Tritonpoint Wealth
CHEVY CHASE, MDfiles as TRITONPOINT WEALTH, LLC
$1.0bn in 281 US stocks at the end of 30 June 2026. The top 10 are 37.2% of the money. It changed about 8.1% of the portfolio this quarter.
Value
$1.0bn
Stocks
281
Top 10 share
37.2%
Turnover
8.1%
What changed this quarter
New
Bought for the first time this quarter.
- AeroVironmentAVAV0.3% of the fund
- Southern CompanySO<0.1% of the fund
- Western DigitalWDC<0.1% of the fund
- ASML Holding NVASML<0.1% of the fund
- SandiskSNDK<0.1% of the fund
- FirstenergyFE<0.1% of the fund
- Seagate Technology HoldingsSTX<0.1% of the fund
- Viking HoldingsVIK<0.1% of the fund
- FortinetFTNT<0.1% of the fund
- Travelers CompaniesTRV<0.1% of the fund
- Acuity Inc. (de)AYI<0.1% of the fund
- Cadence Design SystemsCDNS<0.1% of the fund
- Delta Air LinesDAL<0.1% of the fund
- Arista NetworksANET<0.1% of the fund
- Novartis AGNVS<0.1% of the fund
- CVS HealthCVS<0.1% of the fund
- American TowerAMT<0.1% of the fund
- Cooper CompaniesCOO<0.1% of the fund
- XometryXMTR<0.1% of the fund
- General MotorsGM<0.1% of the fund
- Franco NevadaFNV<0.1% of the fund
- Marsh & McLennan CompaniesMRSH<0.1% of the fund
- Trane TechnologiesTT<0.1% of the fund
- S&P GlobalSPGI<0.1% of the fund
- PPG IndustriesPPG<0.1% of the fund
Added
Bought more of a stock they already held.
- MicrosoftMSFT2.4% of the fund+3%
- NvidiaNVDA1.9% of the fund+26%
- QXOQXO0.8% of the fund+40%
- Micron TechnologyMU0.7% of the fund+207%
- UnitedHealth GroupUNH0.4% of the fund+6%
- Eli LillyLLY0.4% of the fund+4%
- Taiwan Semiconductor ManufacturingTSM0.4% of the fund+1079%
- ServiceNowNOW0.3% of the fund+52%
- Vanguard Index FDSVOE0.3% of the fund+10%
- PNC Financial Services GroupPNC0.3% of the fund+3%
- Invesco QQQ TRQQQ0.3% of the fund+2%
- Ishares TRIVV0.2% of the fund+15%
- Vanguard Index FDSVBR0.2% of the fund+14%
- Charles SchwabSCHW0.2% of the fund+685%
- Advanced Micro DevicesAMD0.1% of the fund+3%
- Bristol-Myers SquibbBMY0.1% of the fund+8%
- Goldman Sachs GroupGS0.1% of the fund+12%
- Automatic Data ProcessingADP<0.1% of the fund+3%
- Ishares TRMUB<0.1% of the fund+83%
- IntelINTC<0.1% of the fund+5%
- Agilent TechnologiesA<0.1% of the fund+7%
- International Business MachinesIBM<0.1% of the fund+4%
- SLB LimitedSLB<0.1% of the fund+18%
- American International GroupAIG<0.1% of the fund+5%
- FedExFDX<0.1% of the fund+4%
Cut
Sold some of their stake.
- AlphabetGOOG4.3% of the fund-3%
- Vanguard Index FDSVUG3.6% of the fund-24%
- Lam ResearchLRCX2.7% of the fund-7%
- JPMorgan ChaseJPM2.6% of the fund-2%
- Ishares TRIYW2.3% of the fund-3%
- XPOXPO1.9% of the fund-2%
- Johnson & JohnsonJNJ1.7% of the fund-3%
- Vanguard Index FDSVOO1.7% of the fund-3%
- DoverDOV1.4% of the fund-3%
- Broadstone Net LeaseBNL1.2% of the fund-11%
- WalmartWMT1.2% of the fund-3%
- Select Sector Spdr TRXLI1.2% of the fund-5%
- DanaherDHR1.1% of the fund-2%
- Select Sector Spdr TRXLK1.1% of the fund-8%
- Select Sector Spdr TRXLF1.0% of the fund-3%
- Thermo Fisher ScientificTMO1.0% of the fund-2%
- Analog DevicesADI0.8% of the fund-3%
- Mondelez InternationalMDLZ0.8% of the fund-4%
- Ishares TRIWO0.7% of the fund-4%
- Select Sector Spdr TRXLV0.6% of the fund-11%
- PepsiCoPEP0.6% of the fund-4%
- ChevronCVX0.6% of the fund-14%
- GE VernovaGEV0.6% of the fund-2%
- RTXRTX0.6% of the fund-3%
- Ishares TRIJK0.5% of the fund-7%
Sold out
Sold their entire stake.
