13F HOLDINGS REPORT

TRITONPOINT WEALTH, LLC

Quarter ended Q4 2025 · Filed January 20, 2026 · Accession 0002008171-26-000001

Total Value

$986.2M

Positions

272

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (272)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	APPLE INC	AAPL	351,223	$95.5M	9.68%
2	VANGUARD INDEX FDS	922908736	90,782	$44.3M	4.49%
3	ALPHABET INC	GOOG	133,814	$42.0M	4.26%
4	ALPHABET INC	GOOG	131,261	$41.1M	4.17%
5	AMAZON COM INC	AMZN	164,509	$38.0M	3.85%
6	MICROSOFT CORP	MSFT	63,490	$30.7M	3.11%
7	JPMORGAN CHASE & CO	VYLD	85,730	$27.6M	2.80%
8	ISHARES TR	464287721	96,878	$19.3M	1.96%
9	VISA INC	V	53,292	$18.7M	1.90%
10	VANGUARD INDEX FDS	922908363	25,948	$16.3M	1.65%
11	INTUITIVE SURGICAL INC	ISRG	27,880	$15.8M	1.60%
12	MASTERCARD INCORPORATED	MA	26,319	$15.0M	1.52%
13	DANAHER CORPORATION	235851102	65,186	$14.9M	1.52%
14	JOHNSON & JOHNSON	JNJ	70,588	$14.6M	1.48%
15	NVIDIA CORPORATION	NVDA	77,179	$14.4M	1.46%
16	XPO INC	XPO	97,504	$13.3M	1.34%
17	WALMART INC	WMT	117,157	$13.1M	1.33%
18	DOVER CORP	DOV	66,936	$13.1M	1.33%
19	BROADSTONE NET LEASE INC	BNL	735,626	$13.0M	1.32%
20	LAM RESEARCH CORP	LRCX	72,195	$12.4M	1.25%
21	TJX COS INC NEW	872540109	77,443	$11.9M	1.21%
22	THERMO FISHER SCIENTIFIC INC	TMO	20,477	$11.9M	1.20%
23	SELECT SECTOR SPDR TR	81369Y704	70,543	$10.9M	1.11%
24	SELECT SECTOR SPDR TR	81369Y605	191,355	$10.5M	1.06%
25	WELLS FARGO CO NEW	949746101	111,382	$10.4M	1.05%
26	SELECT SECTOR SPDR TR	81369Y803	67,195	$9.7M	0.98%
27	CHUBB LIMITED	CB	30,831	$9.7M	0.98%
28	BOEING CO	BA-PA	41,197	$8.9M	0.91%
29	MONDELEZ INTL INC	609207105	136,769	$7.4M	0.75%
30	PEPSICO INC	PEP	50,912	$7.4M	0.75%
31	SELECT SECTOR SPDR TR	81369Y209	46,420	$7.2M	0.73%
32	BERKSHIRE HATHAWAY INC DEL	BRK-A	14,080	$7.1M	0.72%
33	YUM BRANDS INC	YUM	45,326	$6.9M	0.70%
34	ABBOTT LABS	ABLZF	54,571	$6.8M	0.69%
35	MERCK & CO INC	MRK	63,482	$6.7M	0.68%
36	CAPITAL ONE FINL CORP	14040H105	27,494	$6.7M	0.68%
37	CHEVRON CORP NEW	CVX	43,560	$6.6M	0.67%
38	VANGUARD WHITEHALL FDS	921946406	45,781	$6.6M	0.67%
39	QXO INC	QXO-PB	329,592	$6.4M	0.64%
40	CATERPILLAR INC	CAT	10,627	$6.1M	0.62%
41	ISHARES TR	464287648	18,227	$5.9M	0.60%
42	RAYTHEON TECHNOLOGIES CORP	RTX	31,819	$5.8M	0.59%
