TritonPoint Partners, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 28, 2026), TritonPoint Partners, LLC reported 200 stock positions worth $271.7 million. Its top holding was SS SPDR BB 1-3M T-Bill ETF (BIL) at 12.2% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 4.6%) and Apple (AAPL, 3.6%). Compared with Q4 2025, it opened 59 new positions, sold out of 11, added to 90 and reduced 38. The biggest buy was a new position in SS SPDR BB 1-3M T-Bill ETF (BIL) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −2%).

Most Recent 13F
Q2 2026
Location
CHEVY CHASE, MD
CIK
0002111167
Portfolio Value
$271.7M (Q1 2026)
SEC Filing
0002111167-26-000002 ↗ filed Apr 28, 2026

Holdings Value

0$500.0M$1.0B$1.5B Q4 2025: $187.3M Q4 2025 Q1 2026: $271.7M $271.7M Q1 2026 Q2 2026: $1.2B Q2 2026

Holdings 200 stocks · $271.7M
BIL SS SPDR BB 1-3M T-Bill ETF 12.21% 361,946 $33.2M New
IVV iShares Core S&P 500 ETF 4.64% 19,278 $12.6M Add +0.4%
AAPL Apple Inc. 3.60% 38,571 $9.8M Add +16.8%
VOO Vanguard S&P 500 ETF 2.77% 12,589 $7.5M Reduce -2.2%
SPYG SS SPDR P S&P 500 Growth ETF 2.71% 75,278 $7.4M Add +0.4%
MSFT Microsoft Corp. 2.27% 16,636 $6.2M Add +35.9%
BINC iShares Flex I A ETF-Usd Inc. 2.15% 112,503 $5.8M Add +82.6%
FBND Fidelity Total Bond ETF 2.13% 126,297 $5.8M Add +58.4%
IEFA iShares Core MSCI Eafe ETF 2.00% 59,910 $5.4M Add +7.7%
GOOGL Alphabet Inc. Class A 1.98% 18,675 $5.4M Add +7.2%
AMZN Amazon.com Inc. 1.78% 23,160 $4.8M Add +41.8%
NVDA Nvidia Corp. 1.69% 26,313 $4.6M Add +78.0%
SPYV SS SPDR P S&P 500 Value ETF 1.51% 72,574 $4.1M Add +2.0%
HEFA Isha Curr Hedged MSCI Eafe 1.34% 85,670 $3.6M Reduce -5.5%
AGG iShares Core U.S. Aggregate 1.25% 34,253 $3.4M Reduce -14.1%
AVGO Broadcom Inc. 1.09% 9,606 $3.0M Add +47.4%
IEMG iShares Core MSCI Emerging 1.09% 42,272 $2.9M Reduce -3.4%
WMT Walmart Inc. 1.05% 22,976 $2.9M Add +4.0%
JPM JPMorgan Chase & Co. 1.05% 9,682 $2.8M Add +27.6%
V Visa Inc. Class A 1.04% 9,383 $2.8M Add +13.5%
MBB iShares MBS ETF 0.96% 27,410 $2.6M Add +15.6%
PWRD TCW Transform Systems ETF 0.93% 25,820 $2.5M Add +92.0%
JNJ Johnson & Johnson 0.93% 10,321 $2.5M Add +10.3%
BNL Broadstone Net Lease Inc. 0.86% 125,601 $2.3M Add +39.0%
GE General Electric filed as GE AEROSPACE 0.83% 7,921 $2.3M New
SCHW Schwab (charles) Corp. 0.79% 22,733 $2.1M New
VTI VG Morningstar TS MKT ETF-US 0.79% 6,654 $2.1M Reduce -8.3%
LRCX Lam Research Corp. 0.78% 9,911 $2.1M Reduce -1.0%
HD Home Depot Inc. 0.72% 5,981 $2.0M Add +14.5%
LIN Linde PLC 0.71% 3,908 $1.9M New
DIVO Amplify CWP Enhan Divid ETF 0.68% 41,471 $1.9M New
CVX Chevron Corp. 0.67% 8,792 $1.8M Add +28.1%
CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL 0.66% 53,885 $1.8M New
DGRO iShares Core Dividend Growth 0.65% 25,055 $1.8M Add +412.7%
GS Goldman Sachs Group Inc. 0.64% 2,065 $1.7M Add +34.4%
BAI Ishrs AI in and Tech Act ETF 0.62% 50,788 $1.7M Add +166.0%
ORCL Oracle Corp. 0.60% 11,020 $1.6M Add +10.0%
GOOG Alphabet Inc. Class C 0.59% 5,630 $1.6M Add +72.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.57% 2,358 $1.5M Add +2.1%
XOM Exxon Mobil Corp. 0.56% 9,022 $1.5M Reduce -4.3%
META Meta Platforms Inc. Class A 0.56% 2,666 $1.5M Add +47.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.55% 9,380 $1.5M Add +14.7%
