TRITONPOINT WEALTH, LLC

Registered adviser

CIK

2008171

Location

CHEVY CHASE, MD

Portfolio Value

Small $968,075,560

Diversification

Diversified

Filing Date

Global Rank

#2,472 / 8,816 ▼ 94 · as of Jun 2026

Top Industry

Consumer Electronics 13.6%

Period ended 25 days ago

Filed Oct 19, 2026 · 6d

12 quarters · since Dec 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 328398

Roster of Oct 1, 2026

Regulatory AUM

$1,549,522,180

Main clients

Individuals and high net worth (97% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$1,549,522,180	Individuals and high net worth (97%)
Apr 2025 to Mar 2026	$1,542,817,384	Individuals and high net worth (95%)
Mar 2024 to Mar 2025	$1,328,788,451	Individuals and high net worth (95%)
Nov 2023 to Feb 2024	$0	—

Stated strategy

Quantitative / systematic, Fundamental active, Fixed income / rates, Multi-asset, Private markets, Wealth management / planning Form ADV Part 2A, Aug 27, 2026 · original

In the firm's words

Quantitative / systematic: the Firm employs fundamental and quantitative analysis to aid in the security selection and manager selection processes.
Fundamental active: the Firm employs fundamental and quantitative analysis to aid in the security selection and manager selection processes.
Fixed income / rates: While the Firm emphasizes risk-averse management and capital preservation in its fixed-income bond portfolios, clients who invest in this product can lose money, including losing a portion of their original investment.
Multi-asset: TPW believes the allocation of public market stocks, public market bonds, and private market alternative investments will determine both long-term portfolio return and portfolio risk.
Private markets: TPW believes in the usage of private market alternative investments.
Wealth management / planning: TPW provides clients with wealth management services

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 46.3%, 31.0 effective positions, active share 54.8% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

7.7% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 10.6 quarters (4 to under 12)

Closest benchmark: the S&P 500 as of 2026-06-30, active share 54.8%; sector active share 13.4% against the combined 13F book's sector weights.

Over time 11 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

293 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

11.0%

+1.7 pts

Top 5

35.3%

+2.5 pts

Top 10

49.1%

+2.7 pts

HHI

364

Diversified+41

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	23.8%	$230,051,398	43
Unclassified	19.0%	$183,968,393	82
Financial Services	12.3%	$119,279,671	38
Healthcare	9.3%	$89,852,562	26
Communication Services	9.3%	$89,780,666	8
Industrials	9.0%	$86,953,691	36
Consumer Cyclical	7.8%	$75,084,142	16
Consumer Defensive	4.4%	$42,852,757	10
Energy	2.2%	$21,535,073	14
Real Estate	1.3%	$12,594,856	6
Utilities	1.0%	$9,626,034	8
Basic Materials	0.7%	$6,496,317	6

