SEC 13F Intelligence

Managers / Q1 2026

TRITONPOINT WEALTH, LLC

CIK 0002008171 · 5404 WISCONSIN AVENUE, SUITE 330, CHEVY CHASE, MD, 20815 · (301) 799-9001

Reported Value
$934M
Q1 2026
Positions
268
Filings on Record
10
2019–present window
Filed
Apr 21, 2026
original filing

Summary

Tritonpoint Wealth, Llc reported $934M in U.S.-listed holdings across 268 positions for Q1 2026.

Its largest position, AAPL, represents 9.0% of the portfolio.

Compared with Q4 2025, the fund opened 16 new positions and exited 20.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $1.0BQ4 ’23Q1 ’24: $957MQ2 ’24: $1.0BQ2 ’24Q3 ’24: $1.1BQ4 ’24: $1.1BQ4 ’24Q1 ’25: $1.1BQ2 ’25: $1.1BQ2 ’25Q3 ’25: $1.2BQ4 ’25: $986MQ4 ’25Q1 ’26: $934Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 73.3%ETP: 22.2%Other: 1.9%REIT: 1.6%MLP: 0.5%Other: 0.6%
  • Common Stock · 73.3% · $684M
  • ETP · 22.2% · $207M
  • Other · 1.9% · $18M
  • REIT · 1.6% · $15M
  • MLP · 0.5% · $5M
  • Other · 0.6% · $5M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$934M268Apr 21, 202613F-HRchanges · EDGAR ↗
Q4 2025$986M272Jan 20, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.2B349Oct 15, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.1B344Jul 17, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.1B338Apr 16, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.1B332Jan 24, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.1B330Oct 28, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.0B318Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$957M304Apr 25, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.0B326Jan 24, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.