Trivium Point Advisory, LLC
All 13F Filings
- Location
- Wilton, CT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,102,605
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 354 | 1,102,605 | 13F-HR | Trivium Point Advisory, LLC |
| Q1 2026 | 4/21/2026 | 270 | 553,222 | 13F-HR | Trivium Point Advisory, LLC |
| Q4 2025 | 1/26/2026 | 339 | 993,580 | 13F-HR | Trivium Point Advisory, LLC |
| Q3 2025 | 11/12/2025 | 346 | 979,410 | 13F-HR | Trivium Point Advisory, LLC |
| Q2 2025 | 7/17/2025 | 343 | 921,274 | 13F-HR | Trivium Point Advisory, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 707 K | 64.1% | 283.8 K | 0 | 283.8 K |
| ETFs | 393.9 K | 35.7% | 265.6 K | 0 | 265.6 K |
| Debt | 1.681 K | 0.2% | 38 | 0 | 38 |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
1,102,605
Holdings
354
QoQ value change ($000)
549,383
(99.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.