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
$182B
$320 Million 0.03% of portfolio
7,395
Q2 2025 Added 12.49%
$162B
$371 Million 0.03% of portfolio
2,024
Q2 2025 Reduced 17.46%
$0
$289 Million 0.03% of portfolio
3,080
Q2 2025 Reduced 18.43%
$396M
$365 Million 0.03% of portfolio
28,072
Q4 2023 New
$17.3B
$309 Million 0.03% of portfolio
992
Q2 2025 Reduced 0.2%
$0
$317 Million 0.03% of portfolio
3,789
Q1 2024 Reduced 25.55%
$177B
$326 Million 0.03% of portfolio
1,570
Q2 2025 Reduced 9.14%
$61.9B
$293 Million 0.03% of portfolio
1,094
Q2 2025 Added 7.68%
$959M
$297 Million 0.03% of portfolio
4,736
Q3 2024 Reduced 0.02%
$57.5B
$369 Million 0.03% of portfolio
3,552
Q2 2025 Added 3.56%
$182B
$376 Million 0.03% of portfolio
4,031
Q2 2025 Added 5.83%
$155B
$360 Million 0.03% of portfolio
5,892
Q2 2025 Reduced 9.09%
$118B
$313 Million 0.03% of portfolio
5,246
Q2 2025 Added 21.77%
$38.1B
$284 Million 0.03% of portfolio
1,634
Q2 2025 Reduced 0.67%
$55.9B
$334 Million 0.03% of portfolio
1,651
Q2 2025 Reduced 13.79%
$0
$328 Million 0.03% of portfolio
2,756
Q2 2025 Reduced 6.42%
$0
$368 Million 0.03% of portfolio
2,280
Q3 2024 Reduced 16.79%
$0
$368 Million 0.03% of portfolio
3,887
Q2 2024 Reduced 3.91%
$47.6B
$345 Million 0.03% of portfolio
4,413
Q2 2025 Added 0.8%
$94.4B
$331 Million 0.03% of portfolio
4,634
Q2 2025 Reduced 25.06%
$0
$362 Million 0.03% of portfolio
2,678
Q1 2024 Reduced 24.09%
$4.49B
$280 Million 0.03% of portfolio
4,492
Q4 2023 New
$111B
$347 Million 0.03% of portfolio
1,076
Q2 2025 Reduced 11.66%
$139B
$321 Million 0.03% of portfolio
2,608
Q2 2025 Reduced 15.79%
$0
$275 Million 0.03% of portfolio
2,550
Q2 2025 Reduced 7.1%
$94.7B
$375 Million 0.03% of portfolio
511
Q2 2025 Reduced 15.68%
$0
$332 Million 0.03% of portfolio
4,020
Q4 2023 New
$0
$308 Million 0.03% of portfolio
878
Q2 2025 Added 6.3%
$56.3B
$303 Million 0.03% of portfolio
926
Q2 2025 Reduced 0.96%
$14.4B
$327 Million 0.03% of portfolio
3,235
Q2 2025 Reduced 0.43%
$0
$314 Million 0.03% of portfolio
3,410
Q2 2025 Added 0.06%
$36.7B
$302 Million 0.03% of portfolio
3,046
Q2 2025 Reduced 6.1%
$48.7B
$271 Million 0.03% of portfolio
1,860
Q2 2025 Reduced 0.16%
$9.07B
$361 Million 0.03% of portfolio
3,177
Q2 2025 Reduced 5.92%
$0
$329 Million 0.03% of portfolio
4,708
Q4 2023 New
$24.9B
$371 Million 0.03% of portfolio
9,206
Q2 2025 Added 0.22%
$83.7B
$343 Million 0.03% of portfolio
3,764
Q2 2025 New
$147B
$362 Million 0.03% of portfolio
3,367
Q2 2025 Added 1.29%
$16.9B
$321 Million 0.03% of portfolio
6,157
Q2 2025 Reduced 0.82%
$56B
$358 Million 0.03% of portfolio
947
Q2 2025 Added 2.71%
$217B
$353 Million 0.03% of portfolio
61
Q2 2025 Added 12.96%
$18.8B
$251 Million 0.02% of portfolio
5,611
Q2 2025 Added 6.05%
$0
$263 Million 0.02% of portfolio
1,899
Q2 2025 Reduced 0.37%
$95.3B
$240 Million 0.02% of portfolio
1,077
Q2 2025 Added 6.53%
$76.5B
$228 Million 0.02% of portfolio
150
Q2 2025 New
$0
$202 Million 0.02% of portfolio
2,745
Q2 2025 Reduced 18.81%
$133B
$236 Million 0.02% of portfolio
307
Q2 2025 New
$86.8B
$256 Million 0.02% of portfolio
1,804
Q2 2025 Added 13.6%
$0
$264 Million 0.02% of portfolio
2,000
Q2 2024 Reduced 1.72%

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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