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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$76.8M
$411 Million 0.49% of portfolio
36,825
Q3 2025 Reduced 10.54%
$181M
$104 Million 0.12% of portfolio
18,945
Q3 2025 New
$162M
$74.9 Million 0.09% of portfolio
9,080
Q3 2025 New
$244M
$69.7 Million 0.08% of portfolio
12,400
Q3 2025 New
$119M
$48.5 Million 0.06% of portfolio
3,140
Q3 2025 New
$252M
$33.8 Million 0.04% of portfolio
760
Q3 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
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