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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 6 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HYG ISHARES TR 3,308.0 $263K 0.10% $79.41 +0.6%
102 SCHM SCHWAB STRATEGIC TR 8,352.0 $262K 0.10% -2K -18.0% $31.41 +15.8%
103 CRM SALESFORCE INC Technology 1,381.0 $258K 0.10% NEW $187.01 -19.3%
104 LIT GLOBAL X FDS 3,425.0 $256K 0.10% $74.80 +4.9%
105 KLAC KLA CORP Technology 164.0 $251K 0.09% $1529.26 -83.1%
106 CAT CATERPILLAR INC Industrials 326.0 $240K 0.09% +2.0 +0.6% $734.95 +42.6%
107 NFLX NETFLIX INC. Communication Services 2,506.0 $239K 0.09% $95.38 -25.0%
108 SCHA SCHWAB STRATEGIC TR 8,085.0 $239K 0.09% -867.0 -9.7% $29.55 +20.2%
109 SO SOUTHERN CO Utilities 2,449.0 $237K 0.09% $96.59 -0.8%
110 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 4,396.0 $236K 0.09% +216.0 +5.2% $53.59 -14.4%
111 MCD MCDONALDS CORP Consumer Cyclical 745.0 $228K 0.09% $306.32 -13.2%
112 NCL CORP LTD 11,727.0 $226K 0.08% NEW $19.31
113 ILDR FIRST TR EXCHNG TRADED FD VI 7,344.0 $224K 0.08% +300.0 +4.3% $30.49 +22.7%
114 SPHD INVESCO EXCH TRADED FD TR II 4,515.0 $223K 0.08% +355.0 +8.5% $49.37 +3.4%
115 AAL AMERICAN AIRLINES GROUP INC Industrials 19,557.0 $217K 0.08% -9K -30.7% $11.12 +57.5%
116 GDX VANECK ETF TRUST 2,245.0 $217K 0.08% +165.0 +7.9% $96.62 -21.5%
117 GILD GILEAD SCIENCES INC Healthcare 1,492.0 $209K 0.08% $140.01 -11.1%
118 PPA INVESCO EXCHANGE TRADED FD T 1,224.0 $209K 0.08% NEW $170.55 +0.6%
119 IJH ISHARES TR 3,046.0 $208K 0.08% $68.38 +11.5%
120 CAI CARIS LIFE SCIENCES INC Healthcare 10,918.0 $206K 0.08% $18.90 +0.2%
Page 6 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%