Tritonpoint Wealth, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 15, 2025), Tritonpoint Wealth, LLC reported 349 stock positions worth $1.2 billion. Its top holding was Apple (AAPL) at 8.5% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 3.8%) and Microsoft (MSFT, 3.7%). Compared with Q2 2025, it opened 13 new positions, sold out of 8, added to 150 and reduced 142. The biggest buy was Apple (AAPL, shares +2%) and the biggest sale Chipotle Mexican Grill (CMG, shares −29%).
- Most Recent 13F
- Q2 2026
- Location
- CHEVY CHASE, MD
- CIK
- 0002008171
- Portfolio Value
- $1.2B (Q3 2025)
- SEC Filing
- 0002008171-25-000008 ↗ filed Oct 15, 2025
Holdings Value
Holdings 349 stocks · $1.2B
| AAPL Apple Inc. | 8.53% | 390,727 | $99.5M | Add +2.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.80% | 92,337 | $44.3M | Add +2.4% |
| MSFT Microsoft Corp. | 3.66% | 82,443 | $42.7M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 3.31% | 175,833 | $38.6M | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 3.17% | 152,080 | $37.0M | Reduce -1.0% |
| GOOG Alphabet Inc. Class C | 2.89% | 138,505 | $33.7M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 2.55% | 94,245 | $29.7M | Reduce -1.8% |
| VOO Vanguard S&P 500 ETF | 2.14% | 40,626 | $24.9M | Reduce -0.1% |
| V Visa Inc. Class A | 1.81% | 61,813 | $21.1M | Add +0.4% |
| IYW iShares Ustechnology ETF | 1.78% | 106,164 | $20.8M | Reduce -1.1% |
| NVDA Nvidia Corp. | 1.48% | 92,411 | $17.2M | Reduce -0.3% |
| MA Mastercard Inc. Class A | 1.41% | 28,914 | $16.4M | Reduce -2.2% |
| BNL Broadstone Net Lease Inc. | 1.31% | 840,491 | $15.3M | Add +5.3% |
| JNJ Johnson & Johnson | 1.27% | 80,060 | $14.8M | Reduce -1.4% |
| DHR Danaher Corp. | 1.26% | 74,056 | $14.7M | Reduce -0.4% |
| WMT Walmart Inc. | 1.24% | 140,654 | $14.5M | Add +0.5% |
| ISRG Intuitive Surgical Inc. | 1.12% | 29,216 | $13.1M | Add +0.1% |
| XPO Xpo Inc. | 1.09% | 98,545 | $12.7M | Add +0.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.06% | 85,799 | $12.4M | Add +0.6% |
| IVV iShares Core S&P 500 ETF | 1.05% | 18,368 | $12.3M | Reduce -2.9% |
| DOV Dover Corp. | 1.05% | 73,560 | $12.3M | Add +0.0% |
| XLF SS Financial Select Sector | 1.02% | 219,924 | $11.8M | Reduce -0.8% |
| XLI SS Industrial Select Sector | 0.96% | 72,253 | $11.1M | Reduce -0.9% |
| WFC Wells Fargo & Co. | 0.94% | 130,670 | $11.0M | Reduce -2.9% |
| MDLZ Mondelez International Inc. Class A | 0.89% | 165,596 | $10.4M | Add +1.6% |
| BA The Boeing Co. | 0.87% | 47,150 | $10.2M | Add +0.2% |
| LRCX Lam Research Corp. | 0.87% | 75,468 | $10.1M | Reduce -0.9% |
| XLK SS Technology Select Sector | 0.86% | 35,660 | $10.1M | Add +0.2% |
| TMO Thermo Fisher Scientific Inc. | 0.85% | 20,522 | $10.0M | Add +0.2% |
