TRITONPOINT WEALTH, LLC logo

TRITONPOINT WEALTH, LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for TRITONPOINT WEALTH, LLC with $1.2B in long positions as of Q3 2025, 26% allocated to ETF, and 34% concentrated in top 10 positions.

Portfolio Value
$1.2B
Top 10 Concentration
34%
Top Sector
ETF (26%)
US Exposure
97%
Market Cap Focus
Mega Cap
Countries
10

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 25.80%ETFTechnology: 19.60%TechnologyFinancial Services: 13.20%Financial ServicesConsumer Cyclical: 8.30%Healthcare: 8.20%Industrials: 7.20%Communication Services: 7.10%Consumer Defensive: 4.50%Energy: 2.20%Real Estate: 1.60%Utilities: 1.10%Basic Materials: 0.60%
ETF
25.80%
Technology
19.60%
Financial Services
13.20%
Consumer Cyclical
8.30%
Healthcare
8.20%
Industrials
7.20%
Communication Services
7.10%
Consumer Defensive
4.50%
Energy
2.20%
Real Estate
1.60%
Utilities
1.10%
Basic Materials
0.60%

Industry Breakdown

81 industries across all sectors

ETF: 25.82%ETFConsumer Electronics: 8.56%Consumer ElectronicsInternet Content & Information: 6.64%Software - Infrastructure: 5.31%Banks - Diversified: 3.90%Financial - Credit Services: 3.88%Semiconductors: 3.66%Specialty Retail: 3.39%Drug Manufacturers - General: 2.68%Medical - Diagnostics & Research: 2.55%Aerospace & Defense: 2.38%Asset Management: 1.92%Restaurants: 1.87%Industrial - Machinery: 1.78%Discount Stores: 1.78%Software - Application: 1.52%Integrated Freight & Logistics: 1.40%64 more: 20.38%64 more
ETF
ETF
25.82%
Consumer Electronics
Technology
8.56%
Internet Content & Information
Communication Services
6.64%
Software - Infrastructure
Technology
5.31%
Banks - Diversified
Financial Services
3.90%
Financial - Credit Services
Financial Services
3.88%
Semiconductors
Technology
3.66%
Specialty Retail
Consumer Cyclical
3.39%
Drug Manufacturers - General
Healthcare
2.68%
Medical - Diagnostics & Research
Healthcare
2.55%
Aerospace & Defense
Industrials
2.38%
Asset Management
Financial Services
1.92%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 43.54%Mega Cap (> $200B)Large Cap ($10B - $200B): 26.81%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 2.45%Small Cap ($300M - $2B): 0.29%Micro Cap ($50M - $300M): 0.00%Nano Cap (< $50M): 0.44%N/A (ETF or Unknown): 26.47%N/A (ETF or Unknown)
Mega Cap (> $200B)
43.54%
Large Cap ($10B - $200B)
26.81%
Mid Cap ($2B - $10B)
2.45%
Small Cap ($300M - $2B)
0.29%
Micro Cap ($50M - $300M)
0.00%
Nano Cap (< $50M)
0.44%
N/A (ETF or Unknown)
26.47%

Portfolio Concentration

Top 10 Holdings %
33.77%
Top 20 Holdings %
46.12%
Top 50 Holdings %
67.38%
Top 100 Holdings %
84.79%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
97.32%
International
2.68%
Countries
10
Largest Int'l Market
Switzerland - 0.83%
United States of America
97.32% ($1.1B)
331 holdings
Switzerland
0.83% ($9.7M)
1 holdings
Canada
0.70% ($8.1M)
4 holdings
Bermuda
0.42% ($4.9M)
1 holdings
Israel
0.27% ($3.1M)
1 holdings
Ireland
0.25% ($2.9M)
6 holdings
United Kingdom
0.09% ($1.1M)
1 holdings
Taiwan
0.07% ($869.4K)
1 holdings
China
0.02% ($226.4K)
1 holdings
Uruguay
0.02% ($205.7K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
7 quarters
Avg. Top 20
7 quarters
Avg. All Positions
6.1 quarters
Median Holding Period
7 quarters
Persistence Rate
88.22%
Persistent Holdings Weight
98.3%
Persistent Positions
307
Longest Held
iShares Core MSCI EAFE ETF logo
iShares Core MSCI EAFE ETFIEFA - 7 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.07%
Avg. Position Weight
0.29%
Largest Position
Apple Inc. logo
Apple Inc.AAPL - 8.56%
Largest Ownership Stake
Broadstone Net Lease, Inc. logo
Broadstone Net Lease, Inc.BNL - 0.44%
Avg. Ownership Stake
0.01%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q4 2023)

Avg. New Position
0.25%
Avg. Ownership Stake
0.03%
Largest Position
Apple Inc. logo
Apple Inc.AAPL - 9.04% (Q4 2024)
Largest Ownership Stake
Broadstone Net Lease, Inc. logo
Broadstone Net Lease, Inc.BNL - 0.90% (Q4 2023)

Portfolio Turnover

Current Quarter

Turnover Ratio
1.9%
Value Traded
$22.54M
Positions Added
9
Positions Exited
8

Historical (Since Q4 2023)

Avg. Turnover Ratio
10.0%
Avg. Positions Added
52
Avg. Positions Exited
13
Highest Turnover
50.0%
Q4 2023
Lowest Turnover
1.9%
Q3 2025

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