13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002008171
Total reported value
$1.0B
$1.0B
272 檔
25.6%
In Q4 2025, Tritonpoint Wealth, LLC's U.S. equity holdings reached a combined market value of $1.0B, distributed across 272 disclosed stock positions.
In Q4 2025, Tritonpoint Wealth, LLC adopted a defensive or profit-taking posture, trimming 34 positions and completely liquidating 13 holdings to manage risk exposure.
Showing top 200 holdings (of 272 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.68% | +0.23% | -10.11% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 4.49% | -0.76% | -1.68% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.26% | +0.38% | -3.39% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.17% | +0.52% | -13.69% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.85% | +0.13% | -6.44% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.11% | -0.11% | -22.99% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.80% | -0.01% | -9.04% | |
| 8 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.96% | +0.44% | -8.75% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.90% | +0.04% | -13.79% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.65% | +0.03% | -36.13% | |
| 11 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.60% | -0.29% | -4.57% | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 1.52% | -0.11% | -8.97% | |
| 13 | DHR | Danaher CORP | Stock-Healthcare | 1.52% | -0.12% | -11.98% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.48% | -0.14% | -11.83% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.46% | +0.47% | -16.48% | |
| 16 | XPO | Xpo Inc | Stock-Industrials | 1.34% | -0.10% | -1.06% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.33% | -0.28% | -16.71% | |
| 18 | DOV | Dover CORP | Stock-Industrials | 1.33% | -0.06% | -9.00% | |
| 19 | BNL | Broadstone Net Lease Inc | Stock-Real Estate | 1.32% | -0.12% | -12.48% | |
| 20 | LRCX | Lam Research CORP | Stock-Tech | 1.25% | +1.13% | -4.34% | |
| 21 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.21% | -0.16% | -9.74% | |
| 22 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.20% | -0.09% | -0.22% | |
| 23 | XLI | Ss Industrial Select Sector | ETF-Other | 1.11% | -0.01% | -2.37% | |
| 24 | XLF | Ss Financial Select Sector | ETF-Other | 1.06% | -0.04% | -12.99% | |
| 25 | WFC | Wells Fargo & Co | Stock-Financials | 1.05% | -0.50% | -14.76% | |
| 26 | XLK | Ss Technology Select Sector | ETF-Tech | 0.98% | +0.19% | +88.43% | |
| 27 | CB | Chubb Limited | Stock-Financials | 0.98% | -0.05% | -9.59% | |
| 28 | BA | Boeing Co/the | Stock-Industrials | 0.91% | -0.01% | -12.63% | |
| 29 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.75% | -0.11% | -17.41% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.75% | -0.20% | -0.62% | |
| 31 | XLV | Ss Health Care Select Sector | ETF-Other | 0.73% | -0.08% | -2.55% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.03% | -18.54% | |
| 33 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.70% | -0.05% | -2.04% | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 0.69% | -0.13% | -2.62% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.68% | -0.03% | -26.36% | |
| 36 | COF | Capital One Financial CORP | Stock-Financials | 0.68% | -0.01% | -11.05% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.67% | -0.35% | -14.47% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.67% | -0.01% | -0.03% | |
| 39 | QXO | Qxo Inc | Stock-Industrials | 0.64% | +0.11% | +15.29% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.62% | +0.26% | -4.44% | |
| 41 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.60% | +0.07% | -1.47% | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.59% | -0.08% | -15.60% | |
| 43 | ADI | Analog Devices Inc | Stock-Tech | 0.59% | +0.07% | -15.74% | |
| 44 | CME | Cme Group Inc | Stock-Financials | 0.59% | -0.22% | -7.14% | |
| 45 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.55% | +0.03% | -12.15% | |
| 46 | BLK | Blackrock Inc | Stock-Financials | 0.54% | -0.04% | -12.25% | |
