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Portfolio (Quarterly) Guide ↗

TRITONPOINT WEALTH, LLC

· CIK 0002008171
13F Portfolio $934M AUM 268 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 76 Added 128 Reduced 20 Exited
Page 4 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MO ALTRIA GROUP INC Consumer Defensive 4,347.0 $291K 0.03% +125.0 +3.0% $67.04 +7.6%
62 CRWD CROWDSTRIKE HLDGS INC Technology 743.0 $290K 0.03% +48.0 +6.9% $390.31 +65.3%
63 IWR ISHARES TR 2,934.0 $285K 0.03% +201.0 +7.3% $97.23 +9.7%
64 VRTX VERTEX PHARMACEUTICALS INC Healthcare 612.0 $273K 0.03% +95.0 +18.4% $446.54 -2.1%
65 MOAT VANECK ETF TRUST 2,823.0 $273K 0.03% +20.0 +0.7% $96.70 +5.4%
66 PLD PROLOGIS INC. Real Estate 2,013.0 $266K 0.03% +360.0 +21.8% $132.18 +10.8%
67 HWM HOWMET AEROSPACE INC Industrials 1,152.0 $265K 0.03% +20.0 +1.8% $230.41 +12.0%
68 NEM NEWMONT CORP Basic Materials 2,372.0 $257K 0.03% +77.0 +3.4% $108.25 -0.9%
69 SCHF SCHWAB STRATEGIC TR 10,348.0 $256K 0.03% +94.0 +0.9% $24.75 +11.7%
70 GD GENERAL DYNAMICS CORP Industrials 723.0 $248K 0.03% +38.0 +5.5% $343.44 -0.2%
71 SCHW SCHWAB CHARLES CORP Financial Services 2,589.0 $243K 0.03% +339.0 +15.1% $93.98 -8.9%
72 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 717.0 $243K 0.03% +38.0 +5.6% $339.01 +24.7%
73 DUK DUKE ENERGY CORP NEW Utilities 1,787.0 $234K 0.03% +30.0 +1.7% $130.94 -4.3%
74 HCA HCA HEALTHCARE INC Healthcare 472.0 $223K 0.02% +12.0 +2.6% $473.24 -17.1%
75 WELL WELLTOWER INC Real Estate 1,127.0 $223K 0.02% +44.0 +4.1% $197.64 +8.4%
76 IWB ISHARES TR 594.0 $212K 0.02% +41.0 +7.4% $356.56 +14.8%
Page 4 of 4  ·  76 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.2%
Financial Services 16.0%
Industrials 12.5%
Healthcare 11.5%
Communication Services 11.1%
Consumer Cyclical 10.5%
Consumer Defensive 6.7%
Energy 3.6%
Utilities 2.0%
Real Estate 2.0%