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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SOXL DIREXION SHARES ETF TRUST 15,253.0 $819K 0.30% NEW $53.72 +379.3%
2 CTAP SIMPLIFY EXCHANGE TRADED FUN 18,493.0 $492K 0.18% NEW $26.58 -1.3%
3 GD GENERAL DYNAMICS CORP Industrials 1,167.0 $411K 0.15% NEW $351.89 -1.8%
4 SEAGATE HDD CAYMAN 690.0 $291K 0.11% NEW $421.60
5 LHX L3HARRIS TECHNOLOGIES INC Industrials 741.0 $263K 0.10% NEW $354.58 -18.8%
6 CRM SALESFORCE INC Technology 1,381.0 $258K 0.10% NEW $187.01 -19.2%
7 NCL CORP LTD 11,727.0 $226K 0.08% NEW $19.31
8 PPA INVESCO EXCHANGE TRADED FD T 1,224.0 $209K 0.08% NEW $170.55 +1.2%

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%