ADI Analog Devices Inc. 0.54% 4,651 $1.5M Add +5.3%
APH Amphenol Corp. Class A 0.54% 11,558 $1.5M Add +297.3%
WFC Wells Fargo & Co. 0.53% 18,169 $1.4M Add +3.6%
TSM Taiwan Semiconductor-SP ADR 0.53% 4,258 $1.4M Add +71.4%
IJH iShares Core S&P Midcap ETF 0.53% 21,276 $1.4M New
TLH iShares 10-20 Year Treasury 0.53% 14,253 $1.4M Add +38.1%
GEV GE Vernova Inc. 0.52% 1,613 $1.4M Add +22.9%
BA The Boeing Co. 0.52% 7,044 $1.4M Add +6.8%
ISRG Intuitive Surgical Inc. 0.52% 3,037 $1.4M Add +166.4%
BRK.B Berkshire Hathaway Inc. Class B 0.50% 2,857 $1.4M Add +6.2%
SPXC SPX Technologies Inc. 0.50% 6,750 $1.3M New
DYNF Ishrs US E F R A ETF-Usd Inc. 0.49% 23,026 $1.3M New
XLF SS Financial Select Sector 0.49% 26,798 $1.3M Add +6.7%
FESM Fidelity Enhanced Small Cap 0.48% 34,114 $1.3M Reduce -3.1%
PANW Palo Alto Networks Inc. 0.47% 8,046 $1.3M Add +338.5%
TSLA Tesla Inc. 0.46% 3,361 $1.2M Add +73.1%
COST Costco Wholesale Corp. 0.45% 1,226 $1.2M Add +8.1%
SYK Stryker Corp. 0.44% 3,659 $1.2M Add +153.2%
VCSH Vanguard S/T Corp. Bond ETF 0.44% 14,959 $1.2M New
RTX RTX Corp. 0.43% 6,001 $1.2M Add +9.8%
QQQ Invesco QQQ Trust Series 1 0.42% 1,984 $1.1M Add +29.2%
SPSB SS SPDR P St C Corp. ETF 0.41% 37,126 $1.1M Reduce -0.1%
CB Chubb Ltd. 0.41% 3,399 $1.1M Add +7.8%
STIP iShares 0-5 Year Tips Bond E 0.40% 10,514 $1.1M Reduce -42.1%
MRK Merck & Co. Inc. 0.40% 8,962 $1.1M Add +32.9%
JAVA JPMorgan Active Value ETF 0.39% 14,846 $1.1M New
LHX L3HARRIS Technologies Inc. 0.36% 2,868 $990K Add +4.1%
DOV Dover Corp. 0.36% 4,703 $980K Add +6.8%
FBCG Fidelity Blue Chip Grow ETF 0.36% 19,337 $969K New
VGSH Vanguard Short-Term Treasury 0.34% 15,974 $935K New
BRTR iShares Total Return Act ETF 0.34% 18,370 $922K New
EOG EOG Resources Inc. 0.34% 6,371 $921K Add +38.9%
TIP iShares Tips Bond ETF 0.33% 8,014 $884K Add +2.7%
GLD SPDR Gold Shares 0.32% 2,023 $870K New
SPGI S&P Global Inc. 0.32% 2,040 $868K Add +55.3%
MA Mastercard Inc. Class A 0.32% 1,736 $867K Reduce -4.1%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.31% 3,943 $854K Add +41.5%
JEPI JPMorgan Equity Premium Inco 0.31% 14,912 $845K New
NOW ServiceNow Inc. 0.31% 8,033 $840K Add +178.2%
VUG Vanguard Mrngstar GR ETF-Sui 0.31% 1,919 $838K Reduce -7.1%
EFV iShares MSCI Eafe Value ETF 0.30% 10,951 $814K Add +107.8%
UNH Unitedhealth Group Inc. 0.30% 3,004 $813K Add +29.4%
BLK BlackRock Inc. 0.30% 836 $804K Add +20.8%
GD General Dynamics Corp. 0.29% 2,274 $780K Reduce -4.7%
TT Trane Technologies PLC 0.29% 1,868 $778K New
TWI Titan International Inc. 0.29% 112,551 $778K Reduce -21.1%
NDAQ Nasdaq Inc. 0.27% 8,553 $726K Reduce -1.7%
VCIT Vanguard Int-Term Corporate 0.26% 8,688 $719K New
MDLZ Mondelez International Inc. Class A 0.26% 12,328 $717K Add +63.4%
EMOP AB Emrg MRKT Opportuniti ETF filed as AB ACTIVE ETFS INC 0.26% 16,022 $702K New
IJR iShares Core S&P Small-Cap E 0.26% 5,582 $694K Add +8.6%
ITOT iShares Core S&P Total U.S. 0.25% 4,840 $689K Add +68.2%
RSG Republic Services Inc. 0.25% 3,130 $686K Reduce -0.3%
VYM Vanguard High DVD Yield ETF 0.25% 4,624 $685K New
VTV Vanguard Mrngstr Val ETF-Aui 0.25% 3,473 $681K Reduce -18.4%
CME Cme Group Inc. 0.25% 2,301 $680K Add +41.3%
GILD Gilead Sciences Inc. 0.25% 4,872 $679K Reduce -1.8%
SBUX Starbucks Corp. 0.24% 7,406 $663K Add +4.2%

