Tritonpoint Wealth, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), Tritonpoint Wealth, LLC reported 344 stock positions worth $1.1 billion. Its top holding was Apple (AAPL) at 7.3% of the portfolio, followed by Microsoft (MSFT, 3.8%) and Vanguard Mrngstar GR ETF-Sui (VUG, 3.7%). Compared with Q1 2025, it opened 23 new positions, sold out of 17, added to 108 and reduced 189. The biggest buy was Broadcom (AVGO, shares +3%) and the biggest sale Apple (AAPL, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- CHEVY CHASE, MD
- CIK
- 0002008171
- Portfolio Value
- $1.1B (Q2 2025)
- SEC Filing
- 0002008171-25-000004 ↗ filed Jul 17, 2025
Holdings Value
Holdings 344 stocks · $1.1B
| AAPL Apple Inc. | 7.28% | 383,207 | $78.6M | Reduce -2.8% |
| MSFT Microsoft Corp. | 3.80% | 82,595 | $41.1M | Reduce -2.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.66% | 90,188 | $39.6M | Reduce -2.0% |
| AMZN Amazon.com Inc. | 3.55% | 175,114 | $38.4M | Reduce -2.6% |
| JPM JPMorgan Chase & Co. | 2.57% | 95,972 | $27.8M | Reduce -2.0% |
| GOOGL Alphabet Inc. Class A | 2.51% | 153,680 | $27.1M | Reduce -0.7% |
| GOOG Alphabet Inc. Class C | 2.29% | 139,437 | $24.7M | Reduce -1.4% |
| VOO Vanguard S&P 500 ETF | 2.14% | 40,675 | $23.2M | Reduce -0.7% |
| V Visa Inc. Class A | 2.02% | 61,561 | $21.9M | Reduce -3.8% |
| IYW iShares Ustechnology ETF | 1.72% | 107,372 | $18.6M | Reduce -1.3% |
| MA Mastercard Inc. Class A | 1.54% | 29,562 | $16.6M | Add +0.3% |
| ISRG Intuitive Surgical Inc. | 1.47% | 29,172 | $15.9M | Reduce -3.1% |
| DHR Danaher Corp. | 1.36% | 74,326 | $14.7M | Reduce -3.6% |
| NVDA Nvidia Corp. | 1.36% | 92,707 | $14.6M | Reduce -5.6% |
| WMT Walmart Inc. | 1.27% | 140,015 | $13.7M | Reduce -3.1% |
| DOV Dover Corp. | 1.25% | 73,541 | $13.5M | Reduce -2.7% |
| BNL Broadstone Net Lease Inc. | 1.21% | 798,164 | $13.0M | Reduce -17.3% |
| JNJ Johnson & Johnson | 1.15% | 81,181 | $12.4M | Reduce -2.6% |
| XPO Xpo Inc. | 1.15% | 98,187 | $12.4M | Reduce -20.7% |
| IVV iShares Core S&P 500 ETF | 1.09% | 18,918 | $11.7M | Reduce -1.5% |
| XLF SS Financial Select Sector | 1.07% | 221,786 | $11.6M | Reduce -4.0% |
| MDLZ Mondelez International Inc. Class A | 1.02% | 162,950 | $11.1M | Add +0.4% |
| WFC Wells Fargo & Co. | 1.00% | 134,508 | $10.8M | Reduce -2.1% |
| XLI SS Industrial Select Sector | 0.99% | 72,894 | $10.8M | Add +0.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.97% | 85,262 | $10.5M | Reduce -1.6% |
| BA The Boeing Co. | 0.91% | 47,072 | $9.9M | Reduce -2.6% |
| ORCL Oracle Corp. | 0.90% | 44,687 | $9.8M | Reduce -4.0% |
| CB Chubb Ltd. | 0.89% | 33,188 | $9.6M | Reduce -2.7% |
| XLK SS Technology Select Sector | 0.83% | 35,600 | $9.0M | Reduce -2.5% |
| TMO Thermo Fisher Scientific Inc. | 0.77% | 20,489 | $8.3M | Reduce -0.8% |
