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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
Track This Portfolio

Track Tritonpoint Wealth, LLC Portfolio

Follow Tritonpoint Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tritonpoint Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tritonpoint Wealth, LLC with notifications on news.