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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 6 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SCHW SCHWAB CHARLES CORP Financial Services 20,316.0 $1.9M 0.18% +18K +684.7% $92.27 +20.3%
102 XLP SELECT SECTOR SPDR TR 22,402.0 $1.9M 0.18% -4K -15.3% $83.07 +4.7%
103 VBK VANGUARD INDEX FDS 4,989.0 $1.8M 0.18% $365.69 -1.7%
104 VOT VANGUARD INDEX FDS 5,936.0 $1.8M 0.18% -2K -29.6% $306.31 -0.1%
105 SCHX SCHWAB STRATEGIC TR 60,465.0 $1.8M 0.17% $29.43 +3.1%
106 DELL DELL TECHNOLOGIES INC Technology 3,895.0 $1.7M 0.17% -27.0 -0.7% $431.46 +1.0%
107 VTI VANGUARD INDEX FDS 4,426.0 $1.6M 0.16% -63.0 -1.4% $370.05 +2.7%
108 CHKP CHECK POINT SOFTWARE TECH LT Technology 11,845.0 $1.6M 0.15% -2K -14.9% $131.43 +1.0%
109 CSCO CISCO SYS INC Technology 12,991.0 $1.5M 0.15% -1K -7.8% $117.46 -4.9%
110 VIGI VANGUARD WHITEHALL FDS 15,770.0 $1.5M 0.14% $93.38 +5.0%
111 AMD ADVANCED MICRO DEVICES INC Technology 2,485.0 $1.4M 0.14% +66.0 +2.7% $580.91 -19.9%
112 IJH ISHARES TR 18,624.0 $1.4M 0.14% -153.0 -0.8% $77.11 -0.0%
113 IEFA ISHARES TR 14,555.0 $1.4M 0.14% -420.0 -2.8% $96.58 +3.7%
114 EMR EMERSON ELEC CO Industrials 9,298.0 $1.3M 0.13% -166.0 -1.8% $143.16 +10.3%
115 XOM EXXON MOBIL CORP Energy 9,099.0 $1.2M 0.12% -2K -17.9% $136.72 +21.2%
116 BMY BRISTOL-MYERS SQUIBB CO Healthcare 21,570.0 $1.2M 0.12% +2K +7.9% $57.62 +17.4%
117 AMAT APPLIED MATLS INC Technology 1,699.0 $1.2M 0.12% +31.0 +1.9% $723.00 -32.0%
118 IYJ ISHARES TR 7,330.0 $1.2M 0.12% $166.65 -0.2%
119 UPS UNITED PARCEL SERVICE INC Industrials 11,308.0 $1.2M 0.12% -416.0 -3.5% $107.50 -4.4%
120 GXO GXO LOGISTICS INCORPORATED Industrials 23,725.0 $1.2M 0.12% -757.0 -3.1% $50.70 -8.3%
Page 6 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%