TRITONPOINT WEALTH, LLC
All 13F Filings
- Location
- Chevy Chase, MD
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 986,244
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 | 1/20/2026 | 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 | 861.9 K | 87.4% | 0 | 137.7 K | -137.7 K |
| ETFs | 124.3 K | 12.6% | 0 | 39.5 K | -39.5 K |
| Debt | 0 | 0.0% | 0 | 2.246 K | -2.246 K |
| Other | 0 | 0.0% | 0 | 492 | -492 |
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Fund Snapshot
Q4 2025
Latest filed
1/20/2026
Total value ($000)
986,244
Holdings
272
QoQ value change ($000)
-179,965
(-15.4%)
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.