Tritonpoint Wealth, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002008171

Type: FundHoldings: 338Value: $1.1BLatest: 2025Q1

TRITONPOINT WEALTH, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 338 holdings worth $1.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ARES",
  "FSV",
  "MC",
  "POOL",
  "OSK",
  "AES",
  "MOS",
  "AKAM",
  "AAXJ",
  "EQ",
  "SNOW",
  "MU",
  null,
  "ACN",
  null,
  "MMM",
  "ABT",
  "ABBV",
  null,
  "ADBE",
  "A",
  null,
  "ALL",
  "GOOGL",
  "VDE",
  "AXP",
  "ARCT",
  "AIG",
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "BSX",
  "COF",
  "CMI",
  "DUK",
  null,
  "EOG",
  "GD",
  "GILD",
  "HON",
  "HD",
  "MCD",
  "INTU",
  "FE",
  "UNP",
  "QCOM",
  "CALC",
  "ISRG",
  null,
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  null,
  null,
  null,
  "HEFA",
  "IVW",
  "IJH",
  null,
  null,
  "KMI",
  "LHX",
  "LRCX",
  null,
  null,
  "LIN",
  null,
  null,
  "MPC",
  "MMC",
  "PWR",
  "SILA",
  null,
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "NDAQ",
  "FCNCA",
  null,
  "FTV",
  "GE",
  "GXO",
  null,
  "BX",
  "IJR",
  "EFG",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "OKE",
  "PAYX",
  null,
  "IWF",
  "PEP",
  "PNC",
  null,
  "PGR",
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  "ECL",
  "NVDA",
  "GS",
  "INTC",
  "LDOS",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "REGN",
  "IEFA",
  "SPGI",
  "RELX",
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SLB",
  "SPG",
  "ROP",
  "SRE",
  "ROST",
  "SNA",
  "RTX",
  "GLD",
  "SAP",
  null,
  null,
  "SPYG",
  "AMT",
  "RSG",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "TXN",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "TYL",
  "UBER",
  "UL",
  "UPS",
  "BIV",
  "VO",
  "RCL",
  "TWI",
  "VOE",
  "EWBC",
  "AB",
  null,
  "IWV",
  null,
  "VIG",
  "LYG",
  "TRGP",
  "TMP",
  "TSCO",
  "IWO",
  null,
  "TSM",
  null,
  null,
  "ETR",
  "BN.TO",
  "VYM",
  "DD",
  "VRTX",
  "EW",
  "GM",
  "APTV",
  null,
  "APH",
  "AMD",
  "SDY",
  "FI",
  "DOV",
  "WSO",
  "GNRC",
  "AJG",
  "IWP",
  "IWR",
  null,
  "AEP",
  "GOOD",
  "NVO",
  "VIGI",
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  "EGP",
  null,
  null,
  null,
  "VGT",
  "VUG",
  "VONE",
  "VBK",
  "MGV",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "WING",
  "WMB",
  null,
  "WPC",
  "YUMC",
  "YUM",
  "XPO",
  "IUSG",
  "MTB",
  "ET",
  "CHKP",
  "SCHF",
  "SCHA",
  "JKHY",
  "NSC",
  "LH",
  "MKL",
  "SO",
  "OTIS",
  null,
  "PSX",
  null,
  "CRM",
  null,
  null,
  null,
  null,
  "IXUS",
  "HALO",
  "IUSV",
  "GEV",
  "TRI.TO",
  "MCK",
  "SPYV",
  "ESGU",
  null,
  "FDX",
  null,
  "STE",
  "LULU",
  "ADP",
  "BALL",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BA",
  "BMY",
  "BIP",
  "BAM.TO",
  "BNL",
  "CACI",
  "CHRW",
  "CG",
  "CSTL",
  "CVX",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "C",
  "CME",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "COO",
  "CEG",
  "CPRT",
  "COST",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DELL",
  "DE",
  "DPZ",
  "IJT",
  "ADI",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 338
Total Value: 1050509965
Accession Number: 0002008171-25-000003
Form Type: 13F-HR
CIK: tritonpoint-wealth
Manager Name: Tritonpoint-Wealth

Data Enrichment

85% identified

288 identified50 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

338 positions • $1.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 17

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Apple Inc.

