Capstone Triton Financial Group, LLC Top Holdings and 13F Report (2026)

About Capstone Triton Financial Group, LLC

Investment Activity

Capstone Triton Financial Group, LLC has $57.35 million in total holdings as of March 31, 2026.
Capstone Triton Financial Group, LLC owns shares of 62 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
Approximately 60.28% of the portfolio was purchased this quarter.
About 223.18% of the portfolio was sold this quarter.
This quarter, Capstone Triton Financial Group, LLC has purchased 85 new stocks and bought additional shares in 26 stocks.
Capstone Triton Financial Group, LLC sold shares of 0 stocks and completely divested from 59 stocks this quarter.

Largest Holdings

Innovator Defined Wealth Shield ETF: $6,609,059
SPDR Portfolio S&P 500 ETF: $3,497,579
Invesco NASDAQ 100 ETF: $3,454,993
PALANTIR TECHNOLOGIES INC: $3,401,812
VanEck Fallen Angel High Yield Bond ETF: $3,340,895

Largest New Holdings this Quarter

36828A101 - GE VERNOVA INC: $984,837 Holding
45782C417 - Innovator U.S. Equity Power Buffer ETF - February: $738,526 Holding
45782C383 - Innovator U.S. Equity Power Buffer ETF - March: $666,969 Holding
45782C573 - Innovator U.S. Equity Power Buffer ETF - November: $384,937 Holding
97717W604 - WisdomTree U.S. SmallCap Dividend Fund: $384,004 Holding

