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

RankStockSharesValue% 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

Top Buys

GEV↑ Increased
$2.6M
VONENEW
$1.6M
NOW↑ Increased
$1.5M
PANW↑ Increased
$1.4M
QXO↑ Increased
$908K

Top Sells

MSFT↓ Decreased
$12.0M
IVV↓ Decreased
$10.3M
VOO↓ Decreased
$8.7M
GOOG↓ Decreased
$8.3M
SPYGCLOSED
$7.6M

New Positions (11)

$1.6M · 5K shares
$402K · 2K shares
$241K · 4K shares
$226K · 2K shares
$218K · 3K shares
$216K · 4K shares
$211K · 2K shares
$211K · 940 shares
$207K · 925 shares
$206K · 3K shares
$203K · 2K shares

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# HoldingsValue%
Financial Services105$331.4M33.6%
Technology36$190.0M19.3%
Healthcare25$90.9M9.2%
Communication Services7$90.7M9.2%
Industrials31$81.4M8.3%
Consumer Cyclical15$80.8M8.2%
Consumer Defensive9$44.5M4.5%
Unknown13$21.6M2.2%
Energy13$20.2M2.0%
Real Estate6$14.8M1.5%
Utilities9$14.1M1.4%
Basic Materials3$5.5M0.6%