43	ANALOG DEVICES INC	ADI	21,500	$5.8M	0.59%
44	CME GROUP INC	CME	21,197	$5.8M	0.59%
45	STARBUCKS CORP	SBUX	64,892	$5.5M	0.55%
46	BLACKROCK INC	BLK	5,005	$5.4M	0.54%
47	BROOKFIELD INFRAST PARTNERS	G16252101	139,647	$4.9M	0.49%
48	BLACKSTONE INC	BX	30,898	$4.8M	0.48%
49	ISHARES TR	464287606	48,796	$4.7M	0.48%
50	COSTCO WHSL CORP NEW	22160K105	5,452	$4.7M	0.48%
51	SELECT SECTOR SPDR TR	81369Y852	39,383	$4.6M	0.47%
52	ECOLAB INC	ECL	17,395	$4.6M	0.46%
53	HOME DEPOT INC	HD	13,301	$4.6M	0.46%
54	META PLATFORMS INC	META	6,630	$4.4M	0.44%
55	ORACLE CORP	ORCL-PD	22,331	$4.4M	0.44%
56	CATERPILLAR INC	CAT	121,568	$4.3M	0.44%
57	EOG RES INC	EOG	39,567	$4.2M	0.42%
58	AES CORP	AES	285,014	$4.1M	0.41%
59	COLGATE PALMOLIVE CO	CL	51,684	$4.1M	0.41%
60	SELECT SECTOR SPDR TR	81369Y407	33,387	$4.0M	0.40%
61	ELI LILLY & CO	LLY	3,685	$4.0M	0.40%
62	BANK AMERICA CORP	060505104	71,319	$3.9M	0.40%
63	PROCTER AND GAMBLE CO	742718109	27,091	$3.9M	0.39%
64	L3HARRIS TECHNOLOGIES INC	LHX	13,188	$3.9M	0.39%
65	PARKER-HANNIFIN CORP	PH	4,251	$3.7M	0.38%
66	LOCKHEED MARTIN CORP	LMT	7,580	$3.7M	0.37%
67	ISHARES TR	464287804	29,888	$3.6M	0.36%
68	COCA COLA CO	KO	50,470	$3.5M	0.36%
69	BROOKFIELD ASSET MANAGMT LTD	113004105	63,975	$3.4M	0.34%
70	ENTERPRISE PRODS PARTNERS L	293792107	104,176	$3.3M	0.34%
71	UNITEDHEALTH GROUP INC	UNH	10,014	$3.3M	0.34%
72	MARRIOTT INTL INC NEW	571903202	10,513	$3.3M	0.33%
73	GE VERNOVA INC	GEV	4,940	$3.2M	0.33%
74	SNOWFLAKE INC	SNOW	14,557	$3.2M	0.32%
75	VANGUARD INDEX FDS	922908751	11,768	$3.0M	0.31%
76	BROOKFIELD CORP	11271J107	65,523	$3.0M	0.30%
77	AVAGO TECHNOLOGIES LTD	AVGO	8,513	$2.9M	0.30%
78	VANGUARD INDEX FDS	922908769	8,756	$2.9M	0.30%
79	VANGUARD INDEX FDS	922908512	16,027	$2.8M	0.29%
80	VANGUARD INDEX FDS	922908629	9,748	$2.8M	0.29%
81	MCDONALDS CORP	MCD	9,254	$2.8M	0.29%
82	PNC FINL SVCS GROUP INC	693475105	13,294	$2.8M	0.28%
83	ABBVIE INC	ABBV	12,098	$2.8M	0.28%
84	LABCORP HOLDINGS INC	LH	10,944	$2.7M	0.28%
85	ADOBE INC	ADBE	7,532	$2.6M	0.27%
86	CHECK POINT SOFTWARE TECH LT	M22465104	13,920	$2.6M	0.26%
87	SERVICENOW INC	NOW	16,660	$2.6M	0.26%
88	INVESCO QQQ TR	IVZ	4,154	$2.6M	0.26%
89	TESLA INC	TSLA	5,355	$2.4M	0.24%
90	SPDR S&P 500 ETF TR	SPY	3,486	$2.4M	0.24%
