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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.98T
$99.5 Billion 8.53% of portfolio
390,727
Q3 2025 Added 1.96%
$3.81T
$42.7 Billion 3.66% of portfolio
82,443
Q3 2025 Reduced 0.18%
$2.18T
$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%
$1.53T
$33.7 Billion 2.89% of portfolio
138,505
Q3 2025 Reduced 0.67%
$876B
$29.7 Billion 2.55% of portfolio
94,245
Q3 2025 Reduced 1.8%
$548B
$21.1 Billion 1.81% of portfolio
61,813
Q3 2025 Added 0.41%
$453B
$17.2 Billion 1.48% of portfolio
92,411
Q3 2025 Reduced 0.32%
$524B
$16.4 Billion 1.41% of portfolio
28,914
Q3 2025 Reduced 2.19%
$502B
$14.8 Billion 1.27% of portfolio
80,060
Q3 2025 Reduced 1.38%
$289B
$14.5 Billion 1.24% of portfolio
140,654
Q3 2025 Added 0.46%
$319B
$11 Billion 0.94% of portfolio
130,670
Q3 2025 Reduced 2.85%
$210B
$9.96 Billion 0.85% of portfolio
20,522
Q3 2025 Added 0.16%
$844B
$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%
$397B
$8.01 Billion 0.69% of portfolio
19,767
Q3 2025 Added 0.85%
$224B
$7.51 Billion 0.64% of portfolio
56,039
Q3 2025 Reduced 5.19%
$213B
$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%
$231B
$6.31 Billion 0.54% of portfolio
37,701
Q3 2025 Reduced 0.09%
$1.61T
$6.2 Billion 0.53% of portfolio
8,445
Q3 2025 Added 6.75%
$410B
$6.21 Billion 0.53% of portfolio
6,704
Q3 2025 Added 1.24%
$286B
$5.31 Billion 0.46% of portfolio
11,121
Q3 2025 Added 6.87%
$355B
$4.9 Billion 0.42% of portfolio
31,911
Q3 2025 Added 0.42%
$334B
$4.49 Billion 0.39% of portfolio
13,006
Q3 2025 Reduced 3.48%
$405B
$3.86 Billion 0.33% of portfolio
74,739
Q3 2025 Added 6.33%
$1.35T
$3.54 Billion 0.3% of portfolio
7,950
Q3 2025 Added 11.22%
$292B
$3.55 Billion 0.3% of portfolio
53,158
Q3 2025 Reduced 1.63%
$246B
$3.31 Billion 0.28% of portfolio
13,931
Q3 2025 Reduced 4.97%
$225B
$3.16 Billion 0.27% of portfolio
10,409
Q3 2025 Added 0.78%
$779B
$3.07 Billion 0.26% of portfolio
4,019
Q3 2025 Added 1.49%
$401B
$2.93 Billion 0.25% of portfolio
12,636
Q3 2025 Added 1.77%
$527B
$2.25 Billion 0.19% of portfolio
1,875
Q3 2025 Reduced 1.0%
$461B
$2.2 Billion 0.19% of portfolio
19,487
Q3 2025 Reduced 5.72%
$259B
$1.94 Billion 0.17% of portfolio
2,441
Q3 2025 Reduced 3.63%
$200B
$1.82 Billion 0.16% of portfolio
15,899
Q3 2025 Added 1.28%
$350B
$1.47 Billion 0.13% of portfolio
8,039
Q3 2025 Added 2.93%
$284B
$1.52 Billion 0.13% of portfolio
22,229
Q3 2025 Added 6.09%
$328B
$1.09 Billion 0.09% of portfolio
3,616
Q3 2025 Added 3.34%
$315B
$1 Billion 0.09% of portfolio
3,752
Q3 2025 Added 0.64%
$241B
$931 Million 0.08% of portfolio
2,802
Q3 2025 Added 1.45%
$247B
$790 Million 0.07% of portfolio
2,801
Q3 2025 Added 0.39%
$1.55T
$869 Million 0.07% of portfolio
3,104
Q3 2025 Reduced 0.39%
$242B
$676 Million 0.06% of portfolio
4,169
Q3 2025 Added 1.51%
$440B
$754 Million 0.06% of portfolio
1
Q1 2025 New
$271B
$619 Million 0.05% of portfolio
3,895
Q3 2025 Added 2.5%
$405B
$454 Million 0.04% of portfolio
469
Q3 2025 Reduced 1.68%
$282B
$500 Million 0.04% of portfolio
2,088
Q3 2025 Added 1.56%
$379B
$487 Million 0.04% of portfolio
3,008
Q3 2025 Added 5.29%

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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