Triton Wealth Management, PLLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 1, 2026), Triton Wealth Management, PLLC reported 124 stock positions worth $269.5 million. Its top holding was Schwab US Large-Cap Growth (SCHG) at 16.5% of the portfolio, followed by Invesco S&P 500 Momentum ETF (SPMO, 11.7%) and Invesco QQQ Trust Series 1 (QQQ, 10.0%). Compared with Q4 2025, it opened 8 new positions, sold out of 10, added to 59 and reduced 36. The biggest buy was Invesco S&P 500 Momentum ETF (SPMO, shares +14%) and the biggest sale FT Vest Lad Buffervetf-Usd I (BUFR, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- SUN CITY, AZ
- CIK
- 0001791126
- Portfolio Value
- $269.5M (Q1 2026)
- SEC Filing
- 0001791126-26-000002 ↗ filed May 1, 2026
Holdings Value
Holdings 124 stocks · $269.5M
| SCHG Schwab US Large-Cap Growth | 16.52% | 1,506,784 | $44.5M | Add +0.8% |
| SPMO Invesco S&P 500 Momentum ETF | 11.71% | 274,253 | $31.6M | Add +13.5% |
| QQQ Invesco QQQ Trust Series 1 | 10.00% | 45,929 | $27.0M | Add +9.6% |
| BUFR FT Vest Lad Buffervetf-Usd I | 3.83% | 303,520 | $10.3M | Reduce -5.3% |
| AAPL Apple Inc. | 3.68% | 38,936 | $9.9M | Reduce -0.4% |
| NVDA Nvidia Corp. | 3.66% | 55,659 | $9.9M | Add +0.7% |
| PKW Invesco Buyback Achievers Et | 3.54% | 72,054 | $9.5M | Add +1.6% |
| AMZN Amazon.com Inc. | 3.07% | 38,823 | $8.3M | Add +24.0% |
| RSST Return Stacked US SM FTR ETF | 2.56% | 240,447 | $6.9M | Add +1.2% |
| GDE Wisdomtree Efficient Gold PL | 2.31% | 96,556 | $6.2M | Add +34.0% |
| TSLA Tesla Inc. | 2.13% | 15,059 | $5.7M | Add +30.7% |
| PAAA Pgim Aaa Clo ETF | 2.09% | 109,797 | $5.6M | Add +1.5% |
| FXL First Trust Technology Alpha | 1.68% | 27,731 | $4.5M | Reduce -7.6% |
| WMT Walmart Inc. | 1.43% | 31,017 | $3.8M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 1.29% | 5,770 | $3.5M | Add +11.2% |
| COST Costco Wholesale Corp. | 1.28% | 3,467 | $3.4M | Reduce -0.0% |
| GOOG Alphabet Inc. Class C | 1.16% | 10,614 | $3.1M | Add +80.2% |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 1.15% | 87,432 | $3.1M | Reduce -12.8% |
| MSFT Microsoft Corp. | 1.14% | 8,274 | $3.1M | Add +2.7% |
| KNX Knight-Swift Transportation | 1.06% | 49,212 | $2.9M | Reduce -0.3% |
| ORR Militia Long/SHRT Equity ETF | 0.99% | 72,327 | $2.7M | Add +116.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.96% | 25,847 | $2.6M | Add +0.1% |
| AVDV Avantis Intl S/C Value ETF | 0.91% | 23,928 | $2.4M | Add +293.6% |
| SETM Sprott Critical Material ETF | 0.85% | 66,767 | $2.3M | Reduce -20.9% |
| FTA First Trust L C Val Alp | 0.79% | 23,155 | $2.1M | No change |
| QQQM Invesco Nasdaq 100 ETF | 0.75% | 8,396 | $2.0M | Add +1.7% |
| JEPI JPMorgan Equity Premium Inco | 0.72% | 34,491 | $1.9M | Add +12.4% |
| RDVY First Trust Rising Dividend | 0.71% | 27,748 | $1.9M | Reduce -7.0% |
| META Meta Platforms Inc. Class A | 0.64% | 2,957 | $1.7M | Add +0.9% |
| XOM Exxon Mobil Corp. | 0.60% | 9,992 | $1.6M | Add +14.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.58% | 2,366 | $1.6M | Reduce -0.8% |
| RCL Royal Caribbean Cruises Ltd. | 0.57% | 5,463 | $1.5M | Reduce -1.8% |
| GOOGL Alphabet Inc. Class A | 0.48% | 4,379 | $1.3M | Add +1.2% |
| VOOG Vanguard S&P 500 Growth ETF | 0.48% | 3,101 | $1.3M | Add +5.3% |
| APA Apa Corp. | 0.44% | 28,885 | $1.2M | Add +47.1% |
| SCHD Schwab US DVD Equity ETF | 0.44% | 38,465 | $1.2M | Reduce -28.4% |
| FMHI First Trust Municipal High I | 0.41% | 23,392 | $1.1M | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.40% | 2,248 | $1.1M | Reduce -0.2% |