91	VANGUARD INDEX FDS	922908538	8,492	$2.4M	0.24%
92	VANGUARD WORLD FDS	92204A702	3,056	$2.3M	0.23%
93	BALL CORP	BALL	41,531	$2.2M	0.22%
94	UNION PAC CORP	UNP	9,323	$2.2M	0.22%
95	SELECT SECTOR SPDR TR	81369Y308	27,441	$2.1M	0.22%
96	ISHARES TR	464287580	20,309	$2.1M	0.21%
97	ISHARES TR	464287200	2,900	$2.0M	0.20%
98	ISHARES TR	464287515	18,367	$1.9M	0.20%
99	VANGUARD INDEX FDS	922908744	9,487	$1.8M	0.18%
100	VANGUARD INDEX FDS	922908611	8,442	$1.8M	0.18%
101	ISHARES TR	464287309	13,455	$1.7M	0.17%
102	SCHWAB STRATEGIC TR	808524201	60,990	$1.6M	0.17%
103	VANGUARD SCOTTSDALE FDS	92206C730	5,310	$1.6M	0.17%
104	PALO ALTO NETWORKS INC	PANW	8,586	$1.6M	0.16%
105	GENERAC HLDGS INC	GNRC	11,278	$1.5M	0.16%
106	VANGUARD INDEX FDS	922908595	5,040	$1.5M	0.15%
107	NETFLIX INC	NFLX	16,101	$1.5M	0.15%
108	DOMINOS PIZZA INC	DPZ	3,592	$1.5M	0.15%
109	VANGUARD WHITEHALL FDS	921946810	15,770	$1.4M	0.15%
110	GXO LOGISTICS INCORPORATED	GXO	25,993	$1.4M	0.14%
111	EXXON MOBIL CORP	XOM	10,683	$1.3M	0.13%
112	ISHARES TR	464287507	19,264	$1.3M	0.13%
113	EMERSON ELEC CO	EMR	9,405	$1.2M	0.13%
114	HONEYWELL INTL INC	438516106	6,319	$1.2M	0.12%
115	ZOETIS INC	ZTS	9,382	$1.2M	0.12%
116	AUTOMATIC DATA PROCESSING IN	ADP	4,445	$1.2M	0.12%
117	ISHARES TR	464287754	7,605	$1.1M	0.11%
118	DISNEY WALT CO	254687106	9,785	$1.1M	0.11%
119	UNITED PARCEL SERVICE INC	UPS	11,245	$1.1M	0.11%
120	J P MORGAN EXCHANGE TRADED	46641Q332	19,067	$1.1M	0.11%
121	CISCO SYS INC	CSCO	14,046	$1.1M	0.11%
122	BRISTOL-MYERS SQUIBB CO	CELG-RI	19,146	$1.0M	0.10%
123	AMERICAN EXPRESS CO	AXP	2,732	$1.0M	0.10%
124	AMERICAN INTL GROUP INC	026874784	11,441	$978,756	0.10%
125	ISHARES TR	464287887	6,833	$964,546	0.10%
126	GE AEROSPACE	369604301	3,098	$955,469	0.10%
127	ISHARES TR	46432F842	10,566	$945,234	0.10%
128	J P MORGAN EXCHANGE TRADED F	46654Q203	15,771	$925,696	0.09%
129	ISHARES TR	464287762	14,088	$917,129	0.09%
130	AGILENT TECHNOLOGIES INC	A	6,648	$904,600	0.09%
131	SELECT SECTOR SPDR TR	81369Y506	20,110	$899,118	0.09%
132	3M CO	MMM	5,577	$892,887	0.09%
133	VANECK ETF TRUST	92189F676	2,463	$887,156	0.09%
134	SPDR S&P MIDCAP 400 ETF TR	MDY	1,457	$882,161	0.09%
135	GOLDMAN SACHS GROUP INC	GSCE	983	$864,057	0.09%
136	STRYKER CORPORATION	SYK	2,396	$844,059	0.09%
