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Home > Institutional Investor > Tritonpoint Wealth, Llc > Profile

Instuitional Investor - Tritonpoint Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Tritonpoint Wealth, Llc
Portfolio Value $1,080,706,004
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 383,207 $78,622,503 7.28%
2.
Microsoft Corp
 MSFT 82,595 $41,083,343 3.8%
3.
Vanguard Index Fds - GROWTH ETF
 90,188 $39,583,892 3.66%
4.
Amazon Com Inc
 AMZN 175,114 $38,418,301 3.55%
5.
Jpmorgan Chase & Co
 JPM 95,972 $27,823,294 2.57%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)