| CB Chubb Ltd. | 0.83% | 34,103 | $9.7M | Add +2.8% |
| ORCL Oracle Corp. | 0.80% | 33,298 | $9.4M | Reduce -25.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.75% | 17,285 | $8.7M | Add +9.2% |
| HD Home Depot Inc. | 0.69% | 19,767 | $8.0M | Add +0.8% |
| CVX Chevron Corp. | 0.68% | 50,927 | $7.9M | Add +2.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.65% | 73,082 | $7.6M | Reduce -6.2% |
| ABT Abbott Laboratories | 0.64% | 56,039 | $7.5M | Reduce -5.2% |
| MRK Merck & Co. Inc. | 0.63% | 86,209 | $7.3M | Reduce -7.8% |
| PEP Pepsico Inc. | 0.62% | 51,232 | $7.2M | Reduce -1.7% |
| YUM Yum! Brands Inc. | 0.60% | 46,268 | $7.0M | Add +0.2% |
| BLK BlackRock Inc. | 0.57% | 5,704 | $6.7M | Add +7.2% |
| XLV SS Health Care Select Sector | 0.57% | 47,633 | $6.6M | Reduce -11.1% |
| COF Capital One Financial Corp. | 0.56% | 30,910 | $6.6M | Reduce -3.5% |
| VYM Vanguard High DVD Yield ETF | 0.55% | 45,795 | $6.5M | Reduce -0.4% |
| RTX RTX Corp. | 0.54% | 37,701 | $6.3M | Reduce -0.1% |
| ADI Analog Devices Inc. | 0.54% | 25,517 | $6.3M | Add +31.9% |
| SBUX Starbucks Corp. | 0.54% | 73,868 | $6.2M | Add +2.4% |
| COST Costco Wholesale Corp. | 0.53% | 6,704 | $6.2M | Add +1.2% |
| META Meta Platforms Inc. Class A | 0.53% | 8,445 | $6.2M | Add +6.8% |
| CME Cme Group Inc. | 0.53% | 22,828 | $6.2M | Add +0.2% |
| EOG EOG Resources Inc. | 0.52% | 54,407 | $6.1M | Reduce -4.2% |
| IWO iShares Russell 2000 Growth | 0.51% | 18,499 | $5.9M | Reduce -2.6% |
| IJR iShares Core S&P Small-Cap E | 0.47% | 46,471 | $5.5M | Add +1.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.47% | 62,973 | $5.5M | Add +1.5% |
| QXO Qxo Inc. | 0.47% | 285,892 | $5.4M | New |
| VTI VG Morningstar TS MKT ETF-US | 0.46% | 16,341 | $5.4M | Reduce -0.1% |
| BX Blackstone Inc. | 0.46% | 31,112 | $5.3M | Reduce -3.6% |
| CAT Caterpillar Inc. | 0.46% | 11,121 | $5.3M | Add +6.9% |
| ECL Ecolab Inc. | 0.45% | 18,973 | $5.2M | Reduce -0.2% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.43% | 91,201 | $5.0M | Reduce -2.1% |
| LHX L3HARRIS Technologies Inc. | 0.43% | 16,307 | $5.0M | Add +2.2% |
| BIP Brookfield Infrastructure Pa | 0.42% | 149,694 | $4.9M | Reduce -1.9% |
| PG The Procter & Gamble Co. | 0.42% | 31,911 | $4.9M | Add +0.4% |
| BIV Vanguard Intermediate-Term B | 0.42% | 62,310 | $4.9M | Reduce -1.4% |
| XLC SS Comm Select Sector SPDR | 0.41% | 40,713 | $4.8M | Add +0.7% |
| AVGO Broadcom Inc. | 0.41% | 14,376 | $4.7M | Reduce -7.8% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.40% | 48,442 | $4.6M | Reduce -6.4% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.39% | 114,820 | $4.5M | Add +1.8% |
| CL Colgate-Palmolive Co. | 0.39% | 56,341 | $4.5M | Reduce -3.0% |
