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Portfolio (Quarterly) Guide ↗

Tripletail Wealth Management, LLC

· CIK 0002079812
13F Portfolio $87M AUM 279 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 31 New 46 Added 79 Reduced 8 Exited
Page 1 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RSP INVESCO EXCHANGE TRADED FD T 15,367.0 $3.3M 3.80% +4K +30.0% $214.91 +3.2%
2 PULS PGIM ETF TR 42,019.0 $2.1M 2.40% +11K +35.4% $49.57 +0.2%
3 IVW ISHARES TR 12,071.0 $1.6M 1.88% +100.0 +0.8% $135.41 +2.4%
4 IVES WEDBUSH SER TR 30,180.0 $1.1M 1.29% +18K +139.9% $37.28 +2.3%
5 KMI KINDER MORGAN INC DEL Energy 34,910.0 $1.1M 1.29% +4K +11.9% $32.06 -2.5%
6 ICOW PACER FDS TR 20,305.0 $857K 0.99% +2K +12.9% $42.20 +9.0%
7 MP MP MATERIALS CORP Basic Materials 13,477.0 $718K 0.83% +950.0 +7.6% $53.31 +11.3%
8 TSLA TESLA INC Consumer Cyclical 1,741.0 $685K 0.79% +343.0 +24.5% $393.45 -9.9%
9 ECOW PACER FDS TR 21,531.0 $573K 0.66% +686.0 +3.3% $26.64 +4.6%
10 NFLX NETFLIX INC. Communication Services 6,940.0 $539K 0.62% +190.0 +2.8% $77.65 +5.9%
11 VIS VANGUARD WORLD FD 1,378.0 $489K 0.56% +35.0 +2.6% $355.13 -3.6%
12 XOM EXXON MOBIL CORP Energy 3,419.0 $469K 0.54% +200.0 +6.2% $137.09 +18.3%
13 HD HOME DEPOT INC Consumer Cyclical 1,205.0 $431K 0.50% +84.0 +7.5% $357.90 -6.0%
14 CRWD CROWDSTRIKE HLDGS INC Technology 1,872.0 $363K 0.42% +1K +263.5% $48.50 +285.0%
15 BKR BAKER HUGHES COMPANY Energy 6,300.0 $333K 0.38% +1K +29.9% $52.78 +18.4%
16 XLF SELECT SECTOR SPDR TR 5,800.0 $323K 0.37% +1K +22.0% $55.62 +4.7%
17 VAW VANGUARD WORLD FD 1,318.0 $307K 0.35% +925.0 +235.4% $232.64 +3.0%
18 AMD ADVANCED MICRO DEVICES INC Technology 565.0 $293K 0.34% +495.0 +707.1% $517.82 -8.0%
19 XLE SELECT SECTOR SPDR TR 4,800.0 $255K 0.29% +1K +41.2% $53.22 +17.7%
20 QQQ INVESCO QQQ TR Financial Services 325.0 $232K 0.27% +10.0 +3.2% $712.60 -0.3%
Page 1 of 3  ·  46 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 42.6%
Financial Services 12.1%
Healthcare 9.4%
Industrials 8.3%
Consumer Cyclical 7.7%
Energy 6.3%
Communication Services 6.2%
Consumer Defensive 2.5%
Utilities 2.4%
Basic Materials 2.4%