TRITONPOINT WEALTH, LLC

Q4 2025 13F-HR Holdings

Location
Chevy Chase, MD
Holdings as of
12/31/2025
Date filed
1/20/2026
Form type
13F-HR
Num holdings
272
Total value ($000)
$986,244
Net value change ($000)
-179,965 (-15.4%)
New positions
11
Sold out positions
87
Turnover %
7.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/15/2025 Next filing: 4/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 8,258 24.5%
GOOGL 4,114 11.1%
ISRG 2,724 20.8%
GEV 2,618 428.5%
LRCX 2,251 22.2%
TMO 1,912 19.2%
VONE 1,641 NEW
PANW 1,361 615.8%
QXO 909 16.7%
LLY 894 29.2%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -11,996 -28.1%
IVV -10,305 -83.8%
VOO -8,677 -34.8%
SPYG -7,638 -100.0%
SPYV -5,046 -100.0%
ORCL -5,012 -53.5%
BIV -4,866 -100.0%
IEFA -4,553 -82.8%
ABFL -4,338 -100.0%
HEFA -4,088 -89.9%
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