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
$67.3B
$297 Million 0.03% of portfolio
1,063
Q3 2025 Reduced 2.83%
$69.4B
$359 Million 0.03% of portfolio
4,378
Q3 2025 Added 1.06%
$28.9B
$329 Million 0.03% of portfolio
3,654
Q3 2025 Reduced 39.09%
$973M
$314 Million 0.03% of portfolio
4,736
Q3 2024 Reduced 0.02%
$111B
$356 Million 0.03% of portfolio
1,081
Q3 2025 Added 0.46%
$270B
$372 Million 0.03% of portfolio
5,202
Q3 2025 New
$177B
$294 Million 0.03% of portfolio
1,601
Q3 2025 Added 1.97%
$147B
$342 Million 0.03% of portfolio
3,503
Q3 2025 Added 4.04%
$26.8B
$360 Million 0.03% of portfolio
201
Q2 2025 Reduced 1.47%
$181B
$372 Million 0.03% of portfolio
13,159
Q3 2025 Added 0.44%
$191B
$319 Million 0.03% of portfolio
59
Q3 2025 Reduced 3.28%
$49.5B
$308 Million 0.03% of portfolio
1,818
Q3 2025 Added 10.12%
$0
$367 Million 0.03% of portfolio
4,020
Q4 2023 New
$57.9B
$358 Million 0.03% of portfolio
1,659
Q3 2025 Added 0.48%
$9.75B
$361 Million 0.03% of portfolio
4,918
Q3 2025 Reduced 4.0%
$121B
$393 Million 0.03% of portfolio
508
Q3 2025 Reduced 0.59%
$268B
$368 Million 0.03% of portfolio
2,201
Q3 2025 Reduced 15.61%
$104B
$351 Million 0.03% of portfolio
5,236
Q3 2025 Reduced 0.19%
$3.87B
$320 Million 0.03% of portfolio
4,492
Q4 2023 New
$18.3B
$293 Million 0.03% of portfolio
5,974
Q3 2025 Reduced 2.97%
$89.7B
$332 Million 0.03% of portfolio
1,647
Q3 2025 Reduced 4.85%
$0
$389 Million 0.03% of portfolio
3,887
Q2 2024 Reduced 3.91%
$0
$362 Million 0.03% of portfolio
1,776
Q3 2025 Reduced 12.3%
$0
$329 Million 0.03% of portfolio
3,413
Q3 2025 Added 0.09%
$0
$308 Million 0.03% of portfolio
813
Q3 2025 Reduced 7.4%
$0
$300 Million 0.03% of portfolio
2,500
Q3 2025 Reduced 1.96%
$0
$390 Million 0.03% of portfolio
2,678
Q1 2024 Reduced 24.09%
$0
$405 Million 0.03% of portfolio
5,965
Q2 2025 Added 2.79%
$0
$395 Million 0.03% of portfolio
8,000
Q3 2025 Reduced 0.62%
$0
$339 Million 0.03% of portfolio
4,708
Q4 2023 New
$79.2B
$297 Million 0.03% of portfolio
4,226
Q3 2025 Reduced 8.8%
$65.7B
$313 Million 0.03% of portfolio
1,041
Q3 2025 Added 3.48%
$144B
$388 Million 0.03% of portfolio
845
Q3 2025 Reduced 6.11%
$163B
$346 Million 0.03% of portfolio
482
Q3 2025 New
$55.7B
$308 Million 0.03% of portfolio
2,022
Q3 2025 Reduced 0.88%
$47.7B
$332 Million 0.03% of portfolio
665
Q3 2025 Reduced 6.47%
$19.9B
$356 Million 0.03% of portfolio
4,565
Q3 2025 Added 0.88%
$14.5B
$328 Million 0.03% of portfolio
3,080
Q3 2025 Reduced 4.79%
$61.4B
$393 Million 0.03% of portfolio
950
Q3 2025 Added 0.32%
$140B
$395 Million 0.03% of portfolio
1,055
Q3 2025 Reduced 1.22%
$53.4B
$344 Million 0.03% of portfolio
4,425
Q3 2025 Added 0.27%
$37B
$320 Million 0.03% of portfolio
3,504
Q3 2025 Added 15.04%
$0
$346 Million 0.03% of portfolio
2,747
Q3 2025 Reduced 0.33%
$68.5B
$407 Million 0.03% of portfolio
2,991
Q3 2025 Added 42.97%
$8.15B
$373 Million 0.03% of portfolio
2,877
Q3 2025 Reduced 9.44%
$197B
$347 Million 0.03% of portfolio
1,693
Q3 2025 Reduced 16.35%
$78.4B
$245 Million 0.02% of portfolio
1,840
Q3 2025 Added 2.0%
$0
$277 Million 0.02% of portfolio
2,000
Q2 2024 Reduced 1.72%
$19.3B
$226 Million 0.02% of portfolio
5,276
Q3 2025 Reduced 5.97%

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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