Tripletail Wealth Management, LLC Portfolio Holdings

Tripletail Wealth Management, LLC

  • $84.6 Billion
  • Q3 2025

Tripletail Wealth Management, LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $84.6 Billion distributed in 330 stocks.

Among their holdings, we can observe that their the top five positions include companies like: John Bean Technologies Corp with a value of $21.2B, Nvidia Corp with a value of $4.44B, Microsoft Corp with a value of $2.44B, Apple Inc. with a value of $2.29B, and Amazon Com Inc with a value of $1.79B.

Examining the 13F form we can see an increase of $14.3B in the current position value, from $70.2B to 84.6B.

Tripletail Wealth Management, LLC is based out at Orlando, FL

Below you can find more details about Tripletail Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $84.6 Billion
Industrials: $24.2 Billion
Technology: $16.4 Billion
ETFs: $14.1 Billion
Financial Services: $6.09 Billion
Consumer Cyclical: $3.99 Billion
Healthcare: $3.8 Billion
Communication Services: $2.91 Billion
Energy: $2.31 Billion
Other: $3.55 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.01B
$21.2 Billion 25.08% of portfolio
144,615
Q2 2025 New
$465B
$4.44 Billion 5.25% of portfolio
23,708
Q3 2025 Reduced 6.05%
$3.78T
$2.44 Billion 2.89% of portfolio
4,646
Q3 2025 Added 0.06%
$4.3T
$2.29 Billion 2.71% of portfolio
8,920
Q3 2025 Reduced 3.47%
$2.39T
$1.79 Billion 2.12% of portfolio
8,113
Q3 2025 Reduced 1.99%
$139B
$1.29 Billion 1.52% of portfolio
3,850
Q3 2025 Reduced 4.47%
$881B
$1.28 Billion 1.51% of portfolio
4,127
Q3 2025 Added 10.61%
$662B
$1.06 Billion 1.25% of portfolio
2,112
Q3 2025 Reduced 9.08%
$61.4B
$985 Million 1.17% of portfolio
4,632
Q3 2025 Added 9.19%
$10.4B
$901 Million 1.07% of portfolio
11,692
Q3 2025 Added 2.77%
$1.37T
$907 Million 1.07% of portfolio
1,272
Q2 2025 New
$61.6B
$869 Million 1.03% of portfolio
31,143
Q3 2025 Added 1.82%
$49.1B
$814 Million 0.96% of portfolio
688
Q2 2025 New
$291B
$791 Million 0.94% of portfolio
1,592
Q3 2025 Added 1.6%
$1.65T
$797 Million 0.94% of portfolio
3,215
Q3 2025 Added 37.1%
$266B
$782 Million 0.92% of portfolio
2,604
Q3 2025 Added 3.99%
$971B
$663 Million 0.78% of portfolio
784
Q3 2025 Reduced 0.25%
$255B
$651 Million 0.77% of portfolio
1,955
Q2 2025 New
$1.29T
$636 Million 0.75% of portfolio
1,415
Q2 2025 New
$187B
$628 Million 0.74% of portfolio
3,658
Q3 2025 Added 0.3%
$414B
$601 Million 0.71% of portfolio
2,624
Q2 2025 New
$367B
$490 Million 0.58% of portfolio
1,266
Q3 2025 Reduced 0.08%
$68.5B
$489 Million 0.58% of portfolio
3,712
Q3 2025 Added 1.37%
$268B
$470 Million 0.56% of portfolio
2,417
Q3 2025 Reduced 3.67%
$72.7B
$429 Million 0.51% of portfolio
2,129
Q2 2025 New
$265B
$420 Million 0.5% of portfolio
525
Q3 2025 Added 2.94%
$404B
$424 Million 0.5% of portfolio
468
Q3 2025 Added 0.43%
$15.4B
$412 Million 0.49% of portfolio
5,196
Q3 2025 Reduced 2.0%
$76.8M
$411 Million 0.49% of portfolio
36,825
Q3 2025 Reduced 10.54%
$490B
$373 Million 0.44% of portfolio
3,280
Q3 2025 Added 11.75%
$270B
$375 Million 0.44% of portfolio
2,368
Q3 2025 Added 17.52%
$114B
$314 Million 0.37% of portfolio
4,708
Q3 2025 Reduced 1.94%
$115B
$279 Million 0.33% of portfolio
565
Q3 2025 Added 9.71%
$306B
$256 Million 0.3% of portfolio
3,876
Q3 2025 Added 11.03%
$224B
$253 Million 0.3% of portfolio
857
Q3 2025 Reduced 5.51%
$123B
$250 Million 0.3% of portfolio
487
Q3 2025 Reduced 3.56%
$183B
$249 Million 0.29% of portfolio
850
Q2 2025 New
$319B
$243 Million 0.29% of portfolio
3,540
Q3 2025 Reduced 2.16%
$1.46T
$234 Million 0.28% of portfolio
771
Q3 2025 Reduced 8.32%
$279B
$241 Million 0.28% of portfolio
2,378
Q2 2025 New
$193B
$234 Million 0.28% of portfolio
526
Q3 2025 Added 1.74%
$413B
$229 Million 0.27% of portfolio
4,513
Q2 2025 New
$235B
$225 Million 0.27% of portfolio
2,557
Q3 2025 Reduced 4.77%
$103B
$221 Million 0.26% of portfolio
1,745
Q3 2025 New
$190B
$217 Million 0.26% of portfolio
2,200
Q2 2025 New
$136B
$212 Million 0.25% of portfolio
580
Q3 2025 Added 1.58%
$6.09B
$204 Million 0.24% of portfolio
12,200
Q3 2025 Added 4.27%
$59.6B
$202 Million 0.24% of portfolio
920
Q3 2025 Reduced 13.37%
$177B
$200 Million 0.24% of portfolio
1,106
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 330
  • Current Value $84.6 Billion
  • Prior Value $70.2 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 254 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
Track This Portfolio

Track Tripletail Wealth Management, LLC Portfolio

Follow Tripletail Wealth Management, 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 Tripletail Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tripletail Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email