- JP Morgan Trust I HEDGED EQUITY IJHEQX-100%
- Honeywell InternationalHON-100%
- AT&TT-100%
- AdobeADBE-100%
- Chipotle Mexican GrillCMG-100%
- SalesforceCRM-100%
- NewmontNEM-100%
- Duke EnergyDUK-100%
- ComcastCMCSA-100%
- HCA HealthcareHCA-100%
- Uber TechnologiesUBER-100%
- Qnity ElectronicsQ-100%
- Gladstone CommercialGOOD-100%
Holdings
- Vanguard Index FDSVUG
- Share
- 3.6%
- Value
- $37m
- Shares
- 426,520
-24%
- Ishares TRIYW
- Share
- 2.3%
- Value
- $23m
- Shares
- 92,429
-3%
- Vanguard Index FDSVOO
- Share
- 1.7%
- Value
- $17m
- Shares
- 24,537
-3%
- Select Sector Spdr TRXLI
- Share
- 1.2%
- Value
- $12m
- Shares
- 66,681
-5%
- Select Sector Spdr TRXLK
- Share
- 1.1%
- Value
- $12m
- Shares
- 60,504
-8%
- Select Sector Spdr TRXLF
- Share
- 1.0%
- Value
- $10m
- Shares
- 182,551
-3%
- Vanguard Whitehall FDSVYM
- Share
- 0.7%
- Value
- $7m
- Shares
- 47,069
Held
- Ishares TRIWO
- Share
- 0.7%
- Value
- $7m
- Shares
- 17,477
-4%
- Select Sector Spdr TRXLV
- Share
- 0.6%
- Value
- $7m
- Shares
- 41,245
-11%
- Ishares TRIJK
- Share
- 0.5%
- Value
- $5m
- Shares
- 46,349
-7%
- Vanguard BD Index FDSBIV
- Share
- 0.5%
- Value
- $5m
- Shares
- 61,468
-3%
- Ishares TRIJR
- Share
- 0.4%
- Value
- $5m
- Shares
- 30,728
-2%
- Brookfield Infrastructure PABIP
- Share
- 0.4%
- Value
- $4m
- Shares
- 110,304
-14%
- Vanguard Index FDSVB
- Share
- 0.4%
- Value
- $4m
- Shares
- 12,708
Held
- Select Sector Spdr TRXLC
- Share
- 0.4%
- Value
- $4m
- Shares
- 35,599
-10%
- Vanguard Index FDSVOE
- Share
- 0.3%
- Value
- $3m
- Shares
- 17,605
+10%
- Select Sector Spdr TRXLY
- Share
- 0.3%
- Value
- $3m
- Shares
- 28,654
-14%
- Vanguard Index FDSVO
- Share
- 0.3%
- Value
- $3m
- Shares
- 39,988
-5%
- Invesco QQQ TRQQQ
- Share
- 0.3%
- Value
- $3m
- Shares
- 4,141
+2%
- Vanguard World FDVGT
- Share
- 0.3%
- Value
- $3m
- Shares
- 24,535
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.3%
- Value
- $3m
- Shares
- 3,448
Held
- BrookfieldBN
- Share
- 0.2%
- Value
- $2m
- Shares
- 57,388
-8%
- Ishares TRIVW
- Share
- 0.2%
- Value
- $2m
- Shares
- 16,293
Held
- Vanguard Index FDSVTV
- Share
- 0.2%
- Value
- $2m
- Shares
- 9,914
Held
- Ishares TRIVV
- Share
- 0.2%
- Value
- $2m
- Shares
- 2,875
+15%
- Vanguard Index FDSVBR
- Share
- 0.2%
- Value
- $2m
- Shares
- 8,402
+14%
- Ishares TRIYC
- Share
- 0.2%
- Value
- $2m
- Shares
- 19,810
Held
- Vanguard BD Index FDSBSV
- Share
- 0.2%
- Value
- $2m
- Shares
- 25,348
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AppleAAPL | 9.3% | $94m | 326,546 | Held |
| AlphabetGOOGL | 4.4% | $45m | 125,233 | Held |
| AlphabetGOOG | 4.3% | $44m | 124,270 | -3% |
