Triton Wealth Management, PLLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Triton Wealth Management, PLLC reported 133 stock positions worth $325.5 million. Its top holding was Schwab US Large-Cap Growth (SCHG) at 15.4% of the portfolio, followed by Invesco S&P 500 Momentum ETF (SPMO, 15.2%) and Invesco QQQ Trust Series 1 (QQQ, 10.5%). Compared with Q1 2026, it opened 18 new positions, sold out of 9, added to 53 and reduced 52. The biggest buy was Invesco S&P 500 Momentum ETF (SPMO, shares +20%) and the biggest sale Wisdomtree Efficient Gold PL (GDE, shares −91%).

Most Recent 13F
Q2 2026
Location
SUN CITY, AZ
CIK
0001791126
Portfolio Value
$325.5M (Q2 2026)
SEC Filing
0001791126-26-000003 ↗ filed Aug 5, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $144.4M Q1 2024 Q2 2024: $171.2M Q2 2024 Q3 2024: $176.0M Q3 2024 Q4 2024: $194.2M Q4 2024 Q2 2025: $234.4M Q2 2025 Q3 2025: $263.1M Q3 2025 Q4 2025: $265.9M Q4 2025 Q1 2026: $269.5M Q1 2026 Q2 2026: $325.5M $325.5M Q2 2026

Holdings 133 stocks · $325.5M

SCHG Schwab US Large-Cap Growth 15.41% 1,465,478 $50.2M Reduce -2.7%
SPMO Invesco S&P 500 Momentum ETF 15.18% 328,079 $49.4M Add +19.6%
QQQ Invesco QQQ Trust Series 1 10.46% 47,843 $34.0M Add +4.2%
AAPL Apple Inc. 3.77% 39,208 $12.3M Add +0.7%
NVDA Nvidia Corp. 3.64% 58,058 $11.9M Add +4.3%
PKW Invesco Buyback Achievers Et 3.38% 77,833 $11.0M Add +8.0%
BUFR FT Vest Lad Buffervetf-Usd I 3.33% 296,795 $10.9M Reduce -2.2%
AMZN Amazon.com Inc. 2.82% 37,662 $9.2M Reduce -3.0%
RSST Return Stacked US SM FTR ETF 2.58% 257,300 $8.4M Add +7.0%
VOO Vanguard S&P 500 ETF 2.32% 11,039 $7.6M Add +91.3%
TSLA Tesla Inc. 2.30% 18,997 $7.5M Add +26.1%
PAAA Pgim Aaa Clo ETF 1.91% 120,931 $6.2M Add +10.1%
QQQM Invesco Nasdaq 100 ETF 1.79% 19,872 $5.8M Add +136.7%
BUFQ FT VST Lad NSDQ Buf ETF-Usdi 1.62% 136,111 $5.3M Add +55.7%
FXL First Trust Technology Alpha 1.51% 24,055 $4.9M Reduce -13.3%
GOOG Alphabet Inc. Class C 1.24% 11,277 $4.0M Add +6.3%
WMT Walmart Inc. 1.10% 31,584 $3.6M Add +1.8%
MSFT Microsoft Corp. 1.09% 9,223 $3.5M Add +11.5%
KNX Knight-Swift Transportation 1.06% 45,870 $3.4M Reduce -6.8%
COST Costco Wholesale Corp. 1.05% 3,586 $3.4M Add +3.4%
SPYG SS SPDR P S&P 500 Growth ETF 0.84% 23,225 $2.7M Reduce -10.1%
VOOG Vanguard S&P 500 Growth ETF 0.80% 31,938 $2.6M Add +71.7%
FTA First Trust L C Val Alp 0.69% 23,058 $2.2M Reduce -0.4%
AVDV Avantis Intl S/C Value ETF 0.68% 21,439 $2.2M Reduce -10.4%
RDVY First Trust Rising Dividend 0.65% 26,786 $2.1M Reduce -3.5%