Largest Purchases this Quarter

Innovator Defined Wealth Shield ETF: 107,900 shares (about $3.61M)
SPDR Portfolio S&P 500 ETF: 22,372 shares (about $1.75M)
Invesco NASDAQ 100 ETF: 7,135 shares (about $1.75M)
Innovator Buffer Step-Up Strategy ETF: 45,951 shares (about $1.68M)
PALANTIR TECHNOLOGIES INC: 10,341 shares (about $1.68M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BALT Innovator Defined Wealth Shield ETF	$6,609,059	$3,613,081 â–²	120.6%	197,371	11.5%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$3,497,579	$1,753,414 â–²	100.5%	44,626	6.1%	ETF
QQQM Invesco NASDAQ 100 ETF	$3,454,993	$1,749,317 â–²	102.6%	14,092	6.0%	ETF
PALANTIR TECHNOLOGIES INC	$3,401,812	$1,677,626 â–²	97.3%	20,969	5.9%	CL A
ANGL VanEck Fallen Angel High Yield Bond ETF	$3,340,895	$1,596,265 â–²	91.5%	114,978	5.8%	Manufacturing
BSTP Innovator Buffer Step-Up Strategy ETF	$3,303,242	$1,679,936 â–²	103.5%	90,353	5.8%	ETF
PSI Invesco Semiconductors ETF	$3,133,004	$1,551,227 â–²	98.1%	36,201	5.5%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$2,100,428	$1,051,178 â–²	100.2%	37,048	3.7%	ETF
VNLA Janus Henderson Short Duration Income ETF	$2,017,044	$998,550 â–²	98.0%	41,163	3.5%	ETF
AGZ iShares Agency Bond ETF	$1,673,670	$704,147 â–²	72.6%	15,212	2.9%	Finance
IVV iShares Core S&P 500 ETF	$1,478,608	$739,304 â–²	100.0%	2,210	2.6%	ETF
PSA Public Storage	$1,476,417	$728,002 â–²	97.3%	5,569	2.6%	Finance
PDEC Innovator U.S. Equity Power Buffer ETF - December	$1,391,686	$695,843 â–²	100.0%	32,410	2.4%	ETF
GE VERNOVA INC	$984,837	$984,837 â–²	New Holding	1,131	1.7%	COM
SPY SPDR S&P 500 ETF Trust	$953,513	$456,753 â–²	91.9%	1,430	1.7%	Finance
SPTS SPDR Portfolio Short Term Treasury ETF	$927,293	$463,647 â–²	100.0%	31,724	1.6%	ETF
PAUG Innovator U.S. Equity Power Buffer ETF - August	$922,888	$461,444 â–²	100.0%	21,470	1.6%	ETF
IVE iShares S&P 500 Value ETF	$782,576	$392,346 â–²	100.5%	3,698	1.4%	ETF
PFEB Innovator U.S. Equity Power Buffer ETF - February	$738,526	$738,526 â–²	New Holding	18,371	1.3%	ETF
TCW ETF TRUST	$706,202	$353,101 â–²	100.0%	17,908	1.2%	FLEXIBLE INCOME
GOOGL Alphabet	$705,306	$357,607 â–²	102.8%	2,349	1.2%	Computer and Technology
USMV iShares MSCI USA Min Vol Factor ETF	$701,435	$350,718 â–²	100.0%	7,506	1.2%	ETF
PMAR Innovator U.S. Equity Power Buffer ETF - March	$666,969	$666,969 â–²	New Holding	14,928	1.2%	Transportation
BUFF Innovator Laddered Allocation Power Buffer ETF	$642,080	$320,494 â–²	99.7%	12,936	1.1%	ETF
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF	$621,914	$313,929 â–²	101.9%	18,624	1.1%	ETF
CWB SPDR Bloomberg Convertible Securities ETF	$519,390	$259,695 â–²	100.0%	5,748	0.9%	ETF
XLK Technology Select Sector SPDR Fund	$471,543	$271,478 â–²	135.7%	3,427	0.8%	ETF
QQQ Invesco QQQ	$469,796	$208,001 â–²	79.5%	786	0.8%	Finance
JHMD John Hancock Multifactor Developed International ETF	$456,250	$228,125 â–²	100.0%	10,876	0.8%	ETF
PNOV Innovator U.S. Equity Power Buffer ETF - November	$384,937	$384,937 â–²	New Holding	9,316	0.7%	ETF
DES WisdomTree U.S. SmallCap Dividend Fund	$384,004	$384,004 â–²	New Holding	11,066	0.7%	Finance
NEAR iShares Short Duration Bond Active ETF	$383,299	$383,299 â–²	New Holding	7,520	0.7%	ETF
SCHB Schwab US Broad Market ETF	$376,140	$376,140 â–²	New Holding	14,656	0.7%	ETF
XLV Health Care Select Sector SPDR Fund	$358,075	$358,075 â–²	New Holding	2,376	0.6%	ETF
FLOT iShares Floating Rate Bond ETF	$343,252	$343,252 â–²	New Holding	6,743	0.6%	ETF
BA Boeing	$332,920	$332,920 â–²	New Holding	1,600	0.6%	Aerospace
MDYG SPDR S&P 400 Mid Cap Growth ETF	$331,188	$331,188 â–²	New Holding	3,516	0.6%	ETF
GLD SPDR Gold Shares	$322,783	$322,783 â–²	New Holding	771	0.6%	Finance
JHMM John Hancock Multifactor Mid Cap ETF	$307,101	$307,101 â–²	New Holding	4,632	0.5%	ETF
SCHE Schwab Emerging Markets Equity ETF	$304,126	$304,126 â–²	New Holding	9,258	0.5%	ETF
ARKQ ARK Autonomous Technology & Robotics ETF	$296,602	$296,602 â–²	New Holding	2,612	0.5%	ETF
PJUL Innovator U.S. Equity Power Buffer ETF - July	$292,993	$292,993 â–²	New Holding	6,342	0.5%	ETF
SLYG SPDR S&P 600 Small Cap Growth ETF	$283,924	$283,924 â–²	New Holding	2,976	0.5%	ETF
XLY Consumer Discretionary Select Sector SPDR Fund	$275,895	$275,895 â–²	New Holding	2,416	0.5%	Finance
PJUN Innovator U.S. Equity Power Buffer ETF - June	$266,690	$266,690 â–²	New Holding	6,372	0.5%	ETF
DBEF Xtrackers MSCI EAFE Hedged Equity ETF	$265,227	$265,227 â–²	New Holding	5,440	0.5%	ETF
PSEP Innovator U.S. Equity Power Buffer ETF - September	$261,637	$261,637 â–²	New Holding	6,030	0.5%	ETF
