TRITONPOINT WEALTH, LLC
CIK: 0002008171SEC EDGAR →
Portfolio Value
$986.2M
Holdings
272
As of
Q4 2025
New Positions
13
Closed Positions
8
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 351,223 | $95.5M | 9.68% |
| 2 | VANGUARD INDEX FDS | 90,782 | $44.3M | 4.49% |
| 3 | ALPHABET INC | 133,814 | $42.0M | 4.26% |
| 4 | ALPHABET INC | 131,261 | $41.1M | 4.17% |
| 5 | AMAZON COM INC | 164,509 | $38.0M | 3.85% |
| 6 | MICROSOFT CORP | 63,490 | $30.7M | 3.11% |
| 7 | JPMORGAN CHASE & CO | 85,730 | $27.6M | 2.80% |
| 8 | ISHARES TR | 96,878 | $19.3M | 1.96% |
| 9 | VISA INC | 53,292 | $18.7M | 1.90% |
| 10 | VANGUARD INDEX FDS | 25,948 | $16.3M | 1.65% |
Quarterly Changes
New Positions (11)
Closed Positions (88)
$7.6M · 73K shares
$5.0M · 91K shares
$4.9M · 62K shares
$4.3M · 60K shares
$3.9M · 39K shares
$3.3M · 62K shares
$2.7M · 58K shares
$2.6M · 28K shares
$2.2M · 28K shares
$2.0M · 21K shares
$1.8M · 17K shares
$1.7M · 31K shares
$1.5M · 5K shares
$1.3M · 5K shares
$1.2M · 39K shares
$1.1M · 4K shares
$1.1M · 143K shares
$1.0M · 12K shares
$928K · 41K shares
$870K · 5K shares
$857K · 8K shares
$778K · 3K shares
$747K · 9K shares
$674K · 12K shares
$639K · 21K shares
$582K · 10K shares
$531K · 3K shares
$526K · 2K shares
$522K · 5K shares
$517K · 28K shares
$507K · 3K shares
$492K · 2K shares
$491K · 10K shares
$491K · 3K shares
$490K · 2K shares
$480K · 2K shares
$473K · 5K shares
$471K · 2K shares
$454K · 469 shares
$431K · 12K shares
$419K · 3K shares
$412K · 6K shares
$405K · 6K shares
$393K · 950 shares
$390K · 3K shares
$389K · 4K shares
$373K · 3K shares
$361K · 5K shares
$359K · 4K shares
$356K · 5K shares
$344K · 4K shares
$338K · 6K shares
$332K · 2K shares
$332K · 665 shares
$329K · 4K shares
$328K · 3K shares
$308K · 2K shares
$308K · 813 shares
$297K · 1K shares
$297K · 4K shares
$277K · 894 shares
$273K · 4K shares
$271K · 2K shares
$270K · 2K shares
$270K · 2K shares
$261K · 4K shares
$260K · 4K shares
$259K · 3K shares
$252K · 2K shares
$241K · 396 shares
$236K · 1K shares
$231K · 2K shares
$228K · 2K shares
$224K · 2K shares
$221K · 5K shares
$218K · 3K shares
$217K · 2K shares
$217K · 2K shares
$215K · 5K shares
$215K · 508 shares
$206K · 88 shares
$204K · 6K shares
$203K · 747 shares
$201K · 1K shares
$201K · 1K shares
$189K · 10K shares
$51K · 25K shares
$47K · 15K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 105 | $331.4M | 33.6% |
| Technology | 36 | $190.0M | 19.3% |
| Healthcare | 25 | $90.9M | 9.2% |
| Communication Services | 7 | $90.7M | 9.2% |
| Industrials | 31 | $81.4M | 8.3% |
| Consumer Cyclical | 15 | $80.8M | 8.2% |
| Consumer Defensive | 9 | $44.5M | 4.5% |
| Unknown | 13 | $21.6M | 2.2% |
| Energy | 13 | $20.2M | 2.0% |
| Real Estate | 6 | $14.8M | 1.5% |
| Utilities | 9 | $14.1M | 1.4% |
| Basic Materials | 3 | $5.5M | 0.6% |