Top Institutional Investors

TRITONPOINT WEALTH, LLC — 13F Holdings & Portfolio

CIK 2008171 · latest 13F-HR filed 2026-10-19

Backtest portfolio

TRITONPOINT WEALTH, LLC manages $1.01B in 13F-reported U.S. long-equity assets across 293 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are AAPL (10.59%), GOOG (4.16%), GOOGL (4.11%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 20 new positions and exited 8; 62 existing positions rose in reported value and 114 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$1.01B

Long-equity book

Holdings
293

Distinct positions

Period
2026-09-30

Filed 2026-10-19

Q/Q Activity
+20 / −8 / ↑62 / ↓114

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
AAPL10.6% · -2%GOOG4.2% · -1%GOOGL4.1% · -4%AMZN3.9% · -2%VUG3.8% · +0%MSFT3.2% · -2%JPM2.6% · -3%IYW2.4% · -1%NVDA2.1% · -4%LRCX1.9% · -9%V1.8% · -4%JNJ1.7% · -3%VOO1.7% · +0%XPO1.6% · -2%MA1.4% · -1%DHR1.3% · -1%TMO1.3% · -1%DOV1.2% · -3%XLK1.2% · -2%WMT1.1% · -4%BNL1.1% · -2%ISRG1.1% · +1%XLI1.1% · -4%TJX1.0% · -3%XLF1.0% · -1%CB0.9% · -3%MRK0.8% · -3%CAT0.8% · -3%MDLZ0.8% · -3%ADI0.7% · -8%CVX0.7% · -4%VYM0.7% · 0%BA0.7% · -4%XLV0.7% · -4%BRK.B0.7% · -0%MU0.6% · -4%IWO0.6% · -1%YUM0.6% · -0%PEP0.6% · -4%SBUX0.6% · -3%RTX0.6% · +0%CME0.5% · -2%COF0.5% · -1%IJK0.5% · -0%ABT0.5% · +0%QXO0.5% · -14%BLK0.5% · -0%COST0.5% · -3%GEV0.5% · -6%EOG0.5% · -6%ECL0.5% · -1%NOW0.4% · -7%CL0.4% · -1%BIV0.4% · -2%LLY0.4% · -0%IJR0.4% · +2%KO0.4% · -1%WFC0.4% · -6%BIP0.4% · -0%XLC0.4% · -1%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 38.8%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Oct 23, 2026.

Assets Under Management
$1.55B
Discretionary
$1.55B
Employees
15
Accounts
2,113
Address
5404 WISCONSIN AVE
STE. 330
CHEVY CHASE, MD 20815
Phone
(301) 799-9001
Website
This firm reports 3 disclosure items on its registration.
Name Title / Status Ownership Type
BLAKE, GREGORY, EDWARD ControlMANAGING MEMBER
since Oct 2023
10–25%Individual
DYNASTY FINANCIAL PARTNERS, LLC ControlLLC MEMBER-OWNER
since Sep 2023
10–25%Domestic Entity
SCHIFF, ANDREW, KEVAN ControlMANAGING MEMBER & CHIEF COMPLIANCE OFFICER
since Oct 2023
25–50%Individual
STERLING, WILLIAM, ALAN ControlMANAGING MEMBER
since Oct 2023
10–25%Individual
VAILES, DEATRA, LATRICE ControlMANAGING MEMBER
since Oct 2023
10–25%Individual
Ownership & leadership changes · 3 filings with changes since Sep 11, 2023

