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CIK: 0002008171
Total reported value
$1.0B
$1.0B
349 檔
25.8%
At the close of Q3 2025, Tritonpoint Wealth, LLC disclosed equity holdings valued at approximately $1.0B, spread across 349 reported holdings.
In Q3 2025, Tritonpoint Wealth, LLC adopted a defensive or profit-taking posture, trimming 38 positions and completely liquidating 2 holdings to manage risk exposure.
Showing top 200 holdings (of 349 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.53% | +0.23% | +1.96% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 3.80% | -0.76% | +2.38% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.66% | -0.11% | -0.18% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.31% | +0.13% | +0.41% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.17% | +0.52% | -1.04% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.89% | +0.38% | -0.67% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.55% | -0.01% | -1.80% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.14% | +0.03% | -0.12% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.81% | +0.04% | +0.41% | |
| 10 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.78% | +0.44% | -1.13% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.48% | +0.47% | -0.32% | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 1.41% | -0.11% | -2.19% | |
| 13 | BNL | Broadstone Net Lease Inc | Stock-Real Estate | 1.31% | -0.12% | +5.30% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.27% | -0.14% | -1.38% | |
| 15 | DHR | Danaher CORP | Stock-Healthcare | 1.26% | -0.12% | -0.36% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 1.24% | -0.28% | +0.46% | |
| 17 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.12% | -0.29% | +0.15% | |
| 18 | XPO | Xpo Inc | Stock-Industrials | 1.09% | -0.10% | +0.36% | |
| 19 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.06% | -0.16% | +0.63% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | +0.04% | -2.91% | |
| 21 | DOV | Dover CORP | Stock-Industrials | 1.05% | -0.06% | +0.03% | |
| 22 | XLF | Ss Financial Select Sector | ETF-Other | 1.02% | -0.04% | -0.84% | |
| 23 | XLI | Ss Industrial Select Sector | ETF-Other | 0.96% | -0.01% | -0.88% | |
| 24 | WFC | Wells Fargo & Co | Stock-Financials | 0.94% | -0.50% | -2.85% | |
| 25 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.89% | -0.11% | +1.62% | |
| 26 | BA | Boeing Co/the | Stock-Industrials | 0.87% | -0.01% | +0.17% | |
| 27 | LRCX | Lam Research CORP | Stock-Tech | 0.87% | +1.13% | -0.92% | |
| 28 | XLK | Ss Technology Select Sector | ETF-Tech | 0.86% | +0.19% | +0.17% | |
| 29 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.85% | -0.09% | +0.16% | |
| 30 | CB | Chubb Limited | Stock-Financials | 0.83% | -0.05% | +2.76% | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.80% | -0.13% | -25.49% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.75% | -0.03% | +9.16% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.69% | -0.01% | +0.85% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.68% | -0.35% | +2.53% | |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.65% | — | -6.24% | |
| 36 | ABT | Abbott Laboratories | Stock-Healthcare | 0.64% | -0.13% | -5.19% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.63% | -0.03% | -7.81% | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.62% | -0.20% | -1.68% | |
| 39 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.60% | -0.05% | +0.17% | |
| 40 | BLK | Blackrock Inc | Stock-Financials | 0.57% | -0.04% | +7.24% | |
| 41 | XLV | Ss Health Care Select Sector | ETF-Other | 0.57% | -0.08% | -11.09% | |
| 42 | COF | Capital One Financial CORP | Stock-Financials | 0.56% | -0.01% | -3.52% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.55% | -0.01% | -0.39% | |
| 44 | RTX | Rtx CORP | Stock-Industrials | 0.54% | -0.08% | -0.09% | |
| 45 | ADI | Analog Devices Inc | Stock-Tech | 0.54% | +0.07% | +31.87% | |
