Triton Wealth Management, PLLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 5, 2026), Triton Wealth Management, PLLC reported 126 stock positions worth $265.9 million. Its top holding was Schwab US Large-Cap Growth (SCHG) at 17.6% of the portfolio, followed by Invesco S&P 500 Momentum ETF (SPMO, 10.8%) and Invesco QQQ Trust Series 1 (QQQ, 9.7%). Compared with Q3 2025, it opened 27 new positions, sold out of 12, added to 47 and reduced 45. The biggest buy was Invesco Buyback Achievers Et (PKW, shares +565%) and the biggest sale Knight-Swift Transportation (KNX, shares −91%).
- Most Recent 13F
- Q2 2026
- Location
- SUN CITY, AZ
- CIK
- 0001791126
- Portfolio Value
- $265.9M (Q4 2025)
- SEC Filing
- 0001791126-26-000001 ↗ filed Feb 5, 2026
Holdings Value
Holdings 126 stocks · $265.9M
| SCHG Schwab US Large-Cap Growth | 17.62% | 1,495,238 | $46.8M | Reduce -7.5% |
| SPMO Invesco S&P 500 Momentum ETF | 10.79% | 241,617 | $28.7M | Add +13.5% |
| QQQ Invesco QQQ Trust Series 1 | 9.68% | 41,906 | $25.7M | Add +28.0% |
| BUFR FT Vest Lad Buffervetf-Usd I | 4.16% | 320,501 | $11.0M | Reduce -7.5% |
| AAPL Apple Inc. | 3.97% | 39,075 | $10.5M | Add +0.4% |
| NVDA Nvidia Corp. | 3.72% | 55,276 | $9.9M | Add +1.0% |
| PKW Invesco Buyback Achievers Et | 3.60% | 70,934 | $9.6M | Add +565.5% |
| AMZN Amazon.com Inc. | 2.79% | 31,304 | $7.4M | Reduce -2.2% |
| RSST Return Stacked US SM FTR ETF | 2.65% | 237,654 | $7.0M | Add +325.5% |
| PAAA Pgim Aaa Clo ETF | 2.09% | 108,149 | $5.6M | Add +23.6% |
| GDE Wisdomtree Efficient Gold PL | 1.88% | 72,064 | $5.0M | Add +390.2% |
| FXL First Trust Technology Alpha | 1.85% | 30,018 | $4.9M | Reduce -5.4% |
| TSLA Tesla Inc. | 1.81% | 11,523 | $4.8M | Add +4.8% |
| WMT Walmart Inc. | 1.48% | 30,969 | $3.9M | Add +0.0% |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 1.35% | 100,292 | $3.6M | Add +113.5% |
| COST Costco Wholesale Corp. | 1.29% | 3,468 | $3.4M | Reduce -2.9% |
| MSFT Microsoft Corp. | 1.25% | 8,054 | $3.3M | Add +1.6% |
| VOO Vanguard S&P 500 ETF | 1.23% | 5,191 | $3.3M | Add +99.1% |
| SETM Sprott Critical Material ETF | 1.15% | 84,364 | $3.1M | New |
| KNX Knight-Swift Transportation | 1.10% | 49,338 | $2.9M | Reduce -90.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.02% | 25,819 | $2.7M | Reduce -0.7% |
| RDVY First Trust Rising Dividend | 0.81% | 29,834 | $2.1M | Reduce -39.8% |
| FTA First Trust L C Val Alp | 0.79% | 23,155 | $2.1M | Reduce -1.0% |
| QQQM Invesco Nasdaq 100 ETF | 0.79% | 8,254 | $2.1M | Add +20.1% |
| META Meta Platforms Inc. Class A | 0.76% | 2,930 | $2.0M | Add +3.4% |
| GOOG Alphabet Inc. Class C | 0.76% | 5,889 | $2.0M | Add +8.7% |
| RCL Royal Caribbean Cruises Ltd. | 0.69% | 5,564 | $1.8M | Reduce -1.2% |