| CCL Carnival Corp. | 0.36% | 36,466 | $966K | Add +0.0% |
| SDVY First Trust Smid Cap Rising | 0.35% | 23,805 | $951K | Add +21.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.33% | 2,563 | $890K | Add +7.6% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.32% | 16,698 | $866K | Add +7.6% |
| ORCL Oracle Corp. | 0.32% | 5,856 | $857K | Add +0.5% |
| SOXL Direx Dail Semi Bu 3X Et-Usd | 0.30% | 15,253 | $819K | New |
| SCIO FT Struct Credit Inc. Opp ETF | 0.30% | 39,720 | $819K | Add +6.2% |
| OKLO Oklo Inc. | 0.27% | 14,760 | $734K | Add +1.3% |
| IVV iShares Core S&P 500 ETF | 0.27% | 1,089 | $719K | Reduce -0.8% |
| HYD Vaneck High Yield Muni ETF | 0.25% | 13,247 | $666K | Add +0.2% |
| BA The Boeing Co. | 0.24% | 3,119 | $650K | Add +11.6% |
| LMT Lockheed Martin Corp. | 0.23% | 1,007 | $621K | Add +124.8% |
| AGNC AGNC Investment Corp. | 0.23% | 60,740 | $614K | Add +0.7% |
| PLTR Palantir Technologies Inc. Class A | 0.22% | 4,097 | $605K | Add +1.9% |
| JNJ Johnson & Johnson | 0.22% | 2,387 | $583K | Reduce -2.4% |
| IYF iShares US Financials ETF | 0.22% | 4,907 | $582K | Add +3.9% |
| CVX Chevron Corp. | 0.21% | 2,835 | $559K | Add +0.1% |
| AVGO Broadcom Inc. | 0.19% | 1,652 | $520K | Reduce -0.6% |
| HD Home Depot Inc. | 0.19% | 1,513 | $501K | Reduce -8.3% |
| RGTI Rigetti Computing Inc. | 0.18% | 35,292 | $499K | Add +0.1% |
| CTAP Simplify US Eq Plus MGD Fut | 0.18% | 18,493 | $492K | New |
| COP Conocophillips | 0.18% | 3,796 | $484K | Add +81.2% |
| LOW Lowe's Cos Inc. | 0.18% | 2,044 | $484K | Reduce -7.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.18% | 9,809 | $483K | Add +1.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.18% | 1,844 | $482K | Reduce -1.6% |
| ALAI Alger AI Enable & Adopt ETF | 0.18% | 14,327 | $479K | Reduce -40.7% |
| QBTS D-Wave Quantum Inc. | 0.17% | 32,814 | $472K | No change |
| CIBR First Trust Nasdaq Cybersecu | 0.17% | 7,407 | $470K | No change |
| VZ Verizon Communications Inc. | 0.17% | 9,255 | $458K | Reduce -0.0% |
| DVN Devon Energy Corp. | 0.17% | 9,436 | $455K | Add +9.2% |
| MGM MGM Resorts International | 0.17% | 12,265 | $455K | Reduce -4.7% |
| DAL Delta Air Lines Inc. | 0.17% | 6,549 | $445K | Reduce -7.2% |
| FITB Fifth Third Bancorp | 0.16% | 9,362 | $442K | Reduce -1.1% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.16% | 7,824 | $436K | Add +4.1% |
| CMRE Costamare Inc. | 0.16% | 25,419 | $433K | Add +0.4% |
| GD General Dynamics Corp. | 0.15% | 1,167 | $411K | New |
| JPM JPMorgan Chase & Co. | 0.15% | 1,382 | $409K | No change |
| BROS Dutch Bros Inc. Class A | 0.15% | 8,035 | $407K | Add +0.5% |
| ABBV Abbvie Inc. | 0.15% | 1,871 | $402K | Add +0.2% |
| FEX First Trust Large Cap Core A | 0.15% | 3,222 | $396K | Reduce -0.1% |
| EAT Brinker International Inc. | 0.15% | 2,732 | $396K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 1,523 | $374K | Reduce -0.2% |
| V Visa Inc. Class A | 0.13% | 1,212 | $363K | No change |
| IONQ Ionq Inc. | 0.13% | 12,436 | $361K | Reduce -0.6% |
| OXY Occidental Petroleum Corp. | 0.13% | 5,436 | $337K | No change |
| MRK Merck & Co. Inc. | 0.11% | 2,565 | $309K | No change |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.11% | 7,193 | $309K | Reduce -2.7% |
| PEP Pepsico Inc. | 0.11% | 1,998 | $308K | No change |
| MPC Marathon Petroleum Corp. | 0.11% | 1,288 | $302K | No change |
