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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$614 Million 0.05% of portfolio
23,870
Q2 2025 Added 0.01%
$168B
$532 Million 0.05% of portfolio
7,043
Q3 2025 Added 2.27%
$0
$639 Million 0.05% of portfolio
20,700
Q1 2024 Reduced 3.43%
$128B
$552 Million 0.05% of portfolio
5,751
Q3 2025 Added 3.25%
$6.15B
$582 Million 0.05% of portfolio
10,226
Q3 2025 Reduced 6.06%
$73.4B
$558 Million 0.05% of portfolio
15,701
Q3 2025 Added 1.22%
$74.3B
$637 Million 0.05% of portfolio
10,056
Q3 2025 Reduced 0.54%
$61.6B
$594 Million 0.05% of portfolio
20,982
Q3 2025 Reduced 0.03%
$0
$631 Million 0.05% of portfolio
1,932
Q3 2025 Added 14.86%
$7.7B
$598 Million 0.05% of portfolio
3,500
Q1 2024 Added 6.87%
$183B
$537 Million 0.05% of portfolio
1,904
Q3 2025 Reduced 1.55%
$99.7B
$609 Million 0.05% of portfolio
3,159
Q3 2025 Added 0.8%
$2.43B
$618 Million 0.05% of portfolio
17,522
Q3 2025 Added 1.84%
$0
$531 Million 0.05% of portfolio
2,731
Q3 2025 Reduced 1.12%
$26.3B
$426 Million 0.04% of portfolio
9,288
Q3 2025 Added 0.89%
$0
$490 Million 0.04% of portfolio
2,263
Q2 2025 Reduced 1.82%
$405B
$454 Million 0.04% of portfolio
469
Q3 2025 Reduced 1.68%
$0
$488 Million 0.04% of portfolio
17,494
Q3 2025 Added 0.03%
$132B
$453 Million 0.04% of portfolio
1,835
Q3 2025 Added 6.13%
$193M
$517 Million 0.04% of portfolio
28,072
Q4 2023 New
$17.5B
$517 Million 0.04% of portfolio
1,492
Q3 2025 Added 50.4%
$130B
$514 Million 0.04% of portfolio
1,446
Q3 2025 Added 10.05%
$0
$437 Million 0.04% of portfolio
4,665
Q2 2024 New
$6.9B
$471 Million 0.04% of portfolio
2,468
Q3 2025 Reduced 2.49%
$62.3B
$415 Million 0.04% of portfolio
3,689
Q3 2025 Added 3.86%
Ishares Bitcoin Trust ETF
-
$412 Million 0.04% of portfolio
-
Q1 2025 Added 10.94%
$190B
$506 Million 0.04% of portfolio
4,989
Q3 2025 Added 2.13%
$0
$507 Million 0.04% of portfolio
3,479
Q3 2025 Added 1.19%
$269B
$500 Million 0.04% of portfolio
2,088
Q3 2025 Added 1.56%
$140B
$459 Million 0.04% of portfolio
1,825
Q3 2025 Added 5.55%
$0
$477 Million 0.04% of portfolio
3,770
Q3 2025 Reduced 9.59%
$0
$413 Million 0.04% of portfolio
4,609
Q2 2025 Reduced 19.8%
$388B
$487 Million 0.04% of portfolio
3,008
Q3 2025 Added 5.29%
$181B
$416 Million 0.04% of portfolio
4,247
Q3 2025 Added 5.36%
$89.3B
$415 Million 0.04% of portfolio
3,807
Q3 2025 Added 1.14%
$0
$473 Million 0.04% of portfolio
5,319
Q3 2025 Added 40.38%
Thomson Reuters Corp.
-
$491 Million 0.04% of portfolio
-
Q3 2025 Reduced 8.75%
$0
$522 Million 0.04% of portfolio
4,905
Q3 2025 Reduced 0.28%
$8.99B
$431 Million 0.04% of portfolio
12,440
Q3 2025 Added 0.16%
$25.8B
$492 Million 0.04% of portfolio
1,987
Q3 2025 Added 0.05%
$79.5B
$419 Million 0.04% of portfolio
3,249
Q3 2025 Reduced 13.06%
$0
$490 Million 0.04% of portfolio
5,355
Q2 2025 Reduced 4.72%
$19B
$480 Million 0.04% of portfolio
2,340
Q3 2025 Added 0.13%
$27.9B
$501 Million 0.04% of portfolio
262
Q2 2025 Reduced 0.76%
$0
$491 Million 0.04% of portfolio
10,179
Q3 2025 Reduced 1.97%
$32.3B
$496 Million 0.04% of portfolio
2,507
Q3 2025 Added 0.32%
$150B
$338 Million 0.03% of portfolio
5,695
Q3 2025 Reduced 3.34%
$65.2B
$397 Million 0.03% of portfolio
941
Q3 2025 Added 1.62%
$115B
$390 Million 0.03% of portfolio
795
Q3 2025 Added 0.76%

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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