| 47 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 0.49% | -0.10% | -6.71% | |
| 48 | BX | Blackstone Inc | Stock-Financials | 0.48% | -0.10% | -0.69% | |
| 49 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.48% | — | +0.73% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | -0.07% | -18.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.4% | -3.39% | Trim |
| 2 | AAPL | Apple Inc | +1.2% | -10.11% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +1% | -13.69% | Trim |
| 4 | ISRG | Intuitive Surgical Inc | +0.5% | -4.57% | Trim |
| 5 | LRCX | Lam Research CORP | +0.4% | -4.34% | Trim |
| 6 | TMO | Thermo Fisher Scientific Inc | +0.4% | -0.22% | Trim |
| 7 | GEV | GE Vernova Inc | +0.3% | +396.98% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | -9.04% | Trim |
| 9 | IYW | Ishares Ustechnology ETF | +0.2% | -8.75% | Trim |
| 10 | MA | Mastercard Inc - A | +0.1% | -8.97% | Trim |
| 11 | V | Visa Inc-class A Shares | +0.1% | -13.79% | Trim |
| 12 | WMT | Walmart Inc | +0.1% | -16.71% | Trim |
| 13 | XLF | Ss Financial Select Sector | 0% | -12.99% | Trim |
| 14 | BNL | Broadstone Net Lease Inc | 0% | -12.48% | Trim |
| 15 | NVDA | Nvidia CORP | 0% | -16.48% | Trim |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -18.54% | Trim |
| 17 | COST | Costco Wholesale CORP | -0.1% | -18.68% | Trim |
| 18 | META | Meta Platforms Inc-class A | -0.1% | -21.49% | Trim |
| 19 | NOW | Servicenow Inc | -0.1% | +279.85% | Add |
| 20 | EOG | Eog Resources Inc | -0.1% | -27.28% | Trim |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -40.57% | Trim |
| 22 | IJR | Ishares Core S&p Small-cap E | -0.1% | -35.68% | Trim |
| 23 | AVGO | Broadcom Inc | -0.1% | -40.78% | Trim |
| 24 | CMG | Chipotle Mexican Grill Inc | -0.1% | -66.08% | Trim |
| 25 | ZTS | Zoetis Inc | -0.1% | -53.45% | Trim |
| 26 | MDLZ | Mondelez International Inc-a | -0.1% | -17.41% | Trim |
| 27 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | -46.42% | Trim |
| 28 | HD | Home Depot Inc | -0.2% | -32.71% | Trim |
| 29 | CRM | Salesforce Inc | -0.2% | -89.18% | Trim |
| 30 | IEMG | Ishares Core Msci Emerging | -0.2% | -90.52% | Trim |
| 31 | HEFA | Isha Curr Hedged Msci Eafe | -0.3% | -90.32% | Trim |
| 32 | ORCL | Oracle CORP | -0.4% | -32.94% | Trim |
| 33 | IEFA | Ishares Core Msci Eafe ETF | -0.4% | -83.22% | Trim |
| 34 | VOO | Vanguard S&p 500 ETF | -0.5% | -36.13% | Trim |
| 35 | MSFT | Microsoft CORP | -0.6% | -22.99% | Trim |
| 36 | IVV | Ishares Core S&p 500 ETF | -0.9% | -84.21% | Trim |
| 37 | SPYG | Ss Spdr P S&p 500 Growth ETF | — | EXIT | Sold out |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | — | EXIT | Sold out |
| 39 | BIV | Vanguard Intermediate-term B | — | EXIT | Sold out |
| 40 | ABFL | Abacus Fcf Leaders ETF | — | EXIT | Sold out |
| 41 | AGG | Ishares Core U.s. Aggregate | — | EXIT | Sold out |
| 42 | BINC | Ishares Flex I A Etf-usd Inc | — | EXIT | Sold out |
| 43 | FBND | Fidelity Total Bond ETF | — | EXIT | Sold out |
| 44 | MBB | Ishares Mbs ETF | — | EXIT | Sold out |
| 45 | BSV | Vanguard Short-term Bond ETF | — | EXIT | Sold out |
| 46 | USMV | Ishares Msci USA Min Vol Fac | — | EXIT | Sold out |
| 47 | STIP | Ishares 0-5 Year Tips Bond E | — | EXIT | Sold out |
| 48 | IGSB | Ishares 1-5y Inv Grade CORP | — | EXIT | Sold out |
| 49 | VONE | Vanguard Russell 1000 | — | NEW | New buy |
| 50 | RCL | Royal Caribbean Cruises Ltd. | — | 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 272 disclosed positions in Q4 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, GOOG) accounted for 25.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
VONE
市值: $1.6M
Top Position Liquidated / Trimmed
SPYG
前期市值: $7.6M
During Q4 2025, Tritonpoint Wealth, LLC's top holdings by market value included AAPL (9.7%)、VUG (4.5%)、GOOG (4.3%). The largest single position, AAPL, represented 9.7% of total portfolio value.
In Q4 2025, Tritonpoint Wealth, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 2 positions, trimming 34 holdings, and fully liquidating 13 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.