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Portfolio (Quarterly) Guide ↗

TRITONPOINT WEALTH, LLC

· CIK 0002008171
13F Portfolio $1.0B AUM 281 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 26 New 59 Added 149 Reduced 13 Exited
Page 4 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BN BROOKFIELD CORP Financial Services 57,388.0 $2.4M 0.24% -5K -8.0% $42.59 -2.0%
62 MCD MCDONALDS CORP Consumer Cyclical 8,815.0 $2.4M 0.23% -336.0 -3.7% $270.31 -0.0%
63 ORCL ORACLE CORP Technology 14,442.0 $2.1M 0.21% -7K -32.7% $146.55 -3.3%
64 TSLA TESLA INC Consumer Cyclical 5,003.0 $2.1M 0.21% -291.0 -5.5% $420.57 -18.3%
65 IYC ISHARES TR 19,810.0 $2.0M 0.20% -176.0 -0.9% $101.10 +0.8%
66 BSV VANGUARD BD INDEX FDS 25,348.0 $2.0M 0.19% -291.0 -1.1% $77.91 -0.4%
67 XLP SELECT SECTOR SPDR TR 22,402.0 $1.9M 0.18% -4K -15.3% $83.07 +3.2%
68 VOT VANGUARD INDEX FDS 5,936.0 $1.8M 0.18% -2K -29.6% $306.31 -0.8%
69 DELL DELL TECHNOLOGIES INC Technology 3,895.0 $1.7M 0.17% -27.0 -0.7% $431.46 +0.6%
70 VTI VANGUARD INDEX FDS 4,426.0 $1.6M 0.16% -63.0 -1.4% $370.05 +2.1%
71 CHKP CHECK POINT SOFTWARE TECH LT Technology 11,845.0 $1.6M 0.15% -2K -14.9% $131.43 +0.5%
72 CSCO CISCO SYS INC Technology 12,991.0 $1.5M 0.15% -1K -7.8% $117.46 -5.8%
73 IJH ISHARES TR 18,624.0 $1.4M 0.14% -153.0 -0.8% $77.11 -0.7%
74 IEFA ISHARES TR 14,555.0 $1.4M 0.14% -420.0 -2.8% $96.58 +3.5%
75 EMR EMERSON ELEC CO Industrials 9,298.0 $1.3M 0.13% -166.0 -1.8% $143.16 +9.0%
76 XOM EXXON MOBIL CORP Energy 9,099.0 $1.2M 0.12% -2K -17.9% $136.72 +23.3%
77 UPS UNITED PARCEL SERVICE INC Industrials 11,308.0 $1.2M 0.12% -416.0 -3.5% $107.50 -4.3%
78 GXO GXO LOGISTICS INCORPORATED Industrials 23,725.0 $1.2M 0.12% -757.0 -3.1% $50.70 -10.4%
79 IGV ISHARES TR 12,957.0 $1.2M 0.12% -945.0 -6.8% $90.60 +12.9%
80 GE GE AEROSPACE Industrials 3,119.0 $1.2M 0.12% -64.0 -2.0% $373.76 -7.0%
Page 4 of 8  ·  149 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.2%
Financial Services 14.9%
Industrials 12.6%
Communication Services 11.9%
Healthcare 10.4%
Consumer Cyclical 10.1%
Consumer Defensive 5.8%
Energy 2.5%
Utilities 2.0%
Real Estate 1.8%