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 $2 Billions to $10 Billions
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