Tritonpoint Wealth, LLC

Name: TRITONPOINT WEALTH, LLC 13F holdings, Q4 2025
Creator: TRITONPOINT WEALTH, LLC
Published: 2026-01-20

Q2 2026Q1 2026Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 20, 2026), Tritonpoint Wealth, LLC reported 272 stock positions worth $986.2 million. Its top holding was Apple (AAPL) at 9.7% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 4.5%) and Alphabet Class C (GOOG, 4.3%). Compared with Q3 2025, it opened 11 new positions, sold out of 88, added to 24 and reduced 214. The biggest buy was GE Vernova (GEV, shares +397%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −84%).

Most Recent 13F: Q2 2026
Location: CHEVY CHASE, MD
CIK: 0002008171
Portfolio Value: $986.2M (Q4 2025)
SEC Filing: 0002008171-26-000001 ↗ filed Jan 20, 2026

Holdings Value

Holdings 272 stocks · $986.2M


AAPL Apple Inc.	9.68%	351,223	$95.5M	Reduce -10.1%
VUG Vanguard Mrngstar GR ETF-Sui	4.49%	90,782	$44.3M	Reduce -1.7%
GOOG Alphabet Inc. Class C	4.26%	133,814	$42.0M	Reduce -3.4%
GOOGL Alphabet Inc. Class A	4.17%	131,261	$41.1M	Reduce -13.7%
AMZN Amazon.com Inc.	3.85%	164,509	$38.0M	Reduce -6.4%
MSFT Microsoft Corp.	3.11%	63,490	$30.7M	Reduce -23.0%
JPM JPMorgan Chase & Co.	2.80%	85,730	$27.6M	Reduce -9.0%
IYW iShares Ustechnology ETF	1.96%	96,878	$19.3M	Reduce -8.8%
V Visa Inc. Class A	1.90%	53,292	$18.7M	Reduce -13.8%
VOO Vanguard S&P 500 ETF	1.65%	25,948	$16.3M	Reduce -36.1%
ISRG Intuitive Surgical Inc.	1.60%	27,880	$15.8M	Reduce -4.6%
MA Mastercard Inc. Class A	1.52%	26,319	$15.0M	Reduce -9.0%
DHR Danaher Corp.	1.52%	65,186	$14.9M	Reduce -12.0%
JNJ Johnson & Johnson	1.48%	70,588	$14.6M	Reduce -11.8%
NVDA Nvidia Corp.	1.46%	77,179	$14.4M	Reduce -16.5%
XPO Xpo Inc.	1.34%	97,504	$13.3M	Reduce -1.1%
WMT Walmart Inc.	1.33%	117,157	$13.1M	Reduce -16.7%
DOV Dover Corp.	1.33%	66,936	$13.1M	Reduce -9.0%
BNL Broadstone Net Lease Inc.	1.32%	735,626	$13.0M	Reduce -12.5%
LRCX Lam Research Corp.	1.25%	72,195	$12.4M	Reduce -4.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW	1.21%	77,443	$11.9M	Reduce -9.7%
TMO Thermo Fisher Scientific Inc.	1.20%	20,477	$11.9M	Reduce -0.2%
XLI SS Industrial Select Sector	1.11%	70,543	$10.9M	Reduce -2.4%
XLF SS Financial Select Sector	1.06%	191,355	$10.5M	Reduce -13.0%
WFC Wells Fargo & Co.	1.05%	111,382	$10.4M	Reduce -14.8%
XLK SS Technology Select Sector	0.98%	67,195	$9.7M	Reduce -5.8%
CB Chubb Ltd.	0.98%	30,831	$9.7M	Reduce -9.6%
BA The Boeing Co.	0.91%	41,197	$8.9M	Reduce -12.6%
MDLZ Mondelez International Inc. Class A	0.75%	136,769	$7.4M	Reduce -17.4%
PEP Pepsico Inc.	0.75%	50,912	$7.4M	Reduce -0.6%
XLV SS Health Care Select Sector	0.73%	46,420	$7.2M	Reduce -2.5%
BRK.B Berkshire Hathaway Inc. Class B	0.72%	14,080	$7.1M	Reduce -18.5%
YUM Yum! Brands Inc.	0.70%	45,326	$6.9M	Reduce -2.0%
ABT Abbott Laboratories	0.69%	54,571	$6.8M	Reduce -2.6%
MRK Merck & Co. Inc.	0.68%	63,482	$6.7M	Reduce -26.4%
COF Capital One Financial Corp.	0.68%	27,494	$6.7M	Reduce -11.1%
CVX Chevron Corp.	0.67%	43,560	$6.6M	Reduce -14.5%
VYM Vanguard High DVD Yield ETF	0.67%	45,781	$6.6M	Reduce -0.0%
QXO Qxo Inc.	0.64%	329,592	$6.4M	Add +15.3%
CAT Caterpillar Inc.	0.62%	10,627	$6.1M	Reduce -4.4%
IWO iShares Russell 2000 Growth	0.60%	18,227	$5.9M	Reduce -1.5%
RTX RTX Corp.	0.59%	31,819	$5.8M	Reduce -15.6%
ADI Analog Devices Inc.	0.59%	21,500	$5.8M	Reduce -15.7%
