TRITONPOINT WEALTH, LLC
SEC Form 13F institutional filer · CIK 0002008171
13F-HR · 177 reported holdings · 2026-03-31
Reported long-US-equity value
$0.79B
Top-10 concentration
39.2%
TRITONPOINT WEALTH, LLC — $788M AUM allocation strategy
TRITONPOINT WEALTH, LLC files SEC Form 13F and reports $788M of long US equity value across 177 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 17.2%, followed by Communication Services 9.3% and Financials 6.8%.
The top 10 holdings account for 39% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
TRITONPOINT WEALTH, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$788M
total across 177 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
39% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BLK +7.31K sh · −$372K+$NOW +6.53K sh · −$128K+$MDLZ +5.8K sh · +$859K
Biggest trims (shares)
−$AAPL −18.3K sh · −$11M−$CMG −8.89K sh · −$380K−$BAC −6.83K sh · −$779K
Exited to nil (held last quarter, gone now)
$VTWO ($1.64M last qtr)$SO ($608K last qtr)$INTU ($368K last qtr)$BSX ($291K last qtr)$BKNG ($273K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals10.7%—
- Interactive Media & Services9.3%—
- Broadline Retail4.2%—
- Transaction & Payment Processing Services3.7%—
- Diversified Banks3.1%—
- Systems Software2.9%—
- Pharmaceuticals2.2%—
- Semiconductor Materials & Equipment1.8%—
- Other holdings62.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 333K | $84.5M | -18.3K | 10.7% |
| $GOOGL | Alphabet Inc | 128K | $36.7M | -5.94K | 4.7% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 126K | $36.2M | -5.25K | 4.6% |
| $AMZN | Amazon.com Inc | 160K | $33.4M | -4.09K | 4.2% |
| $JPM | JP Morgan Chase & Co | 83.7K | $24.6M | -2.01K | 3.1% |
| $MSFT | Microsoft Corporation | 62.1K | $23M | -1.37K | 2.9% |
| $JNJ | Johnson & Johnson | 69.9K | $17.1M | -729 | 2.2% |
| $V | Visa Inc | 52.1K | $15.8M | -1.16K | 2.0% |
…and 169 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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