| UNH Unitedhealth Group Inc. | 0.39% | 13,006 | $4.5M | Reduce -3.5% |
| ABFL Abacus FCF Leaders ETF | 0.37% | 60,278 | $4.3M | Reduce -4.0% |
| MAR Marriott International Class A | 0.37% | 16,387 | $4.3M | Reduce -2.1% |
| AES AES Corp. | 0.36% | 321,080 | $4.2M | Add +3.6% |
| JHEQX JPMorgan Hedged Equity-I filed as CATERPILLAR INC | 0.36% | 122,243 | $4.2M | Reduce -0.5% |
| BAM Brookfield Asset Mgmt-A | 0.35% | 72,429 | $4.1M | Reduce -1.8% |
| XLY SS Consumer Disc Select Sect | 0.35% | 16,962 | $4.1M | Reduce -0.0% |
| NOW ServiceNow Inc. | 0.35% | 4,386 | $4.0M | Add +58.8% |
| AGG iShares Core U.S. Aggregate | 0.34% | 39,122 | $3.9M | Add +2.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.34% | 5,866 | $3.9M | Reduce -2.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.33% | 74,739 | $3.9M | Add +6.3% |
| LMT Lockheed Martin Corp. | 0.33% | 7,613 | $3.8M | Add +0.2% |
| KO The Coca-Cola Co. | 0.30% | 53,158 | $3.6M | Reduce -1.6% |
| TSLA Tesla Inc. | 0.30% | 7,950 | $3.5M | Add +11.2% |
| EPD Enterprise Products Partners | 0.30% | 112,656 | $3.5M | Add +9.7% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.29% | 62,455 | $3.3M | Add +4.8% |
| CRM Salesforce Inc. | 0.28% | 13,931 | $3.3M | Reduce -5.0% |
| ADBE Adobe Inc. | 0.28% | 9,368 | $3.3M | Reduce -1.4% |
| PH Parker Hannifin Corp. | 0.28% | 4,300 | $3.3M | Add +1.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.28% | 5,377 | $3.2M | Add +0.9% |
| IEMG iShares Core MSCI Emerging | 0.27% | 48,325 | $3.2M | Reduce -2.0% |
| MCD McDonald's Corp. | 0.27% | 10,409 | $3.2M | Add +0.8% |
| LH Labcorp Holdings Inc. | 0.27% | 10,947 | $3.1M | Reduce -2.1% |
| CHKP Check Point Software Tech | 0.27% | 15,085 | $3.1M | Reduce -0.3% |
| LLY Eli Lilly & Co. | 0.26% | 4,019 | $3.1M | Add +1.5% |
| BN Brookfield Corp. | 0.26% | 43,926 | $3.0M | Reduce -7.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.26% | 11,763 | $3.0M | Add +6.2% |
| ZTS Zoetis Inc. | 0.25% | 20,153 | $2.9M | Reduce -9.1% |
| ABBV Abbvie Inc. | 0.25% | 12,636 | $2.9M | Add +1.8% |
| PNC PNC Financial Services Group | 0.24% | 14,178 | $2.8M | Add +0.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.24% | 16,027 | $2.8M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.23% | 9,225 | $2.7M | Add +11.3% |
Portfolio Sells Q2 2025 → Q3 2025
| CMG Chipotle Mexican Grill Inc. | Reduce -29.4% | 0.19% | −0.22 |
| MSFT Microsoft Corp. | Reduce -0.2% | 3.66% | −0.14 |
| MA Mastercard Inc. Class A | Reduce -2.2% | 1.41% | −0.13 |
| EOG EOG Resources Inc. | Reduce -4.2% | 0.52% | −0.11 |
| CL Colgate-Palmolive Co. | Reduce -3.0% | 0.39% | −0.10 |
| ORCL Oracle Corp. | Reduce -25.5% | 0.80% | −0.10 |
| ABT Abbott Laboratories | Reduce -5.2% | 0.64% | −0.10 |
| DHR Danaher Corp. | Reduce -0.4% | 1.26% | −0.10 |