CME Cme Group Inc.	0.59%	21,197	$5.8M	Reduce -7.1%
SBUX Starbucks Corp.	0.55%	64,892	$5.5M	Reduce -12.2%
BLK BlackRock Inc.	0.54%	5,005	$5.4M	Reduce -12.3%
BIP Brookfield Infrastructure Pa	0.49%	139,647	$4.9M	Reduce -6.7%
BX Blackstone Inc.	0.48%	30,898	$4.8M	Reduce -0.7%
IJK iShares S&P Mid-Cap 400 Grow	0.48%	48,796	$4.7M	Add +0.7%
COST Costco Wholesale Corp.	0.48%	5,452	$4.7M	Reduce -18.7%
XLC SS Comm Select Sector SPDR	0.47%	39,383	$4.6M	Reduce -3.3%
ECL Ecolab Inc.	0.46%	17,395	$4.6M	Reduce -8.3%
HD Home Depot Inc.	0.46%	13,301	$4.6M	Reduce -32.7%
META Meta Platforms Inc. Class A	0.44%	6,630	$4.4M	Reduce -21.5%
ORCL Oracle Corp.	0.44%	22,331	$4.4M	Reduce -32.9%
JHEQX JPMorgan Hedged Equity-I filed as CATERPILLAR INC	0.44%	121,568	$4.3M	Reduce -0.6%
EOG EOG Resources Inc.	0.42%	39,567	$4.2M	Reduce -27.3%
AES AES Corp.	0.41%	285,014	$4.1M	Reduce -11.2%
CL Colgate-Palmolive Co.	0.41%	51,684	$4.1M	Reduce -8.3%
XLY SS Consumer Disc Select Sect	0.40%	33,387	$4.0M	Reduce -1.6%
LLY Eli Lilly & Co.	0.40%	3,685	$4.0M	Reduce -8.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.40%	71,319	$3.9M	Reduce -4.6%
PG The Procter & Gamble Co.	0.39%	27,091	$3.9M	Reduce -15.1%
LHX L3HARRIS Technologies Inc.	0.39%	13,188	$3.9M	Reduce -19.1%
PH Parker Hannifin Corp.	0.38%	4,251	$3.7M	Reduce -1.1%
LMT Lockheed Martin Corp.	0.37%	7,580	$3.7M	Reduce -0.4%
IJR iShares Core S&P Small-Cap E	0.36%	29,888	$3.6M	Reduce -35.7%
KO The Coca-Cola Co.	0.36%	50,470	$3.5M	Reduce -5.1%
BAM Brookfield Asset Mgmt-A	0.34%	63,975	$3.4M	Reduce -11.7%
EPD Enterprise Products Partners	0.34%	104,176	$3.3M	Reduce -7.5%
UNH Unitedhealth Group Inc.	0.34%	10,014	$3.3M	Reduce -23.0%
MAR Marriott International Class A	0.33%	10,513	$3.3M	Reduce -35.9%
GEV GE Vernova Inc.	0.33%	4,940	$3.2M	Add +397.0%
SNOW Snowflake Inc.	0.32%	14,557	$3.2M	Add +38.5%
VB Vanguard Most SM-Cap ETF-Usd	0.31%	11,768	$3.0M	Add +0.0%
BN Brookfield Corp.	0.30%	65,523	$3.0M	Reduce -0.6%
AVGO Broadcom Inc.	0.30%	8,513	$2.9M	Reduce -40.8%
VTI VG Morningstar TS MKT ETF-US	0.30%	8,756	$2.9M	Reduce -46.4%
VOE Vngrd Mrngstr MD-Cap Val ETF	0.29%	16,027	$2.8M	No change
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.29%	9,748	$2.8M	Add +5.7%
MCD McDonald's Corp.	0.29%	9,254	$2.8M	Reduce -11.1%
PNC PNC Financial Services Group	0.28%	13,294	$2.8M	Reduce -6.2%
ABBV Abbvie Inc.	0.28%	12,098	$2.8M	Reduce -4.3%
LH Labcorp Holdings Inc.	0.28%	10,944	$2.7M	Reduce -0.0%
ADBE Adobe Inc.	0.27%	7,532	$2.6M	Reduce -19.6%
CHKP Check Point Software Tech	0.26%	13,920	$2.6M	Reduce -7.7%
NOW ServiceNow Inc.	0.26%	16,660	$2.6M	Reduce -24.0%
QQQ Invesco QQQ Trust Series 1	0.26%	4,154	$2.6M	Reduce -22.8%
TSLA Tesla Inc.	0.24%	5,355	$2.4M	Reduce -32.6%
SPY SS SPDR S&P 500 ETF Trust-US	0.24%	3,486	$2.4M	Reduce -40.6%
VOT Vngrd Mrngstr MC GRW ETF-Usd	0.24%	8,492	$2.4M	Add +0.6%
VGT Vanguard Info Tech ETF	0.23%	3,056	$2.3M	Reduce -2.6%
BALL Ball Corp.	0.22%	41,531	$2.2M	Reduce -2.2%
UNP Union Pacific Corp.	0.22%	9,323	$2.2M	Reduce -8.7%
XLP SS Consumer Staples Sel Sect	0.22%	27,441	$2.1M	Reduce -10.0%
IYC iShares US Consumer Discreti	0.21%	20,309	$2.1M	Reduce -4.6%
IVV iShares Core S&P 500 ETF	0.20%	2,900	$2.0M	Reduce -84.2%
IGV iShares Expanded Tech-Softwa	0.20%	18,367	$1.9M	Reduce -1.1%
VTV Vanguard Mrngstr Val ETF-Aui	0.18%	9,487	$1.8M	Reduce -31.2%
VBR Vngrd Mrngst SL-CP Val ETF-U	0.18%	8,442	$1.8M	Reduce -20.0%

