Tritonpoint Wealth, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Tritonpoint Wealth, LLC reported 281 stock positions worth $1.0 billion. Its top holding was Apple (AAPL) at 9.3% of the portfolio, followed by Alphabet Class A (GOOGL, 4.4%) and Alphabet Class C (GOOG, 4.3%). Compared with Q1 2026, it opened 26 new positions, sold out of 13, added to 60 and reduced 163. The biggest buy was Micron Technology (MU, shares +207%) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −24%).
- Most Recent 13F
- Q2 2026
- Location
- CHEVY CHASE, MD
- CIK
- 0002008171
- Portfolio Value
- $1.0B (Q2 2026)
- SEC Filing
- 0002008171-26-000004 ↗ filed Aug 11, 2026
Holdings Value
Holdings 281 stocks · $1.0B
| AAPL Apple Inc. | 9.28% | 326,546 | $94.5M | Reduce -1.9% |
| GOOGL Alphabet Inc. Class A | 4.40% | 125,233 | $44.8M | Reduce -0.6% |
| GOOG Alphabet Inc. Class C | 4.31% | 124,270 | $43.9M | Reduce -2.8% |
| AMZN Amazon.com Inc. | 3.71% | 158,540 | $37.8M | Reduce -1.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.61% | 426,520 | $36.7M | Reduce -23.9% |
| LRCX Lam Research Corp. | 2.68% | 62,831 | $27.2M | Reduce -6.9% |
| JPM JPMorgan Chase & Co. | 2.63% | 81,693 | $26.7M | Reduce -2.4% |
| MSFT Microsoft Corp. | 2.35% | 64,235 | $24.0M | Add +3.4% |
| IYW iShares Ustechnology ETF | 2.29% | 92,429 | $23.3M | Reduce -3.0% |
| NVDA Nvidia Corp. | 1.91% | 97,049 | $19.4M | Add +26.2% |
| XPO Xpo Inc. | 1.88% | 93,026 | $19.1M | Reduce -2.3% |
| V Visa Inc. Class A | 1.73% | 51,275 | $17.6M | Reduce -1.6% |
| JNJ Johnson & Johnson | 1.69% | 67,646 | $17.2M | Reduce -3.2% |
| VOO Vanguard S&P 500 ETF | 1.66% | 24,537 | $16.9M | Reduce -3.4% |
| DOV Dover Corp. | 1.41% | 64,113 | $14.4M | Reduce -2.7% |
| MA Mastercard Inc. Class A | 1.29% | 25,639 | $13.2M | Reduce -2.0% |
| BNL Broadstone Net Lease Inc. | 1.25% | 614,067 | $12.7M | Reduce -11.0% |
| WMT Walmart Inc. | 1.25% | 111,967 | $12.7M | Reduce -2.6% |
| XLI SS Industrial Select Sector | 1.21% | 66,681 | $12.4M | Reduce -5.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.15% | 76,967 | $11.7M | Add +0.5% |
| DHR Danaher Corp. | 1.14% | 60,824 | $11.6M | Reduce -2.1% |
| XLK SS Technology Select Sector | 1.13% | 60,504 | $11.5M | Reduce -8.1% |
| ISRG Intuitive Surgical Inc. | 1.06% | 27,020 | $10.7M | Reduce -1.2% |
| CAT Caterpillar Inc. | 1.02% | 9,764 | $10.4M | Reduce -1.9% |
| CB Chubb Ltd. | 0.98% | 29,187 | $9.9M | Reduce -1.1% |
| XLF SS Financial Select Sector | 0.96% | 182,551 | $9.8M | Reduce -3.5% |
| TMO Thermo Fisher Scientific Inc. | 0.95% | 19,300 | $9.7M | Reduce -2.1% |
| BA The Boeing Co. | 0.86% | 40,627 | $8.8M | Reduce -0.5% |
| QXO Qxo Inc. | 0.82% | 481,568 | $8.3M | Add +40.5% |
| ADI Analog Devices Inc. | 0.79% | 20,325 | $8.1M | Reduce -3.3% |
| MDLZ Mondelez International Inc. Class A | 0.78% | 137,268 | $7.9M | Reduce -3.7% |
