Tripletail Wealth Management, LLC
All 13F Filings
- Location
- Orlando, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 78,946
- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 2/12/2026 | 263 | 78,946 | 13F-HR | Tripletail Wealth Management, LLC |
| Q3 2025 | 10/20/2025 | 329 | 84,553 | 13F-HR | Tripletail Wealth Management, LLC |
| Q2 2025 | 8/14/2025 | 77 | 70,217 | 13F-HR | Tripletail Wealth Management, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 74.3 K | 94.2% | 0 | 7.698 K | -7.698 K |
| ETFs | 4.602 K | 5.8% | 2.118 K | 0 | 2.118 K |
| Debt | 0 | 0.0% | 0 | 31 | -31 |
| Other | 0 | 0.0% | 0 | 36 | -36 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
78,946
Holdings
263
QoQ value change ($000)
-5,607
(-6.6%)
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.