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Triton Wealth Management, Pllc Top Holdings and 13F Report (2026)

About Triton Wealth Management, Pllc

Investment Activity

  • Triton Wealth Management, Pllc has $269.54 million in total holdings as of March 31, 2026.
  • Triton Wealth Management, Pllc owns shares of 124 different stocks, but just 26 companies or ETFs make up 80% of its holdings.
  • Approximately 8.02% of the portfolio was purchased this quarter.
  • About 2.44% of the portfolio was sold this quarter.
  • This quarter, Triton Wealth Management, Pllc has purchased 126 new stocks and bought additional shares in 59 stocks.
  • Triton Wealth Management, Pllc sold shares of 36 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Invesco QQQ
$26,958,850
Apple
$9,909,409

Largest New Holdings this Quarter

82889N228 - SIMPLIFY EXCHANGE TRADED FUN
$491,636 Holding
369550108 - General Dynamics
$410,661 Holding
81180WBL4 - SEAGATE HDD CAYMAN
$290,904 Holding
502431109 - L3Harris Technologies
$262,744 Holding

Largest Purchases this Quarter

Invesco S&P 500 Momentum ETF
32,636 shares (about $3.76M)
Invesco QQQ
4,023 shares (about $2.36M)
Avantis International Small Cap Value ETF
17,848 shares (about $1.82M)
Amazon.com
7,519 shares (about $1.60M)