Show all 272 holdings

Portfolio Sells Q3 2025 → Q4 2025


IVV iShares Core S&P 500 ETF	Reduce -84.2%	0.20%	−0.85
SPYG SS SPDR P S&P 500 Growth ETF	Sold out	0.00%	−0.65
MSFT Microsoft Corp.	Reduce -23.0%	3.11%	−0.55
VOO Vanguard S&P 500 ETF	Reduce -36.1%	1.65%	−0.49
SPYV SS SPDR P S&P 500 Value ETF	Sold out	0.00%	−0.43
BIV Vanguard Intermediate-Term B	Sold out	0.00%	−0.42
IEFA iShares Core MSCI Eafe ETF	Reduce -83.2%	0.10%	−0.38
ABFL Abacus FCF Leaders ETF	Sold out	0.00%	−0.37
ORCL Oracle Corp.	Reduce -32.9%	0.44%	−0.36
HEFA Isha Curr Hedged MSCI Eafe	Reduce -90.3%	0.05%	−0.34
AGG iShares Core U.S. Aggregate	Sold out	0.00%	−0.34
BINC iShares Flex I A ETF-Usd Inc.	Sold out	0.00%	−0.29
CRM Salesforce Inc.	Reduce -89.2%	0.04%	−0.24
IEMG iShares Core MSCI Emerging	Reduce -90.5%	0.03%	−0.24
FBND Fidelity Total Bond ETF	Sold out	0.00%	−0.23
MBB iShares MBS ETF	Sold out	0.00%	−0.23
HD Home Depot Inc.	Reduce -32.7%	0.46%	−0.22
BSV Vanguard Short-Term Bond ETF	Sold out	0.00%	−0.19
USMV iShares MSCI USA Min Vol Fac	Sold out	0.00%	−0.17
VTI VG Morningstar TS MKT ETF-US	Reduce -46.4%	0.30%	−0.16
STIP iShares 0-5 Year Tips Bond E	Sold out	0.00%	−0.15
IGSB iShares 1-5Y Inv Grade Corp.	Sold out	0.00%	−0.14
MDLZ Mondelez International Inc. Class A	Reduce -17.4%	0.75%	−0.14
ZTS Zoetis Inc.	Reduce -53.5%	0.12%	−0.13
RCL Royal Caribbean Cruises Ltd.	Sold out	0.00%	−0.13
CMG Chipotle Mexican Grill Inc.	Reduce -66.1%	0.07%	−0.12
IJR iShares Core S&P Small-Cap E	Reduce -35.7%	0.36%	−0.11
WING Wingstop Inc.	Sold out	0.00%	−0.11
AVGO Broadcom Inc.	Reduce -40.8%	0.30%	−0.11
EOG EOG Resources Inc.	Reduce -27.3%	0.42%	−0.10
SPSB SS SPDR P St C Corp. ETF	Sold out	0.00%	−0.10
AJG Arthur J Gallagher & Co.	Sold out	0.00%	−0.10
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -40.6%	0.24%	−0.09
TWI Titan International Inc.	Sold out	0.00%	−0.09
TLT iShares 20+ Year Treasury BD	Sold out	0.00%	−0.09
META Meta Platforms Inc. Class A	Reduce -21.5%	0.44%	−0.09
NOW ServiceNow Inc.	Reduce -24.0%	0.26%	−0.09
CSTL Castle Biosciences Inc.	Sold out	0.00%	−0.08
GS Goldman Sachs Group Inc.	Reduce -59.7%	0.09%	−0.08
IWB iShares Russell 1000 ETF	Reduce -82.0%	0.02%	−0.08
ARES Ares Management Corp. Class A	Sold out	0.00%	−0.07
TIP iShares Tips Bond ETF	Sold out	0.00%	−0.07
GD General Dynamics Corp.	Reduce -78.8%	0.02%	−0.07
REGN Regeneron Pharmaceuticals	Reduce -70.0%	0.06%	−0.07
RSG Republic Services Inc.	Sold out	0.00%	−0.07
APTV Aptiv PLC	Sold out	0.00%	−0.06
TSLA Tesla Inc.	Reduce -32.6%	0.24%	−0.06
XOM Exxon Mobil Corp.	Reduce -45.2%	0.13%	−0.06
NVO Novo-Nordisk A/S-Spons ADR	Sold out	0.00%	−0.06
NDAQ Nasdaq Inc.	Reduce -66.2%	0.04%	−0.06

