Institutions / Tripletail Wealth Management, LLC
Tripletail Wealth Management, LLC
CIK 2079812 · Institution · as of Dec 31, 2025
Portfolio value
$78.95M
Positions
263
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 263 →
| Company | Value | % of portfolio |
|---|---|---|
| JBT MAREL Corp | $17.27M | 21.9% |
| NVIDIA Corp | $4.40M | 5.6% |
| iShares Tr | $2.97M | 3.8% |
| Apple Inc. | $2.33M | 3.0% |
| Microsoft Corp | $2.19M | 2.8% |
| Invesco Exchange Traded Fd T | $2.07M | 2.6% |
| Amazon.com Inc | $1.81M | 2.3% |
| Pacer Fds Tr | $1.68M | 2.1% |
| Pacer Fds Tr | $1.57M | 2.0% |
| PGIM ETF Tr | $1.51M | 1.9% |
| JPMorgan Chase & Co | $1.39M | 1.8% |
| Broadcom Inc. | $1.28M | 1.6% |
| Arista Networks, Inc.ANET | $1.25M | 1.6% |
| Pacer Fds Tr | $1.22M | 1.5% |
| Alphabet Inc. | $1.20M | 1.5% |
| International Business Machines Corp | $984.9K | 1.2% |
| Caterpillar Inc | $901.7K | 1.1% |
| Warren E. Buffett | $891.2K | 1.1% |
| Pacer Fds Tr | $851.9K | 1.1% |
| Kinder Morgan, Inc. | $851.1K | 1.1% |
| ELI LILLY & Co | $818.9K | 1.0% |
| Meta Platforms Inc | $816.5K | 1.0% |
| Micron Technology Inc | $781.2K | 1.0% |
| Vertiv Holdings Co | $759.2K | 1.0% |
| Palo Alto Networks Inc | $732.7K | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.