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TRITONPOINT WEALTH, LLC
Period ended Sep 30, 2026 · Latest filing Oct 19, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $1,007,232,905
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COM · 037833100 · shares: $106,670,008
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $41,859,243
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $41,412,094
- AMAZON COM INC · COM · 023135106 · shares: $38,922,984
- VANGUARD INDEX FDS · GROWTH ETF · 922908736 · shares: $38,587,837
- MICROSOFT CORP · COM · 594918104 · shares: $32,460,886
- JPMORGAN CHASE & CO · COM · 46625H100 · shares: $26,150,305
- ISHARES TR · U.S. TECH ETF · 464287721 · shares: $24,290,888
- NVIDIA CORPORATION · COM · 67066G104 · shares: $21,274,980
- LAM RESEARCH CORP · COM NEW · 512807306 · shares: $18,756,388
Reported holdings
293 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES TR | US CONSUM DISCRE | 464287580 | — | 19,455 shares | $1,843,945 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 60,465 shares | $1,813,950 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | — | 21,596 shares | $1,740,638 |
| TESLA INC | COM | 88160R101 | — | 4,859 shares | $1,723,896 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | — | 5,861 shares | $1,712,084 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | — | 4,459 shares | $1,668,908 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | — | 4,914 shares | $1,660,039 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 2,553 shares | $1,561,823 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 15,445 shares | $1,496,312 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | — | 15,770 shares | $1,489,003 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 9,022 shares | $1,468,358 |
| EMERSON ELEC CO | COM | 291011104 | — | 9,440 shares | $1,464,194 |
| ISHARES TR | EXPANDED TECH | 464287515 | — | 12,707 shares | $1,353,041 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 21,632 shares | $1,349,867 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 18,418 shares | $1,325,148 |
| CISCO SYS INC | COM | 17275R102 | — | 11,560 shares | $1,244,203 |
| SNOWFLAKE INC | CL A | 833445109 | — | 3,592 shares | $1,219,700 |
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | — | 9,225 shares | $1,184,029 |
| J P MORGAN EXCHANGE TRADED | EQUITY PREMIUM | 46641Q332 | — | 20,699 shares | $1,163,702 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 4,367 shares | $1,126,948 |
| ISHARES TR | US INDUSTRIALS | 464287754 | — | 7,339 shares | $1,125,582 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | — | 6,294 shares | $1,084,528 |
| MARATHON PETE CORP | COM | 56585A102 | — | 2,687 shares | $1,062,513 |
| DISNEY WALT CO | COM | 254687106 | — | 9,971 shares | $1,045,961 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 | — | 11,150 shares | $1,041,856 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | — | 16,837 shares | $1,035,476 |
| GXO LOGISTICS INCORPORATED | COMMON STOCK | 36262G101 | — | 22,457 shares | $998,214 |
| GE AEROSPACE | COM NEW | 369604301 | — | 3,174 shares | $991,287 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 1,097 shares | $987,695 |
| ISHARES TR | US HLTHCARE ETF | 464287762 | — | 13,625 shares | $975,005 |
| INTEL CORP | COM | 458140100 | — | 7,979 shares | $959,315 |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | — | 1,440 shares | $945,692 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | — | 1,543 shares | $939,950 |
| PFIZER INC | COM | 717081103 | — | 32,461 shares | $925,788 |
| NETFLIX INC | COM | 64110L106 | — | 13,207 shares | $918,950 |
| APPLIED MATLS INC | COM | 038222105 | — | 1,757 shares | $898,495 |
| 3M CO | COM | 88579Y101 | — | 5,416 shares | $889,046 |
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 | — | 8,025 shares | $853,459 |
| LINDE PLC | SHS | G54950103 | — | 1,775 shares | $842,374 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 4,470 shares | $836,114 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 8,210 shares | $830,031 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | — | 13,413 shares | $821,710 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 2,991 shares | $791,920 |
