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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.5 Billion 0.23% of portfolio
30,899
Q2 2025 Added 1.21%
$0
$2.49 Billion 0.23% of portfolio
31,693
Q2 2025 Reduced 4.24%
$545B
$2.54 Billion 0.23% of portfolio
1,894
Q2 2025 Reduced 0.58%
$0
$2.5 Billion 0.23% of portfolio
14,083
Q2 2025 Added 2.92%
$17B
$2.45 Billion 0.23% of portfolio
43,675
Q2 2025 Reduced 7.13%
$135B
$2.39 Billion 0.22% of portfolio
10,387
Q2 2025 Reduced 6.0%
$0
$2.33 Billion 0.22% of portfolio
8,285
Q2 2025 Added 13.46%
$351B
$2.3 Billion 0.21% of portfolio
12,416
Q2 2025 Added 1.75%
$61.8B
$2.24 Billion 0.21% of portfolio
9,989
Q2 2025 Reduced 7.94%
$1.08T
$2.27 Billion 0.21% of portfolio
7,148
Q2 2025 Added 4.44%
$442B
$2.23 Billion 0.21% of portfolio
20,670
Q2 2025 Added 3.91%
$0
$2.12 Billion 0.2% of portfolio
21,301
Q2 2025 Reduced 4.36%
$0
$2.08 Billion 0.19% of portfolio
3,138
Q2 2025 Added 0.19%
$0
$2.05 Billion 0.19% of portfolio
18,722
Q2 2025 Added 39.66%
$0
$2.02 Billion 0.19% of portfolio
21,560
Q2 2025 Reduced 0.93%
$0
$2.07 Billion 0.19% of portfolio
10,560
Q2 2025 Reduced 0.13%
$207B
$1.95 Billion 0.18% of portfolio
15,698
Q2 2025 Added 0.84%
$12.7B
$1.86 Billion 0.17% of portfolio
13,010
Q2 2025 Reduced 3.96%
$254B
$1.79 Billion 0.17% of portfolio
2,533
Q2 2025 Added 6.47%
$146B
$1.75 Billion 0.16% of portfolio
7,527
Q2 2025 Added 6.0%
$0
$1.76 Billion 0.16% of portfolio
6,328
Q2 2025 Reduced 25.19%
$15.6B
$1.73 Billion 0.16% of portfolio
3,844
Q2 2025 Reduced 4.66%
$0
$1.75 Billion 0.16% of portfolio
16,988
Q2 2025 Added 1.37%
$0
$1.61 Billion 0.15% of portfolio
30,466
Q2 2025 Added 0.3%
$63.8B
$1.58 Billion 0.15% of portfolio
15,605
Q2 2025 Reduced 24.64%
$142B
$1.58 Billion 0.15% of portfolio
3,985
Q2 2025 Reduced 1.41%
$10.2B
$1.58 Billion 0.15% of portfolio
4,697
Q2 2025 Reduced 4.34%
$6.08B
$1.55 Billion 0.14% of portfolio
31,790
Q2 2025 Reduced 40.93%
$526M
$1.52 Billion 0.14% of portfolio
147,551
Q2 2025 Reduced 14.49%
$0
$1.43 Billion 0.13% of portfolio
58,650
Q2 2025 Reduced 36.9%
$293B
$1.45 Billion 0.13% of portfolio
20,952
Q2 2025 Added 9.24%
$0
$1.42 Billion 0.13% of portfolio
15,770
Q2 2024 Reduced 9.31%
$79.9B
$1.42 Billion 0.13% of portfolio
4,531
Q2 2025 Added 0.85%
$150B
$1.3 Billion 0.12% of portfolio
4,335
Q2 2025 Reduced 26.15%
$0
$1.35 Billion 0.12% of portfolio
21,763
Q2 2025 Added 1.94%
$78.6B
$1.26 Billion 0.12% of portfolio
9,469
Q2 2025 Added 0.07%
$59.7B
$1.3 Billion 0.12% of portfolio
2,486
Q2 2025 Reduced 2.7%
$0
$1.26 Billion 0.12% of portfolio
8,853
Q2 2025 Reduced 6.76%
$0
$1.28 Billion 0.12% of portfolio
11,629
Q2 2025 Added 1.41%
$99B
$1.2 Billion 0.11% of portfolio
25,939
Q2 2025 Reduced 6.61%
$47.2B
$1.16 Billion 0.11% of portfolio
12,929
Q2 2025 Added 5.46%
$173B
$1.16 Billion 0.11% of portfolio
7,294
Q2 2025 Reduced 7.4%
$201B
$1.24 Billion 0.11% of portfolio
1,576
Q2 2025 Added 3.48%
$87.3B
$1.17 Billion 0.11% of portfolio
7,684
Q2 2025 Reduced 2.23%
$0
$1.18 Billion 0.11% of portfolio
20,757
Q2 2025 Added 9.41%
$367B
$1.06 Billion 0.1% of portfolio
7,810
Q2 2025 Added 2.31%
Linde PLC
-
$1.05 Billion 0.1% of portfolio
-
Q2 2025 Added 6.64%
$33.1B
$1.13 Billion 0.1% of portfolio
13,853
Q2 2025 Reduced 2.51%
Aptiv PLC
-
$1.1 Billion 0.1% of portfolio
-
Q2 2025 Reduced 0.03%

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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