JEPI JPMorgan Equity Premium Inco 0.64% 36,838 $2.1M Add +6.8%
ORR Militia Long/SHRT Equity ETF 0.62% 55,297 $2.0M Reduce -23.6%
SCHD Schwab US DVD Equity ETF 0.55% 55,398 $1.8M Add +44.0%
META Meta Platforms Inc. Class A 0.55% 2,958 $1.8M Add +0.0%
GOOGL Alphabet Inc. Class A 0.54% 4,826 $1.7M Add +10.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.53% 2,302 $1.7M Reduce -2.7%
TSM Taiwan Semiconductor-SP ADR 0.52% 3,866 $1.7M Add +50.8%
RCL Royal Caribbean Cruises Ltd. 0.47% 5,463 $1.5M No change
XOM Exxon Mobil Corp. 0.43% 9,820 $1.4M Reduce -1.7%
MAGS Roundhill Magnificent Seven 0.42% 20,638 $1.4M New
SETM Sprott Critical Material ETF 0.39% 43,000 $1.3M Reduce -35.6%
FMHI First Trust Municipal High I 0.35% 23,317 $1.1M Reduce -0.3%
BRK.B Berkshire Hathaway Inc. Class B 0.34% 2,232 $1.1M Reduce -0.7%
SDVY First Trust Smid Cap Rising 0.31% 23,960 $1.0M Add +0.7%
APA Apa Corp. 0.30% 28,044 $983K Reduce -2.9%
BINC iShares Flex I A ETF-Usd Inc. 0.30% 18,454 $961K Add +10.5%
SCIO FT Struct Credit Inc. Opp ETF 0.28% 44,910 $926K Add +13.1%
MU Micron Technology Inc. 0.27% 928 $881K Add +27.5%
ORCL Oracle Corp. 0.27% 6,199 $871K Add +5.9%
IVV iShares Core S&P 500 ETF 0.23% 1,019 $763K Reduce -6.4%
OKLO Oklo Inc. 0.21% 14,775 $699K Add +0.1%
AMD Advanced Micro Devices 0.21% 1,319 $682K Add +6.5%
QBTS D-Wave Quantum Inc. 0.21% 32,756 $676K Reduce -0.2%
CIBR First Trust Nasdaq Cybersecu 0.21% 7,289 $668K Reduce -1.6%
HYD Vaneck High Yield Muni ETF 0.20% 12,751 $655K Reduce -3.7%
AVGO Broadcom Inc. 0.20% 1,681 $653K Add +1.8%
BA The Boeing Co. 0.20% 2,866 $645K Reduce -8.1%
HD Home Depot Inc. 0.19% 1,868 $628K Add +23.5%
JNJ Johnson & Johnson 0.19% 2,357 $621K Reduce -1.3%
IYF iShares US Financials ETF 0.19% 4,691 $616K Reduce -4.4%
ALAI Alger AI Enable & Adopt ETF 0.19% 13,633 $607K Reduce -4.8%
BAC Bank of America Corp. 0.19% 10,409 $607K Add +6.1%
RGTI Rigetti Computing Inc. 0.18% 35,263 $597K Reduce -0.1%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.18% 10,029 $596K Add +28.2%
LMT Lockheed Martin Corp. 0.18% 1,127 $595K Add +11.9%
AGNC AGNC Investment Corp. 0.18% 53,593 $586K Reduce -11.8%
BROS Dutch Bros Inc. Class A 0.18% 8,815 $572K Add +9.7%
MGM MGM Resorts International 0.18% 12,265 $572K No change
CRWD CrowdStrike Holdings Inc. Class A 0.17% 2,956 $565K Add +306.0%
AAL American Airlines Group Inc. 0.17% 33,807 $558K Add +72.9%
IONQ Ionq Inc. 0.17% 12,357 $557K Reduce -0.6%
DAL Delta Air Lines Inc. 0.17% 6,373 $556K Reduce -2.7%
