Institutional Fund
Tritonpoint Wealth, LLC
Chevy Chase, MDCIK 20081715 filings on record
Portfolio Value
$933.96M
Q1 2026
Holdings
268
Reported positions
New Buys
16
Opened this quarter
QoQ Change
-5.3%
from $986.24M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc9.0%
- Vanguard Index Fds4.4%
- Alphabet Inc3.9%
- Alphabet Inc3.9%
- Amazon Com Inc3.6%
- Jpmorgan Chase & Co.2.6%
- Other72.6%
Portfolio Holdings
268 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 333.0K | $84.50M | 9.0% | −18.3K | Reduced |
| 2 | Vanguard Index Fds | 93.4K | $40.79M | 4.4% | +2.6K | Added |
| 3 | Alphabet Inc | 127.9K | $36.68M | 3.9% | −5.9K | Reduced |
| 4 | Alphabet Inc | 126.0K | $36.24M | 3.9% | −5.3K | Reduced |
| 5 | Amazon Com Inc | 160.4K | $33.41M | 3.6% | −4.1K | Reduced |
| 6 | Jpmorgan Chase & Co. | 83.7K | $24.63M | 2.6% | −2.0K | Reduced |
| 7 | Microsoft Corp | 62.1K | $22.99M | 2.5% | −1.4K | Reduced |
| 8 | Xpo Inc | 95.2K | $18.52M | 2.0% | −2.3K | Reduced |
| 9 | Ishares Tr | 95.3K | $17.29M | 1.9% | −1.6K | Reduced |
| 10 | Johnson & Johnson | 69.9K | $17.08M | 1.8% | −729 | Reduced |
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