AI Portfolio Summary
In 2026 Q1, TRITONPOINT WEALTH, LLC maintained a portfolio of 288 distinct positions. The most significant new addition to the portfolio was VANGUARD BD INDEX FD, which now represents 0.52% of the total fund value. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 2.9%. The fund also reduced its exposure to LAM RESEARCH CORP by 6.5%.
Total Positions
288
Quarter
2026 Q1
Top Holding
AAPL (9.0%)
Top 10 Concentration
35.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 288
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INC
|
Technology | 9.05% | 9.68% |
#1
Prev: #1
|
6.1 | -18,267 | -5.2% |
P
S
|
332,956 | $84,500,811 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 4.37% | 4.49% |
#2
Prev: #2
|
3.7 | 2,602 | 2.9% |
P
S
|
93,384 | $40,789,107 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 3.93% | 4.26% |
#3
Prev: #3
|
3.1 | -5,940 | -4.4% |
P
S
|
127,874 | $36,681,861 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 3.88% | 4.17% |
#4
Prev: #4
|
2.6 | -5,250 | -4.0% |
P
S
|
126,011 | $36,235,784 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 3.58% | 3.85% |
#5
Prev: #5
|
2.4 | -4,089 | -2.5% |
P
S
|
160,420 | $33,410,693 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 2.64% | 2.80% |
#6
1
Prev: #7
|
1.6 | -2,014 | -2.3% |
P
S
|
83,716 | $24,625,908 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.46% | 3.11% |
#7
1
Prev: #6
|
1.5 | -1,374 | -2.2% |
P
S
|
62,116 | $22,993,298 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
XPO
XPO INC
|
Industrials | 1.98% | 1.34% |
#8
8
Prev: #16
|
1.3 | -2,332 | -2.4% |
P
S
|
95,172 | $18,515,713 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IYW
ISHARES TR
|
ETF | 1.85% | 1.96% |
#9
1
Prev: #8
|
1.2 | -1,552 | -1.6% |
P
S
|
95,326 | $17,294,103 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.83% | 1.48% |
#10
4
Prev: #14
|
1.2 | -729 | -1.0% |
P
S
|
69,859 | $17,076,267 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
V
VISA INC
|
Financial Services | 1.69% | 1.90% |
#11
2
Prev: #9
|
1.2 | -1,163 | -2.2% |
P
S
|
52,129 | $15,755,575 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.63% | 1.65% |
#12
2
Prev: #10
|
1.2 | -539 | -2.1% |
P
S
|
25,409 | $15,183,120 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 1.55% | 1.25% |
#13
7
Prev: #20
|
1.1 | -4,727 | -6.5% |
P
S
|
67,468 | $14,432,987 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.53% | 1.33% |
#14
3
Prev: #17
|
1.1 | -2,225 | -1.9% |
P
S
|
114,932 | $14,312,229 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DOV
DOVER CORP
|
Industrials | 1.47% | 1.33% |
#15
3
Prev: #18
|
1.1 | -1,052 | -1.6% |
P
S
|
65,884 | $13,733,450 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.44% | 1.46% |
#16
1
Prev: #15
|
1.1 | -253 | -0.3% |
P
S
|
76,926 | $13,416,691 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 1.40% | 1.52% |
#17
5
Prev: #12
|
1.1 | -159 | -0.6% |
P
S
|
26,160 | $13,071,056 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BNL
BROADSTONE NET ...
|
Real Estate | 1.37% | 1.32% |
#18
1
Prev: #19
|
1.0 | -45,315 | -6.2% |
P
S
|
690,311 | $12,813,902 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 1.35% | 1.60% |
#19
8
Prev: #11
|
1.0 | -536 | -1.9% |
P
S
|
27,344 | $12,605,157 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 1.31% | 1.21% |
#20
1
Prev: #21
|
1.0 | -822 | -1.1% |
P
S
|
76,621 | $12,236,435 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DHR
DANAHER CORPORA...
|
Healthcare | 1.26% | 1.52% |
#21
8
Prev: #13
|
1.0 | -3,023 | -4.6% |
P
S
|
62,163 | $11,811,027 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
XLI
SELECT SECTOR S...
|
Bond/Debt | 1.22% | 1.11% |
#22
1
Prev: #23
|
1.0 | -223 | -0.3% |
P
S
|
70,320 | $11,372,800 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 1.04% | 1.20% |
#23
1
Prev: #22
|
0.9 | -772 | -3.8% |
P
S
|
19,705 | $9,694,869 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
CB
CHUBB LIMITED
|
Financial Services | 1.03% | 0.98% |
#24
3
Prev: #27
|
0.9 | -1,324 | -4.3% |
P
S
|
29,507 | $9,645,673 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
XLF
SELECT SECTOR S...
|
Unknown | 1.00% | 1.06% |
#25
1
Prev: #24
|
0.9 | -2,252 | -1.2% |
P
S
|
189,103 | $9,336,022 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
CVX
CHEVRON CORP NE...
