Triton Wealth Management, PLLC

CIK

1791126

Location

SUN CITY, AZ

Portfolio Value

Small $322,088,421

Diversification

Diversified

Filing Date

Global Rank

#5,014 / 8,793 ▼ 88 · as of Jun 2026

Top Industry

Asset Management 38.1%

Period ended 3 months ago

Filed Aug 5, 2026 · 58d

25 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

111 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

18.5%

+0.6 pts

Top 5

54.3%

+3.8 pts

Top 10

69.1%

+2.7 pts

HHI

832

Diversified+107

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	51.4%	$165,534,899	32
Financial Services	19.5%	$62,658,235	7
Technology	12.4%	$39,790,211	22
Consumer Cyclical	7.0%	$22,554,370	13
Industrials	2.6%	$8,307,269	12
Communication Services	2.4%	$7,889,765	4
Consumer Defensive	2.3%	$7,455,004	4
Energy	1.3%	$4,285,514	8
Healthcare	0.5%	$1,767,302	5
Utilities	0.4%	$1,261,689	3
Real Estate	0.2%	$584,163	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IVZ	Invesco Ltd.	+71,059	358,223	$59,511,740
AFGR	First Trust Active Factor Large Cap Growth ETF	+41,904	440,200	$16,473,252
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	+28,837	31,938	$2,638,717
AIPO	Defiance AI & Power Infrastructure ETF	+16,853	257,300	$0
AAL	American Airlines Group Inc.	+14,250	33,807	$610,892
AAAD	PGIM AAA CLO Aggregate Duration ETF	+11,134	120,931	$6,200,132
ABI	VictoryShares Pioneer Asset-Based Income ETF	+8,344	81,622	$11,508,695
CAAA	First Trust AAA CMBS ETF	+5,190	44,910	$928,289
VB	Vanguard Morningstar Small-Cap ETF	+4,608	12,222	$7,944,047
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+4,552	46,867	$2,696,992
TSLA	Tesla, Inc.	+3,938	18,997	$7,990,138
NVDA	Nvidia Corp	+2,399	58,058	$11,616,825
CRWD	CrowdStrike Holdings, Inc.	+2,228	2,956	$2,255,841
QQQ	Invesco Qqq Trust, Series 1	+1,914	47,843	$35,231,585
KLAC	Kla Corp	+1,912	2,076	$626,349
BCLO	iShares BBB-B CLO Active ETF	+1,756	18,454	$965,882
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+1,303	3,866	$1,846,285
GOOGL	Alphabet Inc.	+1,110	16,103	$5,709,169
MSFT	Microsoft Corp	+949	9,223	$3,440,363
BROS	Dutch Bros Inc.	+780	8,815	$633,005
F	Ford Motor Co	+701	11,467	$159,391
BAC	Bank Of America Corp /De/	+600	10,409	$593,104
WMT	Walmart Inc.	+567	31,584	$3,577,203
HD	Home Depot, Inc.	+355	1,868	$658,806
ORCL	Oracle Corp	+343	6,199	$908,463
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−88,292	8,264	$504,889
SETM	Sprott Funds Trust Sprott Critical Materials ETF	−23,767	43,000	$1,339,880