| SEAGATE HDD CAYMAN (STX 3.5 06/01/28) | 0.11% | 690 | $291K | New |
| LUV Southwest Airlines Co. | 0.11% | 7,518 | $289K | Reduce -4.3% |
| HON Honeywell International Inc. | 0.11% | 1,266 | $289K | Add +13.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.11% | 728 | $287K | Add +16.9% |
| BLDR Builders Firstsource Inc. | 0.11% | 3,448 | $283K | Reduce -14.2% |
| ICLO Invesco Aaa Clo F/R Note ETF | 0.10% | 11,016 | $281K | Add +0.1% |
| MU Micron Technology Inc. | 0.10% | 728 | $273K | Add +4.5% |
| DTE DTE Energy Company | 0.10% | 1,846 | $271K | No change |
| ANET Arista Networks Inc. | 0.10% | 2,134 | $270K | Add +6.2% |
| IWM iShares Russell 2000 ETF | 0.10% | 1,064 | $268K | Reduce -0.9% |
| GLD SPDR Gold Shares | 0.10% | 606 | $266K | No change |
| AMD Advanced Micro Devices | 0.10% | 1,238 | $265K | Reduce -38.8% |
| LHX L3HARRIS Technologies Inc. | 0.10% | 741 | $263K | New |
Portfolio Sells Q4 2025 → Q1 2026
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -5.3% | 3.83% | −0.32 |
| RSSX Return Stacked US St G/B ETF | Sold out | 0.00% | −0.31 |
| SETM Sprott Critical Material ETF | Reduce -20.9% | 0.85% | −0.31 |
| AAPL Apple Inc. | Reduce -0.4% | 3.68% | −0.29 |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | Reduce -12.8% | 1.15% | −0.20 |
| SCHD Schwab US DVD Equity ETF | Reduce -28.4% | 0.44% | −0.18 |
| FXL First Trust Technology Alpha | Reduce -7.6% | 1.68% | −0.18 |
| BUG Global X Cybersecurity ETF | Sold out | 0.00% | −0.16 |
| ALAI Alger AI Enable & Adopt ETF | Reduce -40.7% | 0.18% | −0.14 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -1.8% | 0.57% | −0.12 |
| STX Seagate Technology Holdings | Sold out | 0.00% | −0.11 |
| NCLH Norwegian Cruise Line Holdin | Sold out | 0.00% | −0.11 |
| RDVY First Trust Rising Dividend | Reduce -7.0% | 0.71% | −0.10 |
| AMD Advanced Micro Devices | Reduce -38.8% | 0.10% | −0.08 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.08 |
| UAL United Airlines Holdings Inc. | Sold out | 0.00% | −0.08 |
| QQQJ Invesco Nasdaq Next Gen 100 | Sold out | 0.00% | −0.08 |
| PHYS Sprott Physical Gold Trust | Sold out | 0.00% | −0.08 |
| BLDR Builders Firstsource Inc. | Reduce -14.2% | 0.11% | −0.07 |
| AAL American Airlines Group Inc. | Reduce -30.7% | 0.08% | −0.07 |
| RDW Redwire Corp. | Sold out | 0.00% | −0.06 |
| HD Home Depot Inc. | Reduce -8.3% | 0.19% | −0.05 |
| LOW Lowe's Cos Inc. | Reduce -7.1% | 0.18% | −0.05 |
| ONDS Ondas Inc. | Sold out | 0.00% | −0.04 |
| IONQ Ionq Inc. | Reduce -0.6% | 0.13% | −0.04 |
| LUV Southwest Airlines Co. | Reduce -4.3% | 0.11% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.8% | 0.58% | −0.04 |
| KNX Knight-Swift Transportation | Reduce -0.3% | 1.06% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -0.2% | 0.14% | −0.02 |
| SCHM Schwab US Mid Cap ETF | Reduce -18.0% | 0.10% | −0.02 |
| FITB Fifth Third Bancorp | Reduce -1.1% | 0.16% | −0.02 |
| DAL Delta Air Lines Inc. | Reduce -7.2% | 0.17% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.2% | 0.40% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -0.8% | 0.27% | −0.02 |
| SCHA Schwab US Small-Cap ETF | Reduce -9.7% | 0.09% | −0.01 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -1.6% | 0.18% | −0.01 |
| FMHI First Trust Municipal High I | Reduce -0.1% | 0.41% | −0.01 |
| CGDV Cap Group Dividend Value | Reduce -2.7% | 0.11% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -0.0% | 1.28% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -0.9% | 0.10% | −0.01 |
