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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 6 of 14  ·  268 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IVV ISHARES TR 2,493.0 $1.6M 0.17% -407.0 -14.0% $653.23 +15.4%
102 VBR VANGUARD INDEX FDS 7,399.0 $1.6M 0.17% -1K -12.3% $217.25 +8.2%
103 SCHX SCHWAB STRATEGIC TR 60,465.0 $1.6M 0.17% -525.0 -0.9% $25.64 +15.1%
104 VBK VANGUARD INDEX FDS 4,989.0 $1.5M 0.16% -51.0 -1.0% $302.24 +16.7%
105 PANW PALO ALTO NETWORKS INC Technology 9,323.0 $1.5M 0.16% +737.0 +8.6% $160.32 +55.0%
106 NFLX NETFLIX INC Communication Services 15,491.0 $1.5M 0.16% -610.0 -3.8% $96.15 -9.2%
107 VTI VANGUARD INDEX FDS 4,489.0 $1.4M 0.15% -4K -48.7% $320.81 +15.1%
108 VIGI VANGUARD WHITEHALL FDS 15,770.0 $1.4M 0.15% $88.46 +6.0%
109 HON HONEYWELL INTL INC Industrials 6,104.0 $1.4M 0.15% -215.0 -3.4% $226.03 +2.4%
110 IEFA ISHARES TR 14,975.0 $1.4M 0.14% +4K +41.7% $90.53 +8.2%
111 DPZ DOMINOS PIZZA INC Consumer Cyclical 3,586.0 $1.3M 0.14% $358.79 -13.1%
112 GXO GXO LOGISTICS INCORPORATED Industrials 24,482.0 $1.3M 0.14% -2K -5.8% $51.85 -3.1%
113 IJH ISHARES TR 18,777.0 $1.3M 0.14% -487.0 -2.5% $67.53 +10.1%
114 EMR EMERSON ELEC CO Industrials 9,464.0 $1.2M 0.13% +59.0 +0.6% $131.02 +6.6%
115 BMY BRISTOL-MYERS SQUIBB CO Healthcare 19,996.0 $1.2M 0.13% +850.0 +4.4% $60.65 -5.2%
116 JEPI J P MORGAN EXCHANGE TRADED 20,969.0 $1.2M 0.13% +2K +10.0% $56.68 -0.7%
117 UPS UNITED PARCEL SERVICE INC Industrials 11,724.0 $1.2M 0.12% +479.0 +4.3% $98.38 +6.2%
118 IJT ISHARES TR 7,897.0 $1.1M 0.12% +1K +15.6% $144.71 +13.6%
119 IGV ISHARES TR 13,902.0 $1.1M 0.12% -4K -24.3% $80.05 +16.2%
120 CSCO CISCO SYS INC Technology 14,091.0 $1.1M 0.12% $77.59 +54.2%
Page 6 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%