Triton Wealth Management, PLLC

CIK

1791126

Location

SUN CITY, AZ

Portfolio Value

Small $134,186,118

Diversification

Diversified

Filing Date

Global Rank

#5,305 / 8,517 ▲ 433

Top Industry

Semiconductors 16.4%

3Y Alpha vs SPY

+12.5%

Period ended 46 days ago

Filed Aug 5, 2026 · 10d

25 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+136.7%

SPY

+75.3%

Annualised alpha

+12.7%

Max drawdown

−26.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

26.3%

+2.6 pts

Top 5

56.0%

+2.6 pts

Top 10

70.7%

+1.6 pts

HHI

981

Diversified+115

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	29.7%	$39,790,211	22
Unclassified	27.7%	$37,144,336	3
Consumer Cyclical	16.8%	$22,554,370	13
Industrials	6.2%	$8,307,269	12
Communication Services	5.9%	$7,889,765	4
Consumer Defensive	5.6%	$7,455,004	4
Energy	3.2%	$4,285,514	8
Financial Services	2.3%	$3,146,495	6
Healthcare	1.3%	$1,767,302	5
Utilities	0.9%	$1,261,689	3
Real Estate	0.4%	$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
AAL	American Airlines Group Inc.	+14,250	33,807	$610,892
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
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
ANET	Arista Networks, Inc.	+291	2,425	$411,959
AAPL	Apple Inc.	+272	39,208	$11,345,226
MU	Micron Technology Inc	+200	928	$1,071,181
DVN	Devon Energy Corp/De	+189	9,625	$397,705
GD	General Dynamics Corp	+128	1,295	$458,740
LMT	Lockheed Martin Corp	+120	1,127	$574,161
COST	Costco Wholesale Corp /New	+119	3,586	$3,354,595
LOW	Lowes Companies Inc	+89	2,133	$470,305
CMRE	Costamare Inc.	+89	25,508	$357,622
AMD	Advanced Micro Devices Inc	+81	1,319	$766,220
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AGNC	AGNC Investment Corp.	−7,147	53,593	$584,163
KNX	Knight-Swift Transportation Holdings Inc.	−3,342	45,870	$3,571,896
AMZN	Amazon Com Inc	−1,161	37,662	$8,976,361
APA	APA Corp	−841	28,044	$913,393
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
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
GBTC	Grayscale Bitcoin Trust ETF	−141	4,255	$193,687
OXY	Occidental Petroleum Corp /De/	−107	5,329	$258,829
VZ	Verizon Communications Inc	−97	9,158	$387,749
COP	Conocophillips	−88	3,708	$385,483
CVX	Chevron Corp	−84	2,751	$456,005
IONQ	IonQ, Inc.	−79	12,357	$658,133
SPY	Spdr S&P 500 ETF Trust	−64	2,302	$1,719,064
QBTS	D-Wave Quantum Inc.	−58	32,756	$785,816
ABBV	AbbVie Inc.	−47	1,824	$458,991
IBM	International Business Machines Corp	−31	1,492	$419,565
JNJ	Johnson & Johnson	−30	2,357	$598,607
RGTI	Rigetti Computing, Inc.	−29	35,263	$681,281
MRK	Merck & Co., Inc.	−23	2,542	$326,647
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 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
CSCO	Cisco Systems, Inc.	1,984	$233,040
NCLH	Norwegian Cruise Line Holdings Ltd.	11,018	$232,589
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
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
SETM	Sprott Funds Trust Sprott Critical Materials ETF	66,767	$2,208,652
CCL	Carnival Corp Ltd.	36,466	$943,740
ALAI	Alger AI Enablers & Adopters ETF	14,327	$473,364
CGDV	Capital Group Dividend Value ETF	7,193	$305,990
HON	Honeywell International Inc	1,266	$286,154
GLD	Spdr Gold Trust	606	$260,755
NFLX	Netflix Inc	2,506	$240,951
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

