TRITONPOINT WEALTH, LLC

Q3 2025 13F-HR Holdings

Location
Chevy Chase, MD
Holdings as of
9/30/2025
Date filed
10/15/2025
Form type
13F-HR
Num holdings
349
Total value ($000)
$1,166,209
Net value change ($000)
+85,503 (7.9%)
New positions
13
Sold out positions
8
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2025 Next filing: 1/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 20,868 26.5%
GOOGL 9,888 36.5%
GOOGL 8,998 36.4%
QXO 5,449 NEW
VUG 4,749 12.0%
LRCX 2,693 36.2%
NVDA 2,595 17.7%
JNJ 2,445 19.7%
BNL 2,221 17.0%
IYW 2,189 11.8%
Top Reduces (Value $000, Stocks/ETFs)
ISRG -2,786 -17.6%
CMG -2,263 -50.8%
DOV -1,203 -8.9%
CL -776 -14.7%
ACN -770 -59.4%
V -755 -3.5%
CRM -697 -17.4%
EOG -694 -10.2%
MDLZ -638 -5.8%
XLV -592 -8.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type