Institutional Manager · CIK 0002008171
TRITONPOINT WEALTH, LLC
CHEVY CHASE, MD · File #028-23527
Latest AUM
$986.2M
Positions
272
Top-10 Concentration
51.0%
Filings
8
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025272 pos · $986.2M
- 13F HOLDINGS REPORTQ/E Sep 2025349 pos · $1.17B
- 13F HOLDINGS REPORTQ/E Jun 2025344 pos · $1.08B
- 13F HOLDINGS REPORTQ/E Mar 2025338 pos · $1.05B
- 13F HOLDINGS REPORTQ/E Dec 2024332 pos · $1.10B
- 13F HOLDINGS REPORTQ/E Sep 2024330 pos · $1.09B
- 13F HOLDINGS REPORTQ/E Jun 2024318 pos · $1.04B
- 13F HOLDINGS REPORTQ/E Mar 2024304 pos · $956.7M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 351,223 | $95.5M | 13.05% |
| 2 | VANGUARD INDEX FDS | 922908736 | 90,782 | $44.3M | 6.05% |
| 3 | ALPHABET INC | GOOG | 133,814 | $42.0M | 5.74% |
| 4 | ALPHABET INC | GOOG | 131,261 | $41.1M | 5.61% |
| 5 | AMAZON COM INC | AMZN | 164,509 | $38.0M | 5.19% |
| 6 | MICROSOFT CORP | MSFT | 63,490 | $30.7M | 4.20% |
| 7 | JPMORGAN CHASE & CO | VYLD | 85,730 | $27.6M | 3.77% |
| 8 | ISHARES TR | 464287721 | 96,878 | $19.3M | 2.64% |
| 9 | VISA INC | V | 53,292 | $18.7M | 2.55% |
| 10 | VANGUARD INDEX FDS | 922908363 | 25,948 | $16.3M | 2.22% |
| 11 | INTUITIVE SURGICAL INC | ISRG | 27,880 | $15.8M | 2.16% |
| 12 | MASTERCARD INCORPORATED | MA | 26,319 | $15.0M | 2.05% |
| 13 | DANAHER CORPORATION | 235851102 | 65,186 | $14.9M | 2.04% |
| 14 | JOHNSON & JOHNSON | JNJ | 70,588 | $14.6M | 2.00% |
| 15 | NVIDIA CORPORATION | NVDA | 77,179 | $14.4M | 1.97% |
| 16 | XPO INC | XPO | 97,504 | $13.3M | 1.81% |
| 17 | WALMART INC | WMT | 117,157 | $13.1M | 1.79% |
| 18 | DOVER CORP | DOV | 66,936 | $13.1M | 1.79% |
| 19 | BROADSTONE NET LEASE INC | BNL | 735,626 | $13.0M | 1.78% |
| 20 | LAM RESEARCH CORP | LRCX | 72,195 | $12.4M | 1.69% |