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Portfolio (Quarterly) Guide ↗

Triton Wealth Management, PLLC

· CIK 0001791126
13F Portfolio $266M AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 126 New
Page 2 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPYG SPDR SERIES TRUST 25,819.0 $2.7M 1.02% NEW $105.46 +9.3%
22 RDVY FIRST TR EXCHANGE TRADED FD 29,834.0 $2.1M 0.81% NEW $71.96 +10.6%
23 FTA FIRST TR EXCHANGE-TRADED ALP 23,155.0 $2.1M 0.79% NEW $90.95 +6.6%
24 QQQM INVESCO EXCH TRADED FD TR II 8,254.0 $2.1M 0.79% NEW $252.91 +16.3%
25 META META PLATFORMS INC Communication Services 2,930.0 $2.0M 0.76% NEW $692.27 -21.4%
26 GOOG ALPHABET INC Communication Services 5,889.0 $2.0M 0.76% NEW $341.53 -0.4%
27 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 5,564.0 $1.8M 0.69% NEW $328.47 -2.2%
28 JEPI J P MORGAN EXCHANGE TRADED F 30,678.0 $1.8M 0.67% NEW $58.19 -3.6%
29 SPY SPDR S&P 500 ETF TR Financial Services 2,384.0 $1.6M 0.62% NEW $687.15 +6.5%
30 SCHD SCHWAB STRATEGIC TR 53,763.0 $1.6M 0.61% NEW $30.39 +5.2%
31 GOOGL ALPHABET INC Communication Services 4,328.0 $1.5M 0.55% NEW $340.36 +0.5%
32 VOOG VANGUARD ADMIRAL FDS INC 2,946.0 $1.3M 0.49% NEW $439.46 -81.8%
33 XOM EXXON MOBIL CORP Energy 8,735.0 $1.2M 0.47% NEW $142.78 -4.0%
34 ORR EA SERIES TRUST 33,343.0 $1.2M 0.46% NEW $36.68 -1.6%
35 CCL CARNIVAL CORP Consumer Cyclical 36,459.0 $1.2M 0.44% NEW $32.08 -11.8%
36 FMHI FIRST TR EXCH TRADED FD III 23,428.0 $1.1M 0.42% NEW $48.08 +0.7%
37 BERKSHIRE HATHAWAY INC DEL 2,253.0 $1.1M 0.42% NEW $494.55
38 OKLO OKLO INC Utilities 14,569.0 $1.1M 0.42% NEW $76.29 -33.7%
39 ORCL ORACLE CORP Technology 5,826.0 $892K 0.34% NEW $153.17 -0.5%
40 ALAI THE ALGER ETF TRUST 24,173.0 $851K 0.32% NEW $35.21 +25.5%
Page 2 of 7  ·  126 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 28.6%
Financial Services 28.0%
Consumer Cyclical 17.3%
Consumer Defensive 7.1%
Industrials 6.4%
Communication Services 5.7%
Energy 3.1%
Healthcare 1.6%
Utilities 1.5%
Real Estate 0.6%