137	AKAMAI TECHNOLOGIES INC	AKAM	9,589	$836,640	0.08%
138	PALANTIR TECHNOLOGIES INC	PLTR	4,555	$809,651	0.08%
139	FEDEX CORP	FDX	2,730	$792,554	0.08%
140	SIMON PPTY GROUP INC NEW	828806109	4,133	$765,060	0.08%
141	BERKSHIRE HATHAWAY INC DEL	BRK-A	1	$754,800	0.08%
142	INTERNATIONAL BUSINESS MACHS	INTR	2,504	$741,612	0.08%
143	LINDE PLC	LIN	1,693	$721,761	0.07%
144	PFIZER INC	PFE	28,812	$717,419	0.07%
145	ALLIANCEBERNSTEIN HLDG L P	01881G106	18,466	$710,572	0.07%
146	CHIPOTLE MEXICAN GRILL INC	CMG	19,013	$703,481	0.07%
147	SPDR SER TR	78464A201	7,386	$695,687	0.07%
148	COPART INC	CPRT	17,554	$687,239	0.07%
149	LEIDOS HOLDINGS INC	LDOS	3,760	$678,294	0.07%
150	TYLER TECHNOLOGIES INC	TYL	1,430	$649,149	0.07%
151	INTERCONTINENTAL EXCHANGE INC	45866F104	4,003	$648,326	0.07%
152	REGENERON PHARMACEUTICALS	REGN	829	$639,880	0.06%
153	ENERGY TRANSFER L P	ET-PI	38,729	$638,641	0.06%
154	SAP SE	SAPGF	2,614	$634,967	0.06%
155	CARLYLE GROUP INC	CGABL	10,516	$621,601	0.06%
156	MORGAN STANLEY	MS-PQ	3,491	$619,757	0.06%
157	SCHWAB STRATEGIC TR	808524102	23,412	$614,097	0.06%
158	SOUTHERN CO	SOMN	6,971	$607,843	0.06%
159	CONOCOPHILLIPS	COP	6,474	$606,031	0.06%
160	SCHLUMBERGER LTD	SLB	15,515	$600,143	0.06%
161	ONEOK INC NEW	OKE	8,135	$597,931	0.06%
162	ATLANTIC UN BANKSHARES CORP	04911A107	16,781	$592,369	0.06%
163	SPDR GOLD TR	GLD	1,446	$573,064	0.06%
164	KINDER MORGAN INC DEL	EP-PC	20,811	$572,094	0.06%
165	ISHARES TR	464287655	2,308	$568,260	0.06%
166	MARKEL GROUP INC	MKL	262	$563,208	0.06%
167	WILLIAMS COS INC	969457100	9,308	$559,502	0.06%
168	MICRON TECHNOLOGY INC	MU	1,936	$552,776	0.06%
169	CSX CORP	CSX	14,964	$542,445	0.06%
170	QUALCOMM INC	QCOM	3,068	$524,737	0.05%
171	PHILIP MORRIS INTL INC	718172109	3,176	$514,031	0.05%
172	ISHARES TR	464287788	3,962	$510,821	0.05%
173	ADVANCED MICRO DEVICES INC	AMD	2,381	$509,915	0.05%
174	SCHWAB STRATEGIC TR	808524607	17,400	$495,565	0.05%
175	SPDR SER TR	78464A821	5,355	$494,963	0.05%
176	SNAP ON INC	SNA	1,428	$492,089	0.05%
177	M & T BK CORP	55261F104	2,436	$490,902	0.05%
178	DELL TECHNOLOGIES INC	DELL	3,865	$486,526	0.05%
179	CITIGROUP INC	C-PR	4,085	$476,679	0.05%
180	AMGEN INC	AMGN	1,456	$476,521	0.05%
181	FIRST TR EXCHANGE-TRADED FD	33733E203	2,280	$470,866	0.05%