AAPL|037833100

Shares:394.4K

Value:$87.6M

% of Portfolio:8.3% ($87.6M/$1.1B)

AMAZON COM INC

AMZN|023135106

Shares:179.8K

Value:$34.2M

% of Portfolio:3.3% ($34.2M/$1.1B)

922908736

VUG|922908736

Shares:92.0K

Value:$34.1M

% of Portfolio:3.2% ($34.1M/$1.1B)

MICROSOFT CORP

MSFT|594918104

Shares:84.3K

Value:$31.6M

% of Portfolio:3.0% ($31.6M/$1.1B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:97.9K

Value:$24.0M

% of Portfolio:2.3% ($24.0M/$1.1B)

Alphabet Inc.

GOOGL|02079K305

Shares:154.8K

Value:$23.9M

% of Portfolio:2.3% ($23.9M/$1.1B)

VISA INC.

V|92826C839

Shares:64.0K

Value:$22.4M

% of Portfolio:2.1% ($22.4M/$1.1B)

Alphabet Inc.

GOOG|02079K107

Shares:141.4K

Value:$22.1M

% of Portfolio:2.1% ($22.1M/$1.1B)

922908363

VOO|922908363

Shares:41.0K

Value:$21.1M

% of Portfolio:2.0% ($21.1M/$1.1B)

Broadstone Net Lease, Inc.

BNL|11135E203

Shares:965.1K

Value:$16.7M

% of Portfolio:1.6% ($16.7M/$1.1B)

Mastercard Inc

MA|57636Q104

Shares:29.5K

Value:$16.2M

% of Portfolio:1.5% ($16.2M/$1.1B)

DANAHER CORP /DE/

DHR|235851102

Shares:77.1K

Value:$15.8M

% of Portfolio:1.5% ($15.8M/$1.1B)

464287721

Shares:108.7K

Value:$15.3M

% of Portfolio:1.5% ($15.3M/$1.1B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:30.1K

Value:$14.9M

% of Portfolio:1.4% ($14.9M/$1.1B)

JOHNSON & JOHNSON

JNJ|478160104

Shares:83.4K

Value:$13.8M

% of Portfolio:1.3% ($13.8M/$1.1B)

XPO, Inc.

XPO|983793100

Shares:123.8K

Value:$13.3M

% of Portfolio:1.3% ($13.3M/$1.1B)

DOVER Corp

DOV|260003108

Shares:75.6K

Value:$13.3M

% of Portfolio:1.3% ($13.3M/$1.1B)

Walmart Inc.

WMT|931142103

Shares:144.5K

Value:$12.7M

% of Portfolio:1.2% ($12.7M/$1.1B)

81369Y605

Shares:231.0K

Value:$11.5M

% of Portfolio:1.1% ($11.5M/$1.1B)

Mondelez International, Inc.

