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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 2 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ORR EA SERIES TRUST 72,327.0 $2.7M 0.99% +39K +116.9% $36.98 -2.0%
22 SPYG SPDR SERIES TRUST 25,847.0 $2.6M 0.96% $99.73 +15.8%
23 AVDV AMERICAN CENTY ETF TR 23,928.0 $2.4M 0.91% +18K +293.6% $102.19 +2.4%
24 SETM SPROTT FDS TR 66,767.0 $2.3M 0.85% -18K -20.9% $34.14 -8.0%
25 FTA FIRST TR EXCHANGE-TRADED ALP 23,155.0 $2.1M 0.79% $92.09 +5.7%
26 QQQM INVESCO EXCH TRADED FD TR II 8,396.0 $2.0M 0.75% +142.0 +1.7% $241.67 +21.6%
27 JEPI J P MORGAN EXCHANGE TRADED F 34,491.0 $1.9M 0.72% +4K +12.4% $56.52 -0.5%
28 RDVY FIRST TR EXCHANGE TRADED FD 27,748.0 $1.9M 0.71% -2K -7.0% $69.18 +15.3%
29 META META PLATFORMS INC Communication Services 2,957.0 $1.7M 0.65% +27.0 +0.9% $587.87 -6.5%
30 XOM EXXON MOBIL CORP Energy 9,992.0 $1.6M 0.60% +1K +14.4% $161.17 -14.9%
31 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,366.0 $1.6M 0.58% -18.0 -0.8% $657.53 +11.6%
32 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 5,463.0 $1.5M 0.57% -101.0 -1.8% $282.39 +16.2%
33 GOOGL ALPHABET INC Communication Services 4,379.0 $1.3M 0.48% +51.0 +1.2% $298.34 +14.3%
34 VOOG VANGUARD ADMIRAL FDS INC 3,101.0 $1.3M 0.48% +155.0 +5.3% $415.41 -80.7%
35 APA APA CORPORATION Energy 28,885.0 $1.2M 0.44% +9K +47.1% $41.01 -18.8%
36 SCHD SCHWAB STRATEGIC TR 38,465.0 $1.2M 0.44% -15K -28.4% $30.52 +5.1%
37 FMHI FIRST TR EXCH TRADED FD III 23,392.0 $1.1M 0.41% $47.73 +1.6%
38 BERKSHIRE HATHAWAY INC DEL 2,248.0 $1.1M 0.40% $478.98
39 CCL CARNIVAL CORP Consumer Cyclical 36,466.0 $966K 0.36% $26.50 +9.6%
40 SDVY FIRST TR EXCHANGE TRADED FD 23,805.0 $951K 0.35% +4K +21.2% $39.94 +7.8%
Page 2 of 7  ·  124 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%