Triton Wealth Management, PLLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 4, 2024), Triton Wealth Management, PLLC reported 89 stock positions worth $176.0 million. Its top holding was Knight-Swift Transportation (KNX) at 23.4% of the portfolio, followed by Schwab US Large-Cap Growth (SCHG, 18.7%) and Invesco QQQ Trust Series 1 (QQQ, 9.0%). Compared with Q2 2024, it opened 6 new positions, sold out of 1, added to 32 and reduced 33. The biggest buy was a new position in Dire Dai Tec Bull 3X ETF-Usd (TECL) and the biggest sale Nvidia (NVDA, shares −28%).

Most Recent 13F
Q2 2026
Location
SUN CITY, AZ
CIK
0001791126
Portfolio Value
$176.0M (Q3 2024)
SEC Filing
0001085146-24-004649 ↗ filed Oct 4, 2024

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 $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 Q2 2026

Holdings 89 stocks · $176.0M
KNX Knight-Swift Transportation 23.36% 780,933 $41.1M No change
SCHG Schwab US Large-Cap Growth 18.73% 320,876 $33.0M Add +3.2%
QQQ Invesco QQQ Trust Series 1 9.00% 32,907 $15.8M Add +9.0%
BUFR FT Vest Lad Buffervetf-Usd I 5.15% 304,469 $9.1M Reduce -0.2%
AAPL Apple Inc. 3.49% 27,139 $6.1M Add +2.0%
NVDA Nvidia Corp. 3.24% 48,815 $5.7M Reduce -28.1%
AMZN Amazon.com Inc. 3.20% 30,324 $5.6M Reduce -1.0%
FXL First Trust Technology Alpha 2.67% 34,478 $4.7M Add +2.9%
COST Costco Wholesale Corp. 1.74% 3,492 $3.1M Add +1.3%
SCHD Schwab US DVD Equity ETF 1.70% 35,370 $3.0M Add +0.1%
MSFT Microsoft Corp. 1.62% 6,765 $2.9M Add +9.0%
TSLA Tesla Inc. 1.29% 8,851 $2.3M Add +1.2%
SPYG SS SPDR P S&P 500 Growth ETF 1.25% 26,991 $2.2M Reduce -13.0%
WMT Walmart Inc. 1.18% 25,626 $2.1M Add +5.9%
BANK MONTREAL QUE 1.15% 5,199 $2.0M Add +5.2%
FTA First Trust L C Val Alp 1.07% 23,910 $1.9M Reduce -0.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.92% 2,849 $1.6M Add +8.0%
META Meta Platforms Inc. Class A 0.87% 2,659 $1.5M No change
TQQQ Proshares Ultrapro QQQ 0.84% 21,319 $1.5M Reduce -1.4%
FMHI First Trust Municipal High I 0.80% 28,604 $1.4M Add +3.4%
GOOG Alphabet Inc. Class C 0.62% 6,488 $1.1M Add +0.0%
XOM Exxon Mobil Corp. 0.61% 8,914 $1.1M Add +0.0%
ROYAL CARIBBEAN CRUISES (RCL 6 08/15/25) 0.60% 6,034 $1.0M Reduce -1.6%
TECL Dire Dai Tec Bull 3X ETF-Usd 0.55% 11,841 $960K New
BRK.B Berkshire Hathaway Inc. Class B 0.53% 2,051 $941K Reduce -6.5%
ORCL Oracle Corp. 0.49% 5,169 $867K Add +2.6%
PEP Pepsico Inc. 0.48% 4,879 $837K No change
VOO Vanguard S&P 500 ETF 0.43% 1,445 $756K Reduce -1.0%
JNJ Johnson & Johnson 0.42% 4,578 $741K Add +4.5%
NEE Nextera Energy Inc. 0.41% 8,513 $729K No change
CCL Carnival Corp. 0.38% 37,274 $673K Add +4.8%
BLDR Builders Firstsource Inc. 0.37% 3,377 $658K No change
HD Home Depot Inc. 0.37% 1,577 $646K Add +5.2%
APA Apa Corp. 0.36% 24,750 $634K Reduce -14.5%
LOW Lowe's Cos Inc. 0.35% 2,274 $622K Add +5.0%
URTY Proshares Ultrapro RUSS2000 0.35% 12,382 $617K Reduce -33.8%
GOOGL Alphabet Inc. Class A 0.34% 3,526 $590K Reduce -1.6%
MGM MGM Resorts International 0.33% 15,111 $584K Reduce -2.6%
DGRW Wisdomtree U.S. Quality Divi 0.29% 6,233 $515K No change
DVN Devon Energy Corp. 0.29% 12,782 $509K Reduce -1.8%
AGNC AGNC Investment Corp. 0.27% 45,773 $471K Add +0.2%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.27% 1,940 $469K Add +0.1%
JPM JPMorgan Chase & Co. 0.24% 2,065 $428K No change
SCHM Schwab US Mid Cap ETF 0.24% 5,136 $424K Reduce -2.3%
SO The Southern Co. 0.24% 4,560 $415K Reduce -2.6%
BA The Boeing Co. 0.24% 2,683 $414K Reduce -5.6%
VTI VG Morningstar TS MKT ETF-US 0.23% 1,440 $404K Add +0.2%
CMRE Costamare Inc. 0.22% 25,129 $389K Add +0.4%
DAL Delta Air Lines Inc. 0.22% 7,733 $387K Reduce -1.9%
NOBL Proshares S&P 500 Dividend A 0.22% 3,604 $385K No change
CIBR First Trust Nasdaq Cybersecu 0.22% 6,568 $384K Add +11.2%
VZ Verizon Communications Inc. 0.21% 8,318 $375K Add +1.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.21% 9,218 $362K No change
CVX Chevron Corp. 0.20% 2,335 $348K Add +0.0%
QQQE Dirx Nasdaq-100EQ Wi ETF-Usd 0.19% 3,840 $343K No change
FEX First Trust Large Cap Core A 0.19% 3,250 $337K Add +0.1%
NCL CORPORATION LTD (NCLH 5.375 08/01/25) 0.19% 16,860 $336K Reduce -2.0%
AAL American Airlines Group Inc. 0.19% 30,432 $334K Add +10.9%
KMLM Kraneshares MT LC MN FT Id S 0.19% 11,192 $326K No change
LUV Southwest Airlines Co. 0.18% 10,640 $319K Reduce -4.2%
SCHA Schwab US Small-Cap ETF 0.18% 6,077 $309K Reduce -36.8%
SGOL Abrdn Physical Gold Shares 0.17% 12,057 $306K No change
SPHD Invesco S&P 500 High Dividen 0.17% 6,051 $306K New
V Visa Inc. Class A 0.17% 1,085 $302K No change
CMA Comerica Inc. 0.17% 5,167 $301K Add +0.0%
MRK Merck & Co. Inc. 0.17% 2,601 $298K No change
PKW Invesco Buyback Achievers Et 0.16% 2,528 $289K No change
UPRO Proshares Ultrapro S&P 500 0.16% 3,345 $281K Reduce -15.4%
VOOG Vanguard S&P 500 Growth ETF 0.16% 811 $276K Reduce -0.5%
ABBV Abbvie Inc. 0.15% 1,376 $271K Reduce -4.1%
FTCS First Trust Capital Strength 0.15% 2,936 $267K Reduce -12.9%
UNH Unitedhealth Group Inc. 0.15% 453 $264K Add +0.2%
BROS Dutch Bros Inc. Class A 0.15% 8,070 $261K Reduce -2.4%
GPN Global Payments Inc. 0.15% 2,532 $256K Reduce -2.9%
HON Honeywell International Inc. 0.14% 1,206 $249K Add +20.8%
OXY Occidental Petroleum Corp. 0.14% 4,599 $245K No change
DTE DTE Energy Company 0.13% 1,845 $237K No change
SDVY First Trust Smid Cap Rising 0.13% 6,594 $237K New
EAT Brinker International Inc. 0.13% 2,932 $230K Reduce -10.7%
VIG Vanguard Dividend Apprec ETF 0.13% 1,160 $229K Add +0.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.13% 1,036 $228K New
MCD McDonald's Corp. 0.12% 720 $219K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.12% 2,303 $217K Reduce -2.1%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.12% 786 $208K Reduce -0.4%
HUT Hut 8 Corp. 0.08% 12,463 $143K Reduce -0.1%
F Ford Motor Co. filed as FORD MTR CO 0.07% 11,920 $128K Reduce -1.6%
GAB Gabelli Equity Trust 0.03% 10,975 $60K New
HBIO Harvard Bioscience Inc. 0.02% 12,344 $31K Reduce -8.0%
DNN Denison Mines Corp. 0.01% 10,000 $19K No change

