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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$292B
$3.85 Billion 0.36% of portfolio
54,041
Q2 2025 Added 5.15%
$163B
$3.67 Billion 0.34% of portfolio
9,497
Q2 2025 Reduced 4.64%
$123B
$3.52 Billion 0.33% of portfolio
7,595
Q2 2025 Reduced 1.04%
$70.5B
$3.46 Billion 0.32% of portfolio
22,171
Q2 2025 Reduced 25.94%
$24.4B
$3.35 Billion 0.31% of portfolio
15,124
Q2 2025 Reduced 0.64%
$407B
$3.33 Billion 0.31% of portfolio
70,290
Q2 2025 Reduced 1.21%
$8.5B
$3.26 Billion 0.3% of portfolio
310,011
Q2 2025 Reduced 15.46%
$719B
$3.09 Billion 0.29% of portfolio
3,960
Q2 2025 Reduced 6.91%
$69.5B
$3.18 Billion 0.29% of portfolio
102,656
Q2 2025 Reduced 0.62%
$227B
$3.02 Billion 0.28% of portfolio
10,328
Q2 2025 Reduced 0.04%
$98.9B
$2.97 Billion 0.27% of portfolio
4,253
Q2 2025 Reduced 3.47%
$190B
$2.84 Billion 0.26% of portfolio
2,762
Q2 2025 Reduced 6.82%
$81.9B
$2.64 Billion 0.24% of portfolio
14,149
Q2 2025 Reduced 1.62%
$536B
$2.54 Billion 0.23% of portfolio
1,894
Q2 2025 Reduced 0.58%
$16.1B
$2.45 Billion 0.23% of portfolio
43,675
Q2 2025 Reduced 7.13%
$133B
$2.39 Billion 0.22% of portfolio
10,387
Q2 2025 Reduced 6.0%
$71.8B
$2.24 Billion 0.21% of portfolio
9,989
Q2 2025 Reduced 7.94%
$1.16T
$2.27 Billion 0.21% of portfolio
7,148
Q2 2025 Added 4.44%
$467B
$2.23 Billion 0.21% of portfolio
20,670
Q2 2025 Added 3.91%
$124B
$2 Billion 0.18% of portfolio
6,442
Q2 2025 Added 0.33%
$213B
$1.95 Billion 0.18% of portfolio
15,698
Q2 2025 Added 0.84%
$11.8B
$1.86 Billion 0.17% of portfolio
13,010
Q2 2025 Reduced 3.96%
$268B
$1.79 Billion 0.17% of portfolio
2,533
Q2 2025 Added 6.47%
$145B
$1.75 Billion 0.16% of portfolio
7,527
Q2 2025 Added 6.0%
$15.9B
$1.73 Billion 0.16% of portfolio
3,844
Q2 2025 Reduced 4.66%
$61.8B
$1.58 Billion 0.15% of portfolio
15,605
Q2 2025 Reduced 24.64%
$147B
$1.58 Billion 0.15% of portfolio
3,985
Q2 2025 Reduced 1.41%
$8.4B
$1.58 Billion 0.15% of portfolio
4,697
Q2 2025 Reduced 4.34%
$5.97B
$1.55 Billion 0.14% of portfolio
31,790
Q2 2025 Reduced 40.93%
$536M
$1.52 Billion 0.14% of portfolio
147,551
Q2 2025 Reduced 14.49%
$278B
$1.45 Billion 0.13% of portfolio
20,952
Q2 2025 Added 9.24%
$87.1B
$1.42 Billion 0.13% of portfolio
4,531
Q2 2025 Added 0.85%
$154B
$1.3 Billion 0.12% of portfolio
4,335
Q2 2025 Reduced 26.15%
$81.3B
$1.26 Billion 0.12% of portfolio
9,469
Q2 2025 Added 0.07%
$60.9B
$1.3 Billion 0.12% of portfolio
2,486
Q2 2025 Reduced 2.7%
$101B
$1.2 Billion 0.11% of portfolio
25,939
Q2 2025 Reduced 6.61%
$47.1B
$1.16 Billion 0.11% of portfolio
12,929
Q2 2025 Added 5.46%
$181B
$1.16 Billion 0.11% of portfolio
7,294
Q2 2025 Reduced 7.4%
$186B
$1.24 Billion 0.11% of portfolio
1,576
Q2 2025 Added 3.48%
$88.1B
$1.17 Billion 0.11% of portfolio
7,684
Q2 2025 Reduced 2.23%
$327B
$1.06 Billion 0.1% of portfolio
7,810
Q2 2025 Added 2.31%
$32.8B
$1.13 Billion 0.1% of portfolio
13,853
Q2 2025 Reduced 2.51%
$302B
$1.13 Billion 0.1% of portfolio
3,728
Q2 2025 Added 1.22%
$63.2B
$1.03 Billion 0.1% of portfolio
3,222
Q2 2025 Added 1.1%
$90.5B
$972 Million 0.09% of portfolio
3,334
Q2 2025 Reduced 1.59%
$31.8B
$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%
$179B
$950 Million 0.09% of portfolio
1,802
Q2 2025 Reduced 5.11%
$37.5B
$878 Million 0.08% of portfolio
7,444
Q2 2025 Added 1.07%

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
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