| MRK Merck & Co. Inc. | 0.74% | 58,703 | $7.5M | Reduce -1.7% |
| VYM Vanguard High DVD Yield ETF | 0.73% | 47,069 | $7.4M | Add +1.1% |
| MU Micron Technology Inc. | 0.71% | 6,291 | $7.3M | Add +207.5% |
| YUM Yum! Brands Inc. | 0.69% | 44,122 | $7.1M | Reduce -1.3% |
| IWO iShares Russell 2000 Growth | 0.68% | 17,477 | $6.9M | Reduce -4.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.65% | 13,297 | $6.7M | Reduce -0.3% |
| XLV SS Health Care Select Sector | 0.64% | 41,245 | $6.5M | Reduce -10.6% |
| PEP Pepsico Inc. | 0.63% | 47,584 | $6.4M | Reduce -4.4% |
| SBUX Starbucks Corp. | 0.63% | 62,367 | $6.4M | Reduce -0.6% |
| CVX Chevron Corp. | 0.61% | 37,437 | $6.2M | Reduce -13.6% |
| GEV GE Vernova Inc. | 0.61% | 5,244 | $6.2M | Reduce -2.1% |
| RTX RTX Corp. | 0.57% | 30,453 | $5.8M | Reduce -3.2% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.54% | 46,349 | $5.4M | Reduce -7.3% |
| COF Capital One Financial Corp. | 0.53% | 26,965 | $5.4M | Reduce -1.8% |
| COST Costco Wholesale Corp. | 0.49% | 5,312 | $5.0M | Add +1.6% |
| ECL Ecolab Inc. | 0.47% | 17,156 | $4.8M | Reduce -0.8% |
| CL Colgate-Palmolive Co. | 0.47% | 52,069 | $4.8M | Add +0.6% |
| BIV Vanguard Intermediate-Term B | 0.46% | 61,468 | $4.7M | Reduce -3.0% |
| EOG EOG Resources Inc. | 0.46% | 36,045 | $4.7M | Reduce -15.6% |
| CME Cme Group Inc. | 0.45% | 20,797 | $4.6M | Reduce -1.3% |
| HD Home Depot Inc. | 0.45% | 12,956 | $4.6M | Reduce -1.5% |
| ABT Abbott Laboratories | 0.45% | 50,243 | $4.6M | Reduce -5.3% |
| IJR iShares Core S&P Small-Cap E | 0.45% | 30,728 | $4.6M | Reduce -2.1% |
| UNH Unitedhealth Group Inc. | 0.45% | 10,952 | $4.6M | Add +5.7% |
| LLY Eli Lilly & Co. | 0.44% | 3,728 | $4.5M | Add +3.7% |
| WFC Wells Fargo & Co. | 0.43% | 53,056 | $4.4M | Reduce -51.1% |
| BLK BlackRock Inc. | 0.43% | 4,553 | $4.4M | Add +0.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.40% | 8,456 | $4.0M | Add +1079.4% |
| KO The Coca-Cola Co. | 0.40% | 49,554 | $4.0M | Reduce -0.1% |
| BIP Brookfield Infrastructure Pa | 0.40% | 110,304 | $4.0M | Reduce -14.5% |
| AES AES Corp. | 0.39% | 270,421 | $4.0M | Reduce -5.0% |
| PH Parker Hannifin Corp. | 0.39% | 4,044 | $4.0M | Reduce -2.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.38% | 12,708 | $3.9M | Reduce -0.1% |
| XLC SS Comm Select Sector SPDR | 0.37% | 35,599 | $3.8M | Reduce -10.5% |
| PG The Procter & Gamble Co. | 0.37% | 25,996 | $3.8M | Reduce -0.9% |
| LHX L3HARRIS Technologies Inc. | 0.36% | 12,615 | $3.7M | Reduce -3.8% |
| MAR Marriott International Class A | 0.35% | 9,600 | $3.6M | Reduce -6.2% |
| LMT Lockheed Martin Corp. | 0.35% | 6,977 | $3.6M | Reduce -2.4% |
| NOW ServiceNow Inc. | 0.34% | 35,152 | $3.5M | Add +51.6% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.34% | 17,605 | $3.5M | Add +9.7% |
