Tritonpoint Wealth, LLC Portfolio Holdings

Tritonpoint Wealth, LLC

  • $1.08 Trillion
  • Q2 2025

Tritonpoint Wealth, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.08 Trillion distributed in 344 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $78.6B, Microsoft Corp with a value of $41.1B, Vanguard Growth ETF with a value of $39.6B, Amazon Com Inc with a value of $38.4B, and Jpmorgan Chase & CO with a value of $27.8B.

Examining the 13F form we can see an increase of $30.2B in the current position value, from $1.05T to 1.08T.

Tritonpoint Wealth, LLC is based out at Chevy Chase, MD

Below you can find more details about Tritonpoint Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.08 Trillion
ETFs: $282 Billion
Technology: $187 Billion
Financial Services: $136 Billion
Consumer Cyclical: $94.8 Billion
Healthcare: $92.2 Billion
Industrials: $79.6 Billion
Communication Services: $64.1 Billion
Consumer Defensive: $54 Billion
Other: $57.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$78.6 Billion 7.28% of portfolio
383,207
Q2 2025 Reduced 2.84%
$3.95T
$41.1 Billion 3.8% of portfolio
82,595
Q2 2025 Reduced 1.98%
$0
$39.6 Billion 3.66% of portfolio
90,188
Q2 2025 Reduced 2.02%
$2.26T
$38.4 Billion 3.55% of portfolio
175,114
Q2 2025 Reduced 2.58%
$859B
$27.8 Billion 2.57% of portfolio
95,972
Q2 2025 Reduced 2.0%
$1.21T
$27.1 Billion 2.51% of portfolio
153,680
Q2 2025 Reduced 0.73%
$1.24T
$24.7 Billion 2.29% of portfolio
139,437
Q2 2025 Reduced 1.42%
$0
$23.2 Billion 2.14% of portfolio
40,675
Q2 2025 Reduced 0.72%
$551B
$21.9 Billion 2.02% of portfolio
61,561
Q2 2025 Reduced 3.84%
$0
$18.6 Billion 1.72% of portfolio
107,372
Q2 2025 Reduced 1.26%
$548B
$16.6 Billion 1.54% of portfolio
29,562
Q2 2025 Added 0.28%
$169B
$15.9 Billion 1.47% of portfolio
29,172
Q2 2025 Reduced 3.06%
$150B
$14.7 Billion 1.36% of portfolio
74,326
Q2 2025 Reduced 3.56%
$456B
$14.6 Billion 1.36% of portfolio
92,707
Q2 2025 Reduced 5.56%
$281B
$13.7 Billion 1.27% of portfolio
140,015
Q2 2025 Reduced 3.1%
$25B
$13.5 Billion 1.25% of portfolio
73,541
Q2 2025 Reduced 2.73%
$14.5B
$12.4 Billion 1.15% of portfolio
98,187
Q2 2025 Reduced 20.69%
$452B
$12.4 Billion 1.15% of portfolio
81,181
Q2 2025 Reduced 2.64%
$0
$11.7 Billion 1.09% of portfolio
18,918
Q2 2025 Reduced 1.49%
$0
$11.6 Billion 1.07% of portfolio
221,786
Q2 2025 Reduced 4.0%
$84.1B
$11.1 Billion 1.02% of portfolio
162,950
Q2 2025 Added 0.39%
$302B
$10.8 Billion 1.0% of portfolio
134,508
Q2 2025 Reduced 2.11%
$0
$10.8 Billion 1.0% of portfolio
72,894
Q2 2025 Added 0.45%
$155B
$10.5 Billion 0.97% of portfolio
85,262
Q2 2025 Reduced 1.61%
$139B
$9.86 Billion 0.91% of portfolio
47,072
Q2 2025 Reduced 2.59%
$684B
$9.77 Billion 0.9% of portfolio
44,687
Q2 2025 Reduced 4.02%
$112B
$9.65 Billion 0.89% of portfolio
33,188
Q2 2025 Reduced 2.69%
$0
$9.01 Billion 0.83% of portfolio
35,600
Q2 2025 Reduced 2.46%
$187B
$8.32 Billion 0.77% of portfolio
20,489
Q2 2025 Reduced 0.77%
$229B
$8.04 Billion 0.74% of portfolio
59,105
Q2 2025 Added 2.99%
$621B
$7.69 Billion 0.71% of portfolio
15,834
Q2 2025 Reduced 1.55%
$0
$7.43 Billion 0.69% of portfolio
77,944
Q2 2025 Reduced 2.22%
Lam Research Corp
-
$7.43 Billion 0.69% of portfolio
-
Q2 2025 Reduced 2.77%
$203B
$7.48 Billion 0.69% of portfolio
93,515
Q2 2025 Reduced 6.06%
$0
$7.22 Billion 0.67% of portfolio
53,573
Q2 2025 Reduced 13.39%
$405B
$7.19 Billion 0.66% of portfolio
19,601
Q2 2025 Reduced 4.78%
$302B
$7.11 Billion 0.66% of portfolio
49,669
Q2 2025 Reduced 3.04%
$202B
$6.88 Billion 0.64% of portfolio
52,105
Q2 2025 Reduced 3.54%
$83.2B
$6.82 Billion 0.63% of portfolio
32,038
Q2 2025 Reduced 30.7%
$69.2B
$6.79 Billion 0.63% of portfolio
56,805
Q2 2025 Reduced 10.95%
$40.4B
$6.84 Billion 0.63% of portfolio
46,190
Q2 2025 Added 0.43%
$108B
$6.61 Billion 0.61% of portfolio
72,172
Q2 2025 Reduced 5.32%
$439B
$6.56 Billion 0.61% of portfolio
6,622
Q2 2025 Reduced 5.05%
$99.2B
$6.28 Billion 0.58% of portfolio
22,781
Q2 2025 Reduced 0.54%
$0
$6.13 Billion 0.57% of portfolio
45,975
Q2 2025 Added 0.03%
$1.78T
$5.84 Billion 0.54% of portfolio
7,911
Q2 2025 Added 0.52%
Blackrock Inc
-
$5.58 Billion 0.52% of portfolio
-
Q2 2025 Reduced 1.54%
$229B
$5.51 Billion 0.51% of portfolio
37,736
Q2 2025 Reduced 2.16%
$0
$5.43 Billion 0.5% of portfolio
18,988
Q2 2025 Reduced 18.36%

Summary

  • Portfolio
  • No. of Stocks 344
  • Current Value $1.08 Trillion
  • Prior Value $1.05 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 23 stocks
  • Additional Purchases 108 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 189 stocks
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