Tripletail Wealth Management, LLC - Portfolio overview

Tripletail Wealth Management, LLC has 351 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. JBTM - JBT MAREL CORPORATION, 18.58%
2. NVDA - NVIDIA CORPORATION, 5.37%
3. RSP - INVESCO EXCHANGE TRADED FD T, 2.96%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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