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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 7 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NFLX NETFLIX INC Communication Services 2,506.0 $201K 0.08% NEW $80.38 -10.4%
122 GDX VANECK ETF TRUST 2,080.0 $201K 0.08% NEW $96.80 -21.5%
123 RDW REDWIRE CORPORATION Industrials 14,834.0 $162K 0.06% NEW $10.94 -1.3%
124 PUTNAM ETF TRUST 19,773.0 $155K 0.06% NEW $7.85
125 F FORD MTR CO Consumer Cyclical 10,180.0 $139K 0.05% NEW $13.70 +3.2%
126 ONDS ONDAS HLDGS INC Technology 10,465.0 $115K 0.04% NEW $11.00 -30.0%
Page 7 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%