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
$497 Million 0.05% of portfolio
10,384
Q2 2025 Reduced 26.22%
$46.7B
$489 Million 0.05% of portfolio
14,314
Q2 2025 Reduced 29.43%
$122B
$490 Million 0.05% of portfolio
5,570
Q2 2025 Reduced 16.62%
Ge Vernova Inc
-
$517 Million 0.05% of portfolio
-
Q2 2025 Added 35.51%
$314B
$490 Million 0.05% of portfolio
2,056
Q2 2025 Reduced 1.86%
$7.03B
$590 Million 0.05% of portfolio
3,500
Q1 2024 Added 6.87%
$0
$505 Million 0.05% of portfolio
4,170
Q2 2025 Reduced 17.43%
$152B
$540 Million 0.05% of portfolio
1,934
Q2 2025 Added 5.8%
$0
$514 Million 0.05% of portfolio
4,919
Q2 2025 Reduced 8.31%
$0
$505 Million 0.05% of portfolio
2,762
Q2 2025 Added 0.36%
$53.7B
$525 Million 0.05% of portfolio
28,979
Q2 2025 Reduced 3.9%
$60B
$494 Million 0.05% of portfolio
2,161
Q2 2025 Reduced 9.05%
$0
$569 Million 0.05% of portfolio
23,870
Q2 2025 Added 0.01%
$79.3B
$521 Million 0.05% of portfolio
3,134
Q2 2025 Added 8.37%
$26.1B
$523 Million 0.05% of portfolio
262
Q2 2025 Reduced 0.76%
$75.3B
$506 Million 0.05% of portfolio
15,512
Q2 2025 Reduced 24.73%
$142B
$461 Million 0.04% of portfolio
1,729
Q2 2025 Reduced 1.59%
$55.1B
$403 Million 0.04% of portfolio
711
Q2 2025 Reduced 6.45%
$93.6B
$402 Million 0.04% of portfolio
789
Q2 2025 Added 7.35%
$0
$393 Million 0.04% of portfolio
2,025
Q2 2025 Reduced 11.49%
$295B
$382 Million 0.04% of portfolio
477
Q2 2025 Added 11.97%
$145B
$381 Million 0.04% of portfolio
1,068
Q2 2025 Added 2.89%
$0
$379 Million 0.04% of portfolio
5,965
Q2 2025 Added 2.79%
$0
$465 Million 0.04% of portfolio
2,263
Q2 2025 Reduced 1.82%
$8.62B
$443 Million 0.04% of portfolio
2,531
Q2 2025 Added 10.67%
$282B
$405 Million 0.04% of portfolio
2,857
Q2 2025 Added 2.59%
$0
$424 Million 0.04% of portfolio
4,665
Q2 2024 New
$28.2B
$393 Million 0.04% of portfolio
201
Q2 2025 Reduced 1.47%
$0
$442 Million 0.04% of portfolio
17,488
Q2 2025 Reduced 5.8%
$106B
$401 Million 0.04% of portfolio
1,314
Q2 2025 Reduced 22.66%
Ishares Bitcoin Trust ETF
-
$388 Million 0.04% of portfolio
-
Q1 2025 Added 10.94%
$152B
$384 Million 0.04% of portfolio
1,729
Q2 2025 Added 1.83%
$25.8B
$458 Million 0.04% of portfolio
5,999
Q2 2025 Added 2.25%
$0
$464 Million 0.04% of portfolio
3,438
Q2 2025 Reduced 1.77%
$203B
$379 Million 0.04% of portfolio
13,102
Q2 2025 Added 1.63%
$0
$465 Million 0.04% of portfolio
5,355
Q2 2025 Reduced 4.72%
$185B
$416 Million 0.04% of portfolio
4,885
Q2 2025 Added 11.2%
$133B
$426 Million 0.04% of portfolio
476
Q2 2025 Reduced 4.61%
$153B
$459 Million 0.04% of portfolio
900
Q2 2025 Added 17.04%
$24.4B
$477 Million 0.04% of portfolio
1,986
Q2 2025 Added 1.02%
$141B
$478 Million 0.04% of portfolio
6,887
Q2 2025 Added 7.66%
$0
$395 Million 0.04% of portfolio
4,609
Q2 2025 Reduced 19.8%
$10.8B
$453 Million 0.04% of portfolio
12,420
Q2 2025 Added 0.2%
$33B
$485 Million 0.04% of portfolio
2,499
Q2 2025 Reduced 18.68%
$36.7B
$483 Million 0.04% of portfolio
3,942
Q2 2025 Reduced 2.3%
$0
$392 Million 0.04% of portfolio
8,050
Q1 2024 Added 242.99%
$101B
$379 Million 0.04% of portfolio
1,731
Q2 2025 Reduced 1.65%
$0
$469 Million 0.04% of portfolio
1,682
Q2 2025 Reduced 32.23%
$66.5B
$469 Million 0.04% of portfolio
4,741
Q2 2025 Added 18.11%

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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