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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$70.9B
$5.28 Billion 0.49% of portfolio
58,084
Q2 2025 Reduced 1.3%
$0
$5.18 Billion 0.48% of portfolio
62,062
Q2 2025 Reduced 1.22%
$78.8B
$5.13 Billion 0.48% of portfolio
19,011
Q2 2025 Reduced 1.22%
$368B
$5.06 Billion 0.47% of portfolio
31,777
Q2 2025 Added 1.17%
$13.9B
$5.11 Billion 0.47% of portfolio
152,605
Q2 2025 Added 0.67%
$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%
$123B
$4.83 Billion 0.45% of portfolio
32,287
Q2 2025 Reduced 3.76%
$0
$4.71 Billion 0.44% of portfolio
51,769
Q2 2025 Reduced 0.64%
$119B
$4.61 Billion 0.43% of portfolio
19,350
Q2 2025 Reduced 2.25%
$86B
$4.58 Billion 0.42% of portfolio
16,746
Q2 2025 Reduced 6.18%
$1.19B
$4.46 Billion 0.41% of portfolio
79,407
Q2 2025 Reduced 21.31%
$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%
$127B
$4.3 Billion 0.4% of portfolio
15,588
Q2 2025 Added 2.59%
$245B
$4.2 Billion 0.39% of portfolio
13,475
Q2 2025 Reduced 4.53%
Caterpillar Inc
-
$4.07 Billion 0.38% of portfolio
-
Q2 2025 Reduced 0.5%
Brookfield Asset Managmt LTD
-
$4.08 Billion 0.38% of portfolio
-
Q2 2025 Reduced 2.59%
$232B
$4 Billion 0.37% of portfolio
14,660
Q2 2025 Reduced 2.84%
$51.7B
$4 Billion 0.37% of portfolio
15,953
Q2 2025 Reduced 1.52%
$218B
$4.04 Billion 0.37% of portfolio
10,406
Q2 2025 Reduced 2.37%
$306B
$3.85 Billion 0.36% of portfolio
54,041
Q2 2025 Added 5.15%
$0
$3.77 Billion 0.35% of portfolio
38,010
Q2 2025 Reduced 0.37%
$157B
$3.67 Billion 0.34% of portfolio
9,497
Q2 2025 Reduced 4.64%
$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%
$113B
$3.52 Billion 0.33% of portfolio
7,595
Q2 2025 Reduced 1.04%
$70.1B
$3.46 Billion 0.32% of portfolio
22,171
Q2 2025 Reduced 25.94%
$22.7B
$3.35 Billion 0.31% of portfolio
15,124
Q2 2025 Reduced 0.64%
$381B
$3.33 Billion 0.31% of portfolio
70,290
Q2 2025 Reduced 1.21%
$8.62B
$3.26 Billion 0.3% of portfolio
310,011
Q2 2025 Reduced 15.46%
$608B
$3.09 Billion 0.29% of portfolio
3,960
Q2 2025 Reduced 6.91%
$68.2B
$3.18 Billion 0.29% of portfolio
102,656
Q2 2025 Reduced 0.62%
Blackrock ETF Trust Ii
-
$3.15 Billion 0.29% of portfolio
-
Q2 2025 Reduced 0.1%
$222B
$3.02 Billion 0.28% of portfolio
10,328
Q2 2025 Reduced 0.04%
Brookfield Corp
-
$2.92 Billion 0.27% of portfolio
-
Q2 2025 Reduced 2.59%
$96.6B
$2.97 Billion 0.27% of portfolio
4,253
Q2 2025 Reduced 3.47%
$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%
Labcorp Holdings Inc
-
$2.93 Billion 0.27% of portfolio
-
Q2 2025 Added 2.67%
$172B
$2.84 Billion 0.26% of portfolio
2,762
Q2 2025 Reduced 6.82%
$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%
$77.3B
$2.64 Billion 0.24% of portfolio
14,149
Q2 2025 Reduced 1.62%
$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%

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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