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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$39.6 Billion 3.66% of portfolio
90,188
Q2 2025 Reduced 2.02%
$0
$23.2 Billion 2.14% of portfolio
40,675
Q2 2025 Reduced 0.72%
$0
$18.6 Billion 1.72% of portfolio
107,372
Q2 2025 Reduced 1.26%
$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%
$0
$10.8 Billion 1.0% of portfolio
72,894
Q2 2025 Added 0.45%
$0
$9.01 Billion 0.83% of portfolio
35,600
Q2 2025 Reduced 2.46%
$0
$7.43 Billion 0.69% of portfolio
77,944
Q2 2025 Reduced 2.22%
$0
$7.22 Billion 0.67% of portfolio
53,573
Q2 2025 Reduced 13.39%
$0
$6.13 Billion 0.57% of portfolio
45,975
Q2 2025 Added 0.03%
$0
$5.43 Billion 0.5% of portfolio
18,988
Q2 2025 Reduced 18.36%
$0
$5.18 Billion 0.48% of portfolio
62,062
Q2 2025 Reduced 1.22%
$0
$4.98 Billion 0.46% of portfolio
16,351
Q2 2025 Added 12.8%
$0
$5.01 Billion 0.46% of portfolio
45,882
Q2 2025 Reduced 9.07%
$0
$4.88 Billion 0.45% of portfolio
93,195
Q2 2025 Added 0.25%
$0
$4.89 Billion 0.45% of portfolio
63,205
Q2 2025 Reduced 2.46%
$0
$4.39 Billion 0.41% of portfolio
40,441
Q2 2025 Reduced 5.67%
$0
$4.44 Billion 0.41% of portfolio
62,812
Q2 2025 Reduced 1.84%
$0
$4.28 Billion 0.4% of portfolio
112,800
Q2 2025 Reduced 0.75%
$0
$3.77 Billion 0.35% of portfolio
38,010
Q2 2025 Reduced 0.37%
$0
$3.69 Billion 0.34% of portfolio
16,968
Q2 2025 Reduced 3.66%
$0
$3.72 Billion 0.34% of portfolio
6,006
Q2 2025 Reduced 0.45%
$0
$2.96 Billion 0.27% of portfolio
49,323
Q2 2025 Reduced 2.24%
$0
$2.94 Billion 0.27% of portfolio
5,330
Q2 2025 Reduced 0.91%
$0
$2.65 Billion 0.25% of portfolio
16,027
Q2 2025 Reduced 3.03%
$0
$2.61 Billion 0.24% of portfolio
56,926
Q2 2025 Added 2.22%
$0
$2.63 Billion 0.24% of portfolio
11,072
Q2 2025 Added 7.96%
$0
$2.6 Billion 0.24% of portfolio
27,741
Q2 2025 Reduced 0.09%
$0
$2.63 Billion 0.24% of portfolio
9,229
Q2 2025 Reduced 18.74%
$0
$2.5 Billion 0.23% of portfolio
30,899
Q2 2025 Added 1.21%
$0
$2.49 Billion 0.23% of portfolio
31,693
Q2 2025 Reduced 4.24%
$0
$2.5 Billion 0.23% of portfolio
14,083
Q2 2025 Added 2.92%
$0
$2.33 Billion 0.22% of portfolio
8,285
Q2 2025 Added 13.46%
$0
$2.12 Billion 0.2% of portfolio
21,301
Q2 2025 Reduced 4.36%
$0
$2.08 Billion 0.19% of portfolio
3,138
Q2 2025 Added 0.19%
$0
$2.05 Billion 0.19% of portfolio
18,722
Q2 2025 Added 39.66%
$0
$2.02 Billion 0.19% of portfolio
21,560
Q2 2025 Reduced 0.93%
$0
$2.07 Billion 0.19% of portfolio
10,560
Q2 2025 Reduced 0.13%
$0
$1.76 Billion 0.16% of portfolio
6,328
Q2 2025 Reduced 25.19%
$0
$1.75 Billion 0.16% of portfolio
16,988
Q2 2025 Added 1.37%
$0
$1.61 Billion 0.15% of portfolio
30,466
Q2 2025 Added 0.3%
$0
$1.43 Billion 0.13% of portfolio
58,650
Q2 2025 Reduced 36.9%
$0
$1.42 Billion 0.13% of portfolio
15,770
Q2 2024 Reduced 9.31%
$0
$1.35 Billion 0.12% of portfolio
21,763
Q2 2025 Added 1.94%
$0
$1.26 Billion 0.12% of portfolio
8,853
Q2 2025 Reduced 6.76%
$0
$1.28 Billion 0.12% of portfolio
11,629
Q2 2025 Added 1.41%
$0
$1.18 Billion 0.11% of portfolio
20,757
Q2 2025 Added 9.41%
$0
$1.12 Billion 0.1% of portfolio
37,166
Q2 2025 Reduced 3.08%
$0
$1.03 Billion 0.09% of portfolio
2,416
Q2 2025 Reduced 22.93%

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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