Tritonpoint Wealth, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 16, 2025), Tritonpoint Wealth, LLC reported 338 stock positions worth $1.1 billion. Its top holding was Apple (AAPL) at 8.3% of the portfolio, followed by Amazon.com (AMZN, 3.3%) and Vanguard Mrngstar GR ETF-Sui (VUG, 3.2%). Compared with Q4 2024, it opened 12 new positions, sold out of 6, added to 154 and reduced 139. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +17%) and the biggest sale Accenture Class A (ACN, shares −86%).
- Most Recent 13F
- Q2 2026
- Location
- CHEVY CHASE, MD
- CIK
- 0002008171
- Portfolio Value
- $1.1B (Q1 2025)
- SEC Filing
- 0002008171-25-000003 ↗ filed Apr 16, 2025
Holdings Value
Holdings 338 stocks · $1.1B
| AAPL Apple Inc. | 8.34% | 394,417 | $87.6M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 3.26% | 179,752 | $34.2M | Add +1.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.25% | 92,045 | $34.1M | Add +17.5% |
| MSFT Microsoft Corp. | 3.01% | 84,261 | $31.6M | Add +0.6% |
| JPM JPMorgan Chase & Co. | 2.29% | 97,926 | $24.0M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 2.28% | 154,816 | $23.9M | Reduce -1.3% |
| V Visa Inc. Class A | 2.14% | 64,020 | $22.4M | Reduce -0.9% |
| GOOG Alphabet Inc. Class C | 2.10% | 141,441 | $22.1M | Reduce -3.0% |
| VOO Vanguard S&P 500 ETF | 2.00% | 40,968 | $21.1M | Reduce -0.6% |
| BNL Broadstone Net Lease Inc. | 1.59% | 965,061 | $16.7M | Reduce -4.9% |
| MA Mastercard Inc. Class A | 1.54% | 29,478 | $16.2M | Reduce -0.1% |
| DHR Danaher Corp. | 1.51% | 77,073 | $15.8M | Reduce -4.1% |
| IYW iShares Ustechnology ETF | 1.45% | 108,746 | $15.3M | Reduce -3.0% |
| ISRG Intuitive Surgical Inc. | 1.42% | 30,092 | $14.9M | Reduce -1.0% |
| JNJ Johnson & Johnson | 1.32% | 83,385 | $13.8M | Reduce -0.8% |
| XPO Xpo Inc. | 1.27% | 123,801 | $13.3M | Reduce -1.3% |
| DOV Dover Corp. | 1.26% | 75,602 | $13.3M | Reduce -0.9% |
| WMT Walmart Inc. | 1.21% | 144,501 | $12.7M | Reduce -0.7% |
| XLF SS Financial Select Sector | 1.10% | 231,038 | $11.5M | Add +6.6% |
| MDLZ Mondelez International Inc. Class A | 1.06% | 162,317 | $11.1M | Add +2.7% |
| IVV iShares Core S&P 500 ETF | 1.03% | 19,204 | $10.8M | Reduce -6.5% |
| NVDA Nvidia Corp. | 1.01% | 98,160 | $10.6M | Add +3.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.00% | 86,658 | $10.6M | Reduce -1.4% |
| CB Chubb Ltd. | 0.98% | 34,106 | $10.3M | Reduce -1.0% |
| TMO Thermo Fisher Scientific Inc. | 0.98% | 20,647 | $10.3M | Reduce -0.4% |
| WFC Wells Fargo & Co. | 0.94% | 137,410 | $9.9M | Reduce -0.8% |
| XLI SS Industrial Select Sector | 0.91% | 72,570 | $9.5M | Add +2.7% |
| XLV SS Health Care Select Sector | 0.86% | 61,859 | $9.0M | Add +12.0% |
| MRK Merck & Co. Inc. | 0.86% | 99,543 | $9.0M | Reduce -9.2% |
| CVX Chevron Corp. | 0.82% | 51,226 | $8.6M | Add +3.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.82% | 16,083 | $8.6M | Add +1.6% |
