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Tripletail Wealth Management, LLC

CIK
2079812
City
ORLANDO
State / Country
FL

Top Portfolio Positions

206 positions · $58,009,227 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

4 quarters · across all stocks

Holdings in JBTM

Export CSV

Shares Held

Position Value (USD)

4 quarters on record
Report Date Value (USD) Shares
2026-03-31 $14,655,820 114,615
2025-12-31 $17,269,042 114,615
2025-09-30 $20,311,176 144,615
2025-06-30 $17,391,399 144,615