182	ISHARES TR	46434V803	11,114	$459,675	0.05%
183	ISHARES TR	464287770	4,941	$455,807	0.05%
184	EASTGROUP PPTYS INC	277276101	2,500	$449,225	0.05%
185	CUMMINS INC	CMI	868	$443,071	0.04%
186	MARATHON PETE CORP	MARA	2,711	$440,898	0.04%
187	FIRST TR EXCHANGE-TRADED FD	33733E104	4,665	$431,567	0.04%
188	FIRST CTZNS BANCSHARES INC N	31946M103	201	$431,382	0.04%
189	NASDAQ INC	NDAQ	4,422	$429,509	0.04%
190	MCKESSON CORP	MCK	516	$423,679	0.04%
191	LOWES COS INC	548661107	1,751	$422,271	0.04%
192	BANK NEW YORK MELLON CORP	064058100	3,630	$421,352	0.04%
193	NEXTERA ENERGY INC	NEE-PW	5,166	$414,720	0.04%
194	APPLIED MATLS INC	038222105	1,587	$407,843	0.04%
195	INVESCO EXCHANGE TRADED FD T	IVZ	2,102	$402,659	0.04%
196	SALESFORCE INC	CRM	1,507	$399,869	0.04%
197	AMPHENOL CORP NEW	032095101	2,909	$393,848	0.04%
198	T-MOBILE US INC	TMUSZ	1,932	$392,369	0.04%
199	MEDTRONIC PLC	MDT	4,014	$388,435	0.04%
200	ISHARES TR	464288828	8,000	$383,536	0.04%
201	ISHARES TR	464288182	4,090	$380,861	0.04%
202	SHELL PLC	RYDAF	5,067	$372,323	0.04%
203	KLA CORP	KLAC	306	$371,814	0.04%
204	INTUIT	INTU	556	$368,239	0.04%
205	PHILLIPS 66	PSX	2,788	$359,825	0.04%
206	VANGUARD WORLD FD	92204A306	2,745	$345,636	0.04%
207	ISHARES TR	464287614	726	$343,616	0.03%
208	TOMPKINS FINL CORP	890110109	4,736	$343,455	0.03%
209	PROGRESSIVE CORP	743315103	1,503	$342,234	0.03%
210	ALLSTATE CORP	ALL-PJ	1,631	$341,084	0.03%
211	INVESCO EXCHANGE TRADED FD T	IVZ	4,708	$331,488	0.03%
212	CROWDSTRIKE HLDGS INC	CRWD	695	$325,694	0.03%
213	FORTIVE CORP	FTV	5,753	$317,623	0.03%
214	ISHARES TR	464287481	2,276	$311,675	0.03%
215	MOELIS & CO	MC	4,492	$308,780	0.03%
216	ISHARES INC	46434G103	4,583	$308,069	0.03%
217	ISHARES TR	464287572	2,366	$299,701	0.03%
218	EATON CORP PLC	ETN	927	$295,319	0.03%
219	ISHARES TR	464287671	1,758	$295,239	0.03%
220	GILEAD SCIENCES INC	GILD	2,382	$292,367	0.03%
221	BOSTON SCIENTIFIC CORP	BSX	3,048	$290,627	0.03%
222	VANECK ETF TRUST	92189F643	2,803	$290,279	0.03%
223	VANGUARD WORLD FD	921910840	2,000	$282,320	0.03%
224	ISHARES TR	464287598	1,340	$281,856	0.03%
225	VERIZON COMMUNICATIONS INC	VZ	6,874	$279,998	0.03%
226	NORFOLK SOUTHN CORP	655844108	952	$274,848	0.03%
227	BOOKING HOLDINGS INC	BKNG	51	$273,122	0.03%
