Trivium Point Advisory, LLC
All 13F Filings
- Location
- Westport, CT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 993,580
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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 | 839.1 K | 84.5% | 10.6 K | 0 | 10.6 K |
| ETFs | 139.2 K | 14.0% | 3.515 K | 0 | 3.515 K |
| Debt | 1.869 K | 0.2% | 0 | 83 | -83 |
| Other | 13.38 K | 1.3% | 131 | 0 | 131 |
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Fund Snapshot
Q4 2025
Latest filed
1/26/2026
Total value ($000)
993,580
Holdings
339
QoQ value change ($000)
14,170
(1.4%)
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.