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AI & tech investing

TRITONPOINT WEALTH, LLC

CIK 2008171

13F filing for Q2 2026・No. 2,555

Holdings
US$1.02B
Quarter change
+US$83.78M
Entries
281
Net bought (estimate)
−US$17.45M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 26
  • Sold out 13
  • Cut 161
  • Added 62
  • Corporate actions 0
  • Unchanged 32

Largest holdings

281 stocks worth US$1.02B, options and bonds left out.

StockThis quarterValueWeight
AAPLAppleCOMCutUS$94.49M9.28%
GOOGLAlphabetCAP STK CL ACutUS$44.75M4.40%
GOOGALPHABET INCCAP STK CL CCutUS$43.91M4.31%
AMZNAmazonCOMCutUS$37.79M3.71%
VUGVANGUARD INDEX FDSGROWTH ETFCutSplit 5:1US$36.74M3.61%
LRCXLAM RESEARCH CORPCOM NEWCutUS$27.23M2.68%
JPMJPMORGAN CHASE & COCOMCutUS$26.74M2.63%
MSFTMicrosoftCOMAddedUS$23.96M2.35%
ISHARES TRU.S. TECH ETFCutUS$23.31M2.29%
NVDANvidiaCOMAddedUS$19.42M1.91%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.