TRITONPOINT WEALTH, LLC

Q2 2026 13F-HR Holdings

Location
Chevy Chase, MD
Holdings as of
6/30/2026
Date filed
8/11/2026
Form type
13F-HR
Num holdings
281
Total value ($000)
$1,017,746
Net value change ($000)
+83,781 (9.0%)
New positions
26
Sold out positions
13
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
LRCX 12,794 88.6%
AAPL 9,988 11.8%
GOOGL 8,518 23.5%
GOOGL 7,226 19.7%
MU 6,570 949.4%
IYW 6,019 34.8%
NVDA 6,002 44.7%
AMZN 4,375 13.1%
TSM 3,795 1561.7%
CAT 3,347 47.5%
Top Reduces (Value $000, Stocks/ETFs)
WFC -4,255 -49.2%
JHEQX -4,068 -100.0%
VUG -4,049 -9.9%
CVX -2,762 -30.8%
ISRG -1,860 -14.8%
WMT -1,631 -11.4%
CME -1,628 -26.2%
EOG -1,498 -24.3%
SNOW -1,415 -59.7%
HON -1,380 -100.0%
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