Portfolio Sells Q2 2024 → Q3 2024
NVDA Nvidia Corp. Reduce -28.1% 3.24% −1.62
URTY Proshares Ultrapro RUSS2000 Reduce -33.8% 0.35% −0.26
SPYG SS SPDR P S&P 500 Growth ETF Reduce -13.0% 1.25% −0.21
APA Apa Corp. Reduce -14.5% 0.36% −0.16
AMZN Amazon.com Inc. Reduce -1.0% 3.20% −0.14
SEM Select Medical Holdings Corp. Sold out 0.00% −0.12
SCHA Schwab US Small-Cap ETF Reduce -36.8% 0.18% −0.11
TQQQ Proshares Ultrapro QQQ Reduce -1.4% 0.84% −0.09
BA The Boeing Co. Reduce -5.6% 0.24% −0.07
MGM MGM Resorts International Reduce -2.6% 0.33% −0.07
HUT Hut 8 Corp. Reduce -0.1% 0.08% −0.06
DVN Devon Energy Corp. Reduce -1.8% 0.29% −0.06
GOOGL Alphabet Inc. Class A Reduce -1.6% 0.34% −0.05
BUFR FT Vest Lad Buffervetf-Usd I Reduce -0.2% 5.15% −0.04
BROS Dutch Bros Inc. Class A Reduce -2.4% 0.15% −0.04
UPRO Proshares Ultrapro S&P 500 Reduce -15.4% 0.16% −0.03
F Ford Motor Co. Reduce -1.6% 0.07% −0.03
BRK.B Berkshire Hathaway Inc. Class B Reduce -6.5% 0.53% −0.02
FTCS First Trust Capital Strength Reduce -12.9% 0.15% −0.02
ROYAL CARIBBEAN CRUISES (RCL 6 08/15/25) Reduce -1.6% 0.60% −0.02
NCL CORPORATION LTD (NCLH 5.375 08/01/25) Reduce -2.0% 0.19% −0.01
HBIO Harvard Bioscience Inc. Reduce -8.0% 0.02% −0.01
GPN Global Payments Inc. Reduce -2.9% 0.15% −0.01
SCHM Schwab US Mid Cap ETF Reduce -2.3% 0.24% −0.01
VOO Vanguard S&P 500 ETF Reduce -1.0% 0.43% −0.00
VOOG Vanguard S&P 500 Growth ETF Reduce -0.5% 0.16% −0.00
VBK Van Morst SML-Cap Gro-Usd Inc. Reduce -0.4% 0.12% −0.00
DIS The Walt Disney Co. Reduce -2.1% 0.12% −0.00
EAT Brinker International Inc. Reduce -10.7% 0.13% +0.00
LUV Southwest Airlines Co. Reduce -4.2% 0.18% +0.00
FTA First Trust L C Val Alp Reduce -0.5% 1.07% +0.01
ABBV Abbvie Inc. Reduce -4.1% 0.15% +0.01
SO The Southern Co. Reduce -2.6% 0.24% +0.01
DAL Delta Air Lines Inc. Reduce -1.9% 0.22% +0.02