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Feb 14, 2024 filing
  • No longer listedDYNASTY FINANCIAL HOLDINGS, LLC · LLC MEMBER - OWNER · 75% or more · indirect via DYNASTY FINANCIAL PARTNERS, LLC · control person · listed since Dec 2022
  • No longer listedGF DYNASTY HOLDINGS, LLC · LLC MEMBER - OWNER · 25–50% · indirect via DYNASTY FINANCIAL HOLDINGS, LLC · control person · listed since Jan 2016
  • No longer listedGF HUDSON, LLC · LLC MEMBER - OWNER · 75% or more · indirect via GF DYNASTY HOLDINGS, LLC · control person · listed since Jun 2016
  • No longer listedGFNY, LLC · LLC MEMBER - OWNER · 75% or more · indirect via GF HUDSON, LLC · control person · listed since Dec 1987
Oct 16, 2023 filing
  • No longer listedBUTTE, ANDREW, THOMAS · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Sep 2023
  • No longer listedMORRIS, JONATHAN, RICHARD · CHIEF LEGAL AND GOVERNANCE OFFICER · Less than 5% · control person · listed since Sep 2023
  • AddedBLAKE, GREGORY, EDWARD · MANAGING MEMBER · 10–25% · control person
  • AddedSCHIFF, ANDREW, KEVAN · MANAGING MEMBER & CHIEF COMPLIANCE OFFICER · 25–50% · control person
  • AddedSTERLING, WILLIAM, ALAN · MANAGING MEMBER · 10–25% · control person
  • AddedVAILES, DEATRA, LATRICE · MANAGING MEMBER · 10–25% · control person
  • ChangedDYNASTY FINANCIAL PARTNERS, LLC · ownership 75% or more → 10–25%
Oct 5, 2023 filing
  • No longer listedGF-DYNASTY HOLDINGS, LLC · LLC MEMBER-OWNER · 75% or more · indirect via DYNASTY FINANCIAL PARTNERS, LLC · control person · listed since Jan 2016
  • AddedDYNASTY FINANCIAL HOLDINGS, LLC · LLC MEMBER - OWNER · 75% or more · indirect via DYNASTY FINANCIAL PARTNERS, LLC · control person
  • AddedGF DYNASTY HOLDINGS, LLC · LLC MEMBER - OWNER · 25–50% · indirect via DYNASTY FINANCIAL HOLDINGS, LLC · control person
  • AddedGF HUDSON, LLC · LLC MEMBER - OWNER · 75% or more · indirect via GF DYNASTY HOLDINGS, LLC · control person
  • AddedGFNY, LLC · LLC MEMBER - OWNER · 75% or more · indirect via GF HUDSON, LLC · control person
Sep 11, 2023 filing (earliest on record)
  • ListedBUTTE, ANDREW, THOMAS · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedDYNASTY FINANCIAL PARTNERS, LLC · LLC MEMBER-OWNER · 75% or more · control person
  • ListedGF-DYNASTY HOLDINGS, LLC · LLC MEMBER-OWNER · 75% or more · indirect via DYNASTY FINANCIAL PARTNERS, LLC · control person
  • ListedMORRIS, JONATHAN, RICHARD · CHIEF LEGAL AND GOVERNANCE OFFICER · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 62 →

