Tritonpoint Wealth, LLC Portfolio Holdings

Tritonpoint Wealth, LLC

  • $986 Billion
  • Q4 2025

Tritonpoint Wealth, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $986 Billion distributed in 272 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $95.5B, Vanguard Growth ETF with a value of $44.3B, Alphabet Inc. with a value of $42B, Alphabet Inc. with a value of $41.1B, and Amazon Com Inc with a value of $38B.

Examining the 13F form we can see an decrease of $180B in the current position value, from $1.17T to 986B.

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 $986 Billion
ETFs: $211 Billion
Technology: $177 Billion
Financial Services: $124 Billion
Communication Services: $91 Billion
Healthcare: $88.9 Billion
Consumer Cyclical: $81.5 Billion
Industrials: $74.4 Billion
Consumer Defensive: $45.1 Billion
Other: $50.7 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.41B
$13 Billion 1.32% of portfolio
735,626
Q4 2025 Reduced 12.48%
$9.23B
$4.09 Billion 0.41% of portfolio
285,014
Q4 2025 Reduced 11.23%
$9.65B
$1.54 Billion 0.16% of portfolio
11,278
Q4 2025 Reduced 16.64%
$5.88B
$1.37 Billion 0.14% of portfolio
25,993
Q4 2025 Reduced 5.51%
$9.78B
$687 Million 0.07% of portfolio
17,554
Q4 2025 Reduced 3.24%
$3.83B
$711 Million 0.07% of portfolio
18,466
Q4 2025 Reduced 13.98%
$2.43B
$592 Million 0.06% of portfolio
16,781
Q4 2025 Reduced 4.23%
$7.7B
$449 Million 0.05% of portfolio
2,500
Q4 2025 Reduced 28.57%
$3.87B
$309 Million 0.03% of portfolio
4,492
Q4 2023 New
$4.41B
$217 Million 0.02% of portfolio
8,000
Q4 2023 New
$2.56B
$216 Million 0.02% of portfolio
3,550
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 272
  • Current Value $986 Billion
  • Prior Value $1.17 Trillion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 11 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 208 stocks
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