GDE Wisdomtree Efficient Gold PL 0.16% 8,264 $512K Reduce -91.4%
FITB Fifth Third Bancorp 0.16% 9,069 $506K Reduce -3.1%
PLTR Palantir Technologies Inc. Class A 0.15% 3,772 $499K Reduce -7.9%
GD General Dynamics Corp. 0.15% 1,295 $485K Add +11.0%
CVX Chevron Corp. 0.15% 2,751 $484K Reduce -3.0%
CTAP Simplify US Eq Plus MGD Fut 0.15% 18,126 $482K Reduce -2.0%
EAT Brinker International Inc. 0.15% 2,732 $478K No change
ABBV Abbvie Inc. 0.14% 1,824 $461K Reduce -2.5%
KLAC KLA Corp. 0.14% 2,076 $459K Add +26.6%
STX Seagate Technology Holdings 0.14% 529 $455K New
LOW Lowe's Cos Inc. 0.14% 2,133 $454K Add +4.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.14% 1,492 $451K Reduce -2.0%
JPM JPMorgan Chase & Co. 0.14% 1,362 $450K Reduce -1.4%
ANET Arista Networks Inc. 0.13% 2,425 $439K Add +13.6%
FEX First Trust Large Cap Core A 0.13% 3,224 $437K Add +0.1%
SPCK Spac & New Issue ETF filed as COLLABORATIVE INVESTMNT SER 0.13% 2,905 $431K New
DVN Devon Energy Corp. 0.13% 9,625 $417K Add +2.0%
COP Conocophillips 0.13% 3,708 $411K Reduce -2.3%
VZ Verizon Communications Inc. 0.12% 9,158 $389K Reduce -1.1%
CMRE Costamare Inc. 0.12% 25,508 $379K Add +0.3%
V Visa Inc. Class A 0.11% 1,043 $363K Reduce -13.9%
MPC Marathon Petroleum Corp. 0.11% 1,288 $362K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.11% 1,183 $354K Reduce -35.9%
SCHM Schwab US Mid Cap ETF 0.11% 9,968 $352K Add +19.4%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.11% 7,193 $350K No change
LUV Southwest Airlines Co. 0.11% 7,192 $350K Reduce -4.3%
IWM iShares Russell 2000 ETF 0.10% 1,103 $324K Add +3.7%
MRK Merck & Co. Inc. 0.10% 2,542 $320K Reduce -0.9%
SCHA Schwab US Small-Cap ETF 0.09% 8,787 $301K Add +8.7%
CAT Caterpillar Inc. 0.09% 316 $300K Reduce -3.1%
OXY Occidental Petroleum Corp. 0.09% 5,329 $286K Reduce -2.0%
PEP Pepsico Inc. 0.09% 1,987 $283K Reduce -0.6%
ICLO Invesco Aaa Clo F/R Note ETF 0.09% 11,036 $283K Add +0.2%

Show all 133 holdings

Portfolio Sells Q1 2026 → Q2 2026

GDE Wisdomtree Efficient Gold PL Reduce -91.4% 0.16% −2.15
SCHG Schwab US Large-Cap Growth Reduce -2.7% 15.41% −1.11
BUFR FT Vest Lad Buffervetf-Usd I Reduce -2.2% 3.33% −0.50
SETM Sprott Critical Material ETF Reduce -35.6% 0.39% −0.46
ORR Militia Long/SHRT Equity ETF Reduce -23.6% 0.62% −0.37
CCL Carnival Corp. Sold out 0.00% −0.36
SOXL Direx Dail Semi Bu 3X Et-Usd Sold out 0.00% −0.30
AMZN Amazon.com Inc. Reduce -3.0% 2.82% −0.25
AVDV Avantis Intl S/C Value ETF Reduce -10.4% 0.68% −0.23
XOM Exxon Mobil Corp. Reduce -1.7% 0.43% −0.17
