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Portfolio (Quarterly) Guide ↗

Tripletail Wealth Management, LLC

· CIK 0002079812
13F Portfolio $73M AUM 255 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 41 Added 89 Reduced 23 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BBUS J P MORGAN EXCHANGE TRADED F 8,668.0 $1.0M 1.40% NEW $118.20 +14.2%
2 BKR BAKER HUGHES COMPANY Energy 4,850.0 $293K 0.40% NEW $60.38 +5.1%
3 JIRE J P MORGAN EXCHANGE TRADED F 3,428.0 $262K 0.36% NEW $76.56 +6.1%
4 HROW HARROW INC Healthcare 4,330.0 $153K 0.21% NEW $35.31 -3.5%
5 JAVA J P MORGAN EXCHANGE TRADED F 2,064.0 $149K 0.20% NEW $71.98 +7.5%
6 JGLO J P MORGAN EXCHANGE TRADED F 1,964.0 $128K 0.17% NEW $65.29 +8.7%
7 JEMA J P MORGAN EXCHANGE TRADED F 1,752.0 $91K 0.12% NEW $51.97 +21.1%
8 IEMG ISHARES INC 1,271.0 $88K 0.12% NEW $69.56 +19.6%
9 VELO3D INC 7,400.0 $88K 0.12% NEW $11.88
10 JIVE J P MORGAN EXCHANGE TRADED F 669.0 $58K 0.08% NEW $86.12 +7.5%
11 JIG J P MORGAN EXCHANGE TRADED F 725.0 $54K 0.07% NEW $74.92 +11.8%
12 VIG VANGUARD SPECIALIZED FUNDS 191.0 $41K 0.06% NEW $216.02 +7.9%
13 QXO QXO INC Industrials 500.0 $10K 0.01% NEW $19.03 -8.7%
14 XLK SELECT SECTOR SPDR TR 3.0 $408.0 0.00% NEW $136.00 +34.9%
15 XLC SELECT SECTOR SPDR TR 3.0 $335.0 NEW $111.67 +4.1%

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 38.4%
Financial Services 12.4%
Healthcare 9.6%
Industrials 9.0%
Consumer Cyclical 7.7%
Energy 7.5%
Communication Services 7.0%
Consumer Defensive 3.0%
Utilities 2.6%
Basic Materials 2.6%