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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 3 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BINC BLACKROCK ETF TRUST II 18,454.0 $961K 0.29% +2K +10.5% $52.09 -1.0%
42 SCIO FIRST TR EXCHANGE-TRADED FD 44,910.0 $926K 0.28% +5K +13.1% $20.61 -0.7%
43 MU MICRON TECHNOLOGY INC Technology 928.0 $881K 0.27% +200.0 +27.5% $948.97 -1.6%
44 ORCL ORACLE CORP Technology 6,199.0 $871K 0.27% +343.0 +5.9% $140.49 +0.5%
45 IVV ISHARES TR 1,019.0 $763K 0.23% -70.0 -6.4% $749.06 +2.2%
46 OKLO OKLO INC Utilities 14,775.0 $699K 0.21% $47.28 -18.5%
47 AMD ADVANCED MICRO DEVICES INC Technology 1,319.0 $682K 0.21% +81.0 +6.5% $517.36 -11.2%
48 QBTS D-WAVE QUANTUM INC Technology 32,756.0 $676K 0.21% $20.64 -19.9%
49 CIBR FIRST TR EXCHANGE-TRADED FD 7,289.0 $668K 0.20% -118.0 -1.6% $91.66 +5.0%
50 HYD VANECK ETF TRUST 12,751.0 $655K 0.20% -496.0 -3.7% $51.34 -3.5%
51 AVGO BROADCOM INC Technology 1,681.0 $653K 0.20% +29.0 +1.8% $388.70 -4.9%
52 BA BOEING CO Industrials 2,866.0 $645K 0.20% -253.0 -8.1% $224.95 -8.6%
53 HD HOME DEPOT INC Consumer Cyclical 1,868.0 $628K 0.19% +355.0 +23.5% $336.16 -4.9%
54 JNJ JOHNSON & JOHNSON Healthcare 2,357.0 $621K 0.19% -30.0 -1.3% $263.35 +3.0%
55 IYF ISHARES TR 4,691.0 $616K 0.19% -216.0 -4.4% $131.22 +3.2%
56 ALAI THE ALGER ETF TRUST 13,633.0 $607K 0.19% -694.0 -4.8% $44.54 -1.2%
57 BAC BANK OF AMER CORP Financial Services 10,409.0 $607K 0.19% +600.0 +6.1% $58.30 +6.3%
58 RGTI RIGETTI COMPUTING INC Technology 35,263.0 $597K 0.18% $16.92 -11.4%
59 JEPQ J P MORGAN EXCHANGE TRADED F 10,029.0 $596K 0.18% +2K +28.2% $59.45 -0.8%
60 LMT LOCKHEED MARTIN CORP Industrials 1,127.0 $595K 0.18% +120.0 +11.9% $527.87 +3.2%
Page 3 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%