| ABT Abbott Laboratories | 0.74% | 59,105 | $8.0M | Add +3.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.71% | 15,834 | $7.7M | Reduce -1.6% |
| MRK Merck & Co. Inc. | 0.69% | 93,515 | $7.5M | Reduce -6.1% |
| LRCX Lam Research Corp. | 0.69% | 76,168 | $7.4M | Reduce -2.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.69% | 77,944 | $7.4M | Reduce -2.2% |
| XLV SS Health Care Select Sector | 0.67% | 53,573 | $7.2M | Reduce -13.4% |
| HD Home Depot Inc. | 0.67% | 19,601 | $7.2M | Reduce -4.8% |
| CVX Chevron Corp. | 0.66% | 49,669 | $7.1M | Reduce -3.0% |
| PEP Pepsico Inc. | 0.64% | 52,105 | $6.9M | Reduce -3.5% |
| YUM Yum! Brands Inc. | 0.63% | 46,190 | $6.8M | Add +0.4% |
| COF Capital One Financial Corp. | 0.63% | 32,038 | $6.8M | Reduce -30.7% |
| EOG EOG Resources Inc. | 0.63% | 56,805 | $6.8M | Reduce -10.9% |
| SBUX Starbucks Corp. | 0.61% | 72,172 | $6.6M | Reduce -5.3% |
| COST Costco Wholesale Corp. | 0.61% | 6,622 | $6.6M | Reduce -5.0% |
| CME Cme Group Inc. | 0.58% | 22,781 | $6.3M | Reduce -0.5% |
| VYM Vanguard High DVD Yield ETF | 0.57% | 45,975 | $6.1M | Add +0.0% |
| META Meta Platforms Inc. Class A | 0.54% | 7,911 | $5.8M | Add +0.5% |
| BLK BlackRock Inc. | 0.52% | 5,319 | $5.6M | Reduce -1.5% |
| RTX RTX Corp. | 0.51% | 37,736 | $5.5M | Reduce -2.2% |
| IWO iShares Russell 2000 Growth | 0.50% | 18,988 | $5.4M | Reduce -18.4% |
| CL Colgate-Palmolive Co. | 0.49% | 58,084 | $5.3M | Reduce -1.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.48% | 62,062 | $5.2M | Reduce -1.2% |
| ECL Ecolab Inc. | 0.48% | 19,011 | $5.1M | Reduce -1.2% |
| BIP Brookfield Infrastructure Pa | 0.47% | 152,605 | $5.1M | Add +0.7% |
| PG The Procter & Gamble Co. | 0.47% | 31,777 | $5.1M | Add +1.2% |
| IJR iShares Core S&P Small-Cap E | 0.46% | 45,882 | $5.0M | Reduce -9.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.46% | 16,351 | $5.0M | Add +12.8% |
| BIV Vanguard Intermediate-Term B | 0.45% | 63,205 | $4.9M | Reduce -2.5% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.45% | 93,195 | $4.9M | Add +0.3% |
| BX Blackstone Inc. | 0.45% | 32,287 | $4.8M | Reduce -3.8% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.44% | 51,769 | $4.7M | Reduce -0.6% |
| ADI Analog Devices Inc. | 0.43% | 19,350 | $4.6M | Reduce -2.3% |
| MAR Marriott International Class A | 0.42% | 16,746 | $4.6M | Reduce -6.2% |
| CMG Chipotle Mexican Grill Inc. | 0.41% | 79,407 | $4.5M | Reduce -21.3% |
| ABFL Abacus FCF Leaders ETF | 0.41% | 62,812 | $4.4M | Reduce -1.8% |
| XLC SS Comm Select Sector SPDR | 0.41% | 40,441 | $4.4M | Reduce -5.7% |
| AVGO Broadcom Inc. | 0.40% | 15,588 | $4.3M | Add +2.6% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.40% | 112,800 | $4.3M | Reduce -0.8% |