|
Energy | 0.96% | 0.67% |
#26
11
Prev: #37
|
0.9 | -217 | -0.5% |
P
S
|
43,343 | $8,967,635 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 0.94% | 0.98% |
#27
1
Prev: #26
|
0.9 | -1,355 | -2.0% |
P
S
|
65,840 | $8,750,136 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
WFC
WELLS FARGO CO ...
|
Financial Services | 0.93% | 1.05% |
#28
3
Prev: #25
|
0.9 | -2,851 | -2.6% |
P
S
|
108,531 | $8,640,142 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MDLZ
MONDELEZ INTL I...
|
Consumer Defensive | 0.89% | 0.75% |
#29
Prev: #29
|
0.9 | 5,803 | 4.2% |
P
S
|
142,572 | $8,289,088 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BA
BOEING CO
|
Industrials | 0.87% | 0.91% |
#30
2
Prev: #28
|
0.8 | -371 | -0.9% |
P
S
|
40,826 | $8,125,637 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 0.83% | 0.75% |
#31
1
Prev: #30
|
0.8 | -1,140 | -2.2% |
P
S
|
49,772 | $7,729,094 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.77% | 0.68% |
#32
3
Prev: #35
|
0.8 | -3,751 | -5.9% |
P
S
|
59,731 | $7,235,981 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.75% | 0.62% |
#33
7
Prev: #40
|
0.8 | -674 | -6.3% |
P
S
|
9,953 | $7,051,326 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
YUM
YUM BRANDS INC
|
Consumer Cyclical | 0.74% | 0.70% |
#34
1
Prev: #33
|
0.8 | -630 | -1.4% |
P
S
|
44,696 | $6,949,334 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.74% | 0.67% |
#35
3
Prev: #38
|
0.8 | 773 | 1.7% |
P
S
|
46,554 | $6,894,647 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
XLV
SELECT SECTOR S...
|
Unknown | 0.72% | 0.73% |
#36
5
Prev: #31
|
0.8 | -296 | -0.6% |
P
S
|
46,124 | $6,762,219 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
ADI
ANALOG DEVICES ...
|
Technology | 0.72% | 0.59% |
#37
6
Prev: #43
|
0.8 | -492 | -2.3% |
P
S
|
21,008 | $6,683,637 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
QXO
QXO INC
|
Industrials | 0.71% | 0.64% |
#38
1
Prev: #39
|
0.8 | 13,185 | 4.0% |
P
S
|
342,777 | $6,656,723 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.68% | 0.72% |
#39
7
Prev: #32
|
0.8 | -746 | -5.3% |
P
S
|
13,334 | $6,389,418 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
CME
CME GROUP INC
|
Financial Services | 0.67% | 0.59% |
#40
4
Prev: #44
|
0.8 | -135 | -0.6% |
P
S
|
21,062 | $6,220,691 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
EOG
EOG RES INC
|
Energy | 0.66% | 0.42% |
#41
16
Prev: #57
|
2.3 | 3,141 | 7.9% |
P
S
|
42,708 | $6,174,334 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
RTX
RAYTHEON TECHNO...
|
Industrials | 0.65% | 0.59% |
#42
Prev: #42
|
0.8 | -349 | -1.1% |
P
S
|
31,470 | $6,070,481 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IWO
ISHARES TR
|
ETF | 0.61% | 0.60% |
#43
2
Prev: #41
|
0.7 | -12 | -0.1% |
P
S
|
18,215 | $5,716,049 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SBUX
STARBUCKS CORP
|
Consumer Cyclical | 0.60% | 0.55% |
#44
1
Prev: #45
|
0.7 | -2,155 | -3.3% |
P
S
|
62,737 | $5,620,608 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
ABT
ABBOTT LABS
|
Healthcare | 0.58% | 0.69% |
#45
11
Prev: #34
|
0.7 | -1,527 | -2.8% |
P
S
|
53,044 | $5,445,999 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 0.56% | 0.48% |
#46
4
Prev: #50
|
0.7 | -225 | -4.1% |
P
S
|
5,227 | $5,208,674 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IJK
ISHARES TR
|
ETF | 0.54% | 0.48% |
#47
2
Prev: #49
|
0.7 | 1,198 | 2.5% |
P
S
|
49,994 | $5,030,396 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
COF
CAPITAL ONE FIN...
|
Financial Services | 0.54% | 0.68% |
#48
12
Prev: #36
|
0.7 | -35 | -0.1% |
P
S
|
27,459 | $5,009,396 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 0.52% | — |
#49
Prev: #—
|
3.7 | 63,350 | no change |
NEW
|
63,350 | $4,889,320 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.50% | 0.33% |
#50
23
Prev: #73
|
2.2 | 418 | 8.5% |
P
S
|
5,358 | $4,679,686 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 |
Showing 1-50 of 288 holdings