Managers / Q4 2025 · view latest →
TRITONPOINT WEALTH, LLC
CIK 0002008171 · 5404 WISCONSIN AVENUE, SUITE 330, CHEVY CHASE, MD, 20815 · (301) 799-9001
Reported Value
$986M
Q4 2025
Positions
272
Filings on Record
10
2019–present window
Filed
Jan 20, 2026
original filing
Summary
Tritonpoint Wealth, Llc reported $986M in U.S.-listed holdings across 272 positions for Q4 2025.
Its largest position, AAPL, represents 9.7% of the portfolio.
Compared with Q3 2025, the fund opened 11 new positions and exited 88.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 74.2% · $732M
- ETP · 21.4% · $211M
- Other · 1.9% · $19M
- REIT · 1.5% · $15M
- MLP · 0.5% · $5M
- Other · 0.6% · $6M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 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 ↗.