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
$544M
$208 Million 0.02% of portfolio
14,535
Q2 2025 Added 7.39%
$75.6B
$210 Million 0.02% of portfolio
4,257
Q2 2025 Reduced 3.32%
$12.7B
$253 Million 0.02% of portfolio
3,992
Q2 2025 Reduced 3.88%
$153B
$254 Million 0.02% of portfolio
7,112
Q2 2025 Added 21.61%
$58.7B
$225 Million 0.02% of portfolio
1,101
Q2 2025 New
$60.2B
$250 Million 0.02% of portfolio
2,092
Q2 2025 Added 2.65%
$11.8B
$259 Million 0.02% of portfolio
887
Q2 2025 Reduced 3.8%
$27.3B
$202 Million 0.02% of portfolio
1,777
Q2 2025 New
$102B
$263 Million 0.02% of portfolio
4,834
Q2 2025 Added 2.48%
$45.3B
$260 Million 0.02% of portfolio
2,040
Q2 2025 Added 1.75%
$169B
$245 Million 0.02% of portfolio
2,688
Q2 2025 New
$5.36B
$252 Million 0.02% of portfolio
8,000
Q4 2023 New
$246B
$203 Million 0.02% of portfolio
1,674
Q2 2025 New
$62.5B
$257 Million 0.02% of portfolio
1,006
Q2 2025 Reduced 11.29%
$91B
$210 Million 0.02% of portfolio
636
Q2 2025 New
$67.2B
$214 Million 0.02% of portfolio
4,685
Q2 2025 New
$11.1B
$209 Million 0.02% of portfolio
432
Q2 2025 New
$127B
$212 Million 0.02% of portfolio
1,597
Q2 2025 New
$51.7B
$236 Million 0.02% of portfolio
3,296
Q2 2025 Reduced 1.96%
$45.7B
$213 Million 0.02% of portfolio
1,651
Q2 2025 New
$83.1B
$211 Million 0.02% of portfolio
3,063
Q2 2025 Reduced 18.88%
$1.29B
$205 Million 0.02% of portfolio
1,095
Q2 2025 New
$104B
$221 Million 0.02% of portfolio
505
Q2 2025 New
$118B
$233 Million 0.02% of portfolio
89
Q2 2025 New
$45.8B
$228 Million 0.02% of portfolio
4,332
Q2 2025 New
$70.3B
$222 Million 0.02% of portfolio
526
Q2 2025 New
$3.33B
$197 Million 0.02% of portfolio
10,000
Q2 2025 New
$41.3M
$50.8 Million 0.0% of portfolio
24,526
Q2 2025 New
$14.4M
$4.26 Million 0.0% of portfolio
13,500
Q1 2025 New

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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