Largest Sales this Quarter

Sprott Critical Materials ETF
17,597 shares (about $600.76K)
FT Vest Laddered Buffer ETF
16,981 shares (about $577.61K)
Schwab US Dividend Equity ETF
15,298 shares (about $466.88K)
FT Vest Laddered Nasdaq Buffer ETF
12,860 shares (about $457.68K)
First Trust Technology AlphaDEX Fund
2,287 shares (about $372.94K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofTriton Wealth Management, Pllc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$44,517,937$341,127 0.8%1,506,78416.5%ETF
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$31,565,152$3,756,241 13.5%274,25311.7%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$26,958,850$2,361,372 9.6%45,92910.0%Finance
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$10,324,233$577,609 -5.3%303,5203.8%ETF
Apple Inc. stock logo
AAPL
Apple
$9,909,409$35,376 -0.4%38,9363.7%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$9,867,271$67,899 0.7%55,6593.7%Computer and Technology
Invesco BuyBack Achievers ETF stock logo
PKW
Invesco BuyBack Achievers ETF
$9,529,191$148,121 1.6%72,0543.5%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$8,270,762$1,601,830 24.0%38,8233.1%Retail/Wholesale
TIDAL TRUST II
$6,887,618$80,006 1.2%240,4472.6%RETURN STCKD US
WisdomTree Efficient Gold Plus Equity Strategy Fund stock logo
GDE
WisdomTree Efficient Gold Plus Equity Strategy Fund
$6,232,189$1,580,832 34.0%96,5562.3%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$5,748,345$1,349,767 30.7%15,0592.1%Auto/Tires/Trucks
PGIM ETF TR
$5,621,046$84,369 1.5%109,7972.1%AAA CLO ETF
First Trust Technology AlphaDEX Fund stock logo
FXL
First Trust Technology AlphaDEX Fund
$4,522,031$372,936 -7.6%27,7311.7%ETF
WALMART INC
$3,846,367$5,952 0.2%31,0171.4%COM
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$3,487,055$349,914 11.2%5,7701.3%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$3,441,433$993 0.0%3,4671.3%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$3,138,463$1,397,139 80.2%10,6141.2%Computer and Technology
FT Vest Laddered Nasdaq Buffer ETF stock logo
BUFQ
FT Vest Laddered Nasdaq Buffer ETF
$3,111,687$457,685 -12.8%87,4321.2%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$3,083,775$81,995 2.7%8,2741.1%Computer and Technology
Knight-Swift Transportation Holdings Inc. stock logo
KNX
Knight-Swift Transportation
$2,870,418$7,349 -0.3%49,2121.1%Transportation
EA SERIES TRUST
$2,674,291$1,441,433 116.9%72,3271.0%MILITIA LONG/SHO
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$2,577,677$2,792 0.1%25,8471.0%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$2,445,083$1,823,798 293.6%23,9280.9%ETF
Sprott Critical Materials ETF stock logo
SETM
Sprott Critical Materials ETF
$2,279,425$600,761 -20.9%66,7670.8%ETF
First Trust Large Cap Value AlphaDEX Fund stock logo
FTA
First Trust Large Cap Value AlphaDEX Fund
$2,132,3460.0%23,1550.8%Manufacturing
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$2,029,082$34,317 1.7%8,3960.8%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$1,949,420$215,510 12.4%34,4910.7%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$1,919,700$144,316 -7.0%27,7480.7%Manufacturing
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,738,337$15,873 0.9%2,9570.6%Computer and Technology
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$1,610,406$202,590 14.4%9,9920.6%Energy
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,555,705$11,835 -0.8%2,3660.6%Finance
Royal Caribbean Cruises Ltd. stock logo
RCL
Royal Caribbean Cruises
$1,542,696$28,521 -1.8%5,4630.6%Consumer Discretionary
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,306,448$15,216 1.2%4,3790.5%Computer and Technology
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$1,288,180$64,388 5.3%3,1010.5%ETF
APA Corporation stock logo
APA
APA
$1,184,703$379,507 47.1%28,8850.4%Energy
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$1,173,905$466,876 -28.5%38,4650.4%ETF
First Trust Municipal High Income ETF stock logo
FMHI
First Trust Municipal High Income ETF
$1,116,515$1,718 -0.2%23,3920.4%Manufacturing
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,076,758$2,395 -0.2%2,2480.4%Finance
Carnival Corporation stock logo
CCL
Carnival
$966,479$186 0.0%36,4660.4%Consumer Discretionary
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$950,879$166,569 21.2%23,8050.4%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$890,082$62,858 7.6%2,5630.3%Computer and Technology
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$865,695$60,969 7.6%16,6980.3%ETF
Oracle Corporation stock logo
ORCL
Oracle
$856,722$4,389 0.5%5,8560.3%Computer and Technology
Direxion Daily Semiconductors Bull 3x Shares stock logo
SOXL
Direxion Daily Semiconductors Bull 3x Shares
$819,391$819,391 New Holding15,2530.3%ETF
FIRST TR EXCHANGE-TRADED FD
$819,225$47,438 6.1%39,7200.3%STRUCTURED CR IN
AltC Acquisition Corp. stock logo
ALCC
AltC Acquisition
$734,162$9,500 1.3%14,7600.3%Energy
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$719,252$5,944 -0.8%1,0890.3%ETF
