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

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 $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 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 —
VBK Van Morst SML-Cap Gro-Usd Inc. 0.09% 730 $208K —
COP Conocophillips 0.09% 2,094 $200K —
F Ford Motor Co. filed as FORD MTR CO 0.05% 10,775 $121K —
GAB Gabelli Equity Trust 0.03% 11,031 $66K —
DNN Denison Mines Corp. 0.01% 10,000 $23K —
NORTHANN CORP 0.00% 23,923 $5K —
CODX Co.-Diagnostics Inc. 0.00% 11,111 $3K —

Portfolio Sells Q2 2025

No earlier filing to compare with.

Portfolio Buys Q2 2025

No earlier filing to compare with.

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