FNDA	Schwab Fundamental U.S. Small Company ETF	−22,055	1,539,631	$52,033,439
AAAA	Amplius Aggressive Asset Allocation ETF	−17,030	55,297	$2,008,387
AGNC	AGNC Investment Corp.	−7,147	53,593	$584,163
FAB	First Trust Multi Cap Value AlphaDEX Fund	−3,771	50,337	$7,908,181
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−3,511	11,512	$2,158,740
KNX	Knight-Swift Transportation Holdings Inc.	−3,342	45,870	$3,571,896
AFK	VanEck Africa Index ETF	−2,741	12,751	$656,804
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−2,622	23,225	$2,763,542
ACSG	American Century Small Cap Growth Insights ETF	−2,489	21,439	$2,209,288
AMZN	Amazon Com Inc	−1,161	37,662	$8,976,361
APA	APA Corp	−841	28,044	$913,393
AIRR	First Trust RBA American Industrial Renaissance ETF	−807	50,746	$3,204,907
ALAI	Alger AI Enablers & Adopters ETF	−694	13,633	$622,210
AGGH	Simplify Aggregate Bond ETF	−367	18,126	$478,707
LUV	Southwest Airlines Co	−326	7,192	$369,812
PLTR	Palantir Technologies Inc.	−325	3,772	$440,079
SO	Southern Co	−306	2,143	$205,106
FITB	Fifth Third Bancorp	−293	9,069	$511,219
BA	Boeing Co	−253	2,866	$620,403
AGNG	Global X Funds Global X Aging Population ETF	−176	3,249	$254,331
DAL	Delta Air Lines, Inc.	−176	6,373	$596,895
XOM	ExxonMobil Holdings Corp	−172	9,820	$1,342,590
V	Visa Inc.	−169	1,043	$357,842
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
STX	Seagate Technology Holdings plc	529	$510,485
AMKR	Amkor Technology, Inc.	4,161	$358,803
PANW	Palo Alto Networks Inc	873	$297,710
SNDK	Sandisk Corp	117	$266,026
UAL	United Airlines Holdings, Inc.	1,940	$263,820
TGT	Target Corp	1,946	$254,167
CMG	Chipotle Mexican Grill Inc	7,075	$240,550
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	1,244	$237,006
CSCO	Cisco Systems, Inc.	1,984	$233,040
NCLH	Norwegian Cruise Line Holdings Ltd.	11,018	$232,589
VEA	Vanguard FTSE Developed Markets ETF	3,255	$231,918
DTM	DT Midstream, Inc.	1,378	$202,207
AMC	Amc Entertainment Holdings, Inc.	66,651	$126,636
GOF	Guggenheim Strategic Opportunities Fund	11,139	$121,637
BCDF	Horizon Kinetics Blockchain Development ETF	20,638	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
CCL	Carnival Corp Ltd.	36,466	$943,740
HON	Honeywell International Inc	1,266	$286,154
GLD	Spdr Gold Trust	606	$260,755
NFLX	Netflix Inc	2,506	$240,951
AAPD	Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF	15,253	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

