TRITONPOINT WEALTH, LLC
CIK
2008171
City
CHEVY CHASE
State / Country
MD
Top Portfolio Positions
186 positions ·
$690,847,367 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
332,956 | $84,500,903 | 12.23% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
126,011 | $36,235,723 | 5.25% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
160,420 | $33,410,673 | 4.84% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
83,716 | $24,625,898 | 3.56% | |
| MSFT |
Microsoft Corp
Technology
|
62,116 | $22,993,479 | 3.33% | |
| XPO |
XPO, Inc.
Industrials
|
95,172 | $18,515,712 | 2.68% | |
| JNJ |
Johnson & Johnson
Healthcare
|
69,859 | $17,076,333 | 2.47% | |
| V |
Visa Inc.
Financial Services
|
52,129 | $15,755,468 | 2.28% | |
| LRCX |
Lam Research Corp
Technology
|
67,468 | $14,415,212 | 2.09% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
114,932 | $14,283,748 | 2.07% |
Portfolio Trend
10 quarters · across all stocks
Holdings in BIPH
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,658,577 | 128,975 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,851,336 | 139,647 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,923,435 | 149,694 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $5,112,267 | 152,605 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,515,955 | 151,593 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $5,008,673 | 157,555 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $5,638,776 | 160,924 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $3,832,654 | 139,674 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,041,944 | 161,549 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $4,906,047 | 155,797 | Shares | Sole | 2024-01-24 | |
| No 13F history on record for this holder in this stock. | ||||||