TRITONPOINT WEALTH, LLC
RIA/Wealth
TRITONPOINT WEALTH, LLC is a RIA/Wealth based in Chevy Chase, MD led by Andrew Kevan Schiff, reporting $1.5B in AUM as of Q3 2025 with AAPL as the largest holding (9% allocation).
Managing PartnerAndrew Kevan Schiff
- Portfolio Value
- $1.2B
- Positions
- 348
- Top Holding
- AAPL at 8.56%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in TRITONPOINT WEALTH, LLC's portfolio (33.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $99.5M | 8.56% | +$1.9M Bought | 0.00% 390.7K shares | |
ETF ETF | $44.3M | 3.82% | +$1.0M Bought | — 92.3K shares | |
Software - Infrastructure Technology | $42.7M | 3.67% | -$78.7K Sold | 0.00% 82.4K shares | |
Specialty Retail Consumer Cyclical | $38.6M | 3.32% | +$157.9K Bought | 0.00% 175.8K shares | |
Internet Content & Information Communication Services | $37.0M | 3.18% | -$389.0K Sold | 0.00% 152.1K shares | |
Internet Content & Information Communication Services | $33.7M | 2.90% | -$227.0K Sold | 0.00% 138.5K shares | |
Banks - Diversified Financial Services | $29.7M | 2.56% | -$544.8K Sold | 0.00% 94.2K shares | |
ETF ETF | $24.9M | 2.15% | -$30.1K Sold | — 40.6K shares | |
Financial - Credit Services Financial Services | $21.1M | 1.82% | +$86.0K Bought | 0.00% 61.8K shares | |
ETF ETF | $20.8M | 1.79% | -$236.6K Sold | — 106.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in TRITONPOINT WEALTH, LLC's latest filing
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Analytics
Portfolio insights and performance metrics for TRITONPOINT WEALTH, LLC
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