Portfolio Buys Q2 2024 → Q3 2024
TECL Dire Dai Tec Bull 3X ETF-Usd New 0.55% +0.55
QQQ Invesco QQQ Trust Series 1 Add +9.0% 9.00% +0.52
SCHG Schwab US Large-Cap Growth Add +3.2% 18.73% +0.19
WMT Walmart Inc. Add +5.9% 1.18% +0.19
SPHD Invesco S&P 500 High Dividen New 0.17% +0.17
SDVY First Trust Smid Cap Rising New 0.13% +0.13
IBM Intl Business Machines Corp. New 0.13% +0.13
MCD McDonald's Corp. New 0.12% +0.12
ORCL Oracle Corp. Add +2.6% 0.49% +0.07
SPY SS SPDR S&P 500 ETF Trust-US Add +8.0% 0.92% +0.07
HD Home Depot Inc. Add +5.2% 0.37% +0.05
LOW Lowe's Cos Inc. Add +5.0% 0.35% +0.05
SCHD Schwab US DVD Equity ETF Add +0.1% 1.70% +0.04
GAB Gabelli Equity Trust New 0.03% +0.03
TSLA Tesla Inc. Add +1.2% 1.29% +0.03
JNJ Johnson & Johnson Add +4.5% 0.42% +0.03
VZ Verizon Communications Inc. Add +1.1% 0.21% +0.03
COST Costco Wholesale Corp. Add +1.3% 1.74% +0.02
CIBR First Trust Nasdaq Cybersecu Add +11.2% 0.22% +0.02
AAL American Airlines Group Inc. Add +10.9% 0.19% +0.02
FMHI First Trust Municipal High I Add +3.4% 0.80% +0.02
XOM Exxon Mobil Corp. Add +0.0% 0.61% +0.02
HON Honeywell International Inc. Add +20.8% 0.14% +0.01
CMA Comerica Inc. Add +0.0% 0.17% +0.01
MSFT Microsoft Corp. Add +9.0% 1.62% +0.01
CMRE Costamare Inc. Add +0.4% 0.22% +0.00
UNH Unitedhealth Group Inc. Add +0.2% 0.15% +0.00
FEX First Trust Large Cap Core A Add +0.1% 0.19% +0.00
VIG Vanguard Dividend Apprec ETF Add +0.4% 0.13% +0.00
VOT Vngrd Mrngstr MC GRW ETF-Usd Add +0.1% 0.27% +0.00
VTI VG Morningstar TS MKT ETF-US Add +0.2% 0.23% 0.00
AGNC AGNC Investment Corp. Add +0.2% 0.27% −0.01
CVX Chevron Corp. Add +0.0% 0.20% −0.01
AAPL Apple Inc. Add +2.0% 3.49% −0.01
CCL Carnival Corp. Add +4.8% 0.38% −0.01
FXL First Trust Technology Alpha Add +2.9% 2.67% −0.04
GOOG Alphabet Inc. Class C Add +0.0% 0.62% −0.07
BANK MONTREAL QUE Add +5.2% 1.15% −0.18

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