Triton Financial Group Inc
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Triton Financial Group Inc reported 62 stock positions worth $57.4 million. Its top holding was Inn Defined Wealth Shield (BALT) at 11.5% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 6.1%) and Invesco Nasdaq 100 ETF (QQQM, 6.0%). Compared with Q4 2025, it opened 36 new positions, sold out of 59 and added to 26. The biggest buy was Inn Defined Wealth Shield (BALT, shares +121%) and the biggest sale an exit from Apple (AAPL).
- Most Recent 13F
- Q2 2026
- Location
- Oklahoma City, OK
- CIK
- 0001811805
- Portfolio Value
- $57.4M (Q1 2026)
- SEC Filing
- 0002085853-26-000602 ↗ filed May 15, 2026
Holdings Value
Holdings 62 stocks · $57.4M
| BALT Inn Defined Wealth Shield | 11.52% | 197,371 | $6.6M | Add +120.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 6.10% | 44,626 | $3.5M | Add +100.5% |
| QQQM Invesco Nasdaq 100 ETF | 6.02% | 14,092 | $3.5M | Add +102.6% |
| PLTR Palantir Technologies Inc. Class A | 5.93% | 20,969 | $3.4M | Add +97.3% |
| ANGL Vaneck Fallen Angel High YLD | 5.83% | 114,978 | $3.3M | Add +91.5% |
| BSTP Innovator Buff Su Strat ETF | 5.76% | 90,353 | $3.3M | Add +103.5% |
| PSI Invesco Semiconductors ETF | 5.46% | 36,201 | $3.1M | Add +98.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 3.66% | 37,048 | $2.1M | Add +100.2% |
| VNLA Janus Henderson Short Durati | 3.52% | 41,163 | $2.0M | Add +98.0% |
| AGZ iShares Agency Bond ETF | 2.92% | 15,212 | $1.7M | Add +72.6% |
| IVV iShares Core S&P 500 ETF | 2.58% | 2,210 | $1.5M | Add +100.0% |
| PSA Public Storage | 2.57% | 5,569 | $1.5M | Add +97.3% |
| PDEC Innovator U.S. Equity Power | 2.43% | 32,410 | $1.4M | Add +100.0% |
| GEV GE Vernova Inc. | 1.72% | 1,131 | $985K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.66% | 1,430 | $954K | Add +92.0% |
| SPTS SS SPDR P St Term TSY ETF | 1.62% | 31,724 | $927K | Add +100.0% |
| PAUG Innovator U.S. Equity Power | 1.61% | 21,470 | $923K | Add +100.0% |
| IVE iShares S&P 500 Value ETF | 1.36% | 3,698 | $783K | Add +100.5% |
| PFEB Innovator U.S. Equity Power | 1.29% | 18,371 | $739K | New |
| FLXR TCW Flexible Income ETF | 1.23% | 17,908 | $706K | Add +100.0% |
| GOOGL Alphabet Inc. Class A | 1.23% | 2,349 | $705K | Add +102.8% |
| USMV iShares MSCI USA Min Vol Fac | 1.22% | 7,506 | $701K | Add +100.0% |
| PMAR Innovator U.S. Equity Power | 1.16% | 14,928 | $667K | New |
| BUFF Innovator Laddered Allocatio | 1.12% | 12,936 | $642K | Add +99.7% |
| BCD Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 1.08% | 18,624 | $622K | Add +101.9% |
| CWB SS SPDR BB Conv Sec ETF | 0.91% | 5,748 | $519K | Add +100.0% |
| XLK SS Technology Select Sector | 0.82% | 3,427 | $472K | Add +135.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.82% | 786 | $470K | Add +79.5% |
| JHMD John Hancock MF Dev Intl ETF | 0.80% | 10,876 | $456K | Add +100.0% |
| PNOV Innovator U.S. Equity Power | 0.67% | 9,316 | $385K | New |
| DES Wisdomtree US Smallcap Divid | 0.67% | 11,066 | $384K | New |
| NEAR iShares SH Dba ETF Usd Inc. | 0.67% | 7,520 | $383K | New |
| SCHB Schwab US Broad Market ETF | 0.66% | 14,656 | $376K | New |
| XLV SS Health Care Select Sector | 0.62% | 2,376 | $358K | New |
| FLOT iShares Floating Rate Bond E | 0.60% | 6,743 | $343K | New |
| BA The Boeing Co. | 0.58% | 1,600 | $333K | New |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.58% | 3,516 | $331K | New |
| GLD SPDR Gold Shares | 0.56% | 771 | $323K | New |
| JHMM John Hancock Multi Fact Mid | 0.54% | 4,632 | $307K | New |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.53% | 9,258 | $304K | New |
| ARKQ ARK Autonomous Tech & Robot | 0.52% | 2,612 | $297K | New |
| PJUL Innovator U.S. Equity Power | 0.51% | 6,342 | $293K | New |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.49% | 2,976 | $284K | New |
| XLY SS Consumer Disc Select Sect | 0.48% | 2,416 | $276K | New |