| FEX First Trust Large Cap Core A | Reduce -0.1% | 0.15% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.9% | 0.08% | −0.00 |
| AVGO Broadcom Inc. | Reduce -0.6% | 0.19% | −0.00 |
| JNJ Johnson & Johnson | Reduce -2.4% | 0.22% | +0.00 |
| MGM MGM Resorts International | Reduce -4.7% | 0.17% | +0.00 |
| VZ Verizon Communications Inc. | Reduce -0.0% | 0.17% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| SPMO Invesco S&P 500 Momentum ETF | Add +13.5% | 11.71% | +0.92 |
| AVDV Avantis Intl S/C Value ETF | Add +293.6% | 0.91% | +0.67 |
| ORR Militia Long/SHRT Equity ETF | Add +116.9% | 0.99% | +0.53 |
| GDE Wisdomtree Efficient Gold PL | Add +34.0% | 2.31% | +0.43 |
| GOOG Alphabet Inc. Class C | Add +80.2% | 1.16% | +0.41 |
| TSLA Tesla Inc. | Add +30.7% | 2.13% | +0.32 |
| QQQ Invesco QQQ Trust Series 1 | Add +9.6% | 10.00% | +0.32 |
| SOXL Direx Dail Semi Bu 3X Et-Usd | New | 0.30% | +0.30 |
| AMZN Amazon.com Inc. | Add +24.0% | 3.07% | +0.28 |
| APA Apa Corp. | Add +47.1% | 0.44% | +0.25 |
| CTAP Simplify US Eq Plus MGD Fut | New | 0.18% | +0.18 |
| GD General Dynamics Corp. | New | 0.15% | +0.15 |
| XOM Exxon Mobil Corp. | Add +14.4% | 0.60% | +0.13 |
| LMT Lockheed Martin Corp. | Add +124.8% | 0.23% | +0.12 |
| SEAGATE HDD CAYMAN (STX 3.5 06/01/28) | New | 0.11% | +0.11 |
| COP Conocophillips | Add +81.2% | 0.18% | +0.10 |
| LHX L3HARRIS Technologies Inc. | New | 0.10% | +0.10 |
| CRM Salesforce Inc. | New | 0.10% | +0.10 |
| NCL CORPORATION LTD (NCLH 1.125 02/15/27) | New | 0.08% | +0.08 |
| PPA Invesco Aerospace & Defense | New | 0.08% | +0.08 |
| VOO Vanguard S&P 500 ETF | Add +11.2% | 1.29% | +0.06 |
| SDVY First Trust Smid Cap Rising | Add +21.2% | 0.35% | +0.05 |
| JEPI JPMorgan Equity Premium Inco | Add +12.4% | 0.72% | +0.05 |
| DVN Devon Energy Corp. | Add +9.2% | 0.17% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +7.6% | 0.33% | +0.03 |
| CVX Chevron Corp. | Add +0.1% | 0.21% | +0.02 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +7.6% | 0.32% | +0.01 |
| SCIO FT Struct Credit Inc. Opp ETF | Add +6.2% | 0.30% | +0.01 |
| HON Honeywell International Inc. | Add +13.3% | 0.11% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +16.9% | 0.11% | +0.01 |
| GDX Vaneck Gold Miners ETF | Add +7.9% | 0.08% | +0.00 |
| SPHD Invesco S&P 500 High Dividen | Add +8.5% | 0.08% | +0.00 |
| CAT Caterpillar Inc. | Add +0.6% | 0.09% | +0.00 |
| BA The Boeing Co. | Add +11.6% | 0.24% | −0.00 |
| FTMU Franklin Muncipal Income ETF | Add +0.6% | 0.06% | −0.00 |
| ICLO Invesco Aaa Clo F/R Note ETF | Add +0.1% | 0.10% | −0.00 |
| ILDR First Trust Innovation Leade | Add +4.3% | 0.08% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Add +0.0% | 0.08% | −0.00 |
| CMRE Costamare Inc. | Add +0.4% | 0.16% | −0.00 |
| ANET Arista Networks Inc. | Add +6.2% | 0.10% | −0.00 |
| JEPQ JPM Nasdaq Equity Premium | Add +4.1% | 0.16% | −0.00 |
| GBTC Grayscale Bitcoin Trust ETF | Add +5.2% | 0.09% | −0.00 |
| PAAA Pgim Aaa Clo ETF | Add +1.5% | 2.09% | −0.00 |
| F Ford Motor Co. | Add +5.8% | 0.05% | −0.01 |
| HYD Vaneck High Yield Muni ETF | Add +0.2% | 0.25% | −0.01 |
| MU Micron Technology Inc. | Add +4.5% | 0.10% | −0.01 |
| VOOG Vanguard S&P 500 Growth ETF | Add +5.3% | 0.48% | −0.01 |
| BROS Dutch Bros Inc. Class A | Add +0.5% | 0.15% | −0.01 |
| IYF iShares US Financials ETF | Add +3.9% | 0.22% | −0.01 |
| ABBV Abbvie Inc. | Add +0.2% | 0.15% | −0.01 |
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 |