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Portfolio (Quarterly) Guide ↗

TRITONPOINT WEALTH, LLC

· CIK 0002008171
13F Portfolio $986M AUM Filed Jan 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 272 New
Page 12 of 14  ·  272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BSX BOSTON SCIENTIFIC CORP Healthcare 3,048.0 $291K 0.03% NEW $95.35 -48.5%
222 MOAT VANECK ETF TRUST 2,803.0 $290K 0.03% NEW $103.56 -0.6%
223 MGV VANGUARD WORLD FD 2,000.0 $282K 0.03% NEW $141.16 +11.6%
224 IWD ISHARES TR 1,340.0 $282K 0.03% NEW $210.34 +13.2%
225 VZ VERIZON COMMUNICATIONS INC Communication Services 6,874.0 $280K 0.03% NEW $40.73 +18.4%
226 NSC NORFOLK SOUTHN CORP Industrials 952.0 $275K 0.03% NEW $288.71 +6.6%
227 BKNG BOOKING HOLDINGS INC Consumer Cyclical 51.0 $273K 0.03% NEW $5355.33 -96.8%
228 DE DEERE & CO Industrials 579.0 $271K 0.03% NEW $467.19 +15.4%
229 AEP AMERICAN ELEC PWR CO INC Utilities 2,346.0 $270K 0.03% NEW $115.29 +10.8%
230 DSI ISHARES TR 2,090.0 $269K 0.03% NEW $128.83 +10.8%
231 IWR ISHARES TR 2,733.0 $263K 0.03% NEW $96.27 +11.3%
232 IVOV VANGUARD ADMIRAL FDS INC 2,592.0 $262K 0.03% NEW $101.01 +8.6%
233 T AT&T INC Communication Services 10,216.0 $254K 0.03% NEW $24.84 +0.2%
234 OTIS OTIS WORLDWIDE CORP Industrials 2,890.0 $252K 0.03% NEW $87.34 -18.5%
235 YUMC YUM CHINA HLDGS INC Consumer Cyclical 5,276.0 $252K 0.03% NEW $47.74 -7.7%
236 UBER UBER TECHNOLOGIES INC Technology 3,078.0 $251K 0.03% NEW $81.70 -13.4%
237 APP APPLOVIN CORP Technology 368.0 $248K 0.03% NEW $673.82 -11.0%
238 MO ALTRIA GROUP INC Consumer Defensive 4,222.0 $248K 0.03% NEW $58.72 +22.6%
239 SCHF SCHWAB STRATEGIC TR 10,254.0 $247K 0.03% NEW $24.04 +15.3%
240 IVE ISHARES TR 1,158.0 $246K 0.03% NEW $212.14 +7.6%
Page 12 of 14  ·  272 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 24.7%
Financial Services 17.2%
Communication Services 11.9%
Healthcare 11.9%
Consumer Cyclical 10.6%
Industrials 10.6%
Consumer Defensive 5.9%
Energy 2.6%
Real Estate 1.9%
Utilities 1.8%