| PJUN Innovator U.S. Equity Power | 0.47% | 6,372 | $267K | New |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.46% | 5,440 | $265K | New |
| PSEP Innovator U.S. Equity Power | 0.46% | 6,030 | $262K | New |
| IVW iShares S&P 500 Growth ETF | 0.45% | 2,200 | $260K | New |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.45% | 8,124 | $260K | New |
| XLC SS Comm Select Sector SPDR | 0.44% | 2,184 | $250K | New |
| SPLV Invesco S&P 500 Low Volatili | 0.43% | 3,399 | $246K | New |
| PMAY Innovator U.S. Equity Power | 0.42% | 6,004 | $239K | New |
| IYC iShares US Consumer Discreti | 0.41% | 2,330 | $233K | New |
| MLPX Global X MLP & Energy Infras | 0.40% | 3,442 | $231K | New |
| IYF iShares US Financials ETF | 0.39% | 1,832 | $226K | New |
| SGOL Abrdn Physical Gold Shares | 0.39% | 5,208 | $223K | New |
| POCT Innovator U.S. Equity Power | 0.38% | 5,071 | $221K | New |
| XT Ishar Fture Exp Tech ETF-Usd | 0.38% | 3,176 | $219K | New |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.37% | 2,620 | $210K | New |
| IJT iShares S&P Small-Cap 600 GR | 0.37% | 1,468 | $210K | New |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.36% | 4,425 | $205K | New |
| TIP iShares Tips Bond ETF | 0.35% | 1,836 | $202K | New |
Portfolio Sells Q4 2025 → Q1 2026
| AAPL Apple Inc. | Sold out | 0.00% | −8.94 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −4.69 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −4.25 |
| WMT Walmart Inc. | Sold out | 0.00% | −3.92 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −3.82 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −3.30 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −2.44 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −2.18 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −1.96 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −1.96 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −1.87 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −1.85 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −1.68 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −1.51 |
| ABT Abbott Laboratories | Sold out | 0.00% | −1.50 |
| DLR Digital Realty Trust Inc. | Sold out | 0.00% | −1.41 |
| NFLX Netflix Inc. | Sold out | 0.00% | −1.38 |
| CHKP Check Point Software Tech | Sold out | 0.00% | −1.33 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −1.31 |
| AFL Aflac Inc. | Sold out | 0.00% | −1.28 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −1.26 |
| ORCL Oracle Corp. | Sold out | 0.00% | −1.26 |
| GLW Corning Inc. | Sold out | 0.00% | −1.23 |
| RSG Republic Services Inc. | Sold out | 0.00% | −1.20 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −1.20 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −1.18 |
| LHX L3HARRIS Technologies Inc. | Sold out | 0.00% | −1.16 |
| CINF Cincinnati Financial Corp. | Sold out | 0.00% | −1.14 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −1.14 |
| ECL Ecolab Inc. | Sold out | 0.00% | −1.09 |
| CRM Salesforce Inc. | Sold out | 0.00% | −1.08 |
| DOV Dover Corp. | Sold out | 0.00% | −1.07 |
| BANF Bancfirst Corp. | Sold out | 0.00% | −1.06 |
| MDB Mongodb Inc. | Sold out | 0.00% | −1.03 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −1.03 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.99 |
| RIO Rio Tinto PLC-Spon ADR | Sold out | 0.00% | −0.97 |
| SHW The Sherwin-Williams Co. | Sold out | 0.00% | −0.96 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.96 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.83 |
| CHD Church & Dwight Co. Inc. | Sold out | 0.00% | −0.82 |
| SYY Sysco Corp. | Sold out | 0.00% | −0.79 |
| TT Trane Technologies PLC | Sold out | 0.00% | −0.79 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.76 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.75 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.74 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.74 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.67 |
