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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 1 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BUFR FIRST TR EXCHNG TRADED FD VI 303,520.0 $10.3M 3.83% -17K -5.3% $34.02 +6.6%
2 FXL FIRST TR EXCHANGE-TRADED FD 27,731.0 $4.5M 1.68% -2K -7.6% $163.07 +29.8%
3 BUFQ FIRST TR EXCHNG TRADED FD VI 87,432.0 $3.1M 1.15% -13K -12.8% $35.59 +9.1%
4 SETM SPROTT FDS TR 66,767.0 $2.3M 0.85% -18K -20.9% $34.14 -8.0%
5 RDVY FIRST TR EXCHANGE TRADED FD 27,748.0 $1.9M 0.71% -2K -7.0% $69.18 +15.7%
6 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,366.0 $1.6M 0.58% -18.0 -0.8% $657.53 +11.9%
7 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 5,463.0 $1.5M 0.57% -101.0 -1.8% $282.39 +16.3%
8 SCHD SCHWAB STRATEGIC TR 38,465.0 $1.2M 0.44% -15K -28.4% $30.52 +5.2%
9 IVV ISHARES TR 1,089.0 $719K 0.27% -9.0 -0.8% $660.47 +11.9%
10 JNJ JOHNSON & JOHNSON Healthcare 2,387.0 $583K 0.22% -59.0 -2.4% $244.35 +0.4%
11 AVGO BROADCOM INC Technology 1,652.0 $520K 0.19% -10.0 -0.6% $314.75 +22.5%
12 HD HOME DEPOT INC Consumer Cyclical 1,513.0 $501K 0.19% -136.0 -8.2% $331.14 +4.0%
13 LOW LOWES COS INC Consumer Cyclical 2,044.0 $484K 0.18% -157.0 -7.1% $236.68 -5.9%
14 VOT VANGUARD INDEX FDS 1,844.0 $482K 0.18% -29.0 -1.6% $261.61 +16.4%
15 ALAI THE ALGER ETF TRUST 14,327.0 $479K 0.18% -10K -40.7% $33.40 +33.1%
16 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 12,265.0 $455K 0.17% -600.0 -4.7% $37.08 +28.1%
17 DAL DELTA AIR LINES INC Industrials 6,549.0 $445K 0.17% -505.0 -7.2% $67.92 +38.9%
18 FITB FIFTH THIRD BANCORP Financial Services 9,362.0 $442K 0.16% -108.0 -1.1% $47.21 +19.0%
19 IONQ IONQ INC Technology 12,436.0 $361K 0.13% -74.0 -0.6% $29.00 +76.2%
20 CGDV CAPITAL GROUP DIVIDEND VALUE 7,193.0 $309K 0.12% -200.0 -2.7% $42.93 +14.0%
Page 1 of 2  ·  28 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%