| COF Capital One Financial Corp. | 0.79% | 46,229 | $8.3M | Reduce -0.9% |
| BA The Boeing Co. | 0.78% | 48,326 | $8.2M | Add +1.6% |
| EOG EOG Resources Inc. | 0.78% | 63,790 | $8.2M | Add +2.1% |
| PEP Pepsico Inc. | 0.77% | 54,017 | $8.1M | Add +2.2% |
| ABT Abbott Laboratories | 0.72% | 57,387 | $7.6M | Add +0.1% |
| HD Home Depot Inc. | 0.72% | 20,585 | $7.5M | Reduce -0.0% |
| XLK SS Technology Select Sector | 0.72% | 36,499 | $7.5M | Reduce -1.2% |
| SBUX Starbucks Corp. | 0.71% | 76,228 | $7.5M | Add +1.3% |
| UNH Unitedhealth Group Inc. | 0.70% | 14,115 | $7.4M | Reduce -1.5% |
| YUM Yum! Brands Inc. | 0.69% | 45,993 | $7.2M | Reduce -0.7% |
| COST Costco Wholesale Corp. | 0.63% | 6,974 | $6.6M | Add +0.6% |
| ORCL Oracle Corp. | 0.62% | 46,561 | $6.5M | Reduce -0.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.61% | 79,715 | $6.4M | Add +2.4% |
| CME Cme Group Inc. | 0.58% | 22,905 | $6.1M | Reduce -4.5% |
| IWO iShares Russell 2000 Growth | 0.57% | 23,258 | $5.9M | Add +0.1% |
| VYM Vanguard High DVD Yield ETF | 0.56% | 45,961 | $5.9M | Reduce -1.0% |
| LRCX Lam Research Corp. | 0.54% | 78,341 | $5.7M | Add +0.8% |
| CL Colgate-Palmolive Co. | 0.52% | 58,852 | $5.5M | Add +0.8% |
| PG The Procter & Gamble Co. | 0.51% | 31,409 | $5.4M | Reduce -2.3% |
| IJR iShares Core S&P Small-Cap E | 0.50% | 50,461 | $5.3M | Reduce -4.6% |
| BLK BlackRock Inc. | 0.49% | 5,402 | $5.1M | Reduce -0.6% |
| RTX RTX Corp. | 0.49% | 38,569 | $5.1M | Add +2.4% |
| CMG Chipotle Mexican Grill Inc. | 0.48% | 100,915 | $5.1M | Reduce -0.8% |
| BIV Vanguard Intermediate-Term B | 0.47% | 64,802 | $5.0M | Add +0.0% |
| ZTS Zoetis Inc. | 0.47% | 29,936 | $4.9M | Reduce -9.3% |
| ECL Ecolab Inc. | 0.47% | 19,245 | $4.9M | Reduce -1.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.45% | 62,828 | $4.8M | Reduce -3.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.45% | 92,964 | $4.7M | Add +25.6% |
| BX Blackstone Inc. | 0.45% | 33,548 | $4.7M | Reduce -2.1% |
| AES AES Corp. | 0.43% | 366,683 | $4.6M | Add +19.5% |
| META Meta Platforms Inc. Class A | 0.43% | 7,870 | $4.5M | Add +3.3% |
| BIP Brookfield Infrastructure Pa | 0.43% | 151,593 | $4.5M | Reduce -3.8% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.41% | 52,102 | $4.3M | Reduce -0.2% |
| MAR Marriott International Class A | 0.40% | 17,850 | $4.3M | Reduce -1.2% |
| XLC SS Comm Select Sector SPDR | 0.39% | 42,871 | $4.1M | Add +0.9% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.39% | 113,650 | $4.1M | Reduce -9.7% |
| ABFL Abacus FCF Leaders ETF | 0.39% | 63,990 | $4.1M | Reduce -2.2% |
| CRM Salesforce Inc. | 0.39% | 15,089 | $4.0M | Add +1.1% |
| ADI Analog Devices Inc. | 0.38% | 19,796 | $4.0M | Reduce -0.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.38% | 14,496 | $4.0M | Add +0.4% |
| JHEQX JPMorgan Hedged Equity-I filed as CATERPILLAR INC | 0.37% | 123,447 | $3.9M | Reduce -0.3% |
