Triton Wealth Management, PLLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 28, 2025), Triton Wealth Management, PLLC reported 107 stock positions worth $234.4 million. Its top holding was Schwab US Large-Cap Growth (SCHG) at 20.7% of the portfolio, followed by Knight-Swift Transportation (KNX, 10.3%) and Invesco S&P 500 Momentum ETF (SPMO, 9.8%).
- Most Recent 13F
- Q2 2026
- Location
- SUN CITY, AZ
- CIK
- 0001791126
- Portfolio Value
- $234.4M (Q2 2025)
- SEC Filing
- 0001085146-25-004186 ↗ filed Jul 28, 2025
Holdings Value
Holdings 107 stocks · $234.4M
| SCHG Schwab US Large-Cap Growth | 20.67% | 1,611,594 | $48.4M | — |
| KNX Knight-Swift Transportation | 10.32% | 531,122 | $24.2M | — |
| SPMO Invesco S&P 500 Momentum ETF | 9.76% | 200,151 | $22.9M | — |
| QQQ Invesco QQQ Trust Series 1 | 7.99% | 33,138 | $18.7M | — |
| BUFR FT Vest Lad Buffervetf-Usd I | 4.86% | 352,334 | $11.4M | — |
| NVDA Nvidia Corp. | 3.97% | 53,623 | $9.3M | — |
| AAPL Apple Inc. | 3.54% | 38,869 | $8.3M | — |
| AMZN Amazon.com Inc. | 3.19% | 32,200 | $7.5M | — |
| FXL First Trust Technology Alpha | 2.23% | 32,750 | $5.2M | — |
| PAAA Pgim Aaa Clo ETF | 1.91% | 86,855 | $4.5M | — |
| MSFT Microsoft Corp. | 1.72% | 7,876 | $4.0M | — |
| RDVY First Trust Rising Dividend | 1.61% | 59,039 | $3.8M | — |
| COST Costco Wholesale Corp. | 1.43% | 3,589 | $3.4M | — |
| TSLA Tesla Inc. | 1.32% | 10,097 | $3.1M | — |
| WMT Walmart Inc. | 1.26% | 30,665 | $3.0M | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.09% | 26,159 | $2.6M | — |
| META Meta Platforms Inc. Class A | 0.86% | 2,829 | $2.0M | — |
| ROYAL CARIBBEAN CRUISES (RCL 6 08/15/25) | 0.85% | 5,734 | $2.0M | — |
| FTA First Trust L C Val Alp | 0.82% | 23,681 | $1.9M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.66% | 2,435 | $1.5M | — |
| SVIX -1X Short Vix Futures ETF | 0.66% | 88,701 | $1.5M | — |
| ORCL Oracle Corp. | 0.59% | 5,679 | $1.4M | — |
| SOXL Direx Dail Semi Bu 3X Et-Usd | 0.57% | 51,806 | $1.3M | — |
| JEPI JPMorgan Equity Premium Inco | 0.55% | 22,680 | $1.3M | — |
| OKLO Oklo Inc. | 0.52% | 16,389 | $1.2M | — |
| QQQM Invesco Nasdaq 100 ETF | 0.47% | 4,776 | $1.1M | — |
| SCHD Schwab US DVD Equity ETF | 0.47% | 40,477 | $1.1M | — |
| FMHI First Trust Municipal High I | 0.47% | 23,792 | $1.1M | — |
| CCL Carnival Corp. | 0.46% | 36,447 | $1.1M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.46% | 2,254 | $1.1M | — |
| PKW Invesco Buyback Achievers Et | 0.45% | 8,267 | $1.0M | — |
| TQQQ Proshares Ultrapro QQQ | 0.44% | 11,770 | $1.0M | — |
| GOOG Alphabet Inc. Class C | 0.44% | 5,380 | $1.0M | — |
| VOO Vanguard S&P 500 ETF | 0.44% | 1,768 | $1.0M | — |
| XOM Exxon Mobil Corp. | 0.44% | 9,294 | $1.0M | — |
| RSST Return Stacked US SM FTR ETF | 0.40% | 38,274 | $942K | — |
| GOOGL Alphabet Inc. Class A | 0.36% | 4,343 | $835K | — |
| PEP Pepsico Inc. | 0.35% | 5,733 | $828K | — |
| VOOG Vanguard S&P 500 Growth ETF | 0.34% | 1,946 | $795K | — |
| IVV iShares Core S&P 500 ETF | 0.30% | 1,105 | $705K | — |
| BUG Global X Cybersecurity ETF | 0.28% | 18,350 | $653K | — |
| QBTS D-Wave Quantum Inc. | 0.28% | 32,740 | $647K | — |
| NEE Nextera Energy Inc. | 0.27% | 8,895 | $640K | — |
| BINC iShares Flex I A ETF-Usd Inc. | 0.27% | 11,870 | $625K | — |
| HD Home Depot Inc. | 0.26% | 1,631 | $609K | — |
| RGTI Rigetti Computing Inc. | 0.24% | 35,217 | $562K | — |
| HYD Vaneck High Yield Muni ETF | 0.24% | 11,272 | $552K | — |
| CIBR First Trust Nasdaq Cybersecu | 0.24% | 7,407 | $551K | — |
| PLTR Palantir Technologies Inc. Class A | 0.23% | 3,548 | $549K | — |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.23% | 1,881 | $546K | — |
