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
$1 Billion 0.09% of portfolio
11,345
Q2 2025 Added 0.33%
$0
$922 Million 0.09% of portfolio
1,622
Q2 2025 Reduced 0.98%
$0
$882 Million 0.08% of portfolio
10,403
Q2 2025 Reduced 53.35%
$0
$806 Million 0.07% of portfolio
14,824
Q2 2025 Added 4.39%
$0
$776 Million 0.07% of portfolio
13,735
Q2 2025 Reduced 0.92%
$0
$728 Million 0.07% of portfolio
2,145
Q2 2025 Added 0.19%
$0
$785 Million 0.07% of portfolio
5,897
Q2 2025 Reduced 13.77%
$0
$808 Million 0.07% of portfolio
7,341
Q2 2025 Reduced 0.19%
$0
$638 Million 0.06% of portfolio
20,700
Q1 2024 Reduced 3.43%
$0
$627 Million 0.06% of portfolio
4,166
Q2 2025 Reduced 4.58%
$0
$692 Million 0.06% of portfolio
3,209
Q2 2025 Reduced 6.85%
$0
$656 Million 0.06% of portfolio
7,386
Q2 2025 Reduced 44.77%
$0
$497 Million 0.05% of portfolio
10,384
Q2 2025 Reduced 26.22%
$0
$505 Million 0.05% of portfolio
4,170
Q2 2025 Reduced 17.43%
$0
$514 Million 0.05% of portfolio
4,919
Q2 2025 Reduced 8.31%
$0
$505 Million 0.05% of portfolio
2,762
Q2 2025 Added 0.36%
$0
$393 Million 0.04% of portfolio
2,025
Q2 2025 Reduced 11.49%
$0
$379 Million 0.04% of portfolio
5,965
Q2 2025 Added 2.79%
$0
$465 Million 0.04% of portfolio
2,263
Q2 2025 Reduced 1.82%
$0
$424 Million 0.04% of portfolio
4,665
Q2 2024 New
$0
$442 Million 0.04% of portfolio
17,488
Q2 2025 Reduced 5.8%
$106B
$401 Million 0.04% of portfolio
1,314
Q2 2025 Reduced 22.66%
$0
$464 Million 0.04% of portfolio
3,438
Q2 2025 Reduced 1.77%
$0
$465 Million 0.04% of portfolio
5,355
Q2 2025 Reduced 4.72%
$0
$395 Million 0.04% of portfolio
4,609
Q2 2025 Reduced 19.8%
$0
$392 Million 0.04% of portfolio
8,050
Q1 2024 Added 242.99%
$0
$469 Million 0.04% of portfolio
1,682
Q2 2025 Reduced 32.23%
$0
$289 Million 0.03% of portfolio
3,080
Q2 2025 Reduced 18.43%
$0
$317 Million 0.03% of portfolio
3,789
Q1 2024 Reduced 25.55%
$0
$328 Million 0.03% of portfolio
2,756
Q2 2025 Reduced 6.42%
$0
$368 Million 0.03% of portfolio
2,280
Q3 2024 Reduced 16.79%
$0
$368 Million 0.03% of portfolio
3,887
Q2 2024 Reduced 3.91%
$0
$362 Million 0.03% of portfolio
2,678
Q1 2024 Reduced 24.09%
$0
$275 Million 0.03% of portfolio
2,550
Q2 2025 Reduced 7.1%
$0
$332 Million 0.03% of portfolio
4,020
Q4 2023 New
$0
$308 Million 0.03% of portfolio
878
Q2 2025 Added 6.3%
$0
$314 Million 0.03% of portfolio
3,410
Q2 2025 Added 0.06%
$0
$329 Million 0.03% of portfolio
4,708
Q4 2023 New
$0
$263 Million 0.02% of portfolio
1,899
Q2 2025 Reduced 0.37%
$0
$202 Million 0.02% of portfolio
2,745
Q2 2025 Reduced 18.81%
$0
$264 Million 0.02% of portfolio
2,000
Q2 2024 Reduced 1.72%
$0
$204 Million 0.02% of portfolio
1,609
Q2 2025 Reduced 15.72%
$0
$243 Million 0.02% of portfolio
3,141
Q1 2025 Reduced 3.26%
$0
$266 Million 0.02% of portfolio
2,373
Q2 2025 Added 2.51%
$0
$243 Million 0.02% of portfolio
2,090
Q3 2024 New
$0
$202 Million 0.02% of portfolio
1,034
Q2 2025 New
$0
$211 Million 0.02% of portfolio
1,551
Q1 2025 Reduced 10.96%
$0
$249 Million 0.02% of portfolio
2,563
Q2 2025 Reduced 8.66%
$0
$262 Million 0.02% of portfolio
11,846
Q2 2025 Added 0.39%

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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