Triton Wealth Management, PLLC

Q1 2026 13F-HR Holdings

Location
Sun City, AZ
Holdings as of
3/31/2026
Date filed
5/1/2026
Form type
13F-HR
Num holdings
124
Total value ($000)
$269,536
Net value change ($000)
+3,658 (1.4%)
New positions
6
Sold out positions
10
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPMO 2,871 10.0%
AVDV 1,826 295.0%
ORR 1,451 118.6%
GDE 1,232 24.6%
QQQ 1,216 4.7%
GOOGL 1,127 56.0%
TSLA 937 19.5%
AMZN 852 11.5%
SOXL 819 NEW
APA 671 130.5%
Top Reduces (Value $000, Stocks/ETFs)
SCHG -2,328 -5.0%
RSSX -834 -100.0%
SETM -789 -25.7%
BUFR -724 -6.6%
AAPL -634 -6.0%
BUFQ -488 -13.6%
SCHD -460 -28.2%
BUG -413 -100.0%
FXL -407 -8.3%
OKLO -377 -33.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type