Triton Wealth Management, PLLC
All 13F Filings
- Location
- Sun City, AZ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 269,536
- 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 |
|---|---|---|---|---|---|
| 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 | 121 K | 45.0% | 0 | 79.56 K | -79.56 K |
| ETFs | 147.7 K | 54.9% | 82.7 K | 0 | 82.7 K |
| Debt | 517 | 0.2% | 517 | 0 | 517 |
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Fund Snapshot
Q1 2026
Latest filed
5/1/2026
Total value ($000)
269,536
Holdings
124
QoQ value change ($000)
3,658
(1.4%)
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.