Portfolio Buys Q3 2025 → Q4 2025


GEV GE Vernova Inc.	Add +397.0%	0.33%	+0.28
QXO Qxo Inc.	Add +15.3%	0.64%	+0.18
VONE Vanguard Russell 1000	New	0.17%	+0.17
PANW Palo Alto Networks Inc.	Add +692.1%	0.16%	+0.14
SNOW Snowflake Inc.	Add +38.5%	0.32%	+0.12
IJK iShares S&P Mid-Cap 400 Grow	Add +0.7%	0.48%	+0.08
VO Vngrd Mrngstr MD-Cap ETF-Usd	Add +5.7%	0.29%	+0.05
VB Vanguard Most SM-Cap ETF-Usd	Add +0.0%	0.31%	+0.05
IVW iShares S&P 500 Growth ETF	Add +13.3%	0.17%	+0.05
RSP Invesco S&P 500 Equal Weight	New	0.04%	+0.04
SMH Vaneck Semiconductor ETF	Add +27.5%	0.09%	+0.04
SCHX Schwab US Large-Cap ETF	Add +4.0%	0.17%	+0.03
VOT Vngrd Mrngstr MC GRW ETF-Usd	Add +0.6%	0.24%	+0.03
IJT iShares S&P Small-Cap 600 GR	Add +15.9%	0.10%	+0.03
VEA Vanguard Ftse Developed ETF	New	0.02%	+0.02
JCI Johnson Controls Internation	New	0.02%	+0.02
IYH iShares U.S. Healthcare ETF	Add +0.3%	0.09%	+0.02
DAL Delta Air Lines Inc.	New	0.02%	+0.02
FRPT Freshpet Inc.	New	0.02%	+0.02
IQV Iqvia Holdings Inc.	New	0.02%	+0.02
PLD Prologis Inc.	New	0.02%	+0.02
ZS Zscaler Inc.	New	0.02%	+0.02
IGPT Invesco AI and Next Gen Soft	New	0.02%	+0.02
IYJ iShares U.S. Industrials ETF	Add +1.6%	0.11%	+0.02
COO The Cooper Cos Inc.	New	0.02%	+0.02
JEPQ JPM Nasdaq Equity Premium	Add +2.0%	0.09%	+0.02
IWP iShares Russell Mid-Cap Grow	Add +59.0%	0.03%	+0.01
INTZ Intrusion Inc.	Add +352.0%	0.02%	+0.01
IYF iShares US Financials ETF	Add +5.1%	0.05%	+0.01
IYG iShares U.S. Financial Servi	Add +7.2%	0.05%	+0.01
MCK McKesson Corp.	Add +1.6%	0.04%	+0.01
AAXJ iShares MSCI All Country Asi	Add +1.7%	0.04%	+0.01
MOAT Vaneck Morningstar Wide Moat	Add +5.4%	0.03%	+0.01
IVE iShares S&P 500 Value ETF	Add +12.0%	0.02%	+0.01
CG The Carlyle Group Inc.	Add +0.0%	0.06%	+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