| BAC Bank of America Corp. | 0.33% | 59,168 | $3.4M | Reduce -8.3% |
| PNC PNC Financial Services Group | 0.33% | 13,665 | $3.4M | Add +2.8% |
| XLY SS Consumer Disc Select Sect | 0.33% | 28,654 | $3.4M | Reduce -13.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.32% | 39,988 | $3.2M | Reduce -5.3% |
| GNRC Generac Holdings Inc. | 0.32% | 10,982 | $3.2M | Add +0.1% |
| PANW Palo Alto Networks Inc. | 0.31% | 9,388 | $3.2M | Add +0.7% |
| AVGO Broadcom Inc. | 0.31% | 8,372 | $3.2M | Reduce -3.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 4,141 | $3.0M | Add +2.4% |
| VGT Vanguard Info Tech ETF | 0.29% | 24,535 | $2.9M | Add +0.5% |
| LH Labcorp Holdings Inc. | 0.29% | 10,428 | $2.9M | Reduce -1.0% |
| BAM Brookfield Asset Mgmt-A | 0.29% | 64,766 | $2.9M | Reduce -0.4% |
| META Meta Platforms Inc. Class A | 0.27% | 4,955 | $2.8M | Reduce -15.3% |
| BX Blackstone Inc. | 0.27% | 23,613 | $2.8M | Reduce -20.4% |
| AVAV Aerovironment Inc. | 0.27% | 16,354 | $2.7M | New |
| ABBV Abbvie Inc. | 0.26% | 10,503 | $2.6M | Reduce -7.7% |
| EPD Enterprise Products Partners | 0.26% | 71,073 | $2.6M | Reduce -24.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.25% | 3,448 | $2.6M | Reduce -0.1% |
| BALL Ball Corp. | 0.25% | 41,225 | $2.6M | Add +1.0% |
| UNP Union Pacific Corp. | 0.25% | 9,377 | $2.6M | Reduce -0.3% |
| BN Brookfield Corp. | 0.24% | 57,388 | $2.4M | Reduce -8.0% |
| MCD McDonald's Corp. | 0.23% | 8,815 | $2.4M | Reduce -3.7% |
| IVW iShares S&P 500 Growth ETF | 0.22% | 16,293 | $2.2M | Reduce -0.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.21% | 9,914 | $2.2M | Add +1.4% |
| IVV iShares Core S&P 500 ETF | 0.21% | 2,875 | $2.2M | Add +15.3% |
| ORCL Oracle Corp. | 0.21% | 14,442 | $2.1M | Reduce -32.7% |
| TSLA Tesla Inc. | 0.21% | 5,003 | $2.1M | Reduce -5.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.20% | 8,402 | $2.0M | Add +13.6% |
| IYC iShares US Consumer Discreti | 0.20% | 19,810 | $2.0M | Reduce -0.9% |
| BSV Vanguard Short-Term Bond ETF | 0.19% | 25,348 | $2.0M | Reduce -1.1% |
Portfolio Sells Q1 2026 → Q2 2026
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -23.9% | 3.61% | −0.76 |
| WFC Wells Fargo & Co. | Reduce -51.1% | 0.43% | −0.49 |
| JHEQX JPMorgan Hedged Equity-I | Sold out | 0.00% | −0.44 |
| CVX Chevron Corp. | Reduce -13.6% | 0.61% | −0.35 |
| ISRG Intuitive Surgical Inc. | Reduce -1.2% | 1.06% | −0.29 |
| WMT Walmart Inc. | Reduce -2.6% | 1.25% | −0.29 |
| CME Cme Group Inc. | Reduce -1.3% | 0.45% | −0.21 |
| EOG EOG Resources Inc. | Reduce -15.6% | 0.46% | −0.20 |
| PEP Pepsico Inc. | Reduce -4.4% | 0.63% | −0.19 |
| SNOW Snowflake Inc. | Reduce -76.1% | 0.09% | −0.16 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.15 |
| JNJ Johnson & Johnson | Reduce -3.2% | 1.69% | −0.14 |
