Trivium Point Advisory, LLC — 13F holdings

Trivium Point Advisory, LLC reported 354 holdings worth $1.10B in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $49.4M (4.5%)
2. SPOT SPOTIFY TECHNOLOGY S A — $45.4M (4.1%)
3. BIL SPDR SERIES TRUST — $42.1M (3.8%)
4. GOOGL ALPHABET INC — $29.3M (2.7%)
5. AAPL APPLE INC — $28.7M (2.6%)
6. MSFT MICROSOFT CORP — $24.3M (2.2%)
7. MU MICRON TECHNOLOGY INC — $22.8M (2.1%)
8. AMLP ALPS ETF TR — $19.6M (1.8%)
9. GOOG ALPHABET INC — $18.2M (1.6%)
10. AMZN AMAZON COM INC — $17.2M (1.6%)