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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 7 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 YUM YUM BRANDS INC Consumer Cyclical 1,325.0 $204K 0.08% $154.12 -1.8%
122 IJR ISHARES TR 1,609.0 $202K 0.07% -15.0 -0.9% $125.82 +16.1%
123 PUTNAM ETF TRUST 19,899.0 $155K 0.06% +126.0 +0.6% $7.78
124 F FORD MTR CO Consumer Cyclical 10,766.0 $125K 0.05% +586.0 +5.8% $11.60 +22.8%
Page 7 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%