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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 5 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LH LABCORP HOLDINGS INC Healthcare 10,428.0 $2.9M 0.29% -105.0 -1.0% $280.00 +17.5%
82 BROOKFIELD ASSET MANAGMT LTD 64,766.0 $2.9M 0.28% $44.85
83 META META PLATFORMS INC Communication Services 4,955.0 $2.8M 0.27% -898.0 -15.3% $563.29 -2.3%
84 BX BLACKSTONE INC Financial Services 23,613.0 $2.8M 0.27% -6K -20.4% $117.67 +23.2%
85 AVAV AEROVIRONMENT INC Industrials 16,354.0 $2.7M 0.27% NEW $165.07 +5.1%
86 ABBV ABBVIE INC Healthcare 10,503.0 $2.6M 0.26% -873.0 -7.7% $251.65 +5.5%
87 EPD ENTERPRISE PRODS PARTNERS L Energy 71,073.0 $2.6M 0.26% -23K -24.4% $36.76 +4.2%
88 SPY SPDR S&P 500 ETF TR Financial Services 3,448.0 $2.6M 0.25% $746.77 +3.1%
89 BALL BALL CORP Consumer Cyclical 41,225.0 $2.6M 0.25% +411.0 +1.0% $62.40 +0.7%
90 UNP UNION PAC CORP Industrials 9,377.0 $2.6M 0.25% $272.00 +10.9%
91 BN BROOKFIELD CORP Financial Services 57,388.0 $2.4M 0.24% -5K -8.0% $42.59 -0.6%
92 MCD MCDONALDS CORP Consumer Cyclical 8,815.0 $2.4M 0.23% -336.0 -3.7% $270.31 -0.2%
93 IVW ISHARES TR 16,293.0 $2.2M 0.22% $137.53 +1.4%
94 VTV VANGUARD INDEX FDS 9,914.0 $2.2M 0.21% +140.0 +1.4% $217.92 +4.4%
95 IVV ISHARES TR 2,875.0 $2.2M 0.21% +382.0 +15.3% $748.84 +3.3%
96 ORCL ORACLE CORP Technology 14,442.0 $2.1M 0.21% -7K -32.7% $146.55 -1.3%
97 TSLA TESLA INC Consumer Cyclical 5,003.0 $2.1M 0.21% -291.0 -5.5% $420.57 -17.2%
98 VBR VANGUARD INDEX FDS 8,402.0 $2.0M 0.20% +1K +13.6% $242.99 +2.9%
99 IYC ISHARES TR 19,810.0 $2.0M 0.20% -176.0 -0.9% $101.10 +2.8%
100 BSV VANGUARD BD INDEX FDS 25,348.0 $2.0M 0.19% -291.0 -1.1% $77.91 -0.3%
Page 5 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%