TRITONPOINT WEALTH, LLC

Q1 2026 13F-HR Holdings

Location
Chevy Chase, MD
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
268
Total value ($000)
$933,965
Net value change ($000)
-52,279 (-5.3%)
New positions
15
Sold out positions
20
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XPO 5,264 39.7%
BIV 4,889 NEW
JNJ 2,468 16.9%
CVX 2,329 35.1%
LRCX 2,057 16.6%
EOG 2,019 48.6%
GEV 1,451 44.9%
WMT 1,232 9.4%
CAT 963 15.8%
MDLZ 858 11.5%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -10,983 -11.5%
MSFT -7,712 -25.1%
GOOGL -5,309 -12.6%
GOOGL -4,849 -11.8%
AMZN -4,561 -12.0%
VUG -3,500 -7.9%
ISRG -3,185 -20.2%
DHR -3,132 -21.0%
JPM -2,998 -10.9%
V -2,934 -15.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type