| JEPI JPMorgan Equity Premium Inco | 0.67% | 30,678 | $1.8M | Add +90.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.62% | 2,384 | $1.6M | Reduce -0.8% |
| SCHD Schwab US DVD Equity ETF | 0.61% | 53,763 | $1.6M | Add +60.6% |
| GOOGL Alphabet Inc. Class A | 0.55% | 4,328 | $1.5M | Reduce -0.7% |
| VOOG Vanguard S&P 500 Growth ETF | 0.49% | 2,946 | $1.3M | Add +19.7% |
| XOM Exxon Mobil Corp. | 0.47% | 8,735 | $1.2M | Reduce -0.1% |
| ORR Militia Long/SHRT Equity ETF | 0.46% | 33,343 | $1.2M | New |
| CCL Carnival Corp. | 0.44% | 36,459 | $1.2M | Add +1.6% |
| FMHI First Trust Municipal High I | 0.42% | 23,428 | $1.1M | Reduce -1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 2,253 | $1.1M | Reduce -0.2% |
| OKLO Oklo Inc. | 0.42% | 14,569 | $1.1M | Add +1.7% |
| ORCL Oracle Corp. | 0.34% | 5,826 | $892K | Add +3.1% |
| ALAI Alger AI Enable & Adopt ETF | 0.32% | 24,173 | $851K | Add +231.3% |
| RSSX Return Stacked US St G/B ETF | 0.31% | 30,997 | $834K | Add +72.1% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.31% | 15,522 | $820K | Add +20.8% |
| SDVY First Trust Smid Cap Rising | 0.30% | 19,635 | $800K | Add +27.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.30% | 2,382 | $794K | Add +10.2% |
| SCIO FT Struct Credit Inc. Opp ETF | 0.29% | 37,420 | $779K | Add +221.2% |
| IVV iShares Core S&P 500 ETF | 0.28% | 1,098 | $758K | No change |
| AGNC AGNC Investment Corp. | 0.26% | 60,331 | $686K | Add +52.9% |
| QBTS D-Wave Quantum Inc. | 0.26% | 32,814 | $682K | Reduce -0.2% |
| HYD Vaneck High Yield Muni ETF | 0.25% | 13,222 | $673K | Add +18.2% |
| BA The Boeing Co. | 0.24% | 2,795 | $644K | Add +4.1% |
| PLTR Palantir Technologies Inc. Class A | 0.24% | 4,022 | $635K | Add +9.6% |
| HD Home Depot Inc. | 0.24% | 1,649 | $630K | Reduce -2.1% |
| AVDV Avantis Intl S/C Value ETF | 0.23% | 6,080 | $619K | New |
| RGTI Rigetti Computing Inc. | 0.23% | 35,269 | $618K | Reduce -0.2% |
| LOW Lowe's Cos Inc. | 0.23% | 2,201 | $605K | Reduce -2.8% |
| IYF iShares US Financials ETF | 0.23% | 4,725 | $600K | Add +14.0% |
| JNJ Johnson & Johnson | 0.22% | 2,446 | $573K | Reduce -0.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.20% | 9,632 | $519K | Reduce -0.1% |
| AVGO Broadcom Inc. | 0.19% | 1,662 | $518K | Reduce -0.7% |
| APA Apa Corp. | 0.19% | 19,632 | $514K | Add +0.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.19% | 1,873 | $508K | Reduce -0.1% |
| CVX Chevron Corp. | 0.19% | 2,833 | $499K | Reduce -0.1% |
| FITB Fifth Third Bancorp | 0.19% | 9,470 | $495K | New |
| CIBR First Trust Nasdaq Cybersecu | 0.19% | 7,407 | $493K | No change |
| DAL Delta Air Lines Inc. | 0.19% | 7,054 | $492K | Add +0.0% |
| AMD Advanced Micro Devices | 0.18% | 2,023 | $486K | Add +81.9% |
| BLDR Builders Firstsource Inc. | 0.18% | 4,018 | $476K | Add +17.3% |
