Tripletail Wealth Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Tripletail Wealth Management, LLC reported 76 stock positions worth $70.0 million. Its top holding was JBT Marel (JBTM) at 28.2% of the portfolio, followed by Nvidia (NVDA, 6.6%) and Microsoft (MSFT, 3.5%).
- Most Recent 13F
- Q2 2026
- Location
- ORLANDO, FL
- CIK
- 0002079812
- Portfolio Value
- $70.0M (Q2 2025)
- SEC Filing
- 0001667731-25-001116 ↗ filed Aug 14, 2025
Holdings Value
Holdings 76 stocks · $70.0M
| JBTM JBT Marel Corp. | 28.18% | 144,615 | $19.7M | — |
| NVDA Nvidia Corp. | 6.60% | 25,236 | $4.6M | — |
| MSFT Microsoft Corp. | 3.49% | 4,643 | $2.4M | — |
| AAPL Apple Inc. | 3.01% | 9,241 | $2.1M | — |
| AMZN Amazon.com Inc. | 2.62% | 8,278 | $1.8M | — |
| QDPL Pacer Met US LRG Cap DVD 400 | 2.55% | 44,083 | $1.8M | — |
| RSP Invesco S&P 500 Equal Weight | 2.44% | 9,357 | $1.7M | — |
| COWZ Pacer US Cash Cows 100 ETF | 2.40% | 30,341 | $1.7M | — |
| IVW iShares S&P 500 Growth ETF | 2.11% | 12,825 | $1.5M | — |
| ANET Arista Networks Inc. | 2.04% | 10,311 | $1.4M | — |
| COWG Pacer US LRG Cap Cows GR LD | 1.84% | 36,870 | $1.3M | — |
| PULS Pgim Ultra Short Bond ETF | 1.82% | 25,609 | $1.3M | — |
| AVGO Broadcom Inc. | 1.77% | 4,030 | $1.2M | — |
| SECT Main Sector Rotation ETF | 1.57% | 18,510 | $1.1M | — |
| JPM JPMorgan Chase & Co. | 1.55% | 3,731 | $1.1M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.54% | 2,323 | $1.1M | — |
| META Meta Platforms Inc. Class A | 1.40% | 1,272 | $982K | — |
| ICOW Pacer Developed Markets Inte | 1.29% | 25,857 | $905K | — |
| MP MP Materials Corp. | 1.22% | 11,377 | $852K | — |
| NFLX Netflix Inc. | 1.20% | 688 | $839K | — |
| IVV iShares Core S&P 500 ETF | 1.19% | 1,305 | $836K | — |
| KMI Kinder Morgan Inc. | 1.18% | 30,587 | $826K | — |
| PANW Palo Alto Networks Inc. | 1.03% | 4,242 | $722K | — |
| VRT Vertiv Holdings Co. Class A | 0.94% | 4,707 | $660K | — |
| CAT Caterpillar Inc. | 0.91% | 1,567 | $639K | — |
| ECOW Pacer Emerging Markets Cash | 0.89% | 26,762 | $621K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.85% | 2,504 | $597K | — |
| AXP American Express Co. | 0.83% | 1,955 | $579K | — |
| QCOM Qualcomm Inc. | 0.78% | 3,647 | $543K | — |
| FLRT Pacer Aristotle Pacific Floa | 0.75% | 11,039 | $524K | — |
| ABBV Abbvie Inc. | 0.74% | 2,624 | $518K | — |
| LLY Eli Lilly & Co. | 0.72% | 786 | $505K | — |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.72% | 12,510 | $505K | — |
| HD Home Depot Inc. | 0.70% | 1,267 | $490K | — |
| TSLA Tesla Inc. | 0.70% | 1,415 | $487K | — |
| GOOGL Alphabet Inc. Class A | 0.67% | 2,345 | $472K | — |
| COST Costco Wholesale Corp. | 0.66% | 466 | $459K | — |
| GSK GSK PLC-Spon ADR | 0.63% | 11,742 | $444K | — |
| TEL Te Connectivity PLC | 0.62% | 2,172 | $436K | — |
| PSX Phillips 66 | 0.62% | 3,662 | $434K | — |
| VST Vistra Corp. | 0.61% | 2,129 | $429K | — |
| DCTH Delcath Systems Inc. | 0.60% | 41,165 | $423K | — |
| VIS Vanguard Industrials ETF | 0.58% | 1,418 | $407K | — |
| UNM Unum Group | 0.52% | 5,302 | $368K | — |
| GS Goldman Sachs Group Inc. | 0.52% | 510 | $367K | — |
| XOM Exxon Mobil Corp. | 0.44% | 2,935 | $311K | — |
| MU Micron Technology Inc. | 0.44% | 2,509 | $307K | — |
| RIO Rio Tinto PLC-Spon ADR | 0.42% | 4,801 | $297K | — |
| IJH iShares Core S&P Midcap ETF | 0.42% | 4,730 | $295K | — |
| MS Morgan Stanley | 0.41% | 2,015 | $290K | — |
| XLF SS Financial Select Sector | 0.41% | 5,555 | $288K | — |
| MCD McDonald's Corp. | 0.39% | 907 | $276K | — |
| VYM Vanguard High DVD Yield ETF | 0.37% | 1,930 | $261K | — |
| CSCO Cisco Systems Inc. | 0.37% | 3,618 | $258K | — |
| SPMO Invesco S&P 500 Momentum ETF | 0.36% | 2,155 | $253K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.35% | 432 | $249K | — |
| WMT Walmart Inc. | 0.35% | 2,378 | $246K | — |
| KO The Coca-Cola Co. | 0.35% | 3,491 | $246K | — |
| ISRG Intuitive Surgical Inc. | 0.35% | 517 | $243K | — |
| AMGN Amgen Inc. | 0.35% | 850 | $243K | — |
| CRM Salesforce Inc. | 0.34% | 1,006 | $238K | — |
| XLE SS Energy Select Sector | 0.33% | 2,745 | $232K | — |
| OWL Blue Owl Capital Inc. | 0.33% | 11,700 | $231K | — |
| DFUS Dimensional US Eq MKT ETF | 0.33% | 3,330 | $230K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.32% | 515 | $221K | — |
| LMT Lockheed Martin Corp. | 0.31% | 505 | $215K | — |
| SYK Stryker Corp. | 0.31% | 571 | $215K | — |
| MRK Merck & Co. Inc. | 0.31% | 2,685 | $215K | — |
| NET Cloudflare Inc. Class A | 0.31% | 1,062 | $214K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.30% | 4,513 | $208K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.29% | 841 | $205K | — |
| TXN Texas Instruments Inc. | 0.29% | 1,106 | $205K | — |
| C Citigroup Inc. | 0.29% | 2,200 | $203K | — |
| PEP Pepsico Inc. | 0.29% | 1,400 | $202K | — |
| VOYG Voyager Technologies Inc. Class A | 0.19% | 4,600 | $135K | — |
| FUBO Fubotv Inc. | 0.05% | 10,300 | $37K | — |
Options reported separately and not counted above: VOYG calls ($188K).
Portfolio Sells Q2 2025
No earlier filing to compare with.
Portfolio Buys Q2 2025
No earlier filing to compare with.