1y return+20.9%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $144 against $157 in the S&P 500.2
Tritonpoint Wealth, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $94.5M | 9.3% | −1.9% |
| GOOGLAlphabet Inc | $44.8M | 4.4% | |
| GOOGAlphabet Inc | $43.9M | 4.3% | −2.8% |
| AMZNAmazon Com Inc | $37.8M | 3.7% | −1.2% |
| VUGVanguard Index Fds | $36.7M | 3.6% | −23.9% |
| LRCXLam Research Corp | $27.2M | 2.7% | −6.9% |
| JPMJpmorgan Chase & Co | $26.7M | 2.6% | −2.4% |
| MSFTMicrosoft Corp | $24.0M | 2.4% | +3.4% |
| IYWIshares Tr | $23.3M | 2.3% | −3.0% |
| NVDANvidia Corporation | $19.4M | 1.9% | +26.2% |
| XPOXpo Inc | $19.1M | 1.9% | −2.3% |
| VVisa Inc | $17.6M | 1.7% | −1.6% |
| JNJJohnson & Johnson | $17.2M | 1.7% | −3.2% |
| VOOVanguard Index Fds | $16.9M | 1.7% | −3.4% |
| DOVDover Corp | $14.4M | 1.4% | −2.7% |
| MAMastercard Incorporated | $13.2M | 1.3% | −2.0% |
| BNLBroadstone Net Lease Inc | $12.7M | 1.2% | −11.0% |
| WMTWalmart Inc | $12.7M | 1.2% | −2.6% |
| XLISelect Sector Spdr Tr | $12.4M | 1.2% | −5.2% |
| TJXTjx Cos Inc New | $11.7M | 1.1% | |
| DHRDanaher Corporation | $11.6M | 1.1% | −2.2% |
| XLKSelect Sector Spdr Tr | $11.5M | 1.1% | −8.1% |
| ISRGIntuitive Surgical Inc | $10.7M | 1.1% | −1.2% |
| CATCaterpillar Inc | $10.4M | 1.0% | −1.9% |
| Chubb LimitedCUSIP H1467J104 | $9.9M | 1.0% | −1.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $27.2M |
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $19.4M |
| CATCaterpillar Inc | December 31, 2023 | +260.2% | $10.4M |
| GOOGLAlphabet Inc | December 31, 2023 | +155.8% | $44.8M |
| GOOGAlphabet Inc | December 31, 2023 | +150.7% | $43.9M |
| XPOXpo Inc | December 31, 2023 | +134.4% | $19.1M |
| WMTWalmart Inc | December 31, 2023 | +115.5% | $12.7M |
| IYWIshares Tr | December 31, 2023 | +105.5% | $23.3M |
| ADIAnalog Devices Inc | December 31, 2023 | +100.0% | $8.1M |
| XLKSelect Sector Spdr Tr | December 31, 2023 | +98.0% | $11.5M |
Sold off last quarter
- JHEQXCaterpillar Inc was $4.1M
- Honeywell Intl IncCUSIP 438516106 was $1.4M
- TAt&t Inc was $346K
- ADBEAdobe Inc was $329K
- CMGChipotle Mexican Grill Inc was $324K
- CRMSalesforce Inc was $297K
- NEMNewmont Corp was $257K
- DUKDuke Energy Corp New was $234K
- CMCSAComcast Corp New was $225K
- HCAHca Healthcare Inc was $223K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.8% | +14.8% |
| March 31, 2026 | −3.4% | −4.6% |
| December 31, 2025 | +4.2% | +2.4% |
| September 30, 2025 | +7.5% | +7.8% |
| June 30, 2025 | +6.8% | +10.5% |
| March 31, 2025 | −4.5% | −4.6% |
| December 31, 2024 | +1.4% | +2.1% |
| September 30, 2024 | +5.6% | +5.4% |
| June 30, 2024 | +2.2% | +4.0% |
| March 31, 2024 | +6.3% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Tritonpoint Wealth, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2008171&type=13F-HR&dateb=&owner=include&count=40CIK 2008171
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2008171/000200817126000004/Filed August 11, 2026 · accession 0002008171-26-000004