| IONQ Ionq Inc. | 0.18% | 12,510 | $468K | Reduce -0.5% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.17% | 7,518 | $440K | Add +5.2% |
| MGM MGM Resorts International | 0.16% | 12,865 | $436K | Reduce -6.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 1,526 | $435K | No change |
| EAT Brinker International Inc. | 0.16% | 2,732 | $434K | Reduce -6.8% |
| CMRE Costamare Inc. | 0.16% | 25,323 | $432K | Add +0.4% |
| VZ Verizon Communications Inc. | 0.16% | 9,257 | $429K | Add +2.6% |
| JPM JPMorgan Chase & Co. | 0.16% | 1,382 | $428K | No change |
| BROS Dutch Bros Inc. Class A | 0.16% | 7,994 | $426K | Reduce -0.6% |
| ABBV Abbvie Inc. | 0.16% | 1,868 | $422K | Add +4.8% |
| BUG Global X Cybersecurity ETF | 0.16% | 15,320 | $413K | Reduce -11.1% |
| V Visa Inc. Class A | 0.15% | 1,212 | $404K | Reduce -0.2% |
| FEX First Trust Large Cap Core A | 0.15% | 3,227 | $399K | Add +0.1% |
| LUV Southwest Airlines Co. | 0.15% | 7,856 | $398K | Reduce -0.4% |
| AAL American Airlines Group Inc. | 0.15% | 28,218 | $392K | Add +1.7% |
| DVN Devon Energy Corp. | 0.13% | 8,639 | $351K | Reduce -0.5% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.12% | 7,393 | $329K | No change |
| PEP Pepsico Inc. | 0.12% | 1,998 | $323K | Reduce -65.2% |
| SCHM Schwab US Mid Cap ETF | 0.12% | 10,181 | $323K | Reduce -9.2% |
| STX Seagate Technology Holdings | 0.11% | 690 | $303K | New |
| MRK Merck & Co. Inc. | 0.11% | 2,565 | $298K | Reduce -1.7% |
| MU Micron Technology Inc. | 0.11% | 697 | $291K | New |
| NCLH Norwegian Cruise Line Holdin | 0.11% | 12,777 | $287K | New |
| LMT Lockheed Martin Corp. | 0.11% | 448 | $283K | Add +0.2% |
| ICLO Invesco Aaa Clo F/R Note ETF | 0.11% | 11,002 | $281K | Add +2.9% |
| IWM iShares Russell 2000 ETF | 0.10% | 1,074 | $279K | New |
| ANET Arista Networks Inc. | 0.10% | 2,009 | $275K | New |
| GLD SPDR Gold Shares | 0.10% | 606 | $275K | New |
| SCHA Schwab US Small-Cap ETF | 0.10% | 8,952 | $270K | Reduce -18.7% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.10% | 3,308 | $267K | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.10% | 623 | $261K | Add +13.1% |
| HON Honeywell International Inc. | 0.10% | 1,117 | $258K | Reduce -3.2% |
| DTE DTE Energy Company | 0.09% | 1,846 | $251K | Reduce -1.4% |
Portfolio Sells Q3 2025 → Q4 2025
| KNX Knight-Swift Transportation | Reduce -90.7% | 1.10% | −7.95 |
| SCHG Schwab US Large-Cap Growth | Reduce -7.5% | 17.62% | −2.99 |
| SOXL Direx Dail Semi Bu 3X Et-Usd | Sold out | 0.00% | −0.71 |
| SVIX -1X Short Vix Futures ETF | Sold out | 0.00% | −0.60 |
| RDVY First Trust Rising Dividend | Reduce -39.8% | 0.81% | −0.46 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.43 |
| TQQQ Proshares Ultrapro QQQ | Sold out | 0.00% | −0.40 |
| RGTI Rigetti Computing Inc. | Reduce -0.2% | 0.23% | −0.34 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -7.5% | 4.16% | −0.29 |
