Triton Wealth Management, PLLC
All 13F Filings
- Location
- Sun City, AZ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 325,527
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 133 | 325,527 | 13F-HR | Triton Wealth Management, PLLC |
| Q1 2026 | 5/1/2026 | 124 | 269,536 | 13F-HR | Triton Wealth Management, PLLC |
| Q4 2025 | 2/5/2026 | 126 | 265,878 | 13F-HR | Triton Wealth Management, PLLC |
| Q3 2025 | 11/13/2025 | 111 | 263,067 | 13F-HR | Triton Wealth Management, PLLC |
| Q2 2025 | 7/28/2025 | 107 | 234,386 | 13F-HR | Triton Wealth Management, PLLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 114.5 K | 35.2% | 0 | 6.502 K | -6.502 K |
| ETFs | 210.7 K | 64.8% | 63.01 K | 0 | 63.01 K |
| Debt | 0 | 0.0% | 0 | 517 | -517 |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
325,527
Holdings
133
QoQ value change ($000)
55,991
(20.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.