Managers / Q3 2025 · view latest →
TRITONPOINT WEALTH, LLC
CIK 0002008171 · 5404 WISCONSIN AVENUE, SUITE 330, CHEVY CHASE, MD, 20815 · (301) 799-9001
Reported Value
$1.2B
Q3 2025
Positions
349
Filings on Record
10
2019–present window
Filed
Oct 15, 2025
original filing
Summary
Tritonpoint Wealth, Llc reported $1.2B in U.S.-listed holdings across 349 positions for Q3 2025.
Its largest position, AAPL, represents 8.5% of the portfolio.
Compared with Q2 2025, the fund opened 13 new positions and exited 8.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $934M | 268 | Apr 21, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $986M | 272 | Jan 20, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.2B | 349 | Oct 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.1B | 344 | Jul 17, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.1B | 338 | Apr 16, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.1B | 332 | Jan 24, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.1B | 330 | Oct 28, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.0B | 318 | Aug 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $957M | 304 | Apr 25, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.0B | 326 | Jan 24, 2024 | 13F-HR | changes · 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 ↗.