Triton Wealth Management, PLLC

Q2 2026 13F-HR Holdings

Location
Sun City, AZ
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
133
Total value ($000)
$325,527
Net value change ($000)
+55,991 (20.8%)
New positions
18
Sold out positions
7
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/1/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 17,834 56.5%
QQQ 7,078 26.3%
SCHG 5,645 12.7%
VOO 4,077 116.9%
QQQM 3,791 186.8%
AAPL 2,378 24.0%
BUFQ 2,173 69.8%
NVDA 1,984 20.1%
TSLA 1,738 30.2%
RSST 1,508 21.9%
Top Reduces (Value $000, Stocks/ETFs)
GDE -5,720 -91.8%
SETM -1,010 -44.3%
CCL -966 -100.0%
SOXL -819 -100.0%
ORR -644 -24.1%
HON -289 -100.0%
WMT -274 -7.1%
GLD -266 -100.0%
HYG -263 -100.0%
NFLX -239 -100.0%
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