Tritonpoint Wealth, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), Tritonpoint Wealth, LLC reported 268 stock positions worth $934.0 million. Its top holding was Apple (AAPL) at 9.0% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 4.4%) and Alphabet Class C (GOOG, 3.9%). Compared with Q4 2025, it opened 16 new positions, sold out of 20, added to 86 and reduced 143. The biggest buy was a new position in Vanguard Intermediate-Term B (BIV) and the biggest sale Microsoft (MSFT, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- CHEVY CHASE, MD
- CIK
- 0002008171
- Portfolio Value
- $934.0M (Q1 2026)
- SEC Filing
- 0002008171-26-000003 ↗ filed Apr 21, 2026
Holdings Value
Holdings 268 stocks · $934.0M
| AAPL Apple Inc. | 9.05% | 332,956 | $84.5M | Reduce -5.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.37% | 93,384 | $40.8M | Add +2.9% |
| GOOG Alphabet Inc. Class C | 3.93% | 127,874 | $36.7M | Reduce -4.4% |
| GOOGL Alphabet Inc. Class A | 3.88% | 126,011 | $36.2M | Reduce -4.0% |
| AMZN Amazon.com Inc. | 3.58% | 160,420 | $33.4M | Reduce -2.5% |
| JPM JPMorgan Chase & Co. | 2.64% | 83,716 | $24.6M | Reduce -2.4% |
| MSFT Microsoft Corp. | 2.46% | 62,116 | $23.0M | Reduce -2.2% |
| XPO Xpo Inc. | 1.98% | 95,172 | $18.5M | Reduce -2.4% |
| IYW iShares Ustechnology ETF | 1.85% | 95,326 | $17.3M | Reduce -1.6% |
| JNJ Johnson & Johnson | 1.83% | 69,859 | $17.1M | Reduce -1.0% |
| V Visa Inc. Class A | 1.69% | 52,129 | $15.8M | Reduce -2.2% |
| VOO Vanguard S&P 500 ETF | 1.63% | 25,409 | $15.2M | Reduce -2.1% |
| LRCX Lam Research Corp. | 1.55% | 67,468 | $14.4M | Reduce -6.5% |
| WMT Walmart Inc. | 1.53% | 114,932 | $14.3M | Reduce -1.9% |
| DOV Dover Corp. | 1.47% | 65,884 | $13.7M | Reduce -1.6% |
| NVDA Nvidia Corp. | 1.44% | 76,926 | $13.4M | Reduce -0.3% |
| MA Mastercard Inc. Class A | 1.40% | 26,160 | $13.1M | Reduce -0.6% |
| BNL Broadstone Net Lease Inc. | 1.37% | 690,311 | $12.8M | Reduce -6.2% |
| ISRG Intuitive Surgical Inc. | 1.35% | 27,344 | $12.6M | Reduce -1.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.31% | 76,621 | $12.2M | Reduce -1.1% |
| DHR Danaher Corp. | 1.26% | 62,163 | $11.8M | Reduce -4.6% |
| XLI SS Industrial Select Sector | 1.22% | 70,320 | $11.4M | Reduce -0.3% |
| TMO Thermo Fisher Scientific Inc. | 1.04% | 19,705 | $9.7M | Reduce -3.8% |
| CB Chubb Ltd. | 1.03% | 29,507 | $9.6M | Reduce -4.3% |
| XLF SS Financial Select Sector | 1.00% | 189,103 | $9.3M | Reduce -1.2% |
| CVX Chevron Corp. | 0.96% | 43,343 | $9.0M | Reduce -0.5% |
| XLK SS Technology Select Sector | 0.94% | 65,840 | $8.8M | Reduce -2.0% |
| WFC Wells Fargo & Co. | 0.93% | 108,531 | $8.6M | Reduce -2.6% |
| MDLZ Mondelez International Inc. Class A | 0.89% | 142,572 | $8.3M | Add +4.2% |
| BA The Boeing Co. | 0.87% | 40,826 | $8.1M | Reduce -0.9% |
| PEP Pepsico Inc. | 0.83% | 49,772 | $7.7M | Reduce -2.2% |
| MRK Merck & Co. Inc. | 0.77% | 59,731 | $7.2M | Reduce -5.9% |
| CAT Caterpillar Inc. | 0.76% | 9,953 | $7.1M | Reduce -6.3% |
| YUM Yum! Brands Inc. | 0.74% | 44,696 | $6.9M | Reduce -1.4% |
| VYM Vanguard High DVD Yield ETF | 0.74% | 46,554 | $6.9M | Add +1.7% |
| XLV SS Health Care Select Sector | 0.72% | 46,124 | $6.8M | Reduce -0.6% |
| ADI Analog Devices Inc. | 0.72% | 21,008 | $6.7M | Reduce -2.3% |
| QXO Qxo Inc. | 0.71% | 342,777 | $6.7M | Add +4.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.68% | 13,334 | $6.4M | Reduce -5.3% |