IVW iShares S&P 500 Growth ETF	$260,007	$260,007 â–²	New Holding	2,200	0.5%	ETF
FNDA Schwab Fundamental U.S. Small Company ETF	$259,726	$259,726 â–²	New Holding	8,124	0.5%	ETF
XLC Communication Services Select Sector SPDR Fund	$250,157	$250,157 â–²	New Holding	2,184	0.4%	ETF
SPLV Invesco S&P 500 Low Volatility ETF	$245,835	$245,835 â–²	New Holding	3,399	0.4%	ETF
PMAY Innovator U.S. Equity Power Buffer ETF - May	$238,749	$238,749 â–²	New Holding	6,004	0.4%	ETF
IYC iShares U.S. Consumer Discretionary ETF	$233,058	$233,058 â–²	New Holding	2,330	0.4%	ETF
MLPX Global X MLP & Energy Infrastructure ETF	$231,423	$231,423 â–²	New Holding	3,442	0.4%	ETF
IYF iShares U.S. Financials ETF	$225,877	$225,877 â–²	New Holding	1,832	0.4%	ETF
SGOL abrdn Physical Gold Shares ETF	$223,162	$223,162 â–²	New Holding	5,208	0.4%	ETF
POCT Innovator U.S. Equity Power Buffer ETF - October	$220,675	$220,675 â–²	New Holding	5,071	0.4%	ETF
XT iShares Exponential Technologies ETF	$218,968	$218,968 â–²	New Holding	3,176	0.4%	Manufacturing
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$209,903	$209,903 â–²	New Holding	2,620	0.4%	ETF
IJT iShares S&P Small-Cap 600 Growth ETF	$209,828	$209,828 â–²	New Holding	1,468	0.4%	ETF
IUSB iShares Core Total USD Bond Market ETF	$205,172	$205,172 â–²	New Holding	4,425	0.4%	Manufacturing
TIP iShares TIPS Bond ETF	$202,199	$202,199 â–²	New Holding	1,836	0.4%	ETF
AAPL Apple	$0	$13,497,458 â–¼	-100.0%	0	0.0%	Computer and Technology
NVDA NVIDIA	$0	$7,081,219 â–¼	-100.0%	0	0.0%	Computer and Technology
GOOG Alphabet	$0	$6,411,875 â–¼	-100.0%	0	0.0%	Computer and Technology
WALMART INC	$0	$5,913,163 â–¼	-100.0%	0	0.0%	COM
AMZN Amazon.com	$0	$5,772,450 â–¼	-100.0%	0	0.0%	Retail/Wholesale
MSFT Microsoft	$0	$4,977,720 â–¼	-100.0%	0	0.0%	Computer and Technology
COST Costco Wholesale	$0	$3,679,492 â–¼	-100.0%	0	0.0%	Retail/Wholesale
AMAT Applied Materials	$0	$3,291,014 â–¼	-100.0%	0	0.0%	Computer and Technology
KO CocaCola	$0	$2,964,415 â–¼	-100.0%	0	0.0%	Consumer Staples
CSCO Cisco Systems	$0	$2,957,490 â–¼	-100.0%	0	0.0%	Computer and Technology
CRWD CrowdStrike	$0	$2,819,591 â–¼	-100.0%	0	0.0%	Computer and Technology
BRK.B Berkshire Hathaway	$0	$2,796,745 â–¼	-100.0%	0	0.0%	Finance
AVGO Broadcom	$0	$2,535,183 â–¼	-100.0%	0	0.0%	Computer and Technology
IBM International Business Machines	$0	$2,274,004 â–¼	-100.0%	0	0.0%	Computer and Technology
ABT Abbott Laboratories	$0	$2,261,860 â–¼	-100.0%	0	0.0%	Medical
DLR Digital Realty Trust	$0	$2,128,964 â–¼	-100.0%	0	0.0%	Finance
NFLX Netflix	$0	$2,090,379 â–¼	-100.0%	0	0.0%	Consumer Discretionary
CHKP Check Point Software Technologies	$0	$2,012,027 â–¼	-100.0%	0	0.0%	Computer and Technology
ABBV AbbVie	$0	$1,974,382 â–¼	-100.0%	0	0.0%	Medical
AFL Aflac	$0	$1,938,547 â–¼	-100.0%	0	0.0%	Finance
JPM JPMorgan Chase & Co.	$0	$1,901,742 â–¼	-100.0%	0	0.0%	Finance
ORCL Oracle	$0	$1,896,279 â–¼	-100.0%	0	0.0%	Computer and Technology
GLW Corning	$0	$1,850,931 â–¼	-100.0%	0	0.0%	Computer and Technology
RSG Republic Services	$0	$1,816,240 â–¼	-100.0%	0	0.0%	Business Services
SHOPIFY INC	$0	$1,812,683 â–¼	-100.0%	0	0.0%	CL A SUB VTG SHS
MRVL Marvell Technology	$0	$1,777,867 â–¼	-100.0%	0	0.0%	Computer and Technology
LHX L3Harris Technologies	$0	$1,750,558 â–¼	-100.0%	0	0.0%	Aerospace
CINF Cincinnati Financial	$0	$1,717,800 â–¼	-100.0%	0	0.0%	Finance
EMR Emerson Electric	$0	$1,716,468 â–¼	-100.0%	0	0.0%	Industrials
ECL Ecolab	$0	$1,652,301 â–¼	-100.0%	0	0.0%	Basic Materials
CRM Salesforce	$0	$1,625,949 â–¼	-100.0%	0	0.0%	Computer and Technology
DOV Dover	$0	$1,608,973 â–¼	-100.0%	0	0.0%	Industrials
BANF BancFirst	$0	$1,597,297 â–¼	-100.0%	0	0.0%	Finance
MDB MongoDB	$0	$1,562,086 â–¼	-100.0%	0	0.0%	Computer and Technology
MRK Merck & Co., Inc.	$0	$1,552,480 â–¼	-100.0%	0	0.0%	Medical
MCD McDonald's	$0	$1,488,264 â–¼	-100.0%	0	0.0%	Retail/Wholesale
RIO Rio Tinto	$0	$1,464,789 â–¼	-100.0%	0	0.0%	Basic Materials
SHW Sherwin-Williams	$0	$1,445,822 â–¼	-100.0%	0	0.0%	Basic Materials

Showing largest 100 holdings. View all holdings.

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Capstone Triton Financial Group, LLC Top Holdings and 13F Report (2026)

About Capstone Triton Financial Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Capstone Triton Financial Group, LLC Top Holdings and 13F Report (2026)

About Capstone Triton Financial Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCapstone Triton Financial Group, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools