Triton Wealth Management, PLLC

CIK

1791126

Location

SUN CITY, AZ

Portfolio Value

Small $105,812,700

Diversification

Diversified

Filing Date

Global Rank

#5,240 / 8,232 ▲ 283

Top Industry

Semiconductors 15.0%

3Y Alpha vs SPY

-8.0%

Period ended 2 months ago

Filed May 1, 2026 · 44d

24 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+43.4%

SPY

+76.3%

Annualised alpha

-8.0%

Max drawdown

−26.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

73 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

25.1%

+0.6 pts

Top 5

56.5%

+0.5 pts

Top 10

70.6%

+0.5 pts

HHI

948

Diversified+22

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.2%	$28,729,524	17
Unclassified	27.0%	$28,540,691	4
Consumer Cyclical	17.9%	$18,924,278	12
Consumer Defensive	7.2%	$7,619,683	3
Industrials	6.5%	$6,877,747	12
Energy	4.9%	$5,151,416	7
Communication Services	3.5%	$3,656,565	4
Financial Services	2.6%	$2,763,230	5
Healthcare	1.6%	$1,702,097	5
Utilities	1.2%	$1,238,247	3
Real Estate	0.6%	$609,222	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
APA	APA Corp	+9,253	28,885	$1,225,879
AMZN	Amazon Com Inc	+7,519	38,823	$8,085,666
QQQ	Invesco Qqq Trust, Series 1	+4,023	45,929	$26,509,300
TSLA	Tesla, Inc.	+3,536	15,059	$5,598,183
COP	Conocophillips	+1,701	3,796	$501,072
XOM	Exxon Mobil Corp	+1,257	9,992	$1,695,242
DVN	Devon Energy Corp/De	+797	9,436	$474,819
F	Ford Motor Co	+586	10,766	$124,239
LMT	Lockheed Martin Corp	+559	1,007	$608,620
AGNC	AGNC Investment Corp.	+409	60,740	$609,222
NVDA	Nvidia Corp	+383	55,659	$9,706,929
BA	Boeing Co	+324	3,119	$620,774
MSFT	Microsoft Corp	+220	8,274	$3,062,786
GBTC	Grayscale Bitcoin Trust ETF	+216	4,396	$231,932
OKLO	Oklo Inc.	+191	14,760	$731,948
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+181	2,563	$866,165
BAC	Bank Of America Corp /De/	+177	9,809	$478,188
HON	Honeywell International Inc	+149	1,266	$286,153
ANET	Arista Networks, Inc.	+125	2,134	$262,012
CRWD	CrowdStrike Holdings, Inc.	+105	728	$284,218
CMRE	Costamare Inc.	+96	25,419	$429,581
PLTR	Palantir Technologies Inc.	+75	4,097	$599,309
GOOGL	Alphabet Inc.	+51	4,379	$1,259,225
WMT	Walmart Inc.	+48	31,017	$3,854,792
BROS	Dutch Bros Inc.	+41	8,035	$407,053
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
AAL	American Airlines Group Inc.	−8,661	19,557	$210,042
AMD	Advanced Micro Devices Inc	−785	1,238	$251,846
MGM	MGM Resorts International	−600	12,265	$453,927
BLDR	Builders FirstSource, Inc.	−570	3,448	$283,873
DAL	Delta Air Lines, Inc.	−505	6,549	$435,377
LUV	Southwest Airlines Co	−338	7,518	$282,451
LOW	Lowes Companies Inc	−157	2,044	$482,956
AAPL	Apple Inc.	−139	38,936	$9,881,567
HD	Home Depot, Inc.	−136	1,513	$497,610
KNX	Knight-Swift Transportation Holdings Inc.	−126	49,212	$2,833,626
FITB	Fifth Third Bancorp	−108	9,362	$434,958
RCL	Royal Caribbean Cruises Ltd	−101	5,463	$1,503,308
IONQ	IonQ, Inc.	−74	12,436	$358,529
JNJ	Johnson & Johnson	−59	2,387	$583,478
SPY	Spdr S&P 500 ETF Trust	−18	2,366	$1,538,704
AVGO	Broadcom Inc.	−10	1,652	$511,310
BRK-B	Berkshire Hathaway Inc	−5	2,248	$1,077,241
IBM	International Business Machines Corp	−3	1,523	$369,159
VZ	Verizon Communications Inc	−2	9,255	$464,601
COST	Costco Wholesale Corp /New	−1	3,467	$3,454,622
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
GD	General Dynamics Corp	1,167	$400,537
CRM	Salesforce, Inc.	1,381	$257,791
LHX	L3harris Technologies, Inc. /De/	741	$255,756
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
NCLH	Norwegian Cruise Line Holdings Ltd.	12,777	$285,182
UAL	United Airlines Holdings, Inc.	1,940	$216,930
STX	Seagate Technology Holdings plc	690	$190,019
PHYS	Sprott Physical Gold Trust	5,519	$182,237
SLV	iShares Silver Trust	2,822	$181,793
RDW	Redwire Corp	14,834	$112,738
ONDS	Ondas Inc.	10,465	$102,138
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