228	DEERE & CO	DE	579	$270,503	0.03%
229	AMERICAN ELEC PWR CO INC	025537101	2,346	$270,473	0.03%
230	ISHARES TR	464288570	2,090	$269,255	0.03%
231	ISHARES TR	464287499	2,733	$263,106	0.03%
232	VANGUARD ADMIRAL FDS INC	921932844	2,592	$261,818	0.03%
233	AT&T INC	T-PC	10,216	$253,763	0.03%
234	OTIS WORLDWIDE CORP	OTIS	2,890	$252,417	0.03%
235	YUM CHINA HLDGS INC	YUMC	5,276	$251,876	0.03%
236	UBER TECHNOLOGIES INC	UBER	3,078	$251,486	0.03%
237	APPLOVIN CORP	APP	368	$247,966	0.03%
238	ALTRIA GROUP INC	MO	4,222	$247,932	0.03%
239	SCHWAB STRATEGIC TR	808524805	10,254	$246,506	0.02%
240	ISHARES TR	464287408	1,158	$245,662	0.02%
241	ISHARES TR	464287556	1,446	$244,061	0.02%
242	S&P GLOBAL INC	SPGI	464	$242,654	0.02%
243	VANGUARD TAX-MANAGED FDS	921943858	3,858	$241,009	0.02%
244	APOLLO GLOBAL MGMT INC	03769M106	1,624	$235,292	0.02%
245	VERTEX PHARMACEUTICALS INC	VRTX	517	$234,387	0.02%
246	HOWMET AEROSPACE INC	HWM	1,132	$232,029	0.02%
247	GENERAL DYNAMICS CORP	GD	685	$230,770	0.02%
248	US BANCORP DEL	USB-PS	4,279	$230,553	0.02%
249	D R HORTON INC	23331A109	1,599	$230,339	0.02%
250	CVS HEALTH CORP	CVS	2,901	$230,223	0.02%
251	TEXAS INSTRS INC	882508104	1,326	$230,056	0.02%
252	FIRSTENERGY CORP	FE	5,133	$229,804	0.02%
253	CONSTELLATION ENERGY CORP	CEG	649	$229,378	0.02%
254	NEWMONT CORP	NEMCL	2,295	$229,156	0.02%
255	JOHNSON CTLS INTL PLC	G51502105	1,885	$226,483	0.02%
256	SCHWAB CHARLES CORP	SCHW-PJ	2,250	$224,811	0.02%
257	GLADSTONE COMMERCIAL CORP	GOODO	20,535	$219,108	0.02%
258	DELTA AIR LINES INC DEL	DAL	3,144	$218,188	0.02%
259	BLACKSTONE SECD LENDING FD	BX	8,000	$216,800	0.02%
260	FRESHPET INC	FRPT	3,550	$216,302	0.02%
261	SPDR SER TR	78464A763	1,551	$215,875	0.02%
262	HCA HEALTHCARE INC	HCA	460	$214,756	0.02%
263	IQVIA HLDGS INC	IQV	940	$211,885	0.02%
264	PROLOGIS INC.	PLDGP	1,653	$211,022	0.02%
265	ZSCALER INC	ZS	925	$207,941	0.02%
266	TAIWAN SEMICONDUCTOR MFG LTD	874039100	679	$206,943	0.02%
267	INVESCO EXCHANGE TRADED FD T	IVZ	3,473	$206,539	0.02%
268	ISHARES TR	464287622	553	$206,512	0.02%
269	DUKE ENERGY CORP NEW	DUKB	1,757	$205,941	0.02%
270	COOPER COS INC	216648501	2,477	$203,015	0.02%
271	WELLTOWER INC	WELL	1,083	$200,945	0.02%
272	INTRUSION INC	INTZ	158,890	$182,724	0.02%