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| Happy Holidays!! thanks for using AUM13F!! |
| Tripletail Wealth Management LLC
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| CRD # | 318781 |
| SEC # | 801-133752 |
| CIK # | 0002079812 |
| AUM | $109.8 M (2025-05-27) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 407-286-4072 |
| Address | 224 E Marks St Orlando, FL 32803 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002079812 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| John Bean Technologies Corp | 19.7 | ||
| Nvidia Corp | 4.6 | ||
| Microsoft Corp | 2.4 | ||
| Apple Inc | 2.1 | ||
| Amazon Com Inc | 1.8 | ||
| Arista Networks Inc | 1.4 | ||
| Broadcom Inc | 1.2 | ||
| J P Morgan Chase & Co | 1.1 | ||
| Facebook Inc | 1.0 | ||
| Netflix Inc | 0.8 | ||
| Kinder Morgan Inc | 0.8 | ||
| Palo Alto Networks Inc | 0.7 | ||
| GS Acquisition Holdings Corp | 0.7 | ||
| Caterpillar Inc | 0.6 | ||
| International Business Machines Corp | 0.6 | ||
| American Express Co | 0.6 | ||
| Qualcomm Inc/DE | 0.5 | ||
| AbbVie Inc | 0.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 8.0 |
| (b) Individuals (high net worth individuals) | 42 | 101.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 155 | 109.8 |
| By Discretionary | ||
| Discretionary | 155 | 109.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 155 | 109.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 109.8 | |
| Total | 155 | 109.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002079812] |
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