Institutional Fund
Triton Wealth Management, Pllc
Sun City, AZCIK 17911265 filings on record
Portfolio Value
$269.54M
Q1 2026
Holdings
124
Reported positions
New Buys
8
Opened this quarter
QoQ Change
+1.4%
from $265.88M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr16.5%
- Invesco Exch Traded Fd Tr II11.7%
- Invesco Qqq Tr10.0%
- First Tr Exchng Traded Fd Vi3.8%
- Apple Inc3.7%
- Nvidia Corporation3.7%
- Other50.6%
Portfolio Holdings
124 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 1.51M | $44.52M | 16.5% | +11.5K | Added |
| 2 | Invesco Exch Traded Fd Tr II | 274.3K | $31.57M | 11.7% | +32.6K | Added |
| 3 | Invesco Qqq Tr | 45.9K | $26.96M | 10.0% | +4.0K | Added |
| 4 | First Tr Exchng Traded Fd Vi | 303.5K | $10.32M | 3.8% | −17.0K | Reduced |
| 5 | Apple Inc | 38.9K | $9.91M | 3.7% | −139 | Reduced |
| 6 | Nvidia Corporation | 55.7K | $9.87M | 3.7% | +383 | Added |
| 7 | Invesco Exchange Traded Fd T | 72.1K | $9.53M | 3.5% | +1.1K | Added |
| 8 | Amazon Com Inc | 38.8K | $8.27M | 3.1% | +7.5K | Added |
| 9 | Return Stacked Us Stk | 240.4K | $6.89M | 2.6% | +2.8K | Added |
| 10 | Wisdomtree Tr | 96.6K | $6.23M | 2.3% | +24.5K | Added |
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