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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MAGS LISTED FDS TR 20,638.0 $1.4M 0.42% NEW $65.79 +3.4%
2 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 529.0 $455K 0.14% NEW $860.02 -5.8%
3 COLLABORATIVE INVESTMNT SER 2,905.0 $431K 0.13% NEW $148.28
4 PANW PALO ALTO NETWORKS INC Technology 873.0 $280K 0.09% NEW $320.59 +12.1%
5 AMKR AMKOR TECHNOLOGY INC Technology 4,161.0 $278K 0.09% NEW $66.90 -32.0%
6 TGT TARGET CORP Consumer Defensive 1,946.0 $258K 0.08% NEW $132.39 +22.5%
7 IGPT INVESCO EXCHANGE TRADED FD T 2,570.0 $246K 0.07% NEW $95.56 -5.6%
8 UAL UNITED AIRLS HLDGS INC Industrials 1,940.0 $245K 0.07% NEW $126.22 -17.4%
9 QQQJ INVESCO EXCH TRADED FD TR II 5,368.0 $241K 0.07% NEW $44.88 -0.3%
10 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 7,075.0 $237K 0.07% NEW $33.43 +12.3%
11 VEA VANGUARD TAX-MANAGED FDS 3,255.0 $229K 0.07% NEW $70.33 +2.3%
12 CSCO CISCO SYS INC Technology 1,984.0 $226K 0.07% NEW $113.82 -4.0%
13 XLK SELECT SECTOR SPDR TR 1,244.0 $226K 0.07% NEW $181.34 +0.8%
14 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 11,018.0 $204K 0.06% NEW $18.47 -16.3%
15 SNDK SANDISK CORP Technology 117.0 $202K 0.06% NEW $1727.18 -11.6%
16 DTM DT MIDSTREAM INC Energy 1,378.0 $201K 0.06% NEW $146.00 -11.6%
17 AMC ENTMT HLDGS INC 66,651.0 $127K 0.04% NEW $1.91
18 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 11,139.0 $122K 0.04% NEW $10.92 -13.6%

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%