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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 2 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ALAI THE ALGER ETF TRUST 13,633.0 $607K 0.19% -694.0 -4.8% $44.54 -1.2%
22 AGNC AGNC INVT CORP Real Estate 53,593.0 $586K 0.18% -7K -11.8% $10.94 -3.1%
23 IONQ IONQ INC Technology 12,357.0 $557K 0.17% -79.0 -0.6% $45.08 -16.2%
24 DAL DELTA AIR LINES INC Industrials 6,373.0 $556K 0.17% -176.0 -2.7% $87.29 -12.5%
25 GDE WISDOMTREE TR 8,264.0 $512K 0.16% -88K -91.4% $62.00 +6.7%
26 FITB FIFTH THIRD BANCORP Financial Services 9,069.0 $506K 0.15% -293.0 -3.1% $55.76 -4.9%
27 PLTR PALANTIR TECHNOLOGIES INC Technology 3,772.0 $499K 0.15% -325.0 -7.9% $132.22 +36.1%
28 CVX CHEVRON CORPORATION Energy 2,751.0 $484K 0.15% -84.0 -3.0% $175.99 +19.9%
29 CTAP SIMPLIFY EXCHANGE TRADED FUN 18,126.0 $482K 0.15% -367.0 -2.0% $26.59 +12.5%
30 ABBV ABBVIE INC Healthcare 1,824.0 $461K 0.14% -47.0 -2.5% $252.81 +2.8%
31 IBM INTERNATIONAL BUSINESS MACHS Technology 1,492.0 $451K 0.14% -31.0 -2.0% $302.05 -23.4%
32 JPM JPMORGAN CHASE & CO Financial Services 1,362.0 $450K 0.14% -20.0 -1.4% $330.64 +7.4%
33 COP CONOCOPHILLIPS Energy 3,708.0 $411K 0.13% -88.0 -2.3% $110.71 +23.0%
34 VZ VERIZON COMMUNICATIONS INC Communication Services 9,158.0 $389K 0.12% -97.0 -1.1% $42.45 +18.5%
35 V VISA INC Financial Services 1,043.0 $363K 0.11% -169.0 -13.9% $347.58 +7.2%
36 VOT VANGUARD INDEX FDS 1,183.0 $354K 0.11% -661.0 -35.9% $299.00 -0.8%
37 LUV SOUTHWEST AIRLS CO Industrials 7,192.0 $350K 0.11% -326.0 -4.3% $48.66 -22.6%
38 MRK MERCK & CO INC Healthcare 2,542.0 $320K 0.10% -23.0 -0.9% $125.97 +19.0%
39 CAT CATERPILLAR INC Industrials 316.0 $300K 0.09% -10.0 -3.1% $949.22 -17.9%
40 OXY OCCIDENTAL PETE CORP Energy 5,329.0 $286K 0.09% -107.0 -2.0% $53.59 +13.7%
Page 2 of 3  ·  46 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%