TRITONPOINT WEALTH, LLC
All 13F Filings
- Location
- Chevy Chase, MD
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,017,746
- 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 | 8/11/2026 | 281 | 1,017,746 | 13F-HR | TRITONPOINT WEALTH, LLC |
| Q1 2026 | 4/21/2026 | 268 | 933,965 | 13F-HR | TRITONPOINT WEALTH, LLC |
| Q4 2025 | 1/20/2026 | 272 | 986,244 | 13F-HR | TRITONPOINT WEALTH, LLC |
| Q3 2025 | 10/15/2025 | 349 | 1,166,209 | 13F-HR | TRITONPOINT WEALTH, LLC |
| Q2 2025 | 7/17/2025 | 344 | 1,080,706 | 13F-HR | TRITONPOINT WEALTH, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 794.5 K | 78.1% | 67.3 K | 0 | 67.3 K |
| ETFs | 221.3 K | 21.7% | 16.53 K | 0 | 16.53 K |
| Debt | 1.975 K | 0.2% | 0 | 35 | -35 |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
1,017,746
Holdings
281
QoQ value change ($000)
83,781
(9.0%)
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.