| 46 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.54% | +0.03% | +2.35% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | -0.07% | +1.24% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.53% | -0.09% | +6.75% | |
| 49 | CME | Cme Group Inc | Stock-Financials | 0.53% | -0.22% | +0.21% | |
| 50 | EOG | Eog Resources Inc | Stock-Energy | 0.52% | -0.20% | -4.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.9% | -1.04% | Trim |
| 2 | GOOG | Alphabet Inc-cl C | +0.8% | -0.67% | Trim |
| 3 | MSFT | Microsoft CORP | +0.7% | -0.18% | Trim |
| 4 | VUG | Vanguard Growth ETF | +0.6% | +2.38% | Add |
| 5 | NVDA | Nvidia CORP | +0.5% | -0.32% | Trim |
| 6 | IYW | Ishares Ustechnology ETF | +0.3% | -1.13% | Trim |
| 7 | LRCX | Lam Research CORP | +0.3% | -0.92% | Trim |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | -1.80% | Trim |
| 9 | AAPL | Apple Inc | +0.2% | +1.96% | Trim |
| 10 | ORCL | Oracle CORP | +0.2% | -25.49% | Trim |
| 11 | AVGO | Broadcom Inc | +0.2% | -7.78% | Trim |
| 12 | ADI | Analog Devices Inc | +0.2% | +31.87% | Add |
| 13 | VOO | Vanguard S&p 500 ETF | +0.1% | -0.12% | Trim |
| 14 | XLK | Ss Technology Select Sector | +0.1% | +0.17% | Trim |
| 15 | CAT | Caterpillar Inc | +0.1% | +6.87% | Add |
| 16 | TSLA | Tesla Inc | +0.1% | +11.22% | Add |
| 17 | NOW | Servicenow Inc | +0.1% | +58.80% | Add |
| 18 | LHX | L3harris Technologies Inc | +0.1% | +2.22% | Add |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +6.75% | Add |
| 20 | BA | Boeing Co/the | +0.1% | +0.17% | Trim |
| 21 | BLK | Blackrock Inc | +0.1% | +7.24% | Add |
| 22 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -0.06% | Add |
| 23 | TJX | Tjx Companies Inc | +0.1% | +0.63% | Trim |
| 24 | AMZN | Amazon.com Inc | +0.1% | +0.41% | Trim |
| 25 | XLI | Ss Industrial Select Sector | +0.1% | -0.88% | Trim |
| 26 | RTX | Rtx CORP | +0.1% | -0.09% | Trim |
| 27 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | -6.24% | Trim |
| 28 | WMT | Walmart Inc | 0% | +0.46% | Trim |
| 29 | IVV | Ishares Core S&p 500 ETF | 0% | -2.91% | Trim |
| 30 | WFC | Wells Fargo & Co | — | -2.85% | Trim |
| 31 | JNJ | Johnson & Johnson | -0.1% | -1.38% | Trim |
| 32 | ACN | Accenture plc | -0.1% | -50.84% | Trim |
| 33 | XLE | Ss Energy Select Sector | -0.1% | +1.82% | Trim |
| 34 | UPS | United Parcel Service-cl B | -0.1% | -10.32% | Trim |
| 35 | CL | Colgate-palmolive Co | -0.1% | -3.00% | Trim |
| 36 | SBUX | Starbucks CORP | -0.2% | +2.35% | Trim |
| 37 | ZTS | Zoetis Inc | -0.2% | -9.10% | Trim |
| 38 | COF | Capital One Financial CORP | -0.2% | -3.52% | Trim |
| 39 | MRK | Merck & Co. Inc. | -0.2% | -7.81% | Trim |
| 40 | DHR | Danaher CORP | -0.3% | -0.36% | Trim |
| 41 | EOG | Eog Resources Inc | -0.3% | -4.22% | Trim |
| 42 | BNL | Broadstone Net Lease Inc | -0.3% | +5.30% | Trim |
| 43 | CMG | Chipotle Mexican Grill Inc | -0.3% | -29.42% | Trim |
| 44 | XLV | Ss Health Care Select Sector | -0.3% | -11.09% | Trim |
| 45 | ISRG | Intuitive Surgical Inc | -0.3% | +0.15% | Trim |
| 46 | UNH | Unitedhealth Group Inc | -0.3% | -3.48% | Trim |
| 47 | V | Visa Inc-class A Shares | -0.3% | +0.41% | Trim |
| 48 | QXO | Qxo Inc | — | NEW | New buy |
| 49 | LULU | Lululemon Athletica Inc | — | EXIT | Sold out |
| 50 | ETR | Entergy CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, Tritonpoint Wealth, LLC reported a total U.S. public equity portfolio value of $1.0B across 349 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, VUG, MSFT) accounted for 25.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
QXO
市值: $5.4M
Top Position Liquidated / Trimmed
LULU
前期市值: $1.6M
During Q3 2025, Tritonpoint Wealth, LLC's top holdings by market value included AAPL (8.5%)、VUG (3.8%)、MSFT (3.7%). The largest single position, AAPL, represented 8.5% of total portfolio value.
In Q3 2025, Tritonpoint Wealth, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 9 positions, trimming 38 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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