73 positions · $105,812,700 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 73 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	45,929	+4,023	$26,509,300	+3.0%	25.05%
AAPL	Apple Inc. Technology	Reduced	38,936	-139	$9,881,567	−7.0%	9.34%
NVDA	Nvidia Corp Technology	Added	55,659	+383	$9,706,929	−5.8%	9.17%
AMZN	Amazon Com Inc Consumer Cyclical	Added	38,823	+7,519	$8,085,666	+11.9%	7.64%
TSLA	Tesla, Inc. Consumer Cyclical	Added	15,059	+3,536	$5,598,183	+8.0%	5.29%
WMT	Walmart Inc. Consumer Defensive	Added	31,017	+48	$3,854,792	+11.7%	3.64%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,467	-1	$3,454,622	+15.5%	3.26%
MSFT	Microsoft Corp Technology	Added	8,274	+220	$3,062,786	−21.4%	2.89%
KNX	Knight-Swift Transportation Holdings Inc. Industrials	Reduced	49,212	-126	$2,833,626	+9.9%	2.68%
XOM	Exxon Mobil Corp Energy	Added	9,992	+1,257	$1,695,242	+61.3%	1.60%
META	Meta Platforms, Inc. Communication Services	Added	2,957	+27	$1,691,788	−12.5%	1.60%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,366	-18	$1,538,704	−5.4%	1.45%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Reduced	5,463	-101	$1,503,308	−3.1%	1.42%
GOOGL	Alphabet Inc. Communication Services	Added	4,379	+51	$1,259,225	−7.0%	1.19%
APA	APA Corp Energy	Added	28,885	+9,253	$1,225,879	+155.3%	1.16%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,248	-5	$1,077,241	−4.9%	1.02%
CCL	Carnival Corp Ltd. Consumer Cyclical	Added	36,466	+7	$943,740	−15.2%	0.89%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,563	+181	$866,165	+19.7%	0.82%
ORCL	Oracle Corp Technology	Added	5,856	+30	$861,476	−24.1%	0.81%
OKLO	Oklo Inc. Utilities	Added	14,760	+191	$731,948	−30.0%	0.69%
BA	Boeing Co Industrials	Added	3,119	+324	$620,774	+2.3%	0.59%
AGNC	AGNC Investment Corp. Real Estate	Added	60,740	+409	$609,222	−5.8%	0.58%
LMT	Lockheed Martin Corp Industrials	Added	1,007	+559	$608,620	+180.9%	0.58%
PLTR	Palantir Technologies Inc. Technology	Added	4,097	+75	$599,309	−16.2%	0.57%
CVX	Chevron Corp Energy	Added	2,835	+2	$586,561	+35.8%	0.55%
JNJ	Johnson & Johnson Healthcare	Reduced	2,387	-59	$583,478	+15.3%	0.55%
AVGO	Broadcom Inc. Technology	Reduced	1,652	-10	$511,310	−11.1%	0.48%
COP	Conocophillips Energy	Added	3,796	+1,701	$501,072	+155.5%	0.47%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,513	-136	$497,610	−12.3%	0.47%
RGTI	Rigetti Computing, Inc. Technology	Added	35,292	+23	$495,499	−36.6%	0.47%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	2,044	-157	$482,956	−9.0%	0.46%
BAC	Bank Of America Corp /De/ Financial Services	Added	9,809	+177	$478,188	−9.7%	0.45%
DVN	Devon Energy Corp/De Energy	Added	9,436	+797	$474,819	+50.0%	0.45%
QBTS	D-Wave Quantum Inc. Technology	Held	32,814	0	$473,506	−44.8%	0.45%
VZ	Verizon Communications Inc Communication Services	Reduced	9,255	-2	$464,601	+23.2%	0.44%
MGM	MGM Resorts International Consumer Cyclical	Reduced	12,265	-600	$453,927	−3.3%	0.43%
DAL	Delta Air Lines, Inc. Industrials	Reduced	6,549	-505	$435,377	−11.1%	0.41%
FITB	Fifth Third Bancorp Financial Services	Reduced	9,362	-108	$434,958	−1.9%	0.41%
CMRE	Costamare Inc. Industrials	Added	25,419	+96	$429,581	+7.4%	0.41%
BROS	Dutch Bros Inc. Consumer Cyclical	Added	8,035	+41	$407,053	−16.8%	0.38%
ABBV	AbbVie Inc. Healthcare	Added	1,871	+3	$406,923	−4.7%	0.38%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,382	0	$406,529	−8.7%	0.38%
GD	General Dynamics Corp Industrials	NEW	1,167	NEW	$400,537	NEW	0.38%
EAT	Brinker International, Inc Consumer Cyclical	Held	2,732	0	$390,047	−0.5%	0.37%
IBM	International Business Machines Corp Technology	Reduced	1,523	-3	$369,159	−18.3%	0.35%
V	Visa Inc. Financial Services	Held	1,212	0	$366,314	−13.8%	0.35%
IONQ	IonQ, Inc. Technology	Reduced	12,436	-74	$358,529	−36.1%	0.34%
OXY	Occidental Petroleum Corp /De/ Energy	Held	5,436	0	$353,340	+58.1%	0.33%
MPC	Marathon Petroleum Corp Energy	Held	1,288	0	$314,503	+50.1%	0.30%
PEP	Pepsico Inc Consumer Defensive	Held	1,998	0	$310,269	+8.2%	0.29%