111 tracked positions · $322,088,421 total · filing declares 133 positions · $325,527,437 · as of Jun 30, 2026

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

Showing 1–50 of 111 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IVZ	Invesco Ltd. Financial Services	Added	358,223	+71,059	$59,511,740	+80.5%	18.48%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	1,539,631	-22,055	$52,033,439	+14.2%	16.16%
QQQ	Invesco Qqq Trust, Series 1	Added	47,843	+1,914	$35,231,585	+32.9%	10.94%
AFGR	First Trust Active Factor Large Cap Growth ETF	Added	440,200	+41,904	$16,473,252	+21.5%	5.11%
NVDA	Nvidia Corp Technology	Added	58,058	+2,399	$11,616,825	+19.7%	3.61%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	81,622	+8,344	$11,508,695	+19.1%	3.57%
AAPL	Apple Inc. Technology	Added	39,208	+272	$11,345,226	+14.8%	3.52%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	37,662	-1,161	$8,976,361	+11.0%	2.79%
TSLA	Tesla, Inc. Consumer Cyclical	Added	18,997	+3,938	$7,990,138	+42.7%	2.48%
VB	Vanguard Morningstar Small-Cap ETF	Added	12,222	+4,608	$7,944,047	+102.5%	2.47%
FAB	First Trust Multi Cap Value AlphaDEX Fund	Reduced	50,337	-3,771	$7,908,181	+14.0%	2.46%
AAAD	PGIM AAA CLO Aggregate Duration ETF	Added	120,931	+11,134	$6,200,132	+10.3%	1.92%
GOOGL	Alphabet Inc. Communication Services	Added	16,103	+1,110	$5,709,169	+32.6%	1.77%
WMT	Walmart Inc. Consumer Defensive	Added	31,584	+567	$3,577,203	−7.2%	1.11%
KNX	Knight-Swift Transportation Holdings Inc. Industrials	Reduced	45,870	-3,342	$3,571,896	+26.1%	1.11%
MSFT	Microsoft Corp Technology	Added	9,223	+949	$3,440,363	+12.3%	1.07%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	3,586	+119	$3,354,595	−2.9%	1.04%
AIRR	First Trust RBA American Industrial Renaissance ETF	Reduced	50,746	-807	$3,204,907	+13.1%	1.00%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	23,225	-2,622	$2,763,542	+9.2%	0.86%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	46,867	+4,552	$2,696,992	+12.9%	0.84%
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	Added	31,938	+28,837	$2,638,717	+1152.3%	0.82%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	2,956	+2,228	$2,255,841	+693.7%	0.70%
ACSG	American Century Small Cap Growth Insights ETF	Reduced	21,439	-2,489	$2,209,288	−7.5%	0.69%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	11,512	-3,511	$2,158,740	—	0.67%
AAAA	Amplius Aggressive Asset Allocation ETF	Reduced	55,297	-17,030	$2,008,387	−23.8%	0.62%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	3,866	+1,303	$1,846,285	+113.2%	0.57%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Held	5,463	0	$1,734,666	+15.4%	0.54%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,302	-64	$1,719,064	+11.7%	0.53%
META	Meta Platforms, Inc. Communication Services	Added	2,958	+1	$1,666,211	−1.5%	0.52%
XOM	ExxonMobil Holdings Corp Energy	Reduced	9,820	-172	$1,342,590	−20.8%	0.42%
SETM	Sprott Funds Trust Sprott Critical Materials ETF	Reduced	43,000	-23,767	$1,339,880	−39.3%	0.42%
FCAL	First Trust California Municipal High income ETF	Reduced	23,317	-75	$1,130,641	+1.7%	0.35%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,232	-16	$1,116,870	+3.7%	0.35%
MU	Micron Technology Inc Technology	Added	928	+200	$1,071,181	+335.5%	0.33%
BCLO	iShares BBB-B CLO Active ETF	Added	18,454	+1,756	$965,882	+11.4%	0.30%
CAAA	First Trust AAA CMBS ETF	Added	44,910	+5,190	$928,289	+13.2%	0.29%
APA	APA Corp Energy	Reduced	28,044	-841	$913,393	−25.5%	0.28%
ORCL	Oracle Corp Technology	Added	6,199	+343	$908,463	+5.5%	0.28%
QBTS	D-Wave Quantum Inc. Technology	Reduced	32,756	-58	$785,816	+66.0%	0.24%
OKLO	Oklo Inc. Utilities	Added	14,775	+15	$773,175	+5.6%	0.24%
AMD	Advanced Micro Devices Inc Technology	Added	1,319	+81	$766,220	+204.2%	0.24%
RGTI	Rigetti Computing, Inc. Technology	Reduced	35,263	-29	$681,281	+37.5%	0.21%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,868	+355	$658,806	+32.4%	0.20%
IONQ	IonQ, Inc. Technology	Reduced	12,357	-79	$658,133	+83.6%	0.20%
AFK	VanEck Africa Index ETF	Reduced	12,751	-2,741	$656,804	−24.5%	0.20%
		Reduced	7,289	-118	$654,916	+41.1%	0.20%
AVGO	Broadcom Inc. Technology	Added	1,681	+29	$634,997	+24.2%	0.20%
BROS	Dutch Bros Inc. Consumer Cyclical	Added	8,815	+780	$633,005	+55.5%	0.20%
KLAC	Kla Corp Technology	Added	2,076	+1,912	$626,349	+159.4%	0.19%
ALAI	Alger AI Enablers & Adopters ETF	Reduced	13,633	-694	$622,210	+31.4%	0.19%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.