TRITONPOINT WEALTH, LLC 13F Holdings
CIK 0002008171 · CHEVY CHASE, MD
As of Sep 30, 2025, TRITONPOINT WEALTH, LLC reported 349 positions worth
CIK 0002008171 · CHEVY CHASE, MD
As of Sep 30, 2025, TRITONPOINT WEALTH, LLC reported 349 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 390,727 | $99.5M | 8.93% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 92,337 | $44.3M | 3.98% |
| MICROSOFT CORP | MSFT | Technology | 82,443 | $42.7M | 3.83% |
| AMAZON.COM INC | AMZN | Equity | 175,833 | $38.6M | 3.47% |
| ALPHABET INC | GOOGL | Equity | 152,080 | $37.0M | 3.32% |
| ALPHABET INC | GOOG | Equity | 138,505 | $33.7M | 3.03% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 94,245 | $29.7M | 2.67% |
| VANGUARD 500 INDEX FUND | VOO | — | 40,626 | $24.9M | 2.24% |
| VISA INC-CLASS A SHARES | V | Financial Services | 61,813 | $21.1M | 1.89% |
| ISHARES US TECHNOLOGY ETF | IYW | — | 106,164 | $20.8M | 1.87% |
| NVIDIA CORP | NVDA | Technology | 92,411 | 7.2M | 1.55% |
| MASTERCARD INC | MA | Financial Services | 28,914 | 6.4M | 1.48% |
| BROADSTONE NET LEASE INC | BNL | Real Estate | 840,491 | 5.3M | 1.37% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 80,060 | 4.8M | 1.33% |
| DANAHER CORP | DHR | Healthcare | 74,056 | 4.7M | 1.32% |
| WALMART INC | WMT | Consumer Defensive | 140,654 | 4.5M | 1.30% |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 29,216 | 3.1M | 1.17% |
| XPO INC | XPO | Industrials | 98,545 | 2.7M | 1.14% |
| TJX COMPANIES INC | TJX | Consumer Cyclical | 85,799 | 2.4M | 1.11% |
| ISHARES CORE S&P 500 ETF | IVV | — | 18,368 | 2.3M | 1.10% |
| DOVER CORP | DOV | Industrials | 73,560 | 2.3M | 1.10% |
| THE FINANCIAL SELECT SECTOR SPDR FUND | XLF | Equity | 219,924 | 1.8M | 1.06% |
| THE INDUSTRIAL SELECT SECTOR SPDR FUND | XLI | — | 72,253 | 1.1M | 1.00% |
| WELLS FARGO & COMPANY | WFC | Financial Services | 130,670 | 1.0M | 0.98% |
| MONDELEZ INTERNATIONAL INC | MDLZ | Consumer Defensive | 165,596 | 0.4M | 0.94% |