Triton Wealth Management, PLLC
All 13F Filings
- Location
- Sun City, AZ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 265,878
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 | 200.6 K | 75.5% | 5.995 K | 0 | 5.995 K |
| ETFs | 65 K | 24.5% | 0 | 2.865 K | -2.865 K |
| Debt | 0 | 0.0% | 0 | 327 | -327 |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
265,878
Holdings
126
QoQ value change ($000)
2,811
(1.1%)
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.