| BA The Boeing Co. | 0.23% | 2,335 | $540K | — |
| MGM MGM Resorts International | 0.23% | 14,140 | $528K | — |
| IONQ Ionq Inc. | 0.22% | 11,752 | $516K | — |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 0.22% | 15,313 | $515K | — |
| LOW Lowe's Cos Inc. | 0.22% | 2,263 | $510K | — |
| SO The Southern Co. | 0.21% | 5,250 | $499K | — |
| SDVY First Trust Smid Cap Rising | 0.21% | 13,750 | $498K | — |
| AVGO Broadcom Inc. | 0.20% | 1,639 | $473K | — |
| BROS Dutch Bros Inc. Class A | 0.20% | 8,072 | $472K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.20% | 9,626 | $466K | — |
| BLDR Builders Firstsource Inc. | 0.19% | 3,426 | $455K | — |
| IYF iShares US Financials ETF | 0.19% | 3,638 | $450K | — |
| EAT Brinker International Inc. | 0.19% | 2,932 | $447K | — |
| AGNC AGNC Investment Corp. | 0.19% | 46,056 | $443K | — |
| CVX Chevron Corp. | 0.19% | 2,839 | $442K | — |
| JNJ Johnson & Johnson | 0.19% | 2,581 | $438K | — |
| V Visa Inc. Class A | 0.18% | 1,211 | $429K | — |
| UPRO Proshares Ultrapro S&P 500 | 0.18% | 4,244 | $417K | — |
| VZ Verizon Communications Inc. | 0.18% | 9,587 | $413K | — |
| APA Apa Corp. | 0.18% | 21,399 | $413K | — |
| HUT Hut 8 Corp. | 0.18% | 19,481 | $412K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.17% | 1,687 | $408K | — |
| JPM JPMorgan Chase & Co. | 0.17% | 1,372 | $407K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.17% | 1,494 | $389K | — |
| SCHA Schwab US Small-Cap ETF | 0.16% | 14,725 | $386K | — |
| DAL Delta Air Lines Inc. | 0.16% | 7,052 | $386K | — |
| FEX First Trust Large Cap Core A | 0.16% | 3,259 | $367K | — |
| GBTC Grayscale Bitcoin Trust ETF | 0.15% | 3,690 | $346K | — |
| NCL CORPORATION LTD (NCLH 5.375 08/01/25) | 0.15% | 14,670 | $345K | — |
| ABBV Abbvie Inc. | 0.15% | 1,790 | $342K | — |
| SCHM Schwab US Mid Cap ETF | 0.14% | 11,523 | $333K | — |
| CMA Comerica Inc. | 0.14% | 4,814 | $325K | — |
| AAL American Airlines Group Inc. | 0.14% | 28,069 | $322K | — |
| DVN Devon Energy Corp. | 0.14% | 9,551 | $318K | — |
| CAI Caris Life Sciences Inc. | 0.13% | 10,505 | $310K | — |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.13% | 7,393 | $303K | — |
| LUV Southwest Airlines Co. | 0.13% | 8,916 | $297K | — |
| BTGD STKD 100% Bitco & 100% Gold | 0.12% | 6,848 | $276K | — |
| OXY Occidental Petroleum Corp. | 0.12% | 6,170 | $275K | — |
| SPXL Direxion Daily S&P 500 Bull | 0.11% | 1,440 | $268K | — |
| ICLO Invesco Aaa Clo F/R Note ETF | 0.11% | 10,284 | $263K | — |
| DTE DTE Energy Company | 0.11% | 1,858 | $258K | — |
| SPHD Invesco S&P 500 High Dividen | 0.11% | 5,152 | $252K | — |
| HON Honeywell International Inc. | 0.11% | 1,100 | $247K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.11% | 533 | $246K | — |
| CMRE Costamare Inc. | 0.10% | 25,075 | $245K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.10% | 1,982 | $242K | — |
| MPC Marathon Petroleum Corp. | 0.09% | 1,292 | $221K | — |
| MCD McDonald's Corp. | 0.09% | 744 | $219K | — |
| MRK Merck & Co. Inc. | 0.09% | 2,602 | $219K | — |
Portfolio Sells Q2 2025
No earlier filing to compare with.
Portfolio Buys Q2 2025
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 133 | $325.5M | SCHG, SPMO, QQQ, AAPL, NVDA |
| Q1 2026 | 124 | $269.5M | SCHG, SPMO, QQQ, BUFR, AAPL |
| Q4 2025 | 126 | $265.9M | SCHG, SPMO, QQQ, BUFR, AAPL |
| Q3 2025 | 111 | $263.1M | SCHG, SPMO, KNX, QQQ, BUFR |
| Q2 2025 | 107 | $234.4M | SCHG, KNX, SPMO, QQQ, BUFR |
| Q4 2024 | 94 | $194.2M | KNX, SCHG, QQQ, BUFR, AAPL |
| Q3 2024 | 89 | $176.0M | KNX, SCHG, QQQ, BUFR, AAPL |
| Q2 2024 | 84 | $171.2M | KNX, SCHG, QQQ, BUFR, NVDA |
| Q1 2024 | 76 | $144.4M | KNX, SCHG, QQQ, BUFR, AMZN |