CIK 2008171
TRITONPOINT WEALTH, LLC
Institutional 13F holdings & portfolio
Holdings
272
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 201–250 of 272
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAXJ | ISHARES TR | 4K | $100K–$500K | SH |
| SHEL | SHELL PLC | 5K | $100K–$500K | SH |
| KLAC | KLA CORP | 306 | $100K–$500K | SH |
| INTU | INTUIT | 556 | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 3K | $100K–$500K | SH |
| VDE | VANGUARD WORLD FD | 3K | $100K–$500K | SH |
| IWF | ISHARES TR | 726 | $100K–$500K | SH |
| TMP | TOMPKINS FINL CORP | 5K | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP | 2K | $100K–$500K | SH |
| ALL | ALLSTATE CORP | 2K | $100K–$500K | SH |
| PHO | INVESCO EXCHANGE TRADED FD T | 5K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 695 | $100K–$500K | SH |
| FTV | FORTIVE CORP | 6K | $100K–$500K | SH |
| IWP | ISHARES TR | 2K | $100K–$500K | SH |
| MC | MOELIS & CO | 4K | $100K–$500K | SH |
| IEMG | ISHARES INC | 5K | $100K–$500K | SH |
| IOO | ISHARES TR | 2K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 927 | $100K–$500K | SH |
| IUSG | ISHARES TR | 2K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC | 2K | $100K–$500K | SH |
| BSX | BOSTON SCIENTIFIC CORP | 3K | $100K–$500K | SH |
| MOAT | VANECK ETF TRUST | 3K | $100K–$500K | SH |
| MGV | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| IWD | ISHARES TR | 1K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 7K | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP | 952 | $100K–$500K | SH |
| BKNG | BOOKING HOLDINGS INC | 51 | $100K–$500K | SH |
| DE | DEERE & CO | 579 | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 2K | $100K–$500K | SH |
| DSI | ISHARES TR | 2K | $100K–$500K | SH |
| IWR | ISHARES TR | 3K | $100K–$500K | SH |
| IVOV | VANGUARD ADMIRAL FDS INC | 3K | $100K–$500K | SH |
| T | AT&T INC | 10K | $100K–$500K | SH |
| OTIS | OTIS WORLDWIDE CORP | 3K | $100K–$500K | SH |
| YUMC | YUM CHINA HLDGS INC | 5K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| APP | APPLOVIN CORP | 368 | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 4K | $100K–$500K | SH |
| SCHF | SCHWAB STRATEGIC TR | 10K | $100K–$500K | SH |
| IVE | ISHARES TR | 1K | $100K–$500K | SH |
| IBB | ISHARES TR | 1K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 464 | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 4K | $100K–$500K | SH |
| APO | APOLLO GLOBAL MGMT INC | 2K | $100K–$500K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 517 | $100K–$500K | SH |
| HWM | HOWMET AEROSPACE INC | 1K | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 685 | $100K–$500K | SH |
| USB | US BANCORP DEL | 4K | $100K–$500K | SH |
| DHI | D R HORTON INC | 2K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 3K | $100K–$500K | SH |