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
$323B
$1.13 Billion 0.1% of portfolio
3,728
Q2 2025 Added 1.22%
$61.1B
$1.03 Billion 0.1% of portfolio
3,222
Q2 2025 Added 1.1%
$0
$1.12 Billion 0.1% of portfolio
37,166
Q2 2025 Reduced 3.08%
$86.2B
$972 Million 0.09% of portfolio
3,334
Q2 2025 Reduced 1.59%
$0
$1.03 Billion 0.09% of portfolio
2,416
Q2 2025 Reduced 22.93%
$33.2B
$929 Million 0.09% of portfolio
5,363
Q2 2025 Added 2.6%
$14.4B
$930 Million 0.09% of portfolio
11,666
Q2 2025 Reduced 41.83%
$0
$1 Billion 0.09% of portfolio
11,345
Q2 2025 Added 0.33%
$182B
$950 Million 0.09% of portfolio
1,802
Q2 2025 Reduced 5.11%
$0
$922 Million 0.09% of portfolio
1,622
Q2 2025 Reduced 0.98%
$34.7B
$878 Million 0.08% of portfolio
7,444
Q2 2025 Added 1.07%
$112B
$894 Million 0.08% of portfolio
12,956
Q2 2025 Reduced 20.89%
$0
$882 Million 0.08% of portfolio
10,403
Q2 2025 Reduced 53.35%
$23.5B
$899 Million 0.08% of portfolio
1,516
Q2 2025 Reduced 5.31%
$509M
$833 Million 0.08% of portfolio
40,777
Q2 2025 Reduced 2.07%
$59.7B
$916 Million 0.08% of portfolio
10,702
Q2 2025 Added 1.57%
$11.2B
$893 Million 0.08% of portfolio
18,205
Q2 2025 Reduced 1.81%
$227B
$881 Million 0.08% of portfolio
2,762
Q2 2025 Added 3.45%
$210B
$822 Million 0.08% of portfolio
2,790
Q2 2025 Added 22.96%
$306B
$901 Million 0.08% of portfolio
3,499
Q2 2025 Added 30.85%
$0
$806 Million 0.07% of portfolio
14,824
Q2 2025 Added 4.39%
$150B
$767 Million 0.07% of portfolio
6,916
Q2 2025 Added 3.64%
$102B
$798 Million 0.07% of portfolio
4,347
Q2 2025 Added 1.35%
$1.27T
$708 Million 0.07% of portfolio
3,116
Q2 2025 Reduced 2.1%
$423B
$729 Million 0.07% of portfolio
1
Q1 2025 New
$120B
$747 Million 0.07% of portfolio
8,329
Q2 2025 Added 1.34%
$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%
$261B
$754 Million 0.07% of portfolio
4,107
Q2 2025 Added 32.7%
$3.9B
$713 Million 0.07% of portfolio
17,466
Q4 2024 Reduced 0.19%
$138B
$753 Million 0.07% of portfolio
31,074
Q2 2025 Added 5.21%
$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%
Thomson Reuters Corp.
-
$696 Million 0.06% of portfolio
-
Q2 2025 Added 2.91%
$79.5B
$644 Million 0.06% of portfolio
3,737
Q2 2025 Added 102.33%
$24.3B
$602 Million 0.06% of portfolio
3,813
Q2 2025 Added 0.55%
$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%
$102B
$687 Million 0.06% of portfolio
7,480
Q2 2025 Added 2.85%
$59.7B
$617 Million 0.06% of portfolio
20,988
Q2 2025 Reduced 0.61%
$70.4B
$635 Million 0.06% of portfolio
10,111
Q2 2025 Added 2.96%
$22.7B
$521 Million 0.05% of portfolio
2,337
Q2 2025 Added 4.85%
$2.5B
$538 Million 0.05% of portfolio
17,205
Q2 2025 New
$250B
$535 Million 0.05% of portfolio
3,800
Q2 2025 Added 5.09%
$10.1B
$555 Million 0.05% of portfolio
1,165
Q2 2025 Reduced 16.79%
$55.4B
$589 Million 0.05% of portfolio
3,662
Q2 2025 Reduced 5.33%
$23.4B
$540 Million 0.05% of portfolio
10,513
Q2 2025 Added 0.03%

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
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.

Choose your preferred platform and Sign Up 👇 Telegram Email