| FXL First Trust Technology Alpha | Reduce -5.4% | 1.85% | −0.28 |
| BMNR Bitmine Immersion Technologi | Sold out | 0.00% | −0.22 |
| AMZN Amazon.com Inc. | Reduce -2.2% | 2.79% | −0.22 |
| PEP Pepsico Inc. | Reduce -65.2% | 0.12% | −0.20 |
| QBTS D-Wave Quantum Inc. | Reduce -0.2% | 0.26% | −0.19 |
| UPRO Proshares Ultrapro S&P 500 | Sold out | 0.00% | −0.14 |
| CMA Comerica Inc. | Sold out | 0.00% | −0.14 |
| NCL CORPORATION LTD (NCLH 1.125 02/15/27) | Sold out | 0.00% | −0.12 |
| IONQ Ionq Inc. | Reduce -0.5% | 0.18% | −0.12 |
| BTGD STKD 100% Bitco & 100% Gold | Sold out | 0.00% | −0.11 |
| SPXS Dirx Dai S&P500 B 3X ETF-Usd | Sold out | 0.00% | −0.10 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.09 |
| IDEV iShares Core MSCI Dev MKTS | Sold out | 0.00% | −0.08 |
| BUG Global X Cybersecurity ETF | Reduce -11.1% | 0.16% | −0.07 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -2.2% | 0.09% | −0.05 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -0.7% | 1.02% | −0.05 |
| AVGO Broadcom Inc. | Reduce -0.7% | 0.19% | −0.04 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -0.1% | 0.19% | −0.02 |
| SCHA Schwab US Small-Cap ETF | Reduce -18.7% | 0.10% | −0.02 |
| BROS Dutch Bros Inc. Class A | Reduce -0.6% | 0.16% | −0.01 |
| FMHI First Trust Municipal High I | Reduce -1.6% | 0.42% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.8% | 0.62% | −0.01 |
| SPHD Invesco S&P 500 High Dividen | Reduce -14.0% | 0.08% | −0.01 |
| PHYS Sprott Physical Gold Trust | Reduce -23.2% | 0.08% | −0.01 |
| HD Home Depot Inc. | Reduce -2.1% | 0.24% | −0.01 |
| V Visa Inc. Class A | Reduce -0.2% | 0.15% | −0.00 |
| SCHM Schwab US Mid Cap ETF | Reduce -9.2% | 0.12% | −0.00 |
| MGM MGM Resorts International | Reduce -6.7% | 0.16% | −0.00 |
| DTE DTE Energy Company | Reduce -1.4% | 0.09% | −0.00 |
| F Ford Motor Co. | Reduce -5.5% | 0.05% | −0.00 |
| BAC Bank of America Corp. | Reduce -0.1% | 0.20% | +0.00 |
| LIT Global X Lithium & Battery T | Reduce -10.5% | 0.09% | +0.00 |
| OXY Occidental Petroleum Corp. | Reduce -2.2% | 0.09% | +0.00 |
| MCD McDonald's Corp. | Reduce -0.4% | 0.09% | +0.01 |
| HON Honeywell International Inc. | Reduce -3.2% | 0.10% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.2% | 0.42% | +0.01 |
| CVX Chevron Corp. | Reduce -0.1% | 0.19% | +0.02 |
| LOW Lowe's Cos Inc. | Reduce -2.8% | 0.23% | +0.02 |
| DVN Devon Energy Corp. | Reduce -0.5% | 0.13% | +0.03 |
| MRK Merck & Co. Inc. | Reduce -1.7% | 0.11% | +0.03 |
| JNJ Johnson & Johnson | Reduce -0.4% | 0.22% | +0.04 |
Portfolio Buys Q3 2025 → Q4 2025
| PKW Invesco Buyback Achievers Et | Add +565.5% | 3.60% | +3.08 |
| RSST Return Stacked US SM FTR ETF | Add +325.5% | 2.65% | +2.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +28.0% | 9.68% | +1.80 |
