Tripletail Wealth Management, LLC
All 13F Filings
- Location
- Orlando, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 73,352
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 255 | 73,352 | 13F-HR | Tripletail Wealth Management, LLC |
| Q4 2025 | 2/12/2026 | 263 | 78,946 | 13F-HR | Tripletail Wealth Management, LLC |
| Q3 2025 | 10/20/2025 | 329 | 84,553 | 13F-HR | Tripletail Wealth Management, LLC |
| Q2 2025 | 8/14/2025 | 77 | 70,217 | 13F-HR | Tripletail Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 63.41 K | 86.4% | 0 | 10.89 K | -10.89 K |
| ETFs | 9.941 K | 13.6% | 5.339 K | 0 | 5.339 K |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
73,352
Holdings
255
QoQ value change ($000)
-5,594
(-7.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.