Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

TRITONPOINT WEALTH, LLC

•CIK: 2008171•Filing: Q4 2025

**TRITONPOINT WEALTH, LLC** manages $986M across a diversified portfolio of 272 positions. The fund exhibits significant concentration in mega-cap technology and financial names, with AAPL anchoring the top holdings at $95.5M. Further substantial allocations include VUG ($44.3M), GOOG ($42.0M), and GOOGL ($41.1M). This structure suggests a core conviction in established, large-cap growth and technology leaders.

Total AUM

$986.2M

QoQ Performance

-15.4%

Positions

214

Top 10 Concentration

38.6%

Latest Filing

Q4 2025

Top Holdings Allocation

AAPL

AAPL9.7%

VUG4.5%

GOOG4.3%

GOOGL4.2%

AMZN3.9%

MSFT3.1%

JPM2.8%

IYW2.0%

📈 Biggest Buys

SELECT SECTOR SPDR TR

+88.4%

1.0% of portfolio

GE VERNOVA INC

+397.0%

0.3% of portfolio

SELECT SECTOR SPDR TR

+96.8%

0.4% of portfolio

SERVICENOW INC

+279.8%

0.3% of portfolio

VANGUARD SCOTTSDALE FDS

NEW

0.2% of portfolio

📉 Biggest Sells

APPLE INC

-10.1%

9.7% of portfolio

ISHARES TR

-84.2%

0.2% of portfolio

VANGUARD INDEX FDS

-36.1%

1.7% of portfolio

MICROSOFT CORP

-23.0%

3.1% of portfolio

ALPHABET INC

-13.7%

4.2% of portfolio

Sector Breakdown

Other38.4%

Technology26.2%

Financial11.4%

Consumer8.0%

Healthcare7.0%

Industrial3.3%

ETF2.1%

Consumer Staples1.9%

🚪 Exited Positionssold since Q3 2025

SPDR SER TR

SOLD

$7.6M

SPDR SER TR

SOLD

$5.0M

VANGUARD BD INDEX FDS

SOLD

$4.9M

TRIMTABS ETF TR

SOLD

$4.3M

ISHARES TR

SOLD

$3.9M

+146 more exited positions

Changes from Q3 2025

NEW2 new positions

↑25 increased

↓160 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VANGUARD INDEX FDS

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