| CME Cme Group Inc. | 0.67% | 21,062 | $6.2M | Reduce -0.6% |
| EOG EOG Resources Inc. | 0.66% | 42,708 | $6.2M | Add +7.9% |
| RTX RTX Corp. | 0.65% | 31,470 | $6.1M | Reduce -1.1% |
| IWO iShares Russell 2000 Growth | 0.61% | 18,215 | $5.7M | Reduce -0.1% |
| SBUX Starbucks Corp. | 0.60% | 62,737 | $5.6M | Reduce -3.3% |
| ABT Abbott Laboratories | 0.58% | 53,044 | $5.4M | Reduce -2.8% |
| COST Costco Wholesale Corp. | 0.56% | 5,227 | $5.2M | Reduce -4.1% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.54% | 49,994 | $5.0M | Add +2.5% |
| COF Capital One Financial Corp. | 0.54% | 27,459 | $5.0M | Reduce -0.1% |
| BIV Vanguard Intermediate-Term B | 0.52% | 63,350 | $4.9M | New |
| GEV GE Vernova Inc. | 0.50% | 5,358 | $4.7M | Add +8.5% |
| BIP Brookfield Infrastructure Pa | 0.50% | 128,975 | $4.7M | Reduce -7.6% |
| ECL Ecolab Inc. | 0.49% | 17,287 | $4.6M | Reduce -0.6% |
| LHX L3HARRIS Technologies Inc. | 0.48% | 13,117 | $4.5M | Reduce -0.5% |
| CL Colgate-Palmolive Co. | 0.47% | 51,758 | $4.4M | Add +0.1% |
| XLC SS Comm Select Sector SPDR | 0.47% | 39,765 | $4.4M | Add +1.0% |
| BLK BlackRock Inc. | 0.47% | 4,530 | $4.4M | Reduce -9.5% |
| HD Home Depot Inc. | 0.46% | 13,156 | $4.3M | Reduce -1.1% |
| LMT Lockheed Martin Corp. | 0.46% | 7,148 | $4.3M | Reduce -5.7% |
| JHEQX JPMorgan Hedged Equity-I filed as CATERPILLAR INC | 0.44% | 121,131 | $4.1M | Reduce -0.4% |
| AES AES Corp. | 0.43% | 284,650 | $4.0M | Reduce -0.1% |
| IJR iShares Core S&P Small-Cap E | 0.42% | 31,384 | $3.9M | Add +5.0% |
| KO The Coca-Cola Co. | 0.41% | 49,589 | $3.8M | Reduce -1.8% |
| PG The Procter & Gamble Co. | 0.41% | 26,239 | $3.8M | Reduce -3.1% |
| PH Parker Hannifin Corp. | 0.40% | 4,152 | $3.7M | Reduce -2.3% |
| XLY SS Consumer Disc Select Sect | 0.39% | 33,261 | $3.6M | Reduce -0.4% |
| EPD Enterprise Products Partners | 0.38% | 93,967 | $3.6M | Reduce -9.8% |
| BX Blackstone Inc. | 0.37% | 29,653 | $3.4M | Reduce -4.0% |
| META Meta Platforms Inc. Class A | 0.36% | 5,853 | $3.3M | Reduce -11.7% |
| MAR Marriott International Class A | 0.36% | 10,233 | $3.3M | Reduce -2.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.36% | 12,717 | $3.3M | Add +8.1% |
| LLY Eli Lilly & Co. | 0.35% | 3,595 | $3.3M | Reduce -2.4% |
| ORCL Oracle Corp. | 0.34% | 21,473 | $3.2M | Reduce -3.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.34% | 64,492 | $3.1M | Reduce -9.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.32% | 10,554 | $3.0M | Add +8.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.32% | 16,051 | $3.0M | Add +0.1% |
| BAM Brookfield Asset Mgmt-A | 0.31% | 65,015 | $2.9M | Add +1.6% |
| MCD McDonald's Corp. | 0.30% | 9,151 | $2.8M | Reduce -1.1% |
| LH Labcorp Holdings Inc. | 0.30% | 10,533 | $2.8M | Reduce -3.8% |
| UNH Unitedhealth Group Inc. | 0.30% | 10,365 | $2.8M | Add +3.5% |
| PNC PNC Financial Services Group | 0.30% | 13,298 | $2.8M | Add +0.0% |
| AVGO Broadcom Inc. | 0.29% | 8,630 | $2.7M | Add +1.4% |
| BN Brookfield Corp. | 0.27% | 62,398 | $2.5M | Reduce -4.8% |
| ABBV Abbvie Inc. | 0.26% | 11,376 | $2.5M | Reduce -6.0% |
| NOW ServiceNow Inc. | 0.26% | 23,188 | $2.4M | Add +39.2% |
| BALL Ball Corp. | 0.26% | 40,814 | $2.4M | Reduce -1.7% |
| SNOW Snowflake Inc. | 0.25% | 15,729 | $2.4M | Add +8.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.25% | 4,044 | $2.3M | Reduce -2.6% |
