TRITONPOINT WEALTH, LLC

Q3 2026 13F-HR Holdings

Location
Chevy Chase, MD
Holdings as of
9/30/2026
Date filed
10/19/2026
Form type
13F-HR
Num holdings
293
Total value ($000)
$1,007,233
Net value change ($000)
-10,513 (-1.0%)
New positions
20
Sold out positions
8
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
AAPL 12,181 12.9%
MSFT 8,500 35.5%
TMO 3,176 32.8%
NVDA 1,856 9.6%
VUG 1,848 5.0%
DHR 1,729 14.9%
EXXONMOBIL HOLDINGS CORP 1,468 NEW
AMZN 1,137 3.0%
CVX 1,135 18.3%
IYW 978 4.2%
Top Reduces (Value $000, Stocks/ETFs)
LRCX -8,471 -31.1%
QXO -3,477 -41.8%
GOOGL -3,342 -7.5%
XPO -3,002 -15.7%
DOV -2,757 -19.2%
CAT -2,691 -25.9%
GOOGL -2,049 -4.7%
TJX -1,784 -15.3%
XLI -1,603 -13.0%
BA -1,539 -17.5%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type