| GDE Wisdomtree Efficient Gold PL | Add +390.2% | 1.88% | +1.56 |
| SETM Sprott Critical Material ETF | New | 1.15% | +1.15 |
| SPMO Invesco S&P 500 Momentum ETF | Add +13.5% | 10.79% | +0.87 |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | Add +113.5% | 1.35% | +0.72 |
| VOO Vanguard S&P 500 ETF | Add +99.1% | 1.23% | +0.61 |
| ORR Militia Long/SHRT Equity ETF | New | 0.46% | +0.46 |
| PAAA Pgim Aaa Clo ETF | Add +23.6% | 2.09% | +0.38 |
| JEPI JPMorgan Equity Premium Inco | Add +90.6% | 0.67% | +0.32 |
| WMT Walmart Inc. | Add +0.0% | 1.48% | +0.29 |
| SCHD Schwab US DVD Equity ETF | Add +60.6% | 0.61% | +0.27 |
| AVDV Avantis Intl S/C Value ETF | New | 0.23% | +0.23 |
| ALAI Alger AI Enable & Adopt ETF | Add +231.3% | 0.32% | +0.21 |
| SCIO FT Struct Credit Inc. Opp ETF | Add +221.2% | 0.29% | +0.20 |
| FITB Fifth Third Bancorp | New | 0.19% | +0.19 |
| GOOG Alphabet Inc. Class C | Add +8.7% | 0.76% | +0.18 |
| RSSX Return Stacked US St G/B ETF | Add +72.1% | 0.31% | +0.13 |
| STX Seagate Technology Holdings | New | 0.11% | +0.11 |
| MU Micron Technology Inc. | New | 0.11% | +0.11 |
| AGNC AGNC Investment Corp. | Add +52.9% | 0.26% | +0.11 |
| NCLH Norwegian Cruise Line Holdin | New | 0.11% | +0.11 |
| IWM iShares Russell 2000 ETF | New | 0.10% | +0.10 |
| QQQM Invesco Nasdaq 100 ETF | Add +20.1% | 0.79% | +0.10 |
| ANET Arista Networks Inc. | New | 0.10% | +0.10 |
| GLD SPDR Gold Shares | New | 0.10% | +0.10 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | New | 0.10% | +0.10 |
| CAT Caterpillar Inc. | New | 0.09% | +0.09 |
| ILDR First Trust Innovation Leade | New | 0.08% | +0.08 |
| KLAC KLA Corp. | New | 0.08% | +0.08 |
| COP Conocophillips | New | 0.08% | +0.08 |
| SDVY First Trust Smid Cap Rising | Add +27.3% | 0.30% | +0.08 |
| GILD Gilead Sciences Inc. | New | 0.08% | +0.08 |
| SLV iShares Silver Trust | New | 0.08% | +0.08 |
| UAL United Airlines Holdings Inc. | New | 0.08% | +0.08 |
| IJH iShares Core S&P Midcap ETF | New | 0.08% | +0.08 |
| YUM Yum! Brands Inc. | New | 0.08% | +0.08 |
| IJR iShares Core S&P Small-Cap E | New | 0.08% | +0.08 |
| QQQJ Invesco Nasdaq Next Gen 100 | New | 0.08% | +0.08 |
| NFLX Netflix Inc. | New | 0.08% | +0.08 |
| GDX Vaneck Gold Miners ETF | New | 0.08% | +0.08 |
| AMD Advanced Micro Devices | Add +81.9% | 0.18% | +0.07 |
| VOOG Vanguard S&P 500 Growth ETF | Add +19.7% | 0.49% | +0.06 |
| RDW Redwire Corp. | New | 0.06% | +0.06 |
| FTMU Franklin Muncipal Income ETF | New | 0.06% | +0.06 |
| META Meta Platforms Inc. Class A | Add +3.4% | 0.76% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Add +10.2% | 0.30% | +0.05 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +20.8% | 0.31% | +0.05 |
| CCL Carnival Corp. | Add +1.6% | 0.44% | +0.05 |
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 |