| XLV SS Health Care Select Sector | Reduce -11.1% | 0.57% | −0.10 |
| CRM Salesforce Inc. | Reduce -5.0% | 0.28% | −0.09 |
| ACN Accenture PLC Class A | Reduce -50.8% | 0.05% | −0.07 |
| COF Capital One Financial Corp. | Reduce -3.5% | 0.56% | −0.07 |
| ZTS Zoetis Inc. | Reduce -9.1% | 0.25% | −0.07 |
| MRK Merck & Co. Inc. | Reduce -7.8% | 0.63% | −0.07 |
| XLF SS Financial Select Sector | Reduce -0.8% | 1.02% | −0.06 |
| WFC Wells Fargo & Co. | Reduce -2.9% | 0.94% | −0.06 |
| MAR Marriott International Class A | Reduce -2.1% | 0.37% | −0.06 |
| ADBE Adobe Inc. | Reduce -1.4% | 0.28% | −0.06 |
| KO The Coca-Cola Co. | Reduce -1.6% | 0.30% | −0.05 |
| CACI Caci International Inc. Class A | Sold out | 0.00% | −0.05 |
| BIP Brookfield Infrastructure Pa | Reduce -1.9% | 0.42% | −0.05 |
| TWI Titan International Inc. | Reduce -3.4% | 0.09% | −0.05 |
| UPS United Parcel Service Class B | Reduce -10.3% | 0.10% | −0.05 |
| BALL Ball Corp. | Reduce -2.8% | 0.18% | −0.04 |
| CHKP Check Point Software Tech | Reduce -0.3% | 0.27% | −0.04 |
| NFLX Netflix Inc. | Reduce -1.0% | 0.19% | −0.04 |
| XLI SS Industrial Select Sector | Reduce -0.9% | 0.96% | −0.04 |
| ABFL Abacus FCF Leaders ETF | Reduce -4.0% | 0.37% | −0.04 |
| BSV Vanguard Short-Term Bond ETF | Reduce -10.2% | 0.19% | −0.04 |
| APTV Aptiv PLC | Reduce -46.3% | 0.06% | −0.04 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -6.4% | 0.40% | −0.04 |
| BMY Bristol-Myers Squibb Co. | Reduce -24.6% | 0.08% | −0.04 |
| BIV Vanguard Intermediate-Term B | Reduce -1.4% | 0.42% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -2.9% | 1.05% | −0.03 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -6.2% | 0.65% | −0.03 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -8.5% | 0.21% | −0.03 |
| HON Honeywell International Inc. | Reduce -2.2% | 0.13% | −0.03 |
| ECL Ecolab Inc. | Reduce -0.2% | 0.45% | −0.03 |
| INTU Intuit Inc. | Reduce -5.3% | 0.09% | −0.03 |
| DPZ Domino's Pizza Inc. | Reduce -6.6% | 0.13% | −0.03 |
| XLP SS Consumer Staples Sel Sect | Reduce -1.3% | 0.20% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -1.8% | 2.55% | −0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -6.2% | 0.06% | −0.02 |
| FISV Fiserv Inc. | Reduce -13.1% | 0.04% | −0.02 |
| BAM Brookfield Asset Mgmt-A | Reduce -1.8% | 0.35% | −0.02 |
| IYJ iShares U.S. Industrials ETF | Reduce -15.4% | 0.09% | −0.02 |
| TRI Thomson Reuters Corp. | Reduce -8.8% | 0.04% | −0.02 |
| SYK Stryker Corp. | Reduce -1.8% | 0.12% | −0.02 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.02 |
| TDG Transdigm Group Inc. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +2.0% | 8.53% | +1.26 |
| QXO Qxo Inc. | New | 0.47% | +0.47 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +2.4% | 3.80% | +0.14 |