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BINC		+6,138	11,427	$580,377
PFE	Pfizer Inc	+4,049	32,461	$925,787
APH	Amphenol Corp	+2,621	5,150	$434,145
CRWD	CrowdStrike Holdings, Inc.	+2,205	2,991	$791,867
VUG	VANGUARD GROWTH INDEX FUND	+1,710	428,230	$38,587,805
INTC	Intel Corp	+1,545	7,979	$959,315
OKE	Oneok Inc	+1,300	6,731	$573,952
VEA	Vanguard FTSE Developed Markets ETF	+1,144	5,266	$371,832
DIS	Walt Disney Co	+1,091	9,971	$1,045,957
MO	Altria Group, Inc.	+924	5,155	$347,137
HEFA	iShares Currency Hedged MSCI EAFE ETF	+920	12,435	$576,859
IEFA	iShares Core MSCI EAFE ETF	+890	15,445	$1,496,311
VB	Vanguard Index Funds	+783	13,491	$3,838,054
VO	VANGUARD MID-CAP INDEX FUND	+772	40,760	$3,196,399
MDT	Medtronic plc	+582	4,028	$347,576
IJR	iShares Core S&P Small-Cap ETF	+525	31,253	$4,251,658
PPG	Ppg Industries Inc	+524	2,182	$227,648
AUB	Atlantic Union Bankshares Corp	+490	15,821	$600,406
GILD	Gilead Sciences, Inc.	+467	2,512	$374,413
C	Citigroup Inc	+446	4,488	$581,106
AIG	American International Group, Inc.	+419	9,574	$712,497
TXN	Texas Instruments Inc	+371	1,818	$509,203
FTNT	Fortinet, Inc.	+362	2,574	$460,128
LDOS	Leidos Holdings, Inc.	+311	3,761	$458,202
PLTR	Palantir Technologies Inc.	+301	4,470	$836,113
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
QXO	QXO, Inc.	−67,195	414,373	$4,844,020
AES	Aes Corp	−22,797	247,624	$3,689,597
BNL	Broadstone Net Lease, Inc.	−10,112	603,955	$11,173,167
AAPL	Apple Inc.	−6,235	320,311	$106,669,969
LRCX	Lam Research Corp	−5,736	57,095	$18,756,278
GOOGL	Alphabet Inc.	−4,877	120,356	$41,412,092
MDLZ	Mondelez International, Inc.	−4,308	132,960	$7,687,747
WMT	Walmart Inc.	−4,059	107,908	$11,213,799
NVDA	Nvidia Corp	−3,893	93,156	$21,274,967
WFC	Wells Fargo & Company	−3,084	49,972	$4,000,258
JPM	Jpmorgan Chase & Co	−2,648	79,045	$26,150,457
CHKP	Check Point Software Technologies Ltd	−2,620	9,225	$1,184,028
BAM	Brookfield Asset Management Ltd.	−2,396	62,370	$2,780,454
TJX	Tjx Companies Inc	−2,321	74,646	$9,876,412
AMZN	Amazon Com Inc	−2,317	156,223	$38,922,960
NOW	ServiceNow, Inc.	−2,316	32,836	$4,400,352
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	−2,311	64,370	$10,748,502
BN	BROOKFIELD Corp	−2,276	55,112	$2,009,383
EOG	Eog Resources Inc	−2,215	33,830	$4,660,420
JNJ	Johnson & Johnson	−2,182	65,464	$17,330,939
DOV	DOVER Corp	−1,978	62,135	$11,622,351
V	Visa Inc.	−1,932	49,343	$17,730,420
SBUX	Starbucks Corp	−1,799	60,568	$5,690,969
MRK	Merck & Co., Inc.	−1,790	56,913	$8,270,028
PEP	Pepsico Inc	−1,716	45,868	$5,812,392
No positions match the current search.

New Positions

Positions the filer opened this quarter

18 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	2,931	$618,265
HONA	Honeywell Aerospace Inc.	2,687	$416,404
NEM	NEWMONT Corp	2,795	$322,375
VLO	Valero Energy Corp	766	$296,909
NET	Cloudflare, Inc.	826	$286,853
IQV	Iqvia Holdings Inc.	1,012	$272,076
T	At&T Inc.	10,197	$248,806
ATO	Atmos Energy Corp	1,558	$243,733
ILMN	Illumina, Inc.	839	$229,617
NXPI	NXP Semiconductors N.V.	957	$227,316
TEAM	Atlassian Corp	1,240	$222,319
ABNB	Airbnb, Inc.	1,383	$222,178
FCX	Freeport-Mcmoran Inc	3,046	$213,220
CEG	Constellation Energy Corp	828	$210,328
TGT	Target Corp	1,283	$201,033
CDNA	CareDx, Inc.	3,082	$200,330
BSX	Boston Scientific Corp	4,586	$200,178
F	Ford Motor Co	10,064	$121,371
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
ZTS	Zoetis Inc.	3,836	$275,654
COO	Cooper Companies, Inc.	3,390	$243,096
LOW	Lowes Companies Inc	1,062	$234,160
MTZ	Mastec Inc	495	$205,949
SPGI	S&P Global Inc.	495	$201,593
SAN	Banco Santander, S.A.	10,585	$146,073
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

