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Showing Q4 2024 data
TrinityPoint Wealth, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
TrinityPoint Wealth, LLC
•CIK: 1766510•Filing: Q4 2024
**TrinityPoint Wealth, LLC** manages $712M across a diversified portfolio of 334 positions. The fund exhibits significant concentration in mega-cap technology and dividend-focused equities, notably holding AAPL ($37.8M) and GOOG ($28.8M). Key allocations also include SCHD ($26.1M), MSFT ($24.9M), and AMZN ($22.2M), signaling a core strategy blending growth exposure with established income streams. This positioning suggests a disciplined, large-cap tilt across technology and dividend growth sectors.
Total AUM
$711.7M
QoQ Performance
+2.3%
Positions
250
Top 10 Concentration
32.0%
Latest Filing
Q4 2024
Top Holdings Allocation
AAPL
AAPL5.3%
GOOG4.0%
SCHD3.7%
MSFT3.5%
AMZN3.1%
SCHB2.6%
NVDA2.5%
SPGP2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other50.5%
Technology22.2%
Healthcare6.7%
Consumer6.3%
Financial6.0%
Industrial4.3%
ETF0.9%
Utilities0.9%
🚪 Exited Positionssold since Q3 2024
+131 more exited positions
Changes from Q3 2024
NEW6 new positions
↑129 increased
↓62 decreased
Historical Filings
Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023