| VHT Vanguard Health Care ETF | Sold out | 0.00% | −0.65 |
| WMB Williams Cos Inc. | Sold out | 0.00% | −0.64 |
Portfolio Buys Q4 2025 → Q1 2026
| BALT Inn Defined Wealth Shield | Add +120.6% | 11.52% | +9.54 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +100.5% | 6.10% | +4.92 |
| QQQM Invesco Nasdaq 100 ETF | Add +102.6% | 6.02% | +4.86 |
| PLTR Palantir Technologies Inc. Class A | Add +97.3% | 5.93% | +4.68 |
| BSTP Innovator Buff Su Strat ETF | Add +103.5% | 5.76% | +4.67 |
| ANGL Vaneck Fallen Angel High YLD | Add +91.5% | 5.83% | +4.66 |
| PSI Invesco Semiconductors ETF | Add +98.1% | 5.46% | +4.51 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +100.2% | 3.66% | +2.97 |
| VNLA Janus Henderson Short Durati | Add +98.0% | 3.52% | +2.84 |
| AGZ iShares Agency Bond ETF | Add +72.6% | 2.92% | +2.27 |
| PSA Public Storage | Add +97.3% | 2.57% | +2.09 |
| IVV iShares Core S&P 500 ETF | Add +100.0% | 2.58% | +2.08 |
| PDEC Innovator U.S. Equity Power | Add +100.0% | 2.43% | +1.96 |
| GEV GE Vernova Inc. | New | 1.72% | +1.72 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +92.0% | 1.66% | +1.33 |
| SPTS SS SPDR P St Term TSY ETF | Add +100.0% | 1.62% | +1.31 |
| PAUG Innovator U.S. Equity Power | Add +100.0% | 1.61% | +1.30 |
| PFEB Innovator U.S. Equity Power | New | 1.29% | +1.29 |
| PMAR Innovator U.S. Equity Power | New | 1.16% | +1.16 |
| IVE iShares S&P 500 Value ETF | Add +100.5% | 1.36% | +1.11 |
| FLXR TCW Flexible Income ETF | Add +100.0% | 1.23% | +1.00 |
| GOOGL Alphabet Inc. Class A | Add +102.8% | 1.23% | +0.99 |
| USMV iShares MSCI USA Min Vol Fac | Add +100.0% | 1.22% | +0.99 |
| BUFF Innovator Laddered Allocatio | Add +99.7% | 1.12% | +0.91 |
| BCD Abrdn Bloomberg All Commodit | Add +101.9% | 1.08% | +0.90 |
| CWB SS SPDR BB Conv Sec ETF | Add +100.0% | 0.91% | +0.74 |
| XLK SS Technology Select Sector | Add +135.7% | 0.82% | +0.68 |
| PNOV Innovator U.S. Equity Power | New | 0.67% | +0.67 |
| DES Wisdomtree US Smallcap Divid | New | 0.67% | +0.67 |
| NEAR iShares SH Dba ETF Usd Inc. | New | 0.67% | +0.67 |
| SCHB Schwab US Broad Market ETF | New | 0.66% | +0.66 |
| JHMD John Hancock MF Dev Intl ETF | Add +100.0% | 0.80% | +0.65 |
| QQQ Invesco QQQ Trust Series 1 | Add +79.5% | 0.82% | +0.64 |
| XLV SS Health Care Select Sector | New | 0.62% | +0.62 |
| FLOT iShares Floating Rate Bond E | New | 0.60% | +0.60 |
| BA The Boeing Co. | New | 0.58% | +0.58 |
| MDYG SS SPDR S&P 400 MC GR ETF | New | 0.58% | +0.58 |
| GLD SPDR Gold Shares | New | 0.56% | +0.56 |
| JHMM John Hancock Multi Fact Mid | New | 0.54% | +0.54 |
| SCHE Schwab Emrg Mrkts Eqty ETF | New | 0.53% | +0.53 |
| ARKQ ARK Autonomous Tech & Robot | New | 0.52% | +0.52 |
| PJUL Innovator U.S. Equity Power | New | 0.51% | +0.51 |
| SLYG SS SPDR S&P 600 SC GR ETF | New | 0.49% | +0.49 |
| XLY SS Consumer Disc Select Sect | New | 0.48% | +0.48 |
| PJUN Innovator U.S. Equity Power | New | 0.47% | +0.47 |
| DBEF Xtrackers MSCI Eafe Hedged E | New | 0.46% | +0.46 |
| PSEP Innovator U.S. Equity Power | New | 0.46% | +0.46 |
| IVW iShares S&P 500 Growth ETF | New | 0.45% | +0.45 |
| FNDA Schwab Fndmntl US SM Co. ETF | New | 0.45% | +0.45 |
| XLC SS Comm Select Sector SPDR | New | 0.44% | +0.44 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 99 | $173.7M | AAPL, AMAT, GOOG, NVDA, MRVL |
| Q1 2026 | 62 | $57.4M | BALT, SPYM, QQQM, PLTR, ANGL |
| Q4 2025 | 85 | $151.0M | AAPL, NVDA, GOOG, WMT, AMZN |
| Q3 2025 | 90 | $149.2M | AAPL, NVDA, WMT, AMZN, MSFT |
| Q2 2025 | 87 | $137.8M | AAPL, NVDA, AMZN, WMT, MSFT |
| Q4 2024 | 107 | $160.0M | AAPL, AMZN, NVDA, WMT, MSFT |
| Q3 2024 | 110 | $156.3M | AAPL, AMZN, NVDA, MSFT, WMT |
| Q2 2024 | 96 | $142.5M | AAPL, AMZN, NVDA, MSFT, GOOG |
| Q1 2024 | 99 | $140.9M | AAPL, AMZN, MSFT, NVDA, VNLA |