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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.09 Billion 0.09% of portfolio
7,485
Q3 2025 Reduced 15.45%
$0
$1.04 Billion 0.09% of portfolio
11,680
Q3 2025 Added 2.95%
$0
$889 Million 0.08% of portfolio
15,461
Q3 2025 Added 4.3%
$0
$946 Million 0.08% of portfolio
10,592
Q3 2025 Added 1.82%
$0
$825 Million 0.07% of portfolio
14,045
Q3 2025 Added 2.26%
$0
$834 Million 0.07% of portfolio
5,897
Q2 2025 Reduced 13.77%
$0
$871 Million 0.07% of portfolio
1,457
Q3 2025 Reduced 10.17%
$0
$857 Million 0.07% of portfolio
7,709
Q3 2025 Added 5.01%
$0
$770 Million 0.07% of portfolio
3,181
Q3 2025 Reduced 0.87%
$0
$697 Million 0.06% of portfolio
7,386
Q2 2025 Reduced 44.77%
$0
$685 Million 0.06% of portfolio
4,166
Q2 2025 Reduced 4.58%
$0
$614 Million 0.05% of portfolio
23,870
Q2 2025 Added 0.01%
$0
$639 Million 0.05% of portfolio
20,700
Q1 2024 Reduced 3.43%
$0
$631 Million 0.05% of portfolio
1,932
Q3 2025 Added 14.86%
$0
$531 Million 0.05% of portfolio
2,731
Q3 2025 Reduced 1.12%
$0
$490 Million 0.04% of portfolio
2,263
Q2 2025 Reduced 1.82%
$0
$488 Million 0.04% of portfolio
17,494
Q3 2025 Added 0.03%
$127B
$514 Million 0.04% of portfolio
1,446
Q3 2025 Added 10.05%
$0
$437 Million 0.04% of portfolio
4,665
Q2 2024 New
$0
$507 Million 0.04% of portfolio
3,479
Q3 2025 Added 1.19%
$0
$477 Million 0.04% of portfolio
3,770
Q3 2025 Reduced 9.59%
$0
$413 Million 0.04% of portfolio
4,609
Q2 2025 Reduced 19.8%
$0
$473 Million 0.04% of portfolio
5,319
Q3 2025 Added 40.38%
$0
$522 Million 0.04% of portfolio
4,905
Q3 2025 Reduced 0.28%
$0
$490 Million 0.04% of portfolio
5,355
Q2 2025 Reduced 4.72%
$0
$491 Million 0.04% of portfolio
10,179
Q3 2025 Reduced 1.97%
$0
$367 Million 0.03% of portfolio
4,020
Q4 2023 New
$0
$389 Million 0.03% of portfolio
3,887
Q2 2024 Reduced 3.91%
$0
$362 Million 0.03% of portfolio
1,776
Q3 2025 Reduced 12.3%
$0
$329 Million 0.03% of portfolio
3,413
Q3 2025 Added 0.09%
$0
$308 Million 0.03% of portfolio
813
Q3 2025 Reduced 7.4%
$0
$300 Million 0.03% of portfolio
2,500
Q3 2025 Reduced 1.96%
$0
$390 Million 0.03% of portfolio
2,678
Q1 2024 Reduced 24.09%
$0
$405 Million 0.03% of portfolio
5,965
Q2 2025 Added 2.79%
$0
$395 Million 0.03% of portfolio
8,000
Q3 2025 Reduced 0.62%
$0
$339 Million 0.03% of portfolio
4,708
Q4 2023 New
$0
$346 Million 0.03% of portfolio
2,747
Q3 2025 Reduced 0.33%
$0
$277 Million 0.02% of portfolio
2,000
Q2 2024 Reduced 1.72%
$0
$261 Million 0.02% of portfolio
3,506
Q3 2025 Added 27.72%
$0
$261 Million 0.02% of portfolio
2,592
Q3 2025 New
$0
$264 Million 0.02% of portfolio
2,660
Q3 2025 Reduced 13.64%
$0
$270 Million 0.02% of portfolio
2,373
Q2 2025 Added 2.51%
$0
$214 Million 0.02% of portfolio
1,034
Q2 2025 New
$0
$204 Million 0.02% of portfolio
1,431
Q3 2025 Reduced 24.64%
$0
$232 Million 0.02% of portfolio
1,609
Q2 2025 Reduced 15.72%
$0
$217 Million 0.02% of portfolio
1,551
Q1 2025 Reduced 10.96%
$0
$231 Million 0.02% of portfolio
2,354
Q3 2025 Reduced 8.15%
$0
$276 Million 0.02% of portfolio
11,846
Q2 2025 Added 0.39%
$0
$259 Million 0.02% of portfolio
3,141
Q1 2025 Reduced 3.26%

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
Track This Portfolio

Track Tritonpoint Wealth, LLC Portfolio

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

News

Stay updated on Tritonpoint Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email