Triton Wealth Management, Pllc has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $217 Million distributed in 107 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $47.1M, Knight Swift Transportation Holdings Inc. with a value of $23.5M, Invesco ETF Tr Ii S&P 500 Mome with a value of $22.5M, Invesco Qqq Trust, Series 1 with a value of $18.3M, and First Tr Ex Td Viii Ft Cboe Ve with a value of $11.2M.

Examining the 13F form we can see an increase of $30.7M in the current position value, from $186M to 217M.

Below you can find more details about Triton Wealth Management, Pllc portfolio as well as his latest detailed transactions.

Portfolio value $217 Million
ETFs: $132 Million
Industrials: $25.8 Million
Technology: $25 Million
Consumer Cyclical: $14.3 Million
Consumer Defensive: $7.31 Million
Communication Services: $4.47 Million
Energy: $2.78 Million
Financial Services: $2.73 Million
Other: $2.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $217 Million
  • Prior Value $186 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 27 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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