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
$191B
$416 Million 0.04% of portfolio
4,885
Q2 2025 Added 11.2%
$136B
$426 Million 0.04% of portfolio
476
Q2 2025 Reduced 4.61%
$144B
$459 Million 0.04% of portfolio
900
Q2 2025 Added 17.04%
$25.2B
$477 Million 0.04% of portfolio
1,986
Q2 2025 Added 1.02%
$140B
$478 Million 0.04% of portfolio
6,887
Q2 2025 Added 7.66%
$11.5B
$453 Million 0.04% of portfolio
12,420
Q2 2025 Added 0.2%
$34.3B
$485 Million 0.04% of portfolio
2,499
Q2 2025 Reduced 18.68%
$32.5B
$483 Million 0.04% of portfolio
3,942
Q2 2025 Reduced 2.3%
$101B
$379 Million 0.04% of portfolio
1,731
Q2 2025 Reduced 1.65%
$71.1B
$469 Million 0.04% of portfolio
4,741
Q2 2025 Added 18.11%
$185B
$320 Million 0.03% of portfolio
7,395
Q2 2025 Added 12.49%
$146B
$371 Million 0.03% of portfolio
2,024
Q2 2025 Reduced 17.46%
$478M
$365 Million 0.03% of portfolio
28,072
Q4 2023 New
$17.2B
$309 Million 0.03% of portfolio
992
Q2 2025 Reduced 0.2%
$177B
$326 Million 0.03% of portfolio
1,570
Q2 2025 Reduced 9.14%
$65.5B
$293 Million 0.03% of portfolio
1,094
Q2 2025 Added 7.68%
$55.9B
$369 Million 0.03% of portfolio
3,552
Q2 2025 Added 3.56%
$187B
$376 Million 0.03% of portfolio
4,031
Q2 2025 Added 5.83%
$161B
$360 Million 0.03% of portfolio
5,892
Q2 2025 Reduced 9.09%
$119B
$313 Million 0.03% of portfolio
5,246
Q2 2025 Added 21.77%
$37B
$284 Million 0.03% of portfolio
1,634
Q2 2025 Reduced 0.67%
$54.7B
$334 Million 0.03% of portfolio
1,651
Q2 2025 Reduced 13.79%
$39.1B
$310 Million 0.03% of portfolio
4,525
Q2 2025 Reduced 0.9%
$48.2B
$345 Million 0.03% of portfolio
4,413
Q2 2025 Added 0.8%
$93.6B
$331 Million 0.03% of portfolio
4,634
Q2 2025 Reduced 25.06%
$4.47B
$280 Million 0.03% of portfolio
4,492
Q4 2023 New
$104B
$347 Million 0.03% of portfolio
1,076
Q2 2025 Reduced 11.66%
$164B
$321 Million 0.03% of portfolio
2,608
Q2 2025 Reduced 15.79%
$103B
$375 Million 0.03% of portfolio
511
Q2 2025 Reduced 15.68%
$58B
$303 Million 0.03% of portfolio
926
Q2 2025 Reduced 0.96%
$15.2B
$327 Million 0.03% of portfolio
3,235
Q2 2025 Reduced 0.43%
$37.2B
$302 Million 0.03% of portfolio
3,046
Q2 2025 Reduced 6.1%
$48.8B
$271 Million 0.03% of portfolio
1,860
Q2 2025 Reduced 0.16%
$8.94B
$361 Million 0.03% of portfolio
3,177
Q2 2025 Reduced 5.92%
$24.9B
$371 Million 0.03% of portfolio
9,206
Q2 2025 Added 0.22%
$85.4B
$343 Million 0.03% of portfolio
3,764
Q2 2025 New
$149B
$362 Million 0.03% of portfolio
3,367
Q2 2025 Added 1.29%
$16.9B
$321 Million 0.03% of portfolio
6,157
Q2 2025 Reduced 0.82%
$55.8B
$358 Million 0.03% of portfolio
947
Q2 2025 Added 2.71%
$218B
$353 Million 0.03% of portfolio
61
Q2 2025 Added 12.96%
$18.9B
$251 Million 0.02% of portfolio
5,611
Q2 2025 Added 6.05%
$91.5B
$240 Million 0.02% of portfolio
1,077
Q2 2025 Added 6.53%
$70.1B
$228 Million 0.02% of portfolio
150
Q2 2025 New
$136B
$236 Million 0.02% of portfolio
307
Q2 2025 New
$81.8B
$256 Million 0.02% of portfolio
1,804
Q2 2025 Added 13.6%
$102B
$268 Million 0.02% of portfolio
601
Q2 2025 Reduced 0.5%
$76.4B
$224 Million 0.02% of portfolio
1,202
Q2 2025 New
$11.6B
$244 Million 0.02% of portfolio
1,354
Q2 2025 Reduced 2.24%
$10.6B
$266 Million 0.02% of portfolio
5,123
Q2 2025 Reduced 0.5%

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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