Tritonpoint Wealth, LLC Portfolio Holdings

Tritonpoint Wealth, LLC

  • $1.17 Trillion
  • Q3 2025

Tritonpoint Wealth, LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.17 Trillion distributed in 349 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $99.5B, Vanguard Growth ETF with a value of $44.3B, Microsoft Corp with a value of $42.7B, Amazon Com Inc with a value of $38.6B, and Alphabet Inc. with a value of $37B.

Examining the 13F form we can see an increase of $85.5B in the current position value, from $1.08T to 1.17T.

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 $1.17 Trillion
ETFs: $300 Billion
Technology: $213 Billion
Financial Services: $139 Billion
Consumer Cyclical: $95.7 Billion
Healthcare: $93.3 Billion
Industrials: $82.9 Billion
Communication Services: $82.8 Billion
Consumer Defensive: $52.9 Billion
Other: $62.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.32T
$99.5 Billion 8.53% of portfolio
390,727
Q3 2025 Added 1.96%
$0
$44.3 Billion 3.8% of portfolio
92,337
Q3 2025 Added 2.38%
$3.96T
$42.7 Billion 3.66% of portfolio
82,443
Q3 2025 Reduced 0.18%
$2.31T
$38.6 Billion 3.31% of portfolio
175,833
Q3 2025 Added 0.41%
$1.5T
$37 Billion 3.17% of portfolio
152,080
Q3 2025 Reduced 1.04%
$1.64T
$33.7 Billion 2.89% of portfolio
138,505
Q3 2025 Reduced 0.67%
$892B
$29.7 Billion 2.55% of portfolio
94,245
Q3 2025 Reduced 1.8%
$0
$24.9 Billion 2.14% of portfolio
40,626
Q3 2025 Reduced 0.12%
$569B
$21.1 Billion 1.81% of portfolio
61,813
Q3 2025 Added 0.41%
$0
$20.8 Billion 1.78% of portfolio
106,164
Q3 2025 Reduced 1.13%
$477B
$17.2 Billion 1.48% of portfolio
92,411
Q3 2025 Reduced 0.32%
$546B
$16.4 Billion 1.41% of portfolio
28,914
Q3 2025 Reduced 2.19%
$3.5B
$15.3 Billion 1.31% of portfolio
840,491
Q3 2025 Added 5.3%
$498B
$14.8 Billion 1.27% of portfolio
80,060
Q3 2025 Reduced 1.38%
$161B
$14.7 Billion 1.26% of portfolio
74,056
Q3 2025 Reduced 0.36%
$284B
$14.5 Billion 1.24% of portfolio
140,654
Q3 2025 Added 0.46%
$15.4B
$12.7 Billion 1.09% of portfolio
98,545
Q3 2025 Added 0.36%
$166B
$12.4 Billion 1.06% of portfolio
85,799
Q3 2025 Added 0.63%
$0
$12.3 Billion 1.05% of portfolio
18,368
Q3 2025 Reduced 2.91%
$25B
$12.3 Billion 1.05% of portfolio
73,560
Q3 2025 Added 0.03%
$0
$11.8 Billion 1.02% of portfolio
219,924
Q3 2025 Reduced 0.84%
$0
$11.1 Billion 0.96% of portfolio
72,253
Q3 2025 Reduced 0.88%
$330B
$11 Billion 0.94% of portfolio
130,670
Q3 2025 Reduced 2.85%
$84.5B
$10.4 Billion 0.89% of portfolio
165,596
Q3 2025 Added 1.62%
$133B
$10.2 Billion 0.87% of portfolio
47,150
Q3 2025 Added 0.17%
Lam Research Corp
-
$10.1 Billion 0.87% of portfolio
-
Q3 2025 Reduced 0.92%
$0
$10.1 Billion 0.86% of portfolio
35,660
Q3 2025 Added 0.17%
$221B
$9.96 Billion 0.85% of portfolio
20,522
Q3 2025 Added 0.16%
$117B
$9.66 Billion 0.83% of portfolio
34,103
Q3 2025 Added 2.76%
$759B
$9.36 Billion 0.8% of portfolio
33,298
Q3 2025 Reduced 25.49%
$646B
$8.69 Billion 0.75% of portfolio
17,285
Q3 2025 Added 9.16%
$394B
$8.01 Billion 0.69% of portfolio
19,767
Q3 2025 Added 0.85%
$304B
$7.91 Billion 0.68% of portfolio
50,927
Q3 2025 Added 2.53%
$0
$7.64 Billion 0.65% of portfolio
73,082
Q3 2025 Reduced 6.24%
$223B
$7.51 Billion 0.64% of portfolio
56,039
Q3 2025 Reduced 5.19%
$223B
$7.3 Billion 0.63% of portfolio
86,209
Q3 2025 Reduced 7.81%
$210B
$7.2 Billion 0.62% of portfolio
51,232
Q3 2025 Reduced 1.68%
$40.7B
$7.03 Billion 0.6% of portfolio
46,268
Q3 2025 Added 0.17%
$0
$6.63 Billion 0.57% of portfolio
47,633
Q3 2025 Reduced 11.09%
Blackrock Inc
-
$6.65 Billion 0.57% of portfolio
-
Q3 2025 Added 7.24%
$85.8B
$6.57 Billion 0.56% of portfolio
30,910
Q3 2025 Reduced 3.52%
$0
$6.45 Billion 0.55% of portfolio
45,795
Q3 2025 Reduced 0.39%
$98.6B
$6.25 Billion 0.54% of portfolio
73,868
Q3 2025 Added 2.35%
$263B
$6.31 Billion 0.54% of portfolio
37,701
Q3 2025 Reduced 0.09%
$125B
$6.27 Billion 0.54% of portfolio
25,517
Q3 2025 Added 31.87%
$1.65T
$6.2 Billion 0.53% of portfolio
8,445
Q3 2025 Added 6.75%
$412B
$6.21 Billion 0.53% of portfolio
6,704
Q3 2025 Added 1.24%
$97.4B
$6.17 Billion 0.53% of portfolio
22,828
Q3 2025 Added 0.21%
$62.6B
$6.1 Billion 0.52% of portfolio
54,407
Q3 2025 Reduced 4.22%

Summary

  • Portfolio
  • No. of Stocks 349
  • Current Value $1.17 Trillion
  • Prior Value $1.08 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 150 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 142 stocks
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