| ABT Abbott Laboratories | Reduce -5.3% | 0.45% | −0.14 |
| ORCL Oracle Corp. | Reduce -32.7% | 0.21% | −0.13 |
| DHR Danaher Corp. | Reduce -2.1% | 1.14% | −0.13 |
| BNL Broadstone Net Lease Inc. | Reduce -11.0% | 1.25% | −0.12 |
| LHX L3HARRIS Technologies Inc. | Reduce -3.8% | 0.36% | −0.12 |
| EPD Enterprise Products Partners | Reduce -24.4% | 0.26% | −0.12 |
| LMT Lockheed Martin Corp. | Reduce -2.4% | 0.35% | −0.11 |
| MDLZ Mondelez International Inc. Class A | Reduce -3.7% | 0.78% | −0.11 |
| XPO Xpo Inc. | Reduce -2.3% | 1.88% | −0.11 |
| MA Mastercard Inc. Class A | Reduce -2.0% | 1.29% | −0.11 |
| BIP Brookfield Infrastructure Pa | Reduce -14.5% | 0.40% | −0.10 |
| XLC SS Comm Select Sector SPDR | Reduce -10.5% | 0.37% | −0.10 |
| BX Blackstone Inc. | Reduce -20.4% | 0.27% | −0.09 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.1% | 0.95% | −0.09 |
| META Meta Platforms Inc. Class A | Reduce -15.3% | 0.27% | −0.08 |
| RTX RTX Corp. | Reduce -3.2% | 0.57% | −0.08 |
| XLV SS Health Care Select Sector | Reduce -10.6% | 0.64% | −0.08 |
| XOM Exxon Mobil Corp. | Reduce -17.9% | 0.12% | −0.08 |
| MCD McDonald's Corp. | Reduce -3.7% | 0.23% | −0.07 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -60.8% | 0.05% | −0.07 |
| ZTS Zoetis Inc. | Reduce -48.4% | 0.03% | −0.07 |
| NFLX Netflix Inc. | Reduce -13.1% | 0.09% | −0.07 |
| DPZ Domino's Pizza Inc. | Reduce -26.2% | 0.08% | −0.06 |
| BIV Vanguard Intermediate-Term B | Reduce -3.0% | 0.46% | −0.06 |
| CHKP Check Point Software Tech | Reduce -14.9% | 0.15% | −0.06 |
| XLY SS Consumer Disc Select Sect | Reduce -13.8% | 0.33% | −0.06 |
| DOV Dover Corp. | Reduce -2.7% | 1.41% | −0.06 |
| CB Chubb Ltd. | Reduce -1.1% | 0.98% | −0.06 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -29.6% | 0.18% | −0.05 |
| YUM Yum! Brands Inc. | Reduce -1.3% | 0.69% | −0.05 |
| XLP SS Consumer Staples Sel Sect | Reduce -15.3% | 0.18% | −0.05 |
| COP Conocophillips | Reduce -29.0% | 0.05% | −0.04 |
| AES AES Corp. | Reduce -5.0% | 0.39% | −0.04 |
| XLF SS Financial Select Sector | Reduce -3.5% | 0.96% | −0.04 |
| T AT&T Inc. | Sold out | 0.00% | −0.04 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.04 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -1.7% | 0.74% | −0.03 |
Portfolio Buys Q1 2026 → Q2 2026
| MU Micron Technology Inc. | Add +207.5% | 0.71% | +0.64 |
| NVDA Nvidia Corp. | Add +26.2% | 1.91% | +0.47 |
| TSM Taiwan Semiconductor-SP ADR | Add +1079.4% | 0.40% | +0.37 |
| AVAV Aerovironment Inc. | New | 0.27% | +0.27 |
| SCHW Schwab (charles) Corp. | Add +684.7% | 0.18% | +0.16 |
| PANW Palo Alto Networks Inc. | Add +0.7% | 0.31% | +0.15 |
| UNH Unitedhealth Group Inc. | Add +5.7% | 0.45% | +0.15 |
| QXO Qxo Inc. | Add +40.5% | 0.82% | +0.10 |
| AMD Advanced Micro Devices | Add +2.7% | 0.14% | +0.09 |
| GNRC Generac Holdings Inc. | Add +0.1% | 0.32% | +0.09 |