| UNH Unitedhealth Group Inc. | 0.39% | 13,475 | $4.2M | Reduce -4.5% |
| BAM Brookfield Asset Mgmt-A | 0.38% | 73,728 | $4.1M | Reduce -2.6% |
| JHEQX JPMorgan Hedged Equity-I filed as CATERPILLAR INC | 0.38% | 122,833 | $4.1M | Reduce -0.5% |
| CAT Caterpillar Inc. | 0.37% | 10,406 | $4.0M | Reduce -2.4% |
| CRM Salesforce Inc. | 0.37% | 14,660 | $4.0M | Reduce -2.8% |
| LHX L3HARRIS Technologies Inc. | 0.37% | 15,953 | $4.0M | Reduce -1.5% |
| KO The Coca-Cola Co. | 0.36% | 54,041 | $3.9M | Add +5.2% |
| AGG iShares Core U.S. Aggregate | 0.35% | 38,010 | $3.8M | Reduce -0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.34% | 6,006 | $3.7M | Reduce -0.5% |
| XLY SS Consumer Disc Select Sect | 0.34% | 16,968 | $3.7M | Reduce -3.7% |
| ADBE Adobe Inc. | 0.34% | 9,497 | $3.7M | Reduce -4.6% |
| LMT Lockheed Martin Corp. | 0.33% | 7,595 | $3.5M | Reduce -1.0% |
| ZTS Zoetis Inc. | 0.32% | 22,171 | $3.5M | Reduce -25.9% |
| CHKP Check Point Software Tech | 0.31% | 15,124 | $3.3M | Reduce -0.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.31% | 70,290 | $3.3M | Reduce -1.2% |
| AES AES Corp. | 0.30% | 310,011 | $3.3M | Reduce -15.5% |
| EPD Enterprise Products Partners | 0.29% | 102,656 | $3.2M | Reduce -0.6% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.29% | 59,577 | $3.1M | Reduce -0.1% |
| LLY Eli Lilly & Co. | 0.29% | 3,960 | $3.1M | Reduce -6.9% |
| MCD McDonald's Corp. | 0.28% | 10,328 | $3.0M | Reduce -0.0% |
| PH Parker Hannifin Corp. | 0.27% | 4,253 | $3.0M | Reduce -3.5% |
| IEMG iShares Core MSCI Emerging | 0.27% | 49,323 | $3.0M | Reduce -2.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.27% | 5,330 | $2.9M | Reduce -0.9% |
| LH Labcorp Holdings Inc. | 0.27% | 11,180 | $2.9M | Add +2.7% |
| BN Brookfield Corp. | 0.27% | 47,263 | $2.9M | Reduce -2.6% |
| NOW ServiceNow Inc. | 0.26% | 2,762 | $2.8M | Reduce -6.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.25% | 16,027 | $2.6M | Reduce -3.0% |
| PNC PNC Financial Services Group | 0.24% | 14,149 | $2.6M | Reduce -1.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.24% | 11,072 | $2.6M | Add +8.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.24% | 9,229 | $2.6M | Reduce -18.7% |
| FBND Fidelity Total Bond ETF | 0.24% | 56,926 | $2.6M | Add +2.2% |
| MBB iShares MBS ETF | 0.24% | 27,741 | $2.6M | Reduce -0.1% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -2.8% | 7.28% | −1.06 |
| BNL Broadstone Net Lease Inc. | Reduce -17.3% | 1.21% | −0.39 |
| UNH Unitedhealth Group Inc. | Reduce -4.5% | 0.39% | −0.31 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.8% | 0.77% | −0.21 |
| XLV SS Health Care Select Sector | Reduce -13.4% | 0.67% | −0.19 |
| JNJ Johnson & Johnson | Reduce -2.6% | 1.15% | −0.17 |
| MRK Merck & Co. Inc. | Reduce -6.1% | 0.69% | −0.17 |