VanEck High Yield Muni ETF stock logo
HYD
VanEck High Yield Muni ETF
$665,655$1,256 0.2%13,2470.2%ETF
The Boeing Company stock logo
BA
Boeing
$650,027$67,524 11.6%3,1190.2%Aerospace
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$620,518$344,458 124.8%1,0070.2%Aerospace
AGNC Investment Corp. stock logo
AGNC
AGNC Investment
$614,086$4,135 0.7%60,7400.2%Finance
PALANTIR TECHNOLOGIES INC
$605,311$11,081 1.9%4,0970.2%CL A
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$583,265$14,417 -2.4%2,3870.2%Medical
iShares U.S. Financials ETF stock logo
IYF
iShares U.S. Financials ETF
$582,331$21,599 3.9%4,9070.2%ETF
Chevron Corporation stock logo
CVX
Chevron
$558,977$394 0.1%2,8350.2%Energy
Broadcom Inc. stock logo
AVGO
Broadcom
$519,973$3,148 -0.6%1,6520.2%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$501,019$45,035 -8.2%1,5130.2%Retail/Wholesale
Rigetti Computing, Inc. stock logo
RGTI
Rigetti Computing
$498,500$325 0.1%35,2920.2%Computer and Technology
SIMPLIFY EXCHANGE TRADED FUN
$491,636$491,636 New Holding18,4930.2%US EQUITY PLUS M
ConocoPhillips stock logo
COP
ConocoPhillips
$484,302$217,017 81.2%3,7960.2%Energy
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$483,774$37,159 -7.1%2,0440.2%Retail/Wholesale
Bank of America Corporation stock logo
BAC
Bank of America
$482,900$8,714 1.8%9,8090.2%Finance
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$482,410$7,587 -1.5%1,8440.2%ETF
THE ALGER ETF TRUST
$478,589$328,903 -40.7%14,3270.2%AI ENABLERS ADOP
D-Wave Quantum Inc. stock logo
QBTS
D-Wave Quantum
$471,7010.0%32,8140.2%Computer and Technology
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$470,4560.0%7,4070.2%Manufacturing
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$457,618$99 0.0%9,2550.2%Computer and Technology
Devon Energy Corporation stock logo
DVN
Devon Energy
$455,032$38,434 9.2%9,4360.2%Energy
MGM Resorts International stock logo
MGM
MGM Resorts International
$454,789$22,248 -4.7%12,2650.2%Consumer Discretionary
Delta Air Lines, Inc. stock logo
DAL
Delta Air Lines
$444,822$34,301 -7.2%6,5490.2%Transportation
Fifth Third Bancorp stock logo
FITB
Fifth Third Bancorp
$442,008$5,099 -1.1%9,3620.2%Finance
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$436,270$17,063 4.1%7,8240.2%ETF
Costamare Inc. stock logo
CMRE
Costamare
$432,581$1,634 0.4%25,4190.2%Transportation
General Dynamics Corporation stock logo
GD
General Dynamics
$410,661$410,661 New Holding1,1670.2%Aerospace
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$409,3330.0%1,3820.2%Finance
Dutch Bros Inc. stock logo
BROS
Dutch Bros
$406,740$2,075 0.5%8,0350.2%Retail/Wholesale
AbbVie Inc. stock logo
ABBV
AbbVie
$402,002$645 0.2%1,8710.1%Medical
First Trust Large Cap Core AlphaDEX Fund stock logo
FEX
First Trust Large Cap Core AlphaDEX Fund
$395,979$614 -0.2%3,2220.1%ETF
Brinker International, Inc. stock logo
EAT
Brinker International
$395,7750.0%2,7320.1%Retail/Wholesale
International Business Machines Corporation stock logo
IBM
International Business Machines
$373,988$737 -0.2%1,5230.1%Computer and Technology
Visa Inc. stock logo
V
Visa
$362,9280.0%1,2120.1%Business Services
IonQ, Inc. stock logo
IONQ
IonQ
$360,644$2,146 -0.6%12,4360.1%Computer and Technology
Occidental Petroleum Corporation stock logo
OXY
Occidental Petroleum
$337,0620.0%5,4360.1%Energy
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$309,1540.0%2,5650.1%Medical
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$308,760$8,585 -2.7%7,1930.1%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$307,6770.0%1,9980.1%Consumer Staples
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$301,8170.0%1,2880.1%Energy
SEAGATE HDD CAYMAN
$290,904$290,904 New Holding6900.1%NOTE 3.500% 6/0
Southwest Airlines Co. stock logo
LUV
Southwest Airlines
$289,349$13,009 -4.3%7,5180.1%Transportation
Honeywell International Inc. stock logo
HON
Honeywell International
$288,896$34,001 13.3%1,2660.1%Multi-Sector Conglomerates
CrowdStrike stock logo
CRWD
CrowdStrike
$287,035$41,399 16.9%7280.1%Computer and Technology
Builders FirstSource, Inc. stock logo
BLDR
Builders FirstSource
$283,150$46,808 -14.2%3,4480.1%Retail/Wholesale
Invesco AAA CLO Floating Rate Note ETF stock logo
ICLO
Invesco AAA CLO Floating Rate Note ETF
$281,135$357 0.1%11,0160.1%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$272,808$11,617 4.4%7280.1%Computer and Technology
DTE Energy Company stock logo
DTE
DTE Energy
$270,5650.0%1,8460.1%Utilities
ARISTA NETWORKS INC
$269,780$15,802 6.2%2,1340.1%COM SHS
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$267,734$2,516 -0.9%1,0640.1%Finance
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$265,7730.0%6060.1%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$264,502$167,717 -38.8%1,2380.1%Computer and Technology
L3Harris Technologies Inc stock logo
LHX
L3Harris Technologies
$262,744$262,744 New Holding7410.1%Aerospace

Showing largest 100 holdings. View all holdings.
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