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Portfolio (Quarterly) Guide ↗

Triton Wealth Management, PLLC

· CIK 0001791126
13F Portfolio $326M AUM 133 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 48 Added 46 Reduced 9 Exited
Page 1 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPMO INVESCO EXCH TRADED FD TR II 328,079.0 $49.4M 15.18% +54K +19.6% $150.57 -3.3%
2 QQQ INVESCO QQQ TR Financial Services 47,843.0 $34.0M 10.46% +2K +4.2% $711.44 -0.5%
3 AAPL APPLE INC Technology 39,208.0 $12.3M 3.77% +272.0 +0.7% $313.39 +3.7%
4 NVDA NVIDIA CORPORATION Technology 58,058.0 $11.9M 3.64% +2K +4.3% $204.12 +6.5%
5 PKW INVESCO EXCHANGE TRADED FD T 77,833.0 $11.0M 3.38% +6K +8.0% $141.56 +7.1%
6 RSST TIDAL TRUST II 257,300.0 $8.4M 2.58% +17K +7.0% $32.63 +3.9%
7 VOO VANGUARD INDEX FDS 11,039.0 $7.6M 2.32% +5K +91.3% $685.24 +2.2%
8 TSLA TESLA INC Consumer Cyclical 18,997.0 $7.5M 2.30% +4K +26.1% $394.05 -9.6%
9 PAAA PGIM ETF TR 120,931.0 $6.2M 1.91% +11K +10.1% $51.34 -0.0%
10 QQQM INVESCO EXCH TRADED FD TR II 19,872.0 $5.8M 1.79% +11K +136.7% $292.87 -0.5%
11 BUFQ FIRST TR EXCHNG TRADED FD VI 136,111.0 $5.3M 1.62% +49K +55.7% $38.83 +1.8%
12 GOOG ALPHABET INC 11,277.0 $4.0M 1.24% +663.0 +6.2% $358.71
13 WMT WALMART INC Consumer Defensive 31,584.0 $3.6M 1.10% +567.0 +1.8% $113.10 -6.3%
14 MSFT MICROSOFT CORP Technology 9,223.0 $3.5M 1.09% +949.0 +11.5% $383.34 +30.7%
15 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 3,586.0 $3.4M 1.05% +119.0 +3.4% $953.25 -1.4%
16 VOOG VANGUARD ADMIRAL FDS INC 31,938.0 $2.6M 0.80% +29K +929.9% $81.89 +1.5%
17 JEPI J P MORGAN EXCHANGE TRADED F 36,838.0 $2.1M 0.64% +2K +6.8% $56.52 +0.8%
18 SCHD SCHWAB STRATEGIC TR 55,398.0 $1.8M 0.55% +17K +44.0% $32.34 +7.6%
19 GOOGL ALPHABET INC Communication Services 4,826.0 $1.7M 0.54% +447.0 +10.2% $361.91 -7.4%
20 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,866.0 $1.7M 0.52% +1K +50.8% $436.98 -5.3%
Page 1 of 3  ·  48 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.5%
Financial Services 30.2%
Consumer Cyclical 17.4%
Industrials 6.4%
Consumer Defensive 6.0%
Energy 3.6%
Communication Services 3.1%
Healthcare 1.4%
Utilities 0.9%
Real Estate 0.5%