| COF Capital One Financial Corp. | Reduce -30.7% | 0.63% | −0.16 |
| CVX Chevron Corp. | Reduce -3.0% | 0.66% | −0.16 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.16 |
| EOG EOG Resources Inc. | Reduce -10.9% | 0.63% | −0.15 |
| ZTS Zoetis Inc. | Reduce -25.9% | 0.32% | −0.15 |
| DHR Danaher Corp. | Reduce -3.6% | 1.36% | −0.15 |
| PEP Pepsico Inc. | Reduce -3.5% | 0.64% | −0.13 |
| AES AES Corp. | Reduce -15.5% | 0.30% | −0.13 |
| XPO Xpo Inc. | Reduce -20.7% | 1.15% | −0.12 |
| XLE SS Energy Select Sector | Reduce -53.4% | 0.08% | −0.12 |
| V Visa Inc. Class A | Reduce -3.8% | 2.02% | −0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.6% | 0.71% | −0.10 |
| ETR Entergy Corp. | Sold out | 0.00% | −0.10 |
| SBUX Starbucks Corp. | Reduce -5.3% | 0.61% | −0.10 |
| CB Chubb Ltd. | Reduce -2.7% | 0.89% | −0.09 |
| UPS United Parcel Service Class B | Reduce -24.6% | 0.15% | −0.07 |
| CMG Chipotle Mexican Grill Inc. | Reduce -21.3% | 0.41% | −0.07 |
| AKAM Akamai Technologies Inc. | Reduce -41.8% | 0.09% | −0.07 |
| IWO iShares Russell 2000 Growth | Reduce -18.4% | 0.50% | −0.06 |
| SCHX Schwab US Large-Cap ETF | Reduce -36.9% | 0.13% | −0.06 |
| GXO Gxo Logistics Inc. | Reduce -40.9% | 0.14% | −0.06 |
| ACN Accenture PLC Class A | Reduce -26.1% | 0.12% | −0.05 |
| HD Home Depot Inc. | Reduce -4.8% | 0.67% | −0.05 |
| SASR Sandy Spring Bancorp Inc. | Sold out | 0.00% | −0.05 |
| BMY Bristol-Myers Squibb Co. | Reduce -6.6% | 0.11% | −0.05 |
| LLY Eli Lilly & Co. | Reduce -6.9% | 0.29% | −0.05 |
| JTEK JPMorgan US Tech Leaders | Sold out | 0.00% | −0.05 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -44.8% | 0.06% | −0.04 |
| EPD Enterprise Products Partners | Reduce -0.6% | 0.29% | −0.04 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -25.2% | 0.16% | −0.04 |
| FPE FT-Preferred Secur & Inc. ETF | Sold out | 0.00% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Reduce -9.1% | 0.46% | −0.04 |
| CL Colgate-Palmolive Co. | Reduce -1.3% | 0.49% | −0.04 |
| SLB SLB Ltd. | Reduce -29.4% | 0.05% | −0.04 |
| REGN Regeneron Pharmaceuticals | Reduce -2.7% | 0.12% | −0.03 |
| TJX TJX Companies Inc. | Reduce -1.6% | 0.97% | −0.03 |
| OKE Oneok Inc. | Reduce -2.5% | 0.10% | −0.03 |
| VONV Vanguard Russell 1000 Value | Sold out | 0.00% | −0.03 |
| MCD McDonald's Corp. | Reduce -0.0% | 0.28% | −0.03 |
| IVOV Vanguard S&P Mid-Cap 400 Val | Sold out | 0.00% | −0.03 |
| UNP Union Pacific Corp. | Reduce -6.0% | 0.22% | −0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -20.9% | 0.08% | −0.03 |
| INTC Intel Corp. | Sold out | 0.00% | −0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| AVGO Broadcom Inc. | Add +2.6% | 0.40% | +0.16 |
| META Meta Platforms Inc. Class A | Add +0.5% | 0.54% | +0.11 |