Show all 200 holdings

Portfolio Sells Q4 2025 → Q1 2026
VOO Vanguard S&P 500 ETF Reduce -2.2% 2.77% −1.54
ABFL Abacus FCF Leaders ETF Reduce -76.5% 0.22% −1.14
AGG iShares Core U.S. Aggregate Reduce -14.1% 1.25% −0.87
USMV iShares MSCI USA Min Vol Fac Sold out 0.00% −0.74
HEFA Isha Curr Hedged MSCI Eafe Reduce -5.5% 1.34% −0.66
IGSB iShares 1-5Y Inv Grade Corp. Sold out 0.00% −0.64
STIP iShares 0-5 Year Tips Bond E Reduce -42.1% 0.40% −0.59
VTI VG Morningstar TS MKT ETF-US Reduce -8.3% 0.79% −0.51
IEMG iShares Core MSCI Emerging Reduce -3.4% 1.09% −0.48
VONE Vanguard Russell 1000 Reduce -47.0% 0.23% −0.43
JQUA JPMorgan US Quality Factor Sold out 0.00% −0.37
TWI Titan International Inc. Reduce -21.1% 0.29% −0.31
ADBE Adobe Inc. Sold out 0.00% −0.30
IWV iShares Russell 3000 ETF Reduce -61.4% 0.09% −0.26
ARES Ares Management Corp. Class A Reduce -2.7% 0.20% −0.24
FESM Fidelity Enhanced Small Cap Reduce -3.1% 0.48% −0.23
MA Mastercard Inc. Class A Reduce -4.1% 0.32% −0.23
VUG Vanguard Mrngstar GR ETF-Sui Reduce -7.1% 0.31% −0.23
INTU Intuit Inc. Reduce -24.2% 0.12% −0.23
APTV Aptiv PLC Reduce -43.9% 0.11% −0.20
TRI Thomson Reuters Corp. Sold out 0.00% −0.20
SPSB SS SPDR P St C Corp. ETF Reduce -0.1% 0.41% −0.19
NDAQ Nasdaq Inc. Reduce -1.7% 0.27% −0.18
VTV Vanguard Mrngstr Val ETF-Aui Reduce -18.4% 0.25% −0.18
SAP Sap SE-Sponsored ADR Sold out 0.00% −0.14
GD General Dynamics Corp. Reduce -4.7% 0.29% −0.14
LRCX Lam Research Corp. Reduce -1.0% 0.78% −0.14
DGRW Wisdomtree U.S. Quality Divi Reduce -28.8% 0.12% −0.13
NVO Novo-Nordisk A/S-Spons ADR Reduce -7.4% 0.12% −0.13
JKHY Jack Henry & Associates Inc. Sold out 0.00% −0.13
VBK Van Morst SML-Cap Gro-Usd Inc. Sold out 0.00% −0.12
CRAI Cra International Inc. Sold out 0.00% −0.12
AXSM Axsome Therapeutics Inc. Sold out 0.00% −0.11
MMM 3M Co. Sold out 0.00% −0.11
TSCO Tractor Supply Company Reduce -10.7% 0.13% −0.11
RSG Republic Services Inc. Reduce -0.3% 0.25% −0.10
STE Steris PLC Reduce -3.4% 0.14% −0.10
QUAL iShares MSCI USA Quality Fac Reduce -5.6% 0.16% −0.10
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -10.0% 0.15% −0.09
FSV Firstservice Corp. Reduce -7.4% 0.10% −0.08
GILD Gilead Sciences Inc. Reduce -1.8% 0.25% −0.08
HALO Halozyme Therapeutics Inc. Reduce -15.4% 0.09% −0.07
UL Unilever PLC-Sponsored ADR Reduce -3.5% 0.10% −0.07
OSK Oshkosh Corp. Reduce -27.1% 0.10% −0.07
ECL Ecolab Inc. Reduce -3.4% 0.14% −0.07
EWBC East West Bancorp Inc. Reduce -0.7% 0.12% −0.06
ASML ASML Holding NV-NY Reg SHS Reduce -3.1% 0.21% −0.05
XOM Exxon Mobil Corp. Reduce -4.3% 0.56% −0.04
CHRW C.H. Robinson Worldwide Inc. Reduce -6.3% 0.08% −0.04