| ADBE Adobe Inc. | 0.36% | 9,959 | $3.8M | Add +512.9% |
| AGG iShares Core U.S. Aggregate | 0.36% | 38,150 | $3.8M | Reduce -16.8% |
| KO The Coca-Cola Co. | 0.35% | 51,395 | $3.7M | Reduce -4.5% |
| BAM Brookfield Asset Mgmt-A | 0.35% | 75,688 | $3.7M | Reduce -0.9% |
| EPD Enterprise Products Partners | 0.34% | 103,301 | $3.5M | Add +2.6% |
| CAT Caterpillar Inc. | 0.33% | 10,659 | $3.5M | Add +0.8% |
| LLY Eli Lilly & Co. | 0.33% | 4,254 | $3.5M | Add +1.7% |
| XLY SS Consumer Disc Select Sect | 0.33% | 17,612 | $3.5M | Reduce -0.8% |
| CHKP Check Point Software Tech | 0.33% | 15,222 | $3.5M | Reduce -4.0% |
| LMT Lockheed Martin Corp. | 0.33% | 7,675 | $3.4M | Reduce -1.0% |
| LHX L3HARRIS Technologies Inc. | 0.32% | 16,200 | $3.4M | Add +1270.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.32% | 6,033 | $3.4M | Reduce -4.9% |
| MCD McDonald's Corp. | 0.31% | 10,332 | $3.2M | Add +0.5% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.30% | 59,638 | $3.1M | Reduce -10.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.28% | 71,150 | $3.0M | Reduce -0.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.26% | 11,358 | $2.8M | Reduce -1.1% |
| IEMG iShares Core MSCI Emerging | 0.26% | 50,453 | $2.7M | Reduce -3.3% |
| PH Parker Hannifin Corp. | 0.25% | 4,406 | $2.7M | Reduce -4.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.25% | 16,527 | $2.7M | Reduce -6.8% |
| UNP Union Pacific Corp. | 0.25% | 11,050 | $2.6M | Add +4.0% |
| MBB iShares MBS ETF | 0.25% | 27,767 | $2.6M | Reduce -23.1% |
| BSV Vanguard Short-Term Bond ETF | 0.25% | 33,098 | $2.6M | Reduce -1.9% |
| ABBV Abbvie Inc. | 0.24% | 12,203 | $2.6M | Add +7.3% |
| FBND Fidelity Total Bond ETF | 0.24% | 55,687 | $2.6M | Add +197.5% |
| AVGO Broadcom Inc. | 0.24% | 15,194 | $2.5M | Add +6.4% |
| BN Brookfield Corp. | 0.24% | 48,520 | $2.5M | Reduce -2.5% |
| LH Labcorp Holdings Inc. | 0.24% | 10,889 | $2.5M | Add +1.4% |
| PNC PNC Financial Services Group | 0.24% | 14,382 | $2.5M | Add +0.6% |
Portfolio Sells Q4 2024 → Q1 2025
| ACN Accenture PLC Class A | Reduce -86.1% | 0.17% | −1.17 |
| AAPL Apple Inc. | Reduce -0.8% | 8.34% | −0.67 |
| UPS United Parcel Service Class B | Reduce -67.7% | 0.22% | −0.52 |
| GOOG Alphabet Inc. Class C | Reduce -3.0% | 2.10% | −0.41 |
| GOOGL Alphabet Inc. Class A | Reduce -1.3% | 2.28% | −0.41 |
| VONE Vanguard Russell 1000 | Reduce -92.4% | 0.02% | −0.27 |
| XPO Xpo Inc. | Reduce -1.3% | 1.27% | −0.22 |
| DHR Danaher Corp. | Reduce -4.1% | 1.51% | −0.17 |
| IYW iShares Ustechnology ETF | Reduce -3.0% | 1.45% | −0.16 |
| MRK Merck & Co. Inc. | Reduce -9.2% | 0.86% | −0.14 |
| XLE SS Energy Select Sector | Reduce -44.8% | 0.20% | −0.11 |
| GXO Gxo Logistics Inc. | Reduce -28.6% | 0.20% | −0.10 |
| BX Blackstone Inc. | Reduce -2.1% | 0.45% | −0.09 |
| ORCL Oracle Corp. | Reduce -0.2% | 0.62% | −0.08 |
