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Portfolio (Quarterly) Guide ↗

TRITONPOINT WEALTH, LLC

· CIK 0002008171
13F Portfolio $934M AUM 268 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 76 Added 128 Reduced 20 Exited
Page 5 of 14  ·  268 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AVGO AVAGO TECHNOLOGIES LTD Technology 8,630.0 $2.7M 0.29% +117.0 +1.4% $309.50 +36.3%
82 BN BROOKFIELD CORP Financial Services 62,398.0 $2.5M 0.27% -3K -4.8% $40.47 +13.7%
83 ABBV ABBVIE INC Healthcare 11,376.0 $2.5M 0.27% -722.0 -6.0% $217.50 -1.0%
84 NOW SERVICENOW INC Technology 23,188.0 $2.4M 0.26% +7K +39.2% $104.55 -2.3%
85 BALL BALL CORP Consumer Cyclical 40,814.0 $2.4M 0.26% -717.0 -1.7% $59.11 -4.4%
86 SNOW SNOWFLAKE INC Technology 15,729.0 $2.4M 0.25% +1K +8.1% $150.82 +16.2%
87 QQQ INVESCO QQQ TR Financial Services 4,044.0 $2.3M 0.25% -110.0 -2.6% $577.20 +26.4%
88 UNP UNION PAC CORP Industrials 9,404.0 $2.3M 0.24% +81.0 +0.9% $242.62 +15.2%
89 SPY SPDR S&P 500 ETF TR Financial Services 3,451.0 $2.3M 0.24% -35.0 -1.0% $652.15 +15.1%
90 VOT VANGUARD INDEX FDS 8,433.0 $2.2M 0.23% -59.0 -0.7% $257.36 +13.8%
91 XLP SELECT SECTOR SPDR TR 26,442.0 $2.2M 0.23% -999.0 -3.6% $81.98 +3.2%
92 GNRC GENERAC HLDGS INC Industrials 10,975.0 $2.1M 0.23% -303.0 -2.7% $195.33 +43.6%
93 VGT VANGUARD WORLD FDS 3,052.0 $2.1M 0.23% $697.76 -83.2%
94 BSV VANGUARD BD INDEX FDS 25,639.0 $2.0M 0.21% NEW $78.41 -0.5%
95 CHKP CHECK POINT SOFTWARE TECH LT Technology 13,922.0 $2.0M 0.21% $142.85 -9.9%
96 TSLA TESLA INC Consumer Cyclical 5,294.0 $2.0M 0.21% -61.0 -1.1% $371.73 +18.5%
97 IYC ISHARES TR 19,986.0 $1.9M 0.21% -323.0 -1.6% $96.92 +6.7%
98 VTV VANGUARD INDEX FDS 9,774.0 $1.9M 0.20% +287.0 +3.0% $196.19 +8.0%
99 XOM EXXON MOBIL CORP Energy 11,082.0 $1.9M 0.20% +399.0 +3.7% $169.66 -11.7%
100 IVW ISHARES TR 16,367.0 $1.9M 0.20% +3K +21.6% $113.11 +22.3%
Page 5 of 14  ·  268 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 23.2%
Financial Services 16.0%
Industrials 12.5%
Healthcare 11.5%
Communication Services 11.1%
Consumer Cyclical 10.5%
Consumer Defensive 6.7%
Energy 3.6%
Utilities 2.0%
Real Estate 2.0%