Top Trims

Show all 114 →

New Positions

Show all 20 →

Exited Positions

Show all 8 →

TRITONPOINT WEALTH, LLC Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $106.7M 10.59% 320,311 SH
2 ALPHABET INC GOOG 02079K107 $41.9M 4.16% 122,848 SH
3 ALPHABET INC GOOGL 02079K305 $41.4M 4.11% 120,356 SH
4 AMAZON COM INC AMZN 023135106 $38.9M 3.86% 156,223 SH
5 VANGUARD INDEX FDS VUG 922908736 $38.6M 3.83% 428,230 SH
6 MICROSOFT CORP MSFT 594918104 $32.5M 3.22% 63,289 SH
7 JPMORGAN CHASE & CO JPM 46625H100 $26.2M 2.60% 79,045 SH
8 ISHARES TR IYW 464287721 $24.3M 2.41% 91,698 SH
9 NVIDIA CORPORATION NVDA 67066G104 $21.3M 2.11% 93,156 SH
10 LAM RESEARCH CORP LRCX 512807306 $18.8M 1.86% 57,095 SH
11 VISA INC V 92826C839 $17.7M 1.76% 49,343 SH
12 JOHNSON & JOHNSON JNJ 478160104 $17.3M 1.72% 65,464 SH
13 VANGUARD INDEX FDS VOO 922908363 $17.2M 1.71% 24,577 SH
14 XPO INC XPO 983793100 $16.1M 1.60% 91,457 SH
15 MASTERCARD INCORPORATED MA 57636Q104 $14.0M 1.39% 25,424 SH
16 DANAHER CORPORATION DHR 235851102 $13.3M 1.32% 60,100 SH
17 THERMO FISHER SCIENTIFIC INC TMO 883556102 $12.9M 1.28% 19,039 SH
18 DOVER CORP DOV 260003108 $11.6M 1.15% 62,135 SH
19 SELECT SECTOR SPDR TR XLK 81369Y803 $11.6M 1.15% 59,369 SH
20 WALMART INC WMT 931142103 $11.2M 1.11% 107,908 SH
21 BROADSTONE NET LEASE INC BNL 11135E203 $11.2M 1.11% 603,955 SH
22 INTUITIVE SURGICAL INC ISRG 46120E602 $11.1M 1.10% 27,199 SH
23 SELECT SECTOR SPDR TR XLI 81369Y704 $10.7M 1.07% 64,370 SH
24 TJX COS INC NEW TJX 872540109 $9.9M 0.98% 74,646 SH
25 SELECT SECTOR SPDR TR XLF 81369Y605 $9.7M 0.96% 181,054 SH
26 CHUBB LIMITED CB H1467J104 $9.2M 0.91% 28,223 SH
27 MERCK & CO INC MRK 58933Y105 $8.3M 0.82% 56,913 SH
28 CATERPILLAR INC CAT 149123101 $7.7M 0.77% 9,505 SH
29 MONDELEZ INTL INC MDLZ 609207105 $7.7M 0.76% 132,960 SH
30 ANALOG DEVICES INC ADI 032654105 $7.4M 0.73% 18,649 SH
31 CHEVRON CORP NEW CVX 166764100 $7.3M 0.73% 35,950 SH
32 VANGUARD WHITEHALL FDS VYM 921946406 $7.3M 0.73% 47,069 SH
33 BOEING CO BA 097023105 $7.3M 0.72% 39,001 SH
34 SELECT SECTOR SPDR TR XLV 81369Y209 $6.7M 0.66% 39,724 SH
35 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $6.6M 0.66% 13,261 SH
36 MICRON TECHNOLOGY INC MU 595112103 $6.5M 0.64% 6,071 SH
37 ISHARES TR IWO 464287648 $6.2M 0.62% 17,367 SH
38 YUM BRANDS INC YUM 988498101 $6.0M 0.60% 44,069 SH
39 PEPSICO INC PEP 713448108 $5.8M 0.58% 45,868 SH
40 STARBUCKS CORP SBUX 855244109 $5.7M 0.57% 60,568 SH
41 RAYTHEON TECHNOLOGIES CORP RTX 75513E101 $5.7M 0.56% 30,505 SH
42 CME GROUP INC CME 12572Q105 $5.3M 0.53% 20,336 SH
43 CAPITAL ONE FINL CORP COF 14040H105 $5.1M 0.51% 26,637 SH
44 ISHARES TR IJK 464287606 $5.1M 0.50% 46,274 SH
45 ABBOTT LABS ABT 002824100 $5.0M 0.49% 50,312 SH
46 QXO INC QXO 82846H405 $4.8M 0.48% 414,373 SH
47 BLACKROCK INC BLK 09290D101 $4.8M 0.48% 4,528 SH
48 COSTCO WHSL CORP NEW COST 22160K105 $4.7M 0.47% 5,145 SH
49 GE VERNOVA INC GEV 36828A101 $4.7M 0.46% 4,924 SH
50 EOG RES INC EOG 26875P101 $4.7M 0.46% 33,830 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-19 $1.01B 293 0002008171-26-000006
2026-06-30 2026-08-11 $1.02B 281 0002008171-26-000004
2026-03-31 2026-04-21 $934.0M 268 0002008171-26-000003
2025-12-31 2026-01-20 $986.2M 272 0002008171-26-000001
Filer Information
Address
5404 WISCONSIN AVENUE
SUITE 330
CHEVY CHASE, MD 20815
Phone
(301) 799-9001
Filing Manager
TRITONPOINT WEALTH, LLC
CHEVY CHASE, MD
Signatory
Andrew Schiff
Chief Executive Officer