| Amazon.comAMZN | 3.7% | $38m | 158,540 | Held |
| Vanguard Index FDSVUG | 3.6% | $37m | 426,520 | -24% |
| Lam ResearchLRCX | 2.7% | $27m | 62,831 | -7% |
| JPMorgan ChaseJPM | 2.6% | $27m | 81,693 | -2% |
| MicrosoftMSFT | 2.4% | $24m | 64,235 | +3% |
| Ishares TRIYW | 2.3% | $23m | 92,429 | -3% |
| NvidiaNVDA | 1.9% | $19m | 97,049 | +26% |
| XPOXPO | 1.9% | $19m | 93,026 | -2% |
| VisaV | 1.7% | $18m | 51,275 | Held |
| Johnson & JohnsonJNJ | 1.7% | $17m | 67,646 | -3% |
| Vanguard Index FDSVOO | 1.7% | $17m | 24,537 | -3% |
| DoverDOV | 1.4% | $14m | 64,113 | -3% |
| MastercardMA | 1.3% | $13m | 25,639 | Held |
| Broadstone Net LeaseBNL | 1.2% | $13m | 614,067 | -11% |
| WalmartWMT | 1.2% | $13m | 111,967 | -3% |
| Select Sector Spdr TRXLI | 1.2% | $12m | 66,681 | -5% |
| TJX CompaniesTJX | 1.1% | $12m | 76,967 | Held |
| DanaherDHR | 1.1% | $12m | 60,824 | -2% |
| Select Sector Spdr TRXLK | 1.1% | $12m | 60,504 | -8% |
| Intuitive SurgicalISRG | 1.1% | $11m | 27,020 | Held |
| CaterpillarCAT | 1.0% | $10m | 9,764 | Held |
| ChubbCB | 1.0% | $10m | 29,187 | Held |
| Select Sector Spdr TRXLF | 1.0% | $10m | 182,551 | -3% |
| Thermo Fisher ScientificTMO | 1.0% | $10m | 19,300 | -2% |
| BoeingBA | 0.9% | $9m | 40,627 | Held |
| QXOQXO | 0.8% | $8m | 481,568 | +40% |
| Analog DevicesADI | 0.8% | $8m | 20,325 | -3% |
| Mondelez InternationalMDLZ | 0.8% | $8m | 137,268 | -4% |
| MerckMRK | 0.7% | $8m | 58,703 | Held |
| Vanguard Whitehall FDSVYM | 0.7% | $7m | 47,069 | Held |
| Micron TechnologyMU | 0.7% | $7m | 6,291 | +207% |
| YUM BrandsYUM | 0.7% | $7m | 44,122 | Held |
| Ishares TRIWO | 0.7% | $7m | 17,477 | -4% |
| Berkshire HathawayBRK-B | 0.7% | $7m | 13,297 | Held |
| Select Sector Spdr TRXLV | 0.6% | $7m | 41,245 | -11% |
| PepsiCoPEP | 0.6% | $6m | 47,584 | -4% |
| StarbucksSBUX | 0.6% | $6m | 62,367 | Held |
| ChevronCVX | 0.6% | $6m | 37,437 | -14% |
| GE VernovaGEV | 0.6% | $6m | 5,244 | -2% |
| RTXRTX | 0.6% | $6m | 30,453 | -3% |
| Ishares TRIJK | 0.5% | $5m | 46,349 | -7% |
| Capital One FinancialCOF | 0.5% | $5m | 26,965 | Held |
| Costco WholesaleCOST | 0.5% | $5m | 5,312 | Held |
| EcolabECL | 0.5% | $5m | 17,156 | Held |
| Colgate-PalmoliveCL | 0.5% | $5m | 52,069 | Held |
| Vanguard BD Index FDSBIV | 0.5% | $5m | 61,468 | -3% |
| EOG ResourcesEOG | 0.5% | $5m | 36,045 | -16% |
| CME GroupCME | 0.5% | $5m | 20,797 | Held |
| Home DepotHD | 0.4% | $5m | 12,956 | Held |
| Abbott LaboratoriesABT | 0.4% | $5m | 50,243 | -5% |
| Ishares TRIJR | 0.4% | $5m | 30,728 | -2% |
| UnitedHealth GroupUNH | 0.4% | $5m | 10,952 | +6% |
| Eli LillyLLY | 0.4% | $4m | 3,728 | +4% |
| Wells Fargo & CompanyWFC | 0.4% | $4m | 53,056 | -51% |