| UNP Union Pacific Corp. | 0.24% | 9,404 | $2.3M | Add +0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 3,451 | $2.3M | Reduce -1.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.23% | 8,433 | $2.2M | Reduce -0.7% |
| XLP SS Consumer Staples Sel Sect | 0.23% | 26,442 | $2.2M | Reduce -3.6% |
| GNRC Generac Holdings Inc. | 0.23% | 10,975 | $2.1M | Reduce -2.7% |
| VGT Vanguard Info Tech ETF | 0.23% | 3,052 | $2.1M | Reduce -0.1% |
| BSV Vanguard Short-Term Bond ETF | 0.22% | 25,639 | $2.0M | New |
| CHKP Check Point Software Tech | 0.21% | 13,922 | $2.0M | Add +0.0% |
| TSLA Tesla Inc. | 0.21% | 5,294 | $2.0M | Reduce -1.1% |
| IYC iShares US Consumer Discreti | 0.21% | 19,986 | $1.9M | Reduce -1.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.21% | 9,774 | $1.9M | Add +3.0% |
| XOM Exxon Mobil Corp. | 0.20% | 11,082 | $1.9M | Add +3.7% |
| IVW iShares S&P 500 Growth ETF | 0.20% | 16,367 | $1.9M | Add +21.6% |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -2.2% | 2.46% | −0.65 |
| AAPL Apple Inc. | Reduce -5.2% | 9.05% | −0.63 |
| GOOG Alphabet Inc. Class C | Reduce -4.4% | 3.93% | −0.33 |
| GOOGL Alphabet Inc. Class A | Reduce -4.0% | 3.88% | −0.29 |
| AMZN Amazon.com Inc. | Reduce -2.5% | 3.58% | −0.27 |
| ISRG Intuitive Surgical Inc. | Reduce -1.9% | 1.35% | −0.25 |
| DHR Danaher Corp. | Reduce -4.6% | 1.26% | −0.25 |
| ADBE Adobe Inc. | Reduce -82.0% | 0.04% | −0.23 |
| V Visa Inc. Class A | Reduce -2.2% | 1.69% | −0.21 |
| VONE Vanguard Russell 1000 | Sold out | 0.00% | −0.17 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.8% | 1.04% | −0.17 |
| JPM JPMorgan Chase & Co. | Reduce -2.4% | 2.64% | −0.16 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -48.7% | 0.15% | −0.14 |
| COF Capital One Financial Corp. | Reduce -0.1% | 0.54% | −0.14 |
| WFC Wells Fargo & Co. | Reduce -2.6% | 0.93% | −0.13 |
| MA Mastercard Inc. Class A | Reduce -0.6% | 1.40% | −0.12 |
| BX Blackstone Inc. | Reduce -4.0% | 0.37% | −0.12 |
| ABT Abbott Laboratories | Reduce -2.8% | 0.58% | −0.11 |
| IYW iShares Ustechnology ETF | Reduce -1.6% | 1.85% | −0.11 |
| ORCL Oracle Corp. | Reduce -3.8% | 0.34% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -11.7% | 0.36% | −0.09 |
| IGV iShares Expanded Tech-Softwa | Reduce -24.3% | 0.12% | −0.08 |
| BLK BlackRock Inc. | Reduce -9.5% | 0.47% | −0.08 |
| XLF SS Financial Select Sector | Reduce -1.2% | 1.00% | −0.06 |
| SO The Southern Co. | Sold out | 0.00% | −0.06 |
| BAC Bank of America Corp. | Reduce -9.6% | 0.34% | −0.06 |
| LLY Eli Lilly & Co. | Reduce -2.4% | 0.35% | −0.05 |
| XLK SS Technology Select Sector | Reduce -2.0% | 0.94% | −0.04 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.04 |
| BA The Boeing Co. | Reduce -0.9% | 0.87% | −0.04 |
| CMG Chipotle Mexican Grill Inc. | Reduce -46.8% | 0.03% | −0.04 |
| VDE Vanguard Energy ETF | Sold out | 0.00% | −0.04 |
| BN Brookfield Corp. | Reduce -4.8% | 0.27% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.3% | 0.68% | −0.03 |
| TSLA Tesla Inc. | Reduce -1.1% | 0.21% | −0.03 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.03 |
| AIG American International Group | Reduce -23.7% | 0.07% | −0.03 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -14.0% | 0.17% | −0.03 |
| IVOV Vanguard S&P Mid-Cap 400 Val | Sold out | 0.00% | −0.03 |
| OTIS Otis Worldwide Corp. | Sold out | 0.00% | −0.03 |
