 4090 | 380861 | MSCI AC ASIA ETF |
| SHELL PLC | 5067 | 372323 | SPON ADS |
| KLA CORP | 306 | 371814 | COM NEW |
| INTUIT | 556 | 368239 | COM |
| PHILLIPS 66 | 2788 | 359825 | COM |
| VANGUARD WORLD FD | 2745 | 345636 | ENERGY ETF |
| ISHARES TR | 726 | 343616 | RUS 1000 GRW WTF |
| TOMPKINS FINL CORP | 4736 | 343455 | COM |
| PROGRESSIVE CORP | 1503 | 342234 | COM |
| ALLSTATE CORP | 1631 | 341084 | COM |
| INVESCO EXCHANGE TRADED FD T | 4708 | 331488 | WATER RES ETF |
| CROWDSTRIKE HLDGS INC | 695 | 325694 | CL A |
| FORTIVE CORP | 5753 | 317623 | COM |
| ISHARES TR | 2276 | 311675 | RUS MD CP GR ETF |
| MOELIS & CO | 4492 | 308780 | CL A |
| ISHARES INC | 4583 | 308069 | CORE MSCI EMKT |
| ISHARES TR | 2366 | 299701 | GLOBAL 100 ETF |
| EATON CORP PLC | 927 | 295319 | SHS |
| ISHARES TR | 1758 | 295239 | CORE S&P US GWT |
| GILEAD SCIENCES INC | 2382 | 292367 | COM |
| BOSTON SCIENTIFIC CORP | 3048 | 290627 | COM |
| VANECK ETF TRUST | 2803 | 290279 | MRNGSTR WDE MOAT |
| VANGUARD WORLD FD | 2000 | 282320 | MEGA CAP VAL ETF |
| ISHARES TR | 1340 | 281856 | RUS 1000 VAL ETF |
| VERIZON COMMUNICATIONS INC | 6874 | 279998 | COM |
| NORFOLK SOUTHN CORP | 952 | 274848 | COM |
| BOOKING HOLDINGS INC | 51 | 273122 | COM |
| DEERE & CO | 579 | 270503 | COM |
| AMERICAN ELEC PWR CO INC | 2346 | 270473 | COM |
| ISHARES TR | 2090 | 269255 | MSCI KLD400 SOC |
| ISHARES TR | 2733 | 263106 | RUS MID CAP ETF |
| VANGUARD ADMIRAL FDS INC | 2592 | 261818 | MIDCP 400 VAL |
| AT&T INC | 10216 | 253763 | COM |
| OTIS WORLDWIDE CORP | 2890 | 252417 | COM |
| YUM CHINA HLDGS INC | 5276 | 251876 | COM |
| UBER TECHNOLOGIES INC | 3078 | 251486 | COM |
| APPLOVIN CORP | 368 | 247966 | COM CL A |
| ALTRIA GROUP INC | 4222 | 247932 | COM |
| SCHWAB STRATEGIC TR | 10254 | 246506 | INTL EQTY ETF |
| ISHARES TR | 1158 | 245662 | S&P 500 VAL ETF |
| ISHARES TR | 1446 | 244061 | ISHARES BIOTECH |
| S&P GLOBAL INC | 464 | 242654 | COM |
| VANGUARD TAX-MANAGED FDS | 3858 | 241009 | VAN FTSE DEV MKT |
| APOLLO GLOBAL MGMT INC | 1624 | 235292 | COM |
| VERTEX PHARMACEUTICALS INC | 517 | 234387 | COM |
| HOWMET AEROSPACE INC | 1132 | 232029 | COM |
| GENERAL DYNAMICS CORP | 685 | 230770 | COM |
| US BANCORP DEL | 4279 | 230553 | COM NEW |
| D R HORTON INC | 1599 | 230339 | COM |
| CVS HEALTH CORP | 2901 | 230223 | COM |
| TEXAS INSTRS INC | 1326 | 230056 | COM |
| FIRSTENERGY CORP | 5133 | 229804 | COM |
| CONSTELLATION ENERGY CORP | 649 | 229378 | COM |
| NEWMONT CORP | 2295 | 229156 | COM |
| JOHNSON CTLS INTL PLC | 1885 | 226483 | SHS |
| SCHWAB CHARLES CORP | 2250 | 224811 | COM |
| GLADSTONE COMMERCIAL CORP | 20535 | 219108 | COM |
| DELTA AIR LINES INC DEL | 3144 | 218188 | COM NEW |
| BLACKSTONE SECD LENDING FD | 8000 | 216800 | COMMON STOCK |
| FRESHPET INC | 3550 | 216302 | COM |
| SPDR SER TR | 1551 | 215875 | S&P DIVID ETF |
| HCA HEALTHCARE INC | 460 | 214756 | COM |
| IQVIA HLDGS INC | 940 | 211885 | COM |
| PROLOGIS INC. | 1653 | 211022 | COM |
| ZSCALER INC | 925 | 207941 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 679 | 206943 | SPONSORED ADS |
| INVESCO EXCHANGE TRADED FD T | 3473 | 206539 | AI AND NEXT GEN |
| ISHARES TR | 553 | 206512 | RUS 1000 ETF |
| DUKE ENERGY CORP NEW | 1757 | 205941 | COM NEW |
| COOPER COS INC | 2477 | 203015 | COM |
| WELLTOWER INC | 1083 | 200945 | COM |
| INTRUSION INC | 158890 | 182724 | COM |
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