Triton Wealth Management, PLLC

CIK

1791126

Location

SUN CITY, AZ

Portfolio Value

Micro $7,619,683

Diversification

Diversified

Filing Date

Global Rank

#5,587 / 8,586 ▲ 166

Top Industry

Semiconductors 15.0%

3Y Alpha vs SPY

-7.5%

Period ended 3 months ago

Filed May 1, 2026 · 46d

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

+47.0%

SPY

+78.1%

Annualised alpha

-7.5%

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

3 positions · $7,619,683 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
WMT	Walmart Inc. Consumer Defensive	Added	31,017	+48	$3,854,792	+11.7%	50.59%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,467	-1	$3,454,622	+15.5%	45.34%
PEP	Pepsico Inc Consumer Defensive	Held	1,998	0	$310,269	+8.2%	4.07%