| ZTS Zoetis Inc. | Reduce -20.7% | 0.09% | −0.03 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −0.03 |
| ADP Automatic Data Processing | Reduce -5.5% | 0.09% | −0.02 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -2.1% | 1.63% | −0.02 |
| APO Apollo Global Management Inc. | Sold out | 0.00% | −0.02 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.02 |
| CEG Constellation Energy | Sold out | 0.00% | −0.02 |
| FE Firstenergy Corp. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| BIV Vanguard Intermediate-Term B | New | 0.52% | +0.52 |
| EOG EOG Resources Inc. | Add +7.9% | 0.66% | +0.24 |
| BSV Vanguard Short-Term Bond ETF | New | 0.22% | +0.22 |
| GEV GE Vernova Inc. | Add +8.5% | 0.50% | +0.17 |
| MDLZ Mondelez International Inc. Class A | Add +4.2% | 0.89% | +0.13 |
| VYM Vanguard High DVD Yield ETF | Add +1.7% | 0.74% | +0.07 |
| XOM Exxon Mobil Corp. | Add +3.7% | 0.20% | +0.07 |
| QXO Qxo Inc. | Add +4.0% | 0.71% | +0.07 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +2.5% | 0.54% | +0.06 |
| CL Colgate-Palmolive Co. | Add +0.1% | 0.47% | +0.06 |
| IJR iShares Core S&P Small-Cap E | Add +5.0% | 0.42% | +0.05 |
| MUB iShares National Muni Bond E | New | 0.05% | +0.05 |
| IEFA iShares Core MSCI Eafe ETF | Add +41.7% | 0.15% | +0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +8.1% | 0.36% | +0.05 |
| SHM SS SPDR N Ice St Muni ETF | New | 0.05% | +0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +8.3% | 0.32% | +0.04 |
| IVW iShares S&P 500 Growth ETF | Add +21.6% | 0.20% | +0.03 |
| VIG Vanguard Dividend Apprec ETF | New | 0.03% | +0.03 |
| INTC Intel Corp. | New | 0.03% | +0.03 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +0.1% | 0.32% | +0.03 |
| MPC Marathon Petroleum Corp. | Add +0.6% | 0.07% | +0.03 |
| BND Vanguard Total Bond Market | New | 0.03% | +0.03 |
| UNP Union Pacific Corp. | Add +0.9% | 0.24% | +0.03 |
| GLW Corning Inc. | New | 0.03% | +0.03 |
| BMY Bristol-Myers Squibb Co. | Add +4.4% | 0.13% | +0.03 |
| RSP Invesco S&P 500 Equal Weight | Add +51.6% | 0.07% | +0.02 |
| MTZ Mastec Inc. | New | 0.02% | +0.02 |
| IJT iShares S&P Small-Cap 600 GR | Add +15.6% | 0.12% | +0.02 |
| CMCSA Comcast Corp. Class A | New | 0.02% | +0.02 |
| ESGV Vanguard ESG US Stock ETF | New | 0.02% | +0.02 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.02% | +0.02 |
| PWR Quanta Services Inc. | New | 0.02% | +0.02 |
| SOXX iShares Semiconductor ETF | New | 0.02% | +0.02 |
| LIN Linde PLC | Add +6.9% | 0.10% | +0.02 |
| EFA iShares MSCI Eafe ETF | New | 0.02% | +0.02 |
| Q Qnity Electronics Inc. | New | 0.02% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +3.0% | 0.21% | +0.02 |
| IWD iShares Russell 1000 Value E | Add +62.4% | 0.05% | +0.02 |
| AMAT Applied Materials Inc. | Add +5.1% | 0.06% | +0.02 |
| DELL Dell Technologies -C | Add +1.5% | 0.07% | +0.02 |
| MU Micron Technology Inc. | Add +5.7% | 0.07% | +0.02 |
| KMI Kinder Morgan Inc. | Add +0.8% | 0.08% | +0.02 |
| WMB Williams Cos Inc. | Add +0.7% | 0.07% | +0.02 |
| JEPI JPMorgan Equity Premium Inco | Add +10.0% | 0.13% | +0.02 |
| PNC PNC Financial Services Group | Add +0.0% | 0.30% | +0.01 |
| PFE Pfizer Inc. | Add +0.6% | 0.09% | +0.01 |
| KLAC KLA Corp. | Add +6.5% | 0.05% | +0.01 |
| NEE Nextera Energy Inc. | Add +5.5% | 0.05% | +0.01 |
| T AT&T Inc. | Add +16.8% | 0.04% | +0.01 |
| VZ Verizon Communications Inc. | Add +5.5% | 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 |