Portfolio Buys Q4 2025 → Q1 2026
BIL SS SPDR BB 1-3M T-Bill ETF New 12.21% +12.21
GE General Electric New 0.83% +0.83
SCHW Schwab (charles) Corp. New 0.79% +0.79
LIN Linde PLC New 0.71% +0.71
DIVO Amplify CWP Enhan Divid ETF New 0.68% +0.68
CGIC Cap Group Intl Core Eq New 0.66% +0.66
IJH iShares Core S&P Midcap ETF New 0.53% +0.53
SPXC SPX Technologies Inc. New 0.50% +0.50
DYNF Ishrs US E F R A ETF-Usd Inc. New 0.49% +0.49
DGRO iShares Core Dividend Growth Add +412.7% 0.65% +0.47
VCSH Vanguard S/T Corp. Bond ETF New 0.44% +0.44
BINC iShares Flex I A ETF-Usd Inc. Add +82.6% 2.15% +0.41
JAVA JPMorgan Active Value ETF New 0.39% +0.39
FBCG Fidelity Blue Chip Grow ETF New 0.36% +0.36
VGSH Vanguard Short-Term Treasury New 0.34% +0.34
BRTR iShares Total Return Act ETF New 0.34% +0.34
APH Amphenol Corp. Class A Add +297.3% 0.54% +0.33
GLD SPDR Gold Shares New 0.32% +0.32
JEPI JPMorgan Equity Premium Inco New 0.31% +0.31
PANW Palo Alto Networks Inc. Add +338.5% 0.47% +0.29
TT Trane Technologies PLC New 0.29% +0.29
BAI Ishrs AI in and Tech Act ETF Add +166.0% 0.62% +0.28
VCIT Vanguard Int-Term Corporate New 0.26% +0.26
EMOP AB Emrg MRKT Opportuniti ETF New 0.26% +0.26
VYM Vanguard High DVD Yield ETF New 0.25% +0.25
PWRD TCW Transform Systems ETF Add +92.0% 0.93% +0.24
CAT Caterpillar Inc. New 0.23% +0.23
NVDA Nvidia Corp. Add +78.0% 1.69% +0.22
GOVT iShares US Treasury Bond ETF New 0.22% +0.22
ANET Arista Networks Inc. New 0.21% +0.21
NBIS Nebius Group NV New 0.20% +0.20
HUBB Hubbell Inc. New 0.19% +0.19
CR Crane Co. New 0.18% +0.18
IEI iShares 3-7 Year Treasury Bo New 0.18% +0.18
SYK Stryker Corp. Add +153.2% 0.44% +0.17
ISRG Intuitive Surgical Inc. Add +166.4% 0.52% +0.17
WDC Western Digital Corp. New 0.16% +0.16
KO The Coca-Cola Co. New 0.16% +0.16
FBND Fidelity Total Bond ETF Add +58.4% 2.13% +0.16
CNEQ Alger Concentrated Eqty ETF New 0.15% +0.15
BKNG Booking Holdings Inc. New 0.15% +0.15
AXP American Express Co. New 0.14% +0.14
UBER Uber Technologies Inc. New 0.13% +0.13
JIRE JPMorgan Int Res Enh Eqty New 0.13% +0.13
FDVV Fidelity High Dividend ETF New 0.13% +0.13
TSM Taiwan Semiconductor-SP ADR Add +71.4% 0.53% +0.13
PEP Pepsico Inc. New 0.12% +0.12
SLV iShares Silver Trust New 0.12% +0.12
ACM Aecom New 0.11% +0.11
APP AppLovin Corp. Class A New 0.11% +0.11

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 351$1.2BAAPL, GOOGL, GOOG, AMZN, VUG
Q1 2026 200$271.7MBIL, IVV, AAPL, VOO, SPYG
Q4 2025 152$187.3MIVV, AAPL, VOO, SPYG, MSFT