ETF Holders

Tritonpoint Wealth, LLC ETF holdings

Chevy Chase, MD

Reported $223.8M in 83 ETFs in its Form 13F for June 30, 2026.

ETF value
$223.8M
ETFs held
83
Change from prior quarter
+8.0%
With price moves
ETFs as a share of its 13F
22.0%
of $1.0B

Top 10 of 83 ETF holdings

TickerFundValueSharesChange
VUGVanguard Morningstar Growth ETF$36.7M426,520+333,136 shares
IYWiShares U.S. Technology ETF$23.3M92,429−2,897 shares
VOOVanguard S&P 500 ETF$16.9M24,537−872 shares
XLIState Street Industrial Select Sector SPDR ETF$12.4M66,681−3,639 shares
XLKState Street Technology Select Sector SPDR ETF$11.5M60,504−5,336 shares
XLFState Street Financial Select Sector SPDR ETF$9.8M182,551−6,552 shares
VYMVanguard High Dividend Yield ETF$7.4M47,069+515 shares
IWOiShares Russell 2000 Growth ETF$6.9M17,477−738 shares
XLVState Street Health Care Select Sector SPDR ETF$6.5M41,245−4,879 shares
IJKiShares S&P Mid-Cap 400 Growth ETF$5.4M46,349−3,645 shares
73 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002008171. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Tritonpoint Wealth, LLC own?

Tritonpoint Wealth, LLC reported 83 ETF positions worth $223.8M in its Form 13F for June 30, 2026. The largest was VUG, at $36.7M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.