FXL First Trust Technology Alpha Reduce -13.3% 1.51% −0.17
APA Apa Corp. Reduce -2.9% 0.30% −0.14
SPYG SS SPDR P S&P 500 Growth ETF Reduce -10.1% 0.84% −0.12
SEAGATE HDD CAYMAN (STX 3.5 06/01/28) Sold out 0.00% −0.11
HON Honeywell International Inc. Sold out 0.00% −0.11
FTA First Trust L C Val Alp Reduce -0.4% 0.69% −0.10
GLD SPDR Gold Shares Sold out 0.00% −0.10
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Sold out 0.00% −0.10
NFLX Netflix Inc. Sold out 0.00% −0.09
NCL CORPORATION LTD (NCLH 1.125 02/15/27) Sold out 0.00% −0.08
GDX Vaneck Gold Miners ETF Sold out 0.00% −0.08
PLTR Palantir Technologies Inc. Class A Reduce -7.9% 0.15% −0.07
VOT Vngrd Mrngstr MC GRW ETF-Usd Reduce -35.9% 0.11% −0.07
FMHI First Trust Municipal High I Reduce -0.3% 0.35% −0.07
RDVY First Trust Rising Dividend Reduce -3.5% 0.65% −0.06
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.7% 0.34% −0.06
CVX Chevron Corp. Reduce -3.0% 0.15% −0.06
COP Conocophillips Reduce -2.3% 0.13% −0.05
VZ Verizon Communications Inc. Reduce -1.1% 0.12% −0.05
SPY SS SPDR S&P 500 ETF Trust-US Reduce -2.7% 0.53% −0.05
AGNC AGNC Investment Corp. Reduce -11.8% 0.18% −0.05
HYD Vaneck High Yield Muni ETF Reduce -3.7% 0.20% −0.05
BA The Boeing Co. Reduce -8.1% 0.20% −0.04
OXY Occidental Petroleum Corp. Reduce -2.0% 0.09% −0.04
CTAP Simplify US Eq Plus MGD Fut Reduce -2.0% 0.15% −0.03
IVV iShares Core S&P 500 ETF Reduce -6.4% 0.23% −0.03
PEP Pepsico Inc. Reduce -0.6% 0.09% −0.03
IYF iShares US Financials ETF Reduce -4.4% 0.19% −0.03
JNJ Johnson & Johnson Reduce -1.3% 0.19% −0.03
CRM Salesforce Inc. Reduce -0.4% 0.07% −0.03
GBTC Grayscale Bitcoin Trust ETF Reduce -3.2% 0.06% −0.02
SO The Southern Co. Reduce -12.5% 0.06% −0.02
V Visa Inc. Class A Reduce -13.9% 0.11% −0.02
LIT Global X Lithium & Battery T Reduce -5.1% 0.07% −0.02
MRK Merck & Co. Inc. Reduce -0.9% 0.10% −0.02
JPM JPMorgan Chase & Co. Reduce -1.4% 0.14% −0.01
PPA Invesco Aerospace & Defense Reduce -0.4% 0.07% −0.01
IJR iShares Core S&P Small-Cap E Reduce -9.4% 0.06% −0.01
FITB Fifth Third Bancorp Reduce -3.1% 0.16% −0.01
KNX Knight-Swift Transportation Reduce -6.8% 1.06% −0.01

Portfolio Buys Q1 2026 → Q2 2026

SPMO Invesco S&P 500 Momentum ETF Add +19.6% 15.18% +3.46
QQQM Invesco Nasdaq 100 ETF Add +136.7% 1.79% +1.03
VOO Vanguard S&P 500 ETF Add +91.3% 2.32% +1.03
BUFQ FT VST Lad NSDQ Buf ETF-Usdi Add +55.7% 1.62% +0.47
QQQ Invesco QQQ Trust Series 1 Add +4.2% 10.46% +0.45
MAGS Roundhill Magnificent Seven New 0.42% +0.42
VOOG Vanguard S&P 500 Growth ETF Add +71.7% 0.80% +0.33