81 tracked positions · $134,186,118 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 81 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	47,843	+1,914	$35,231,585	+32.9%	26.26%
NVDA	Nvidia Corp Technology	Added	58,058	+2,399	$11,616,825	+19.7%	8.66%
AAPL	Apple Inc. Technology	Added	39,208	+272	$11,345,226	+14.8%	8.45%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	37,662	-1,161	$8,976,361	+11.0%	6.69%
TSLA	Tesla, Inc. Consumer Cyclical	Added	18,997	+3,938	$7,990,138	+42.7%	5.95%
GOOGL	Alphabet Inc. Communication Services	Added	16,103	+1,110	$5,709,169	+32.6%	4.25%
WMT	Walmart Inc. Consumer Defensive	Added	31,584	+567	$3,577,203	−7.2%	2.67%
KNX	Knight-Swift Transportation Holdings Inc. Industrials	Reduced	45,870	-3,342	$3,571,896	+26.1%	2.66%
MSFT	Microsoft Corp Technology	Added	9,223	+949	$3,440,363	+12.3%	2.56%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	3,586	+119	$3,354,595	−2.9%	2.50%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	2,956	+2,228	$2,255,841	+693.7%	1.68%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	3,866	+1,303	$1,846,285	+113.2%	1.38%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Held	5,463	0	$1,734,666	+15.4%	1.29%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,302	-64	$1,719,064	+11.7%	1.28%
META	Meta Platforms, Inc. Communication Services	Added	2,958	+1	$1,666,211	−1.5%	1.24%
XOM	ExxonMobil Holdings Corp Energy	Reduced	9,820	-172	$1,342,590	−20.8%	1.00%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,232	-16	$1,116,870	+3.7%	0.83%
MU	Micron Technology Inc Technology	Added	928	+200	$1,071,181	+335.5%	0.80%
APA	APA Corp Energy	Reduced	28,044	-841	$913,393	−25.5%	0.68%
ORCL	Oracle Corp Technology	Added	6,199	+343	$908,463	+5.5%	0.68%
QBTS	D-Wave Quantum Inc. Technology	Reduced	32,756	-58	$785,816	+66.0%	0.59%
OKLO	Oklo Inc. Utilities	Added	14,775	+15	$773,175	+5.6%	0.58%
AMD	Advanced Micro Devices Inc Technology	Added	1,319	+81	$766,220	+204.2%	0.57%
RGTI	Rigetti Computing, Inc. Technology	Reduced	35,263	-29	$681,281	+37.5%	0.51%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,868	+355	$658,806	+32.4%	0.49%
IONQ	IonQ, Inc. Technology	Reduced	12,357	-79	$658,133	+83.6%	0.49%
AVGO	Broadcom Inc. Technology	Added	1,681	+29	$634,997	+24.2%	0.47%
BROS	Dutch Bros Inc. Consumer Cyclical	Added	8,815	+780	$633,005	+55.5%	0.47%
KLAC	Kla Corp Technology	Added	2,076	+1,912	$626,349	+159.4%	0.47%
BA	Boeing Co Industrials	Reduced	2,866	-253	$620,403	−0.1%	0.46%
AAL	American Airlines Group Inc. Industrials	Added	33,807	+14,250	$610,892	+190.8%	0.46%
JNJ	Johnson & Johnson Healthcare	Reduced	2,357	-30	$598,607	+2.6%	0.45%
DAL	Delta Air Lines, Inc. Industrials	Reduced	6,373	-176	$596,895	+37.1%	0.44%
BAC	Bank Of America Corp /De/ Financial Services	Added	10,409	+600	$593,104	+24.0%	0.44%
MGM	MGM Resorts International Consumer Cyclical	Held	12,265	0	$586,389	+29.2%	0.44%
AGNC	AGNC Investment Corp. Real Estate	Reduced	53,593	-7,147	$584,163	−4.1%	0.44%
LMT	Lockheed Martin Corp Industrials	Added	1,127	+120	$574,161	−5.7%	0.43%
FITB	Fifth Third Bancorp Financial Services	Reduced	9,069	-293	$511,219	+17.5%	0.38%
STX	Seagate Technology Holdings plc Technology	NEW	529	NEW	$510,485	NEW	0.38%
LOW	Lowes Companies Inc Consumer Cyclical	Added	2,133	+89	$470,305	−2.6%	0.35%
ABBV	AbbVie Inc. Healthcare	Reduced	1,824	-47	$458,991	+12.8%	0.34%
EAT	Brinker International, Inc Consumer Cyclical	Held	2,732	0	$458,976	+17.7%	0.34%
GD	General Dynamics Corp Industrials	Added	1,295	+128	$458,740	+14.5%	0.34%
CVX	Chevron Corp Energy	Reduced	2,751	-84	$456,005	−22.3%	0.34%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,362	-20	$445,823	+9.7%	0.33%
PLTR	Palantir Technologies Inc. Technology	Reduced	3,772	-325	$440,079	−26.6%	0.33%
IBM	International Business Machines Corp Technology	Reduced	1,492	-31	$419,565	+13.7%	0.31%
ANET	Arista Networks, Inc. Technology	Added	2,425	+291	$411,959	+57.2%	0.31%
DVN	Devon Energy Corp/De Energy	Added	9,625	+189	$397,705	−16.2%	0.30%
VZ	Verizon Communications Inc Communication Services	Reduced	9,158	-97	$387,749	−16.5%	0.29%

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.