| XLI SS Industrial Select Sector | Add +0.5% | 0.99% | +0.09 |
| VTI VG Morningstar TS MKT ETF-US | Add +12.8% | 0.46% | +0.08 |
| IGV iShares Expanded Tech-Softwa | Add +39.7% | 0.19% | +0.08 |
| AUB Atlantic Union Bankshares Co. | New | 0.05% | +0.05 |
| RCL Royal Caribbean Cruises Ltd. | Add +0.8% | 0.13% | +0.04 |
| BIP Brookfield Infrastructure Pa | Add +0.7% | 0.47% | +0.04 |
| GS Goldman Sachs Group Inc. | Add +6.5% | 0.17% | +0.04 |
| TSLA Tesla Inc. | Add +4.4% | 0.21% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | Add +2.3% | 0.10% | +0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +13.5% | 0.22% | +0.04 |
| DIS The Walt Disney Co. | Add +0.8% | 0.18% | +0.03 |
| GE General Electric | Add +30.9% | 0.08% | +0.03 |
| BNY Bank of New York Mellon Corp. | New | 0.03% | +0.03 |
| VGT Vanguard Info Tech ETF | Add +0.2% | 0.19% | +0.03 |
| LH Labcorp Holdings Inc. | Add +2.7% | 0.27% | +0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +8.0% | 0.24% | +0.03 |
| GEV GE Vernova Inc. | Add +35.5% | 0.05% | +0.03 |
| INTU Intuit Inc. | Add +3.5% | 0.11% | +0.03 |
| SCHW Schwab (charles) Corp. | New | 0.02% | +0.02 |
| PM Philip Morris International | Add +32.7% | 0.07% | +0.02 |
| IBM Intl Business Machines Corp. | Add +23.0% | 0.08% | +0.02 |
| CSCO Cisco Systems Inc. | Add +9.2% | 0.13% | +0.02 |
| SPOT Spotify Technology SA | New | 0.02% | +0.02 |
| MELI MercadoLibre Inc. | New | 0.02% | +0.02 |
| GLW Corning Inc. | New | 0.02% | +0.02 |
| TDG Transdigm Group Inc. | New | 0.02% | +0.02 |
| PANW Palo Alto Networks Inc. | New | 0.02% | +0.02 |
| FISV Fiserv Inc. | Add +102.3% | 0.06% | +0.02 |
| HWM Howmet Aerospace Inc. | New | 0.02% | +0.02 |
| MSI Motorola Solutions Inc. | New | 0.02% | +0.02 |
| TT Trane Technologies PLC | New | 0.02% | +0.02 |
| USB US Bancorp | New | 0.02% | +0.02 |
| DHI D.R. Horton Inc. | New | 0.02% | +0.02 |
| KKR KKR & Co. Inc. | New | 0.02% | +0.02 |
| CI The Cigna Group | New | 0.02% | +0.02 |
| KNSL Kinsale Capital Group Inc. | New | 0.02% | +0.02 |
| ABT Abbott Laboratories | Add +3.0% | 0.74% | +0.02 |
| HON Honeywell International Inc. | Add +6.0% | 0.16% | +0.02 |
| CRAI Cra International Inc. | New | 0.02% | +0.02 |
| IVE iShares S&P 500 Value ETF | New | 0.02% | +0.02 |
| NVS Novartis AG-Sponsored ADR | New | 0.02% | +0.02 |
| PPG PPG Industries Inc. | New | 0.02% | +0.02 |
| NDAQ Nasdaq Inc. | Add +5.5% | 0.11% | +0.02 |
| APH Amphenol Corp. Class A | Add +18.1% | 0.04% | +0.02 |
| BXMT Blackstone Mortgage Tru Class A | New | 0.02% | +0.02 |
| EMR Emerson Electric Co. | Add +0.1% | 0.12% | +0.02 |
| IVW iShares S&P 500 Growth ETF | Add +1.4% | 0.12% | +0.02 |
| AXP American Express Co. | Add +3.5% | 0.08% | +0.01 |
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 |