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

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 Q2 2025 Q3 2025: $263.1M Q3 2025 Q4 2025: $265.9M Q4 2025 Q1 2026: $269.5M $269.5M Q1 2026 Q2 2026: $325.5M Q2 2026

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
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.10% 3,308 $263K No change
SCHM Schwab US Mid Cap ETF 0.10% 8,352 $262K Reduce -18.0%
CRM Salesforce Inc. 0.10% 1,381 $258K New
LIT Global X Lithium & Battery T 0.10% 3,425 $256K No change
KLAC KLA Corp. 0.09% 164 $251K No change
CAT Caterpillar Inc. 0.09% 326 $240K Add +0.6%
NFLX Netflix Inc. 0.09% 2,506 $239K No change
SCHA Schwab US Small-Cap ETF 0.09% 8,085 $239K Reduce -9.7%
SO The Southern Co. 0.09% 2,449 $237K No change
GBTC Grayscale Bitcoin Trust ETF 0.09% 4,396 $236K Add +5.2%
MCD McDonald's Corp. 0.08% 745 $228K No change
NCL CORPORATION LTD (NCLH 1.125 02/15/27) 0.08% 11,727 $226K New
ILDR First Trust Innovation Leade 0.08% 7,344 $224K Add +4.3%
SPHD Invesco S&P 500 High Dividen 0.08% 4,515 $223K Add +8.5%
AAL American Airlines Group Inc. 0.08% 19,557 $217K Reduce -30.7%
GDX Vaneck Gold Miners ETF 0.08% 2,245 $217K Add +7.9%
GILD Gilead Sciences Inc. 0.08% 1,492 $209K No change
PPA Invesco Aerospace & Defense 0.08% 1,224 $209K New
IJH iShares Core S&P Midcap ETF 0.08% 3,046 $208K Add +0.0%
CAI Caris Life Sciences Inc. 0.08% 10,918 $206K No change
YUM Yum! Brands Inc. 0.08% 1,325 $204K No change
IJR iShares Core S&P Small-Cap E 0.08% 1,609 $202K Reduce -0.9%
FTMU Franklin Muncipal Income ETF 0.06% 19,899 $155K Add +0.6%
F Ford Motor Co. filed as FORD MTR CO 0.05% 10,766 $125K Add +5.8%

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

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