Ritholtz Wealth Management’s TriplePoint Venture Growth BDC TPVG Stock Holding History

Ritholtz Wealth Management’s Portfolio TPVG Stock Details TPVG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$640K	Buy	+131,689	New	+$656K	0.01%	793

Other funds holding TPVG

Arlington Capital Management Arlington Heights, Illinois $174M AUM 14.76% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return

D'Orazio & Associates Falls Church, Virginia $902M AUM 15.38% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

SCA

SMH Capital Advisors Fort Worth, Texas $26.4M AUM 1.31% 1-Year Est. Return

Ritholtz Wealth Management's TPVG Position: Q3 2026 in Review

Ritholtz Wealth Management opened a new position in TriplePoint Venture Growth BDC (TPVG) in Q3 2026: 131,689 shares worth $640K. The stake represents 0.01% of the portfolio and ranks #793 among its holdings.

27 funds tracked by Wall St. Rank hold TPVG as of Q3 2026.

Ritholtz Wealth Management held 131,689 shares of TriplePoint Venture Growth BDC worth $640K as of Q3 2026.
TriplePoint Venture Growth BDC was a new Ritholtz Wealth Management position in Q3 2026.
TriplePoint Venture Growth BDC made up 0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #793 holding.
27 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.