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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 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPYG SPDR SERIES TRUST 23,225.0 $2.7M 0.84% -3K -10.1% $117.92 +1.5%
22 VOOG VANGUARD ADMIRAL FDS INC 31,938.0 $2.6M 0.80% +29K +929.9% $81.89 +1.5%
23 FTA FIRST TR EXCHANGE-TRADED ALP 23,058.0 $2.2M 0.69% $97.37 +5.1%
24 AVDV AMERICAN CENTY ETF TR 21,439.0 $2.2M 0.68% -2K -10.4% $103.06 +8.2%
25 RDVY FIRST TR EXCHANGE TRADED FD 26,786.0 $2.1M 0.65% -962.0 -3.5% $78.86 +2.2%
26 JEPI J P MORGAN EXCHANGE TRADED F 36,838.0 $2.1M 0.64% +2K +6.8% $56.52 +0.8%
27 ORR EA SERIES TRUST 55,297.0 $2.0M 0.62% -17K -23.6% $36.71 +4.9%
28 SCHD SCHWAB STRATEGIC TR 55,398.0 $1.8M 0.55% +17K +44.0% $32.34 +7.6%
29 META META PLATFORMS INC Communication Services 2,958.0 $1.8M 0.55% $603.17 -4.1%
30 GOOGL ALPHABET INC Communication Services 4,826.0 $1.7M 0.54% +447.0 +10.2% $361.91 -7.4%
31 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,302.0 $1.7M 0.53% -64.0 -2.7% $745.33 +2.2%
32 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,866.0 $1.7M 0.52% +1K +50.8% $436.98 -5.3%
33 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 5,463.0 $1.5M 0.47% $280.96 -5.4%
34 XOM EXXON MOBIL CORP Energy 9,820.0 $1.4M 0.43% -172.0 -1.7% $141.13 +16.6%
35 MAGS LISTED FDS TR 20,638.0 $1.4M 0.42% NEW $65.79 +3.7%
36 SETM SPROTT FDS TR 43,000.0 $1.3M 0.39% -24K -35.6% $29.51 +13.1%
37 FMHI FIRST TR EXCH TRADED FD III 23,317.0 $1.1M 0.35% $48.35 -3.0%
38 BERKSHIRE HATHAWAY INC DEL 2,232.0 $1.1M 0.34% -16.0 -0.7% $494.79
39 SDVY FIRST TR EXCHANGE TRADED FD 23,960.0 $1.0M 0.31% +155.0 +0.7% $42.37 +0.9%
40 APA APA CORPORATION Energy 28,044.0 $983K 0.30% -841.0 -2.9% $35.06 +26.4%
Page 2 of 7  ·  133 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%