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
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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
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.