293 tracked positions · $968,075,560 total · filing declares 293 positions · $1,007,232,905 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 293 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	320,311	-6,235	$106,669,969	+12.9%	11.02%
GOOG	Alphabet Inc. Communication Services	Reduced	122,848	-1,422	$41,859,227	−4.7%	4.32%
GOOGL	Alphabet Inc. Communication Services	Reduced	120,356	-4,877	$41,412,092	−7.5%	4.28%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	156,223	-2,317	$38,922,960	+3.0%	4.02%
VUG	VANGUARD GROWTH INDEX FUND	Added	428,230	+1,710	$38,587,805	+5.0%	3.99%
MSFT	Microsoft Corp Technology	Reduced	63,289	-946	$32,460,928	+35.5%	3.35%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	79,045	-2,648	$26,150,457	−2.2%	2.70%
NVDA	Nvidia Corp Technology	Reduced	93,156	-3,893	$21,274,967	+9.6%	2.20%
LRCX	Lam Research Corp Technology	Reduced	57,095	-5,736	$18,756,278	−31.1%	1.94%
V	Visa Inc. Financial Services	Reduced	49,343	-1,932	$17,730,420	+0.8%	1.83%
JNJ	Johnson & Johnson Healthcare	Reduced	65,464	-2,182	$17,330,939	+0.9%	1.79%
VOO	VANGUARD 500 INDEX FUND	Added	24,577	+40	$17,225,036	+2.2%	1.78%
XPO	XPO, Inc. Industrials	Reduced	91,457	-1,569	$16,094,602	−15.7%	1.66%
MA	Mastercard Inc Financial Services	Reduced	25,424	-215	$14,020,573	+6.5%	1.45%
DHR	Danaher Corp Healthcare	Reduced	60,100	-724	$13,315,155	+14.9%	1.38%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	19,039	-261	$12,852,276	+32.8%	1.33%
DOV	DOVER Corp Industrials	Reduced	62,135	-1,978	$11,622,351	−19.2%	1.20%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Reduced	59,369	-1,135	$11,621,481	+0.8%	1.20%
WMT	Walmart Inc. Consumer Defensive	Reduced	107,908	-4,059	$11,213,799	−11.6%	1.16%
BNL	Broadstone Net Lease, Inc. Real Estate	Reduced	603,955	-10,112	$11,173,167	−12.0%	1.15%
ISRG	Intuitive Surgical Inc Healthcare	Added	27,199	+179	$11,059,929	+2.9%	1.14%
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	Reduced	64,370	-2,311	$10,748,502	−13.0%	1.11%
TJX	Tjx Companies Inc Consumer Cyclical	Reduced	74,646	-2,321	$9,876,412	−15.3%	1.02%
CB	Chubb Ltd Financial Services	Reduced	28,223	-964	$9,179,530	−7.7%	0.95%
MRK	Merck & Co., Inc. Healthcare	Reduced	56,913	-1,790	$8,270,028	+9.6%	0.85%
CAT	Caterpillar Inc Industrials	Reduced	9,505	-259	$7,706,558	−25.9%	0.80%
MDLZ	Mondelez International, Inc. Consumer Defensive	Reduced	132,960	-4,308	$7,687,747	−3.2%	0.79%
ADI	Analog Devices Inc Technology	Reduced	18,649	-1,676	$7,398,244	−8.4%	0.76%
CVX	Chevron Corp Energy	Reduced	35,950	-1,487	$7,341,349	+18.3%	0.76%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Held	47,069	0	$7,305,108	−1.8%	0.75%
BA	Boeing Co Industrials	Reduced	39,001	-1,626	$7,256,136	−17.5%	0.75%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	Reduced	39,724	-1,521	$6,690,316	+2.2%	0.69%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	13,261	-36	$6,603,314	−0.8%	0.68%
MU	Micron Technology Inc Technology	Reduced	6,071	-220	$6,466,282	−11.0%	0.67%
IWO	iShares Russell 2000 Growth ETF	Reduced	17,367	-110	$6,198,282	−10.0%	0.64%
YUM	Yum Brands Inc Consumer Cyclical	Reduced	44,069	-53	$6,008,367	−14.8%	0.62%
PEP	Pepsico Inc Consumer Defensive	Reduced	45,868	-1,716	$5,812,392	−9.8%	0.60%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	60,568	-1,799	$5,690,969	−10.7%	0.59%
RTX	RTX Corp Industrials	Added	30,505	+52	$5,663,253	−2.0%	0.59%
CME	Cme Group Inc. Financial Services	Reduced	20,336	-461	$5,327,625	+16.0%	0.55%
COF	Capital One Financial Corp Financial Services	Reduced	26,637	-328	$5,142,805	−4.9%	0.53%
IJK	iShares S&P Mid-Cap 400 Growth ETF	Reduced	46,274	-75	$5,072,093	−6.9%	0.52%
ABT	Abbott Laboratories Healthcare	Added	50,312	+69	$4,972,334	+9.1%	0.51%
QXO	QXO, Inc. Industrials	Reduced	414,373	-67,195	$4,844,020	−41.8%	0.50%
BLK	BlackRock, Inc. Financial Services	Reduced	4,528	-25	$4,791,937	+9.5%	0.49%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	5,145	-167	$4,683,699	−5.7%	0.48%
GEV	GE Vernova Inc. Industrials	Reduced	4,924	-320	$4,680,212	−24.0%	0.48%
EOG	Eog Resources Inc Energy	Reduced	33,830	-2,215	$4,660,420	−0.3%	0.48%
ECL	Ecolab Inc. Basic Materials	Reduced	16,963	-193	$4,657,700	−2.6%	0.48%
NOW	ServiceNow, Inc. Technology	Reduced	32,836	-2,316	$4,400,352	+26.1%	0.45%

Showing the top 50 of 293 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.