| LLY Eli Lilly & Co. | Add +3.7% | 0.44% | +0.09 |
| NOW ServiceNow Inc. | Add +51.6% | 0.34% | +0.08 |
| SO The Southern Co. | New | 0.06% | +0.06 |
| VGT Vanguard Info Tech ETF | Add +0.5% | 0.29% | +0.06 |
| AMAT Applied Materials Inc. | Add +1.9% | 0.12% | +0.06 |
| INTC Intel Corp. | Add +4.6% | 0.09% | +0.06 |
| WDC Western Digital Corp. | New | 0.05% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.4% | 0.30% | +0.05 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.04% | +0.04 |
| SNDK Sandisk Corp. | New | 0.04% | +0.04 |
| FE Firstenergy Corp. | New | 0.04% | +0.04 |
| MUB iShares National Muni Bond E | Add +83.0% | 0.09% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +15.3% | 0.21% | +0.04 |
| STX Seagate Technology Holdings | New | 0.04% | +0.04 |
| VIK Viking Holdings Ltd. | New | 0.03% | +0.03 |
| PNC PNC Financial Services Group | Add +2.8% | 0.33% | +0.03 |
| FTNT Fortinet Inc. | New | 0.03% | +0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +13.6% | 0.20% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +5.8% | 0.06% | +0.03 |
| TRV The Travelers Cos Inc. | New | 0.03% | +0.03 |
| AYI Acuity Inc. | New | 0.03% | +0.03 |
| CDNS Cadence Design SYS Inc. | New | 0.03% | +0.03 |
| DAL Delta Air Lines Inc. | New | 0.03% | +0.03 |
| ANET Arista Networks Inc. | New | 0.03% | +0.03 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +9.7% | 0.34% | +0.03 |
| NVS Novartis AG-Sponsored ADR | New | 0.02% | +0.02 |
| CVS CVS Health Corp. | New | 0.02% | +0.02 |
| AMT American Tower Corp. | New | 0.02% | +0.02 |
| COO The Cooper Cos Inc. | New | 0.02% | +0.02 |
| XMTR Xometry Inc. Class A | New | 0.02% | +0.02 |
| FNV Franco-Nevada Corp. | New | 0.02% | +0.02 |
| GM General Motors Co. | New | 0.02% | +0.02 |
| MRSH Marsh & McLennan Cos | New | 0.02% | +0.02 |
| TT Trane Technologies PLC | New | 0.02% | +0.02 |
| PPG PPG Industries Inc. | New | 0.02% | +0.02 |
| SPGI S&P Global Inc. | New | 0.02% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +12.4% | 0.10% | +0.02 |
| CMI Cummins Inc. | Add +7.7% | 0.07% | +0.02 |
| SAN Banco Santander SA-Spon ADR | New | 0.01% | +0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Add +40.4% | 0.04% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 281 | $1.0B | AAPL, GOOGL, GOOG, AMZN, VUG |
| Q1 2026 | 268 | $934.0M | AAPL, VUG, GOOG, GOOGL, AMZN |
| Q4 2025 | 272 | $986.2M | AAPL, VUG, GOOG, GOOGL, AMZN |
| Q3 2025 | 349 | $1.2B | AAPL, VUG, MSFT, AMZN, GOOGL |
| Q2 2025 | 344 | $1.1B | AAPL, MSFT, VUG, AMZN, JPM |
| Q1 2025 | 338 | $1.1B | AAPL, AMZN, VUG, MSFT, JPM |
| Q4 2024 | 332 | $1.1B | AAPL, AMZN, MSFT, VUG, GOOGL |
| Q3 2024 | 330 | $1.1B | AAPL, MSFT, AMZN, VUG, GOOGL |
| Q2 2024 | 318 | $1.0B | AAPL, MSFT, AMZN, GOOGL, GOOG |
| Q1 2024 | 304 | $956.7M | AAPL, VOO, BNL, MSFT, AMZN |