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Portfolio (Quarterly) Guide ↗

Triton Wealth Management, PLLC

· CIK 0001791126
13F Portfolio $270M AUM 124 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 49 Added 28 Reduced 10 Exited
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MU MICRON TECHNOLOGY INC Technology 728.0 $273K 0.10% +31.0 +4.5% $374.74 +227.6%
42 ANET ARISTA NETWORKS INC Technology 2,134.0 $270K 0.10% +125.0 +6.2% $126.42 +33.1%
43 CAT CATERPILLAR INC Industrials 326.0 $240K 0.09% +2.0 +0.6% $734.95 +42.7%
44 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 4,396.0 $236K 0.09% +216.0 +5.2% $53.59 -14.0%
45 ILDR FIRST TR EXCHNG TRADED FD VI 7,344.0 $224K 0.08% +300.0 +4.3% $30.49 +23.0%
46 SPHD INVESCO EXCH TRADED FD TR II 4,515.0 $223K 0.08% +355.0 +8.5% $49.37 +3.2%
47 GDX VANECK ETF TRUST 2,245.0 $217K 0.08% +165.0 +7.9% $96.62 -20.9%
48 PUTNAM ETF TRUST 19,899.0 $155K 0.06% +126.0 +0.6% $7.78
49 F FORD MTR CO Consumer Cyclical 10,766.0 $125K 0.05% +586.0 +5.8% $11.60 +22.9%
Page 3 of 3  ·  49 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
Financial Services 28.2%
Technology 26.6%
Consumer Cyclical 17.7%
Consumer Defensive 7.0%
Industrials 6.4%
Communication Services 6.3%
Energy 4.5%
Healthcare 1.6%
Utilities 1.1%
Real Estate 0.6%