Tritonpoint Wealth, LLC
282 holdingsFiling period: 2026-06-30Current AUM: $1.04Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 326.5K | $94.5M | $110.9M | 10.63% | -6,410 | 2026-06-30 |
| 2 | GOOGL | Alphabet Inc | 125.2K | $44.8M | $42.6M | 4.09% | -778 | 2026-06-30 |
| 3 | GOOG | Alphabet Inc | 124.3K | $43.9M | $41.8M | 4.01% | -3,604 | 2026-06-30 |
| 4 | AMZN | Amazon.com Inc | 158.5K | $37.8M | $41.6M | 3.99% | -1,880 | 2026-06-30 |
| 5 | VUG | Vanguard Index Fds | 426.5K | $36.7M | $37.8M | 3.63% | +333.1K | 2026-06-30 |
| 6 | LRCX | Lam Research Corp | 62.8K | $27.2M | $16.6M | 1.59% | -4,637 | 2026-06-30 |
| 7 | JPM | JPMorgan Chase & Co | 81.7K | $26.7M | $27.4M | 2.63% | -2,023 | 2026-06-30 |
| 8 | MSFT | Microsoft Corp | 64.2K | $24.0M | $34.2M | 3.28% | +2.1K | 2026-06-30 |
| 9 | IYW | iShares TR | 92.4K | $23.3M | $23.4M | 2.25% | -2,897 | 2026-06-30 |
| 10 | NVDA | NVIDIA Corporation | 97.0K | $19.4M | $21.0M | 2.01% | +20.1K | 2026-06-30 |
| 11 | XPO | Xpo Inc | 93.0K | $19.1M | $17.4M | 1.67% | -2,146 | 2026-06-30 |
| 12 | V | Visa Inc | 51.3K | $17.6M | $20.8M | 2.00% | -854 | 2026-06-30 |
| 13 | JNJ | Johnson & Johnson | 67.6K | $17.2M | $17.5M | 1.68% | -2,213 | 2026-06-30 |
| 14 | VOO | Vanguard Index Fds | 24.5K | $16.9M | $17.3M | 1.66% | -872 | 2026-06-30 |
| 15 | DOV | Dover Corp | 64.1K | $14.4M | $12.6M | 1.21% | -1,771 | 2026-06-30 |
| 16 | MA | Mastercard Incorporated | 25.6K | $13.2M | $15.9M | 1.53% | -521 | 2026-06-30 |
| 17 | BNL | Broadstone Net Lease Inc | 614.1K | $12.7M | $10.9M | 1.05% | -76,244 | 2026-06-30 |
| 18 | WMT | Walmart Inc | 112.0K | $12.7M | $13.2M | 1.27% | -2,965 | 2026-06-30 |
| 19 | XLI | Select Sector Spdr TR | 66.7K | $12.4M | $11.1M | 1.07% | -3,639 | 2026-06-30 |
| 20 | TJX | Tjx Cos Inc New | 77.0K | $11.7M | $11.3M | 1.08% | +346 | 2026-06-30 |
| 21 | DHR | Danaher Corporation | 60.8K | $11.6M | $13.6M | 1.31% | -1,339 | 2026-06-30 |
| 22 | XLK | Select Sector Spdr TR | 60.5K | $11.5M | $11.2M | 1.08% | -5,336 | 2026-06-30 |
| 23 | ISRG | Intuitive Surgical Inc | 27.0K | $10.7M | $11.8M | 1.13% | -324 | 2026-06-30 |
| 24 | CAT | Caterpillar Inc | 9.8K | $10.4M | $7.1M | 0.68% | -189 | 2026-06-30 |
| 25 | — | Chubb Limited | 29.2K | $9.9M | $9.9M | 0.95% | -320 | 2026-06-30 |
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