TRITONPOINT WEALTH, LLC
282 holdingsFiling period: 2026-06-30Current AUM: $1.03Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 326.5K | $94.5M | $108.2M | 10.55% | -6,410 | 2026-06-30 |
| 2 | GOOGL | ALPHABET INC | 125.2K | $44.8M | $43.2M | 4.21% | -778 | 2026-06-30 |
| 3 | GOOG | ALPHABET INC | 124.3K | $43.9M | $42.4M | 4.14% | -3,604 | 2026-06-30 |
| 4 | AMZN | AMAZON COM INC | 158.5K | $37.8M | $39.4M | 3.84% | -1,880 | 2026-06-30 |
| 5 | VUG | VANGUARD INDEX FDS | 426.5K | $36.7M | $37.1M | 3.62% | +333.1K | 2026-06-30 |
| 6 | LRCX | LAM RESEARCH CORP | 62.8K | $27.2M | $17.0M | 1.66% | -4,637 | 2026-06-30 |
| 7 | JPM | JPMORGAN CHASE & CO | 81.7K | $26.7M | $28.8M | 2.81% | -2,023 | 2026-06-30 |
| 8 | MSFT | MICROSOFT CORP | 64.2K | $24.0M | $31.9M | 3.11% | +2.1K | 2026-06-30 |
| 9 | IYW | ISHARES TR | 92.4K | $23.3M | $23.1M | 2.25% | -2,897 | 2026-06-30 |
| 10 | NVDA | NVIDIA CORPORATION | 97.0K | $19.4M | $20.6M | 2.01% | +20.1K | 2026-06-30 |
| 11 | XPO | XPO INC | 93.0K | $19.1M | $16.6M | 1.62% | -2,146 | 2026-06-30 |
| 12 | V | VISA INC | 51.3K | $17.6M | $19.3M | 1.88% | -854 | 2026-06-30 |
| 13 | JNJ | JOHNSON & JOHNSON | 67.6K | $17.2M | $18.1M | 1.76% | -2,213 | 2026-06-30 |
| 14 | VOO | VANGUARD INDEX FDS | 24.5K | $16.9M | $17.1M | 1.67% | -872 | 2026-06-30 |
| 15 | DOV | DOVER CORP | 64.1K | $14.4M | $12.1M | 1.18% | -1,771 | 2026-06-30 |
| 16 | MA | MASTERCARD INCORPORATED | 25.6K | $13.2M | $14.7M | 1.43% | -521 | 2026-06-30 |
| 17 | BNL | BROADSTONE NET LEASE INC | 614.1K | $12.7M | $12.3M | 1.20% | -76,244 | 2026-06-30 |
| 18 | WMT | WALMART INC | 112.0K | $12.7M | $12.1M | 1.18% | -2,965 | 2026-06-30 |
| 19 | XLI | SELECT SECTOR SPDR TR | 66.7K | $12.4M | $11.3M | 1.10% | -3,639 | 2026-06-30 |
| 20 | TJX | TJX COS INC NEW | 77.0K | $11.7M | $9.6M | 0.94% | +346 | 2026-06-30 |
| 21 | DHR | DANAHER CORPORATION | 60.8K | $11.6M | $12.7M | 1.24% | -1,339 | 2026-06-30 |
| 22 | XLK | SELECT SECTOR SPDR TR | 60.5K | $11.5M | $11.1M | 1.08% | -5,336 | 2026-06-30 |
| 23 | ISRG | INTUITIVE SURGICAL INC | 27.0K | $10.7M | $10.2M | 0.99% | -324 | 2026-06-30 |
| 24 | CAT | CATERPILLAR INC | 9.8K | $10.4M | $7.6M | 0.75% | -189 | 2026-06-30 |
| 25 | — | CHUBB LIMITED | 29.2K | $9.9M | $9.9M | 0.97% | -320 | 2026-06-30 |
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