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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$123B
$894 Million 0.08% of portfolio
12,956
Q2 2025 Reduced 20.89%
$23.1B
$899 Million 0.08% of portfolio
1,516
Q2 2025 Reduced 5.31%
$603M
$833 Million 0.08% of portfolio
40,777
Q2 2025 Reduced 2.07%
$59.9B
$916 Million 0.08% of portfolio
10,702
Q2 2025 Added 1.57%
$73.4B
$842 Million 0.08% of portfolio
3,416
Q2 2025 Added 2.09%
$11.6B
$893 Million 0.08% of portfolio
18,205
Q2 2025 Reduced 1.81%
$246B
$881 Million 0.08% of portfolio
2,762
Q2 2025 Added 3.45%
$230B
$822 Million 0.08% of portfolio
2,790
Q2 2025 Added 22.96%
$308B
$901 Million 0.08% of portfolio
3,499
Q2 2025 Added 30.85%
$148B
$767 Million 0.07% of portfolio
6,916
Q2 2025 Added 3.64%
$98.4B
$798 Million 0.07% of portfolio
4,347
Q2 2025 Added 1.35%
$1.34T
$708 Million 0.07% of portfolio
3,116
Q2 2025 Reduced 2.1%
$447B
$729 Million 0.07% of portfolio
1
Q1 2025 New
$120B
$747 Million 0.07% of portfolio
8,329
Q2 2025 Added 1.34%
$260B
$754 Million 0.07% of portfolio
4,107
Q2 2025 Added 32.7%
$3.67B
$713 Million 0.07% of portfolio
17,466
Q4 2024 Reduced 0.19%
$79.5B
$644 Million 0.06% of portfolio
3,737
Q2 2025 Added 102.33%
$25.3B
$602 Million 0.06% of portfolio
3,813
Q2 2025 Added 0.55%
$100B
$687 Million 0.06% of portfolio
7,480
Q2 2025 Added 2.85%
$62B
$617 Million 0.06% of portfolio
20,988
Q2 2025 Reduced 0.61%
$72.3B
$635 Million 0.06% of portfolio
10,111
Q2 2025 Added 2.96%
$20.8B
$521 Million 0.05% of portfolio
2,337
Q2 2025 Added 4.85%
$2.63B
$538 Million 0.05% of portfolio
17,205
Q2 2025 New
$265B
$535 Million 0.05% of portfolio
3,800
Q2 2025 Added 5.09%
$10.1B
$555 Million 0.05% of portfolio
1,165
Q2 2025 Reduced 16.79%
$60.2B
$589 Million 0.05% of portfolio
3,662
Q2 2025 Reduced 5.33%
$24.4B
$540 Million 0.05% of portfolio
10,513
Q2 2025 Added 0.03%
$51.1B
$489 Million 0.05% of portfolio
14,314
Q2 2025 Reduced 29.43%
$125B
$490 Million 0.05% of portfolio
5,570
Q2 2025 Reduced 16.62%
$300B
$490 Million 0.05% of portfolio
2,056
Q2 2025 Reduced 1.86%
$7.31B
$590 Million 0.05% of portfolio
3,500
Q1 2024 Added 6.87%
$151B
$540 Million 0.05% of portfolio
1,934
Q2 2025 Added 5.8%
$54B
$525 Million 0.05% of portfolio
28,979
Q2 2025 Reduced 3.9%
$59.5B
$494 Million 0.05% of portfolio
2,161
Q2 2025 Reduced 9.05%
$90.9B
$521 Million 0.05% of portfolio
3,134
Q2 2025 Added 8.37%
$26.6B
$523 Million 0.05% of portfolio
262
Q2 2025 Reduced 0.76%
$69.1B
$506 Million 0.05% of portfolio
15,512
Q2 2025 Reduced 24.73%
$6.66B
$574 Million 0.05% of portfolio
10,886
Q2 2025 Reduced 3.11%
$146B
$461 Million 0.04% of portfolio
1,729
Q2 2025 Reduced 1.59%
$54.8B
$403 Million 0.04% of portfolio
711
Q2 2025 Reduced 6.45%
$93.1B
$402 Million 0.04% of portfolio
789
Q2 2025 Added 7.35%
$319B
$382 Million 0.04% of portfolio
477
Q2 2025 Added 11.97%
$143B
$381 Million 0.04% of portfolio
1,068
Q2 2025 Added 2.89%
$9.21B
$443 Million 0.04% of portfolio
2,531
Q2 2025 Added 10.67%
$251B
$405 Million 0.04% of portfolio
2,857
Q2 2025 Added 2.59%
$29.5B
$393 Million 0.04% of portfolio
201
Q2 2025 Reduced 1.47%
$169B
$384 Million 0.04% of portfolio
1,729
Q2 2025 Added 1.83%
$26.2B
$458 Million 0.04% of portfolio
5,999
Q2 2025 Added 2.25%
$210B
$379 Million 0.04% of portfolio
13,102
Q2 2025 Added 1.63%

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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