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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 12 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IUSG ISHARES TR 1,758.0 $331K 0.03% $188.09 +1.3%
222 DE DEERE & CO Industrials 518.0 $329K 0.03% -75.0 -12.7% $634.33 -8.5%
223 TYL TYLER TECHNOLOGIES INC Technology 1,120.0 $328K 0.03% -327.0 -22.6% $292.46 +18.6%
224 MGV VANGUARD WORLD FD 2,000.0 $327K 0.03% $163.45 +3.2%
225 PHO INVESCO EXCHANGE TRADED FD T 4,708.0 $325K 0.03% $69.08 +4.8%
226 IWR ISHARES TR 2,934.0 $324K 0.03% $110.32 +3.0%
227 IGPT INVESCO EXCHANGE TRADED FD T 3,097.0 $322K 0.03% -376.0 -10.8% $104.10 -12.2%
228 VZ VERIZON COMMUNICATIONS INC Communication Services 7,433.0 $315K 0.03% +184.0 +2.5% $42.34 +16.6%
229 PGR PROGRESSIVE CORP Financial Services 1,435.0 $313K 0.03% -117.0 -7.5% $218.43 -0.5%
230 VIG VANGUARD SPECIALIZED FUNDS 1,317.0 $312K 0.03% +24.0 +1.9% $236.62 +3.5%
231 IHF ISHARES TR 5,615.0 $311K 0.03% -2K -29.8% $55.33 +2.1%
232 IOO ISHARES TR 2,233.0 $305K 0.03% $136.60 +5.7%
233 MO ALTRIA GROUP INC Consumer Defensive 4,231.0 $304K 0.03% -116.0 -2.7% $71.95 -8.2%
234 TMUS T-MOBILE US INC Communication Services 1,804.0 $303K 0.03% -23.0 -1.3% $167.77 +8.7%
235 NSC NORFOLK SOUTHN CORP Industrials 962.0 $303K 0.03% +17.0 +1.8% $314.59 +9.9%
236 IWB ISHARES TR 739.0 $303K 0.03% +145.0 +24.4% $409.50 +2.9%
237 VEA VANGUARD TAX-MANAGED FDS 4,122.0 $294K 0.03% +841.0 +25.6% $71.25 +2.2%
238 MOAT VANECK ETF TRUST 2,823.0 $293K 0.03% $103.96 +9.7%
239 MC MOELIS & CO Financial Services 4,463.0 $292K 0.03% -29.0 -0.7% $65.42 +4.8%
240 SCHF SCHWAB STRATEGIC TR 10,392.0 $288K 0.03% $27.70 +1.8%
Page 12 of 15  ·  281 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%