MDLZ|609207105

Shares:162.3K

Value:$11.1M

% of Portfolio:1.1% ($11.1M/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	394.4K	QoQ -0.76% (-3.0K) YoY -2.75% (-11.2K)	All Managers (Combined)	$87.6M	8.3% ($87.6M/$1.1B)	QoQ -11.97% (-$11.9M) YoY +11.57% (-$9.1M)
AMAZON COM INC(AMZNcusip023135106)	179.8K	QoQ +1.88% (-3.3K) YoY +0.96% (+1.7K)	All Managers (Combined)	$34.2M	3.3% ($34.2M/$1.1B)	QoQ -11.63% (-$4.5M) YoY +30.86% (+$8.1M)
(VUGcusip922908736)	92.0K	QoQ +17.48% (+13.7K) YoY +38.15% (+25.4K)	All Managers (Combined)	$34.1M	3.2% ($34.1M/$1.1B)	QoQ +6.14% (+$2.0M) YoY +74.35% (+$14.6M)
MICROSOFT CORP(MSFTcusip594918104)	84.3K	QoQ +0.64% (-540) YoY +13.22% (+9.8K)	All Managers (Combined)	$31.6M	3.0% ($31.6M/$1.1B)	QoQ -10.36% (-$3.7M) YoY +17.76% (+$4.8M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	97.9K	QoQ -0.05% (-49) YoY +0.98% (+954)	All Managers (Combined)	$24.0M	2.3% ($24.0M/$1.1B)	QoQ +2.28% (-$535.6K) YoY +51.78% (+$8.2M)
Alphabet Inc.(GOOGLcusip02079K305)	154.8K	QoQ -1.24% (-2.0K) YoY -3.23% (-5.2K)	All Managers (Combined)	$23.9M	2.3% ($23.9M/$1.1B)	QoQ -19.32% (-$5.7M) YoY +10.40% (-$2.3M)
VISA INC.(Vcusip92826C839)	64.0K	QoQ -0.86% (-558) YoY +3.46% (+2.1K)	All Managers (Combined)	$22.4M	2.1% ($22.4M/$1.1B)	QoQ +9.93% (-$2.0M) YoY +47.13% (+$7.2M)
Alphabet Inc.(GOOGcusip02079K107)	141.4K	QoQ -2.97% (-4.3K) YoY -5.46% (-8.2K)	All Managers (Combined)	$22.1M	2.1% ($22.1M/$1.1B)	QoQ -20.40% (-$5.7M) YoY +4.01% (-$853.5K)
(VOOcusip922908363)	41.0K	QoQ -0.57% (-236) YoY -7.57% (-3.4K)	All Managers (Combined)	$21.1M	2.0% ($21.1M/$1.1B)	QoQ -5.16% (-$1.1M) YoY -45.26% (-$17.4M)
Broadstone Net Lease, Inc.(BNLcusip11135E203)	965.1K	QoQ -4.93% (-50.1K) YoY -40.10% (-646.3K)	All Managers (Combined)	$16.7M	1.6% ($16.7M/$1.1B)	QoQ +2.01% (-$330.3K) YoY -40.53% (-$11.4M)
Mastercard Inc(MAcusip57636Q104)	29.5K	QoQ -0.12% (-38) YoY -5.92% (-1.9K)	All Managers (Combined)	$16.2M	1.5% ($16.2M/$1.1B)	QoQ +3.95% (-$614.9K) YoY +19.94% (-$2.7M)
DANAHER CORP /DE/(DHRcusip235851102)	77.1K	QoQ -4.13% (-3.3K) YoY -3.40% (-2.7K)	All Managers (Combined)	$15.8M	1.5% ($15.8M/$1.1B)	QoQ -14.35% (-$2.7M) YoY -11.81% (-$2.1M)
(cusip464287721)✕	108.7K	QoQ -2.96% (-3.3K) YoY -5.71% (-6.6K)	All Managers (Combined)	$15.3M	1.5% ($15.3M/$1.1B)	QoQ -14.56% (-$2.6M) YoY +16.70% (-$2.2M)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	30.1K	QoQ -1.03% (-314) YoY -3.95% (-1.2K)	All Managers (Combined)	$14.9M	1.4% ($14.9M/$1.1B)	QoQ -6.09% (-$967.1K) YoY +44.04% (-$4.6M)
JOHNSON & JOHNSON(JNJcusip478160104)	83.4K	QoQ -0.79% (-665) YoY -4.67% (-4.1K)	All Managers (Combined)	$13.8M	1.3% ($13.8M/$1.1B)	QoQ +13.76% (-$1.7M) YoY +2.77% (-$373.4K)
XPO, Inc.(XPOcusip983793100)	123.8K	QoQ -1.31% (-1.7K) YoY -9.16% (-12.5K)	All Managers (Combined)	$13.3M	1.3% ($13.3M/$1.1B)	QoQ -19.05% (-$3.1M) YoY +11.05% (-$1.3M)
DOVER Corp(DOVcusip260003108)	75.6K	QoQ -0.89% (-685) YoY +2.02% (+1.5K)	All Managers (Combined)	$13.3M	1.3% ($13.3M/$1.1B)	QoQ -7.19% (-$1.0M) YoY +22.12% (+$2.4M)
Walmart Inc.(WMTcusip931142103)	144.5K	QoQ -0.72% (-1.1K) YoY -0.05% (-79)	All Managers (Combined)	$12.7M	1.2% ($12.7M/$1.1B)	QoQ -3.50% (-$462.0K) YoY +76.92% (-$5.5M)
(cusip81369Y605)✕	231.0K	QoQ +6.60% (+14.3K) YoY -9.36% (-23.9K)	All Managers (Combined)	$11.5M	1.1% ($11.5M/$1.1B)	QoQ +9.86% (+$1.0M) YoY +23.38% (-$2.2M)
Mondelez International, Inc.(MDLZcusip609207105)	162.3K	QoQ +2.68% (+4.2K) YoY +5.40% (+8.3K)	All Managers (Combined)	$11.1M	1.1% ($11.1M/$1.1B)	QoQ +16.52% (+$1.6M) YoY +3.31% (+$355.7K)