| CMG Chipotle Mexican Grill Inc. | Reduce -0.8% | 0.48% | −0.07 |
| OKE Oneok Inc. | Reduce -37.6% | 0.13% | −0.07 |
| IVV iShares Core S&P 500 ETF | Reduce -6.5% | 1.03% | −0.07 |
| XLK SS Technology Select Sector | Reduce -1.2% | 0.72% | −0.06 |
| MBB iShares MBS ETF | Reduce -23.1% | 0.25% | −0.05 |
| MAR Marriott International Class A | Reduce -1.2% | 0.40% | −0.05 |
| IJR iShares Core S&P Small-Cap E | Reduce -4.6% | 0.50% | −0.05 |
| LULU Lululemon Athletica Inc. | Reduce -0.5% | 0.16% | −0.05 |
| AGG iShares Core U.S. Aggregate | Reduce -16.8% | 0.36% | −0.04 |
| GNRC Generac Holdings Inc. | Reduce -6.1% | 0.16% | −0.04 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -39.3% | 0.06% | −0.04 |
| JQUA JPMorgan US Quality Factor | Sold out | 0.00% | −0.03 |
| CSTL Castle Biosciences Inc. | Reduce -10.7% | 0.08% | −0.03 |
| DOV Dover Corp. | Reduce -0.9% | 1.26% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -13.2% | 0.19% | −0.03 |
| FRPT Freshpet Inc. | Sold out | 0.00% | −0.03 |
| XLY SS Consumer Disc Select Sect | Reduce -0.8% | 0.33% | −0.03 |
| BAM Brookfield Asset Mgmt-A | Reduce -0.9% | 0.35% | −0.03 |
| BIP Brookfield Infrastructure Pa | Reduce -3.8% | 0.43% | −0.02 |
| HYMB SS SPDR N Ice HY Muni ETF | Sold out | 0.00% | −0.02 |
| USB US Bancorp | Sold out | 0.00% | −0.02 |
| AKAM Akamai Technologies Inc. | Reduce -0.1% | 0.15% | −0.02 |
| CRAI Cra International Inc. | Sold out | 0.00% | −0.02 |
| ISRG Intuitive Surgical Inc. | Reduce -1.0% | 1.42% | −0.02 |
| BLK BlackRock Inc. | Reduce -0.6% | 0.49% | −0.02 |
| DIS The Walt Disney Co. | Reduce -3.6% | 0.15% | −0.02 |
| ZTS Zoetis Inc. | Reduce -9.3% | 0.47% | −0.02 |
| BN Brookfield Corp. | Reduce -2.5% | 0.24% | −0.02 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -0.2% | 0.41% | −0.02 |
| BXMT Blackstone Mortgage Tru Class A | Sold out | 0.00% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.9% | 0.32% | −0.02 |
| SRE Sempra | Reduce -16.2% | 0.04% | −0.02 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -10.1% | 0.30% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -1.0% | 0.33% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -5.4% | 0.11% | −0.01 |
| FDX FedEx Corp. | Reduce -8.7% | 0.06% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| VUG Vanguard Mrngstar GR ETF-Sui | Add +17.5% | 3.25% | +0.34 |
| LHX L3HARRIS Technologies Inc. | Add +1270.6% | 0.32% | +0.30 |
| ADBE Adobe Inc. | Add +512.9% | 0.36% | +0.30 |
| MDLZ Mondelez International Inc. Class A | Add +2.7% | 1.06% | +0.19 |
| XLV SS Health Care Select Sector | Add +12.0% | 0.86% | +0.17 |
| CVX Chevron Corp. | Add +3.8% | 0.82% | +0.17 |
| FBND Fidelity Total Bond ETF | Add +197.5% | 0.24% | +0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.6% | 0.82% | +0.17 |
| SNOW Snowflake Inc. | New | 0.15% | +0.15 |
| NOW ServiceNow Inc. | Add +281.5% | 0.22% | +0.15 |
