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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 3 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TIDAL TRUST II 30,997.0 $834K 0.31% NEW $26.90
42 BINC BLACKROCK ETF TRUST II 15,522.0 $820K 0.31% NEW $52.86 -0.9%
43 SDVY FIRST TR EXCHANGE-TRADED FD 19,635.0 $800K 0.30% NEW $40.72 +5.3%
44 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 2,382.0 $794K 0.30% NEW $333.41 +31.2%
45 SCIO FIRST TR EXCHANGE-TRADED FD 37,420.0 $779K 0.29% NEW $20.81 -0.7%
46 IVV ISHARES TR 1,098.0 $758K 0.28% NEW $690.19 +6.6%
47 AGNC AGNC INVT CORP Real Estate 60,331.0 $686K 0.26% NEW $11.37 -6.7%
48 QBTS D-WAVE QUANTUM INC Technology 32,814.0 $682K 0.26% NEW $20.79 +5.1%
49 HYD VANECK ETF TRUST 13,222.0 $673K 0.25% NEW $50.93 +1.1%
50 BA BOEING CO Industrials 2,795.0 $644K 0.24% NEW $230.27 -5.4%
51 PLTR PALANTIR TECHNOLOGIES INC Technology 4,022.0 $635K 0.24% NEW $157.82 -32.2%
52 HD HOME DEPOT INC Consumer Cyclical 1,649.0 $630K 0.24% NEW $381.80 -10.0%
53 AVDV AMERICAN CENTY ETF TR 6,080.0 $619K 0.23% NEW $101.89 +2.4%
54 RGTI RIGETTI COMPUTING INC Technology 35,269.0 $618K 0.23% NEW $17.52 +5.3%
55 LOW LOWES COS INC Consumer Cyclical 2,201.0 $605K 0.23% NEW $275.00 -19.4%
56 IYF ISHARES TR 4,725.0 $600K 0.23% NEW $126.90 +0.7%
57 JNJ JOHNSON & JOHNSON Healthcare 2,446.0 $573K 0.22% NEW $234.26 +4.8%
58 BAC BANK AMERICA CORP Financial Services 9,632.0 $519K 0.20% NEW $53.90 +7.9%
59 AVGO BROADCOM INC Technology 1,662.0 $518K 0.20% NEW $311.41 +21.5%
60 APA APA CORPORATION Energy 19,632.0 $514K 0.19% NEW $26.18 +27.6%
Page 3 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%