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Tripletail Wealth Management - Q2 2026 13F Filings

TR

Tripletail Wealth Management, LLC

CIK: 0002079812
Address: Florida Orlando 224 E. Marks St.
$86.91 M
Portfolio Value
278
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/14/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Asset Allocation

Stocks/ETFs
+18.48%
$86.91 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Tripletail Wealth Management Q2 2026 Filing Summary

Tripletail Wealth Management, LLC filed its 13F report for Q2 2026 on August 14, 2026. The portfolio totaled 86.91 M reflecting a +18.48% change from the prior quarter, spanning 278 assets. The top 10 holdings comprised 43.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 30 new positions and 7 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Tripletail Wealth Management’s Q2 2026 Filing

Tripletail Wealth Management submitted their Form 13F-HR for the Q2 2026 period on 08/14/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Tripletail Wealth Management reported a managed portfolio value of 86.91 M, consisting of 279 individual positions.

This page displays the raw filing documents. To see which stocks Tripletail Wealth Management bought or sold during Q2 2026, please visit Tripletail Wealth Management's Portfolio Analysis page.