| XLF SS Financial Select Sector | Add +6.6% | 1.10% | +0.15 |
| ABT Abbott Laboratories | Add +0.1% | 0.72% | +0.14 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +25.6% | 0.45% | +0.11 |
| RTX RTX Corp. | Add +2.4% | 0.49% | +0.09 |
| SBUX Starbucks Corp. | Add +1.3% | 0.71% | +0.09 |
| EOG EOG Resources Inc. | Add +2.1% | 0.78% | +0.09 |
| STIP iShares 0-5 Year Tips Bond E | Add +88.1% | 0.17% | +0.08 |
| AES AES Corp. | Add +19.5% | 0.43% | +0.08 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.08% | +0.08 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +66.1% | 0.18% | +0.07 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +45.0% | 0.22% | +0.06 |
| XLI SS Industrial Select Sector | Add +2.7% | 0.91% | +0.06 |
| ABBV Abbvie Inc. | Add +7.3% | 0.24% | +0.06 |
| COST Costco Wholesale Corp. | Add +0.6% | 0.63% | +0.05 |
| SMH Vaneck Semiconductor ETF | New | 0.05% | +0.05 |
| EPD Enterprise Products Partners | Add +2.6% | 0.34% | +0.05 |
| JTEK JPMorgan US Tech Leaders | New | 0.05% | +0.05 |
| CL Colgate-Palmolive Co. | Add +0.8% | 0.52% | +0.04 |
| LLY Eli Lilly & Co. | Add +1.7% | 0.33% | +0.04 |
| MCD McDonald's Corp. | Add +0.5% | 0.31% | +0.04 |
| PEP Pepsico Inc. | Add +2.2% | 0.77% | +0.04 |
| LRCX Lam Research Corp. | Add +0.8% | 0.54% | +0.03 |
| BIV Vanguard Intermediate-Term B | Add +0.0% | 0.47% | +0.03 |
| UNP Union Pacific Corp. | Add +4.0% | 0.25% | +0.03 |
| JEPI JPMorgan Equity Premium Inco | Add +33.9% | 0.10% | +0.03 |
| META Meta Platforms Inc. Class A | Add +3.3% | 0.43% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +6.1% | 0.23% | +0.03 |
| MMM 3M Co. | Add +10.0% | 0.11% | +0.03 |
| UBER Uber Technologies Inc. | New | 0.03% | +0.03 |
| BMY Bristol-Myers Squibb Co. | Add +4.8% | 0.16% | +0.03 |
| CVS CVS Health Corp. | New | 0.02% | +0.02 |
| PSX Phillips 66 | New | 0.02% | +0.02 |
| AJG Arthur J Gallagher & Co. | Add +1.3% | 0.10% | +0.02 |
| BA The Boeing Co. | Add +1.6% | 0.78% | +0.02 |
| DUK Duke Energy Corp. | New | 0.02% | +0.02 |
| NFLX Netflix Inc. | Add +4.4% | 0.17% | +0.02 |
| KR Kroger Co. | New | 0.02% | +0.02 |
| XLC SS Comm Select Sector SPDR | Add +0.9% | 0.39% | +0.02 |
| AMT American Tower Corp. | New | 0.02% | +0.02 |
| MUB iShares National Muni Bond E | Add +50.3% | 0.05% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 281 | $1.0B | AAPL, GOOGL, GOOG, AMZN, VUG |
| Q1 2026 | 268 | $934.0M | AAPL, VUG, GOOG, GOOGL, AMZN |
| Q4 2025 | 272 | $986.2M | AAPL, VUG, GOOG, GOOGL, AMZN |
| Q3 2025 | 349 | $1.2B | AAPL, VUG, MSFT, AMZN, GOOGL |
| Q2 2025 | 344 | $1.1B | AAPL, MSFT, VUG, AMZN, JPM |
| Q1 2025 | 338 | $1.1B | AAPL, AMZN, VUG, MSFT, JPM |
| Q4 2024 | 332 | $1.1B | AAPL, AMZN, MSFT, VUG, GOOGL |
| Q3 2024 | 330 | $1.1B | AAPL, MSFT, AMZN, VUG, GOOGL |
| Q2 2024 | 318 | $1.0B | AAPL, MSFT, AMZN, GOOGL, GOOG |
| Q1 2024 | 304 | $956.7M | AAPL, VOO, BNL, MSFT, AMZN |