| BlackRockBLK | 0.4% | $4m | 4,553 | Held |
| Taiwan Semiconductor ManufacturingTSM | 0.4% | $4m | 8,456 | +1079% |
| Coca-ColaKO | 0.4% | $4m | 49,554 | Held |
| Brookfield Infrastructure PABIP | 0.4% | $4m | 110,304 | -14% |
| AESAES | 0.4% | $4m | 270,421 | -5% |
| Parker-HannifinPH | 0.4% | $4m | 4,044 | -3% |
| Vanguard Index FDSVB | 0.4% | $4m | 12,708 | Held |
| Select Sector Spdr TRXLC | 0.4% | $4m | 35,599 | -10% |
| Procter & GamblePG | 0.4% | $4m | 25,996 | Held |
| L3harris TechnologiesLHX | 0.4% | $4m | 12,615 | -4% |
| Marriott InternationalMAR | 0.3% | $4m | 9,600 | -6% |
| Lockheed MartinLMT | 0.3% | $4m | 6,977 | -2% |
| ServiceNowNOW | 0.3% | $3m | 35,152 | +52% |
| Vanguard Index FDSVOE | 0.3% | $3m | 17,605 | +10% |
| Bank of AmericaBAC | 0.3% | $3m | 59,168 | -8% |
| PNC Financial Services GroupPNC | 0.3% | $3m | 13,665 | +3% |
| Select Sector Spdr TRXLY | 0.3% | $3m | 28,654 | -14% |
| Vanguard Index FDSVO | 0.3% | $3m | 39,988 | -5% |
| Generac HoldingsGNRC | 0.3% | $3m | 10,982 | Held |
| Palo Alto NetworksPANW | 0.3% | $3m | 9,388 | Held |
| BroadcomAVGO | 0.3% | $3m | 8,372 | -3% |
| Invesco QQQ TRQQQ | 0.3% | $3m | 4,141 | +2% |
| Vanguard World FDVGT | 0.3% | $3m | 24,535 | Held |
| Labcorp HoldingsLH | 0.3% | $3m | 10,428 | Held |
| Brookfield Asset ManagementBAM | 0.3% | $3m | 64,766 | Held |
| Meta PlatformsMETA | 0.3% | $3m | 4,955 | -15% |
| BlackstoneBX | 0.3% | $3m | 23,613 | -20% |
| AeroVironmentAVAV | 0.3% | $3m | 16,354 | New |
| AbbVieABBV | 0.3% | $3m | 10,503 | -8% |
| Enterprise Products Partners L.P.EPD | 0.3% | $3m | 71,073 | -24% |
| State STR Spdr S&P 500 ETF TSPY | 0.3% | $3m | 3,448 | Held |
| BallBALL | 0.3% | $3m | 41,225 | Held |
| Union PacificUNP | 0.3% | $3m | 9,377 | Held |
| BrookfieldBN | 0.2% | $2m | 57,388 | -8% |
| McDonald'sMCD | 0.2% | $2m | 8,815 | -4% |
| Ishares TRIVW | 0.2% | $2m | 16,293 | Held |
| Vanguard Index FDSVTV | 0.2% | $2m | 9,914 | Held |
| Ishares TRIVV | 0.2% | $2m | 2,875 | +15% |
| OracleORCL | 0.2% | $2m | 14,442 | -33% |
| TeslaTSLA | 0.2% | $2m | 5,003 | -6% |
| Vanguard Index FDSVBR | 0.2% | $2m | 8,402 | +14% |
| Ishares TRIYC | 0.2% | $2m | 19,810 | Held |
| Vanguard BD Index FDSBSV | 0.2% | $2m | 25,348 | Held |
Showing the largest 100 of 281.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 5.8% since 30 June 2025.
Where the money is
Technology21.1%
Financial services11.5%
Industrials10.5%
Media & telecom9.2%
Health care8.1%
Retail & consumer7.6%
Everyday goods4.5%
Real estate1.7%
Energy1.6%
Materials0.8%
Utilities0.8%
Other22.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.