Triton Wealth Management, PLLC

CIK: 0001791126Latest portfolio: $265.9M · Q4 2025

Holdings

126

Total Value

$265.9M

New Positions

27

Closed Positions

12

#StockSharesValue% PortfolioChangeType
1
SCHGSCHWAB STRATEGIC TR
1,495,238$46.8M17.62%-121,848
2
KLMNINVESCO EXCH TRADED FD TR II
241,617$28.7M10.79%+29K
3
NDQINVESCO QQQ TR
41,906$25.7M9.68%+9K
4
BUFRFIRST TR EXCHNG TRADED FD VI
320,501$11.0M4.15%-25,786
5
AAPLAPPLE INC
39,075$10.5M3.97%+150
6
NVDANVIDIA CORPORATION
55,276$9.9M3.72%+552
7
PKWINVESCO EXCHANGE TRADED FD T
70,934$9.6M3.61%+60K
8
AMZNAMAZON COM INC
31,304$7.4M2.79%-707
9
RSSTTIDAL TRUST II
237,654$7.0M2.65%+182K
10
PAAAPGIM ETF TR
108,149$5.6M2.09%+21K
11
GDEWISDOMTREE TR
72,064$5.0M1.88%+57K
12
FXLFIRST TR EXCHANGE TRADED FD
30,018$4.9M1.85%-1,704
13
TSLATESLA INC
11,523$4.8M1.81%+524
14
WMTWALMART INC
30,969$3.9M1.48%+8
15
BUFQFIRST TR EXCHNG TRADED FD VI
100,292$3.6M1.35%+53K
16
COSTCOSTCO WHSL CORP NEW
3,468$3.4M1.29%-102
17
MSFTMICROSOFT CORP
8,054$3.3M1.25%+131
18
VOOVANGUARD INDEX FDS
5,191$3.3M1.23%+3K
19
SETMSPROTT FDS TR
84,364$3.1M1.15%NEW
20
KNXKNIGHT-SWIFT TRANSN HLDGS IN
49,338$2.9M1.10%-481,779
21
SPYGSPDR SERIES TRUST
25,819$2.7M1.02%-183
22
RDVYFIRST TR EXCHANGE TRADED FD
29,834$2.1M0.81%-19,706
23
FTAFIRST TR EXCHANGE-TRADED ALP
23,155$2.1M0.79%-242
24
QQQMINVESCO EXCH TRADED FD TR II
8,254$2.1M0.78%+1K
25
METAMETA PLATFORMS INC
2,930$2.0M0.76%+97

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
PKW71K+60K
GDE72K+57K
KLMN242K+29K
SCIO37K+26K
AGNC60K+21K
SCHD54K+20K
JEPI31K+15K
RSSX31K+13K
NDQ42K+9K
SDVY20K+4K

Decreased Positions

NameSharesChange
KNX49K-481779
SCHG1.5M-121848
BUFR321K-25786
RDVY30K-19706
PEP2K-3740
BUG15K-1906
FXL30K-1704
PHYS/U6K-1671
SCHM10K-1033
MGM13K-921

Sector Breakdown

Financial Services0.0% ($4.68451104795857e+168T)
Technology0.0% ($1.0543989533208927e+54T)
Consumer Cyclical0.0% ($7.418481118271169e+33T)
Industrials0.0% ($2.926643492476433e+27T)
Unknown0.0% ($28694257431114.8T)
Energy0.0% ($1247513499350.2T)
Healthcare0.0% ($573421.3T)
Communication Services0.0% ($202820.1T)
Consumer Defensive0.0% ($39.3T)
Utilities0.0% ($1.1T)
Real Estate0.0% ($686K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 5, 2026$265.9M126
Q3 2025Nov 13, 2025$263.1B111
Q2 2025Jul 28, 2025$234.4B107
Q4 2024Mar 18, 2025$194.2B94

Fund Information

CIK0001791126
Most Recent FilingFeb 5, 2026
Number of Filings4

Triton Wealth Management, PLLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $265.9M across 126 holdings. The largest position is SCHWAB STRATEGIC TR (SCHG), representing 17.6% of the portfolio. Compared to the previous quarter, the fund opened 27 new positions and closed 12 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.