TSM Taiwan Semiconductor-SP ADR Add +50.8% 0.52% +0.19
MU Micron Technology Inc. Add +27.5% 0.27% +0.17
TSLA Tesla Inc. Add +26.1% 2.30% +0.17
STX Seagate Technology Holdings New 0.14% +0.14
SPCK Spac & New Issue ETF New 0.13% +0.13
SCHD Schwab US DVD Equity ETF Add +44.0% 0.55% +0.11
AMD Advanced Micro Devices Add +6.5% 0.21% +0.11
AAPL Apple Inc. Add +0.7% 3.77% +0.10
AAL American Airlines Group Inc. Add +72.9% 0.17% +0.09
PANW Palo Alto Networks Inc. New 0.09% +0.09
AMKR Amkor Technology Inc. New 0.09% +0.09
TGT Target Corp. New 0.08% +0.08
GOOG Alphabet Inc. Class C Add +6.3% 1.24% +0.08
IGPT Invesco AI and Next Gen Soft New 0.08% +0.08
UAL United Airlines Holdings Inc. New 0.08% +0.08
QQQJ Invesco Nasdaq Next Gen 100 New 0.07% +0.07
CMG Chipotle Mexican Grill Inc. New 0.07% +0.07
VEA Vanguard Ftse Developed ETF New 0.07% +0.07
CSCO Cisco Systems Inc. New 0.07% +0.07
XLK SS Technology Select Sector New 0.07% +0.07
CRWD CrowdStrike Holdings Inc. Class A Add +306.0% 0.17% +0.07
NCLH Norwegian Cruise Line Holdin New 0.06% +0.06
SNDK Sandisk Corp. New 0.06% +0.06
DTM DT Midstream Inc. New 0.06% +0.06
GOOGL Alphabet Inc. Class A Add +10.2% 0.54% +0.05
KLAC KLA Corp. Add +26.6% 0.14% +0.05
AMC AMC Entertainment HLDS Class A New 0.04% +0.04
GOF Guggenheim Strategic Opport New 0.04% +0.04
ANET Arista Networks Inc. Add +13.6% 0.13% +0.03
BROS Dutch Bros Inc. Class A Add +9.7% 0.18% +0.02
RSST Return Stacked US SM FTR ETF Add +7.0% 2.58% +0.02
JEPQ JPM Nasdaq Equity Premium Add +28.2% 0.18% +0.02
SCHM Schwab US Mid Cap ETF Add +19.4% 0.11% +0.01
AVGO Broadcom Inc. Add +1.8% 0.20% +0.01
BAC Bank of America Corp. Add +6.1% 0.19% +0.01
HD Home Depot Inc. Add +23.5% 0.19% +0.01
SCHA Schwab US Small-Cap ETF Add +8.7% 0.09% +0.00
F Ford Motor Co. Add +6.5% 0.05% +0.00
IWM iShares Russell 2000 ETF Add +3.7% 0.10% +0.00
IJH iShares Core S&P Midcap ETF Add +6.4% 0.07% −0.00
GD General Dynamics Corp. Add +11.0% 0.15% −0.00
SPHD Invesco S&P 500 High Dividen Add +8.6% 0.08% −0.01
FTMU Franklin Muncipal Income ETF Add +1.4% 0.05% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 133$325.5MSCHG, SPMO, QQQ, AAPL, NVDA
Q1 2026 124$269.5MSCHG, SPMO, QQQ, BUFR, AAPL
Q4 2025 126$265.9MSCHG, SPMO, QQQ, BUFR, AAPL
Q3 2025 111$263.1MSCHG, SPMO, KNX, QQQ, BUFR
Q2 2025 107$234.4MSCHG, KNX, SPMO, QQQ, BUFR
Q4 2024 94$194.2MKNX, SCHG, QQQ, BUFR, AAPL
Q3 2024 89$176.0MKNX, SCHG, QQQ, BUFR, AAPL
Q2 2024 84$171.2MKNX, SCHG, QQQ, BUFR, NVDA
Q1 2024 76$144.4MKNX, SCHG, QQQ, BUFR, AMZN