| SPDR SER TR | S&P 600 SMCP GRW | 78464A201 | — | 7,347 shares | $785,909 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 1 shares | $747,005 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 2,446 shares | $743,964 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | — | 9,574 shares | $712,516 |
| SCHLUMBERGER LTD | COM STK | 806857108 | — | 14,601 shares | $711,361 |
| CSX CORP | COM | 126408103 | — | 15,013 shares | $698,255 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 23,412 shares | $686,206 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 3,547 shares | $667,120 |
| PHILLIPS 66 | COM | 718546104 | — | 2,504 shares | $639,419 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 2,997 shares | $623,436 |
| FIRST TR EXCHANGE-TRADED FD | NY ARCA BIOTECH | 33733E203 | — | 2,280 shares | $620,753 |
| HONEYWELL INTL INC | COM | 438516205 | — | 2,931 shares | $618,265 |
| KLA CORP | COM NEW | 482480100 | — | 3,092 shares | $602,724 |
| ATLANTIC UN BANKSHARES CORP | COM | 04911A107 | — | 15,821 shares | $600,407 |
| SHELL PLC | SPON ADS | 780259305 | — | 6,299 shares | $598,720 |
| KINDER MORGAN INC DEL | COM | 49456B101 | — | 19,727 shares | $594,769 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 2,667 shares | $586,481 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 2,108 shares | $585,930 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 | — | 769 shares | $583,110 |
| CITIGROUP INC | COM NEW | 172967424 | — | 4,488 shares | $581,106 |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 | — | 11,427 shares | $580,377 |
| ISHARES TR | HDG MSCI EAFE | 46434V803 | — | 12,435 shares | $576,860 |
| ONEOK INC NEW | COM | 30609A109 | — | 6,731 shares | $573,962 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 4,582 shares | $573,437 |
| FEDEX CORP | COM | 31428X106 | — | 2,010 shares | $573,031 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 17,415 shares | $568,264 |
| SPDR SER TR | S&P 400 MDCP GRW | 78464A821 | — | 5,355 shares | $559,758 |
| INTERCONTINENTAL EXCHANGE INC | COM | 45866F104 | — | 3,670 shares | $557,950 |
| AMGEN INC | COM | 031162100 | — | 1,294 shares | $545,379 |
| SAP SE | SPON ADR | 803054204 | — | 2,611 shares | $544,341 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 2,833 shares | $540,563 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 2,176 shares | $539,496 |
| SOUTHERN CO | COM | 842587107 | — | 6,484 shares | $537,432 |
| STRYKER CORPORATION | COM | 863667101 | — | 1,909 shares | $525,585 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | — | 26,229 shares | $518,547 |
| TEXAS INSTRS INC | COM | 882508104 | — | 1,818 shares | $509,218 |
| ISHARES TR | S&P SML 600 GWT | 464287887 | — | 3,172 shares | $508,567 |
| ALLIANCEBERNSTEIN HLDG L P | UNIT LTD PARTN | 01881G106 | — | 14,466 shares | $504,574 |
| WILLIAMS COS INC | COM | 969457100 | — | 7,393 shares | $502,500 |
| SIMON PPTY GROUP INC NEW | COM | 828806109 | — | 2,490 shares | $499,892 |
| M & T BK CORP | COM | 55261F104 | — | 2,252 shares | $490,140 |
| BANK NEW YORK MELLON CORP | COM | 064058100 | — | 3,382 shares | $489,071 |
| CUMMINS INC | COM | 231021106 | — | 940 shares | $485,576 |
| COPART INC | COM | 217204106 | — | 17,497 shares | $477,318 |
| MARKEL GROUP INC | COM | 570535104 | — | 278 shares | $476,061 |
| ISHARES TR | U.S. FINLS ETF | 464287788 | — | 3,727 shares | $468,335 |
| ISHARES TR | MSCI AC ASIA ETF | 464288182 | — | 4,020 shares | $468,069 |
| FORTINET INC | COM | 34959E109 | — | 2,574 shares | $460,128 |
| TOMPKINS FINL CORP | COM | 890110109 | — | 4,771 shares | $459,209 |
| LEIDOS HOLDINGS INC | COM | 525327102 | — | 3,761 shares | $458,196 |
| QUALCOMM INC | COM | 747525103 | — | 2,472 shares | $454,899 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 | — | 4,665 shares | $437,810 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | — | 835 shares | $436,546 |
| AMPHENOL CORP NEW | CL A | 032095101 | — | 5,150 shares | $434,145 |
| MCKESSON CORP | COM | 58155Q103 | — | 505 shares | $431,174 |
| ISHARES TR | RUS 1000 GRW WTF | 464287614 | — | 3,408 shares | $426,886 |
| DOMINOS PIZZA INC | COM | 25754A201 | — | 1,423 shares | $426,345 |