| ADI Analog Devices Inc. | Add +31.9% | 0.54% | +0.11 |
| BNL Broadstone Net Lease Inc. | Add +5.3% | 1.31% | +0.10 |
| TSLA Tesla Inc. | Add +11.2% | 0.30% | +0.09 |
| TJX TJX Companies Inc. | Add +0.6% | 1.06% | +0.09 |
| TMO Thermo Fisher Scientific Inc. | Add +0.2% | 0.85% | +0.08 |
| NOW ServiceNow Inc. | Add +58.8% | 0.35% | +0.08 |
| CAT Caterpillar Inc. | Add +6.9% | 0.46% | +0.08 |
| AES AES Corp. | Add +3.6% | 0.36% | +0.06 |
| LHX L3HARRIS Technologies Inc. | Add +2.2% | 0.43% | +0.06 |
| BLK BlackRock Inc. | Add +7.2% | 0.57% | +0.05 |
| ABBV Abbvie Inc. | Add +1.8% | 0.25% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +9.2% | 0.75% | +0.03 |
| SHEL Shell PLC-ADR | New | 0.03% | +0.03 |
| APP AppLovin Corp. Class A | New | 0.03% | +0.03 |
| IWB iShares Russell 1000 ETF | Add +43.0% | 0.10% | +0.03 |
| XLK SS Technology Select Sector | Add +0.2% | 0.86% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | Add +2.9% | 0.13% | +0.03 |
| HOOD Robinhood Markets Inc. Class A | New | 0.02% | +0.02 |
| BAC Bank of America Corp. | Add +6.3% | 0.33% | +0.02 |
| IVOV Vanguard S&P Mid-Cap 400 Val | New | 0.02% | +0.02 |
| GNRC Generac Holdings Inc. | Add +4.0% | 0.19% | +0.02 |
| HD Home Depot Inc. | Add +0.8% | 0.69% | +0.02 |
| ANET Arista Networks Inc. | New | 0.02% | +0.02 |
| SPG Simon Property Group Inc. | Add +28.4% | 0.08% | +0.02 |
| NOC Northrop Grumman Corp. | New | 0.02% | +0.02 |
| CVX Chevron Corp. | Add +2.5% | 0.68% | +0.02 |
| CHRW C.H. Robinson Worldwide Inc. | New | 0.02% | +0.02 |
| TFC Truist Financial Corp. | New | 0.02% | +0.02 |
| WELL Welltower Inc. | New | 0.02% | +0.02 |
| HCA HCA Healthcare Inc. | New | 0.02% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +11.3% | 0.23% | +0.02 |
| DASH DoorDash Inc. Class A | New | 0.02% | +0.02 |
| NEM Newmont Corp. | New | 0.02% | +0.02 |
| SNA Snap-on Inc. | Add +50.4% | 0.04% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +6.2% | 0.26% | +0.01 |
| REGN Regeneron Pharmaceuticals | Add +11.3% | 0.13% | +0.01 |
| PSX Phillips 66 | Add +43.0% | 0.03% | +0.01 |
| ET Energy Transfer LP | Add +41.4% | 0.06% | +0.01 |
| DGRW Wisdomtree U.S. Quality Divi | Add +40.4% | 0.04% | +0.01 |
| SMH Vaneck Semiconductor ETF | Add +14.9% | 0.05% | +0.01 |
| FDX FedEx Corp. | Add +26.8% | 0.06% | +0.01 |
| GE General Electric | Add +3.3% | 0.09% | +0.01 |
| APH Amphenol Corp. Class A | Add +5.8% | 0.05% | +0.01 |
| GLW Corning Inc. | Add +1.1% | 0.03% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +1.3% | 0.47% | +0.01 |
| EPD Enterprise Products Partners | Add +9.7% | 0.30% | +0.01 |
| XLC SS Comm Select Sector SPDR | Add +0.7% | 0.41% | +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 |