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TWM
Triton Wealth Management Portfolio holdings
AUM
$270M
1-Year Est. Return
24.97%
This Fund
S&P 500
This Quarter
Est. Return
+15.2%
1 Year Est. Return
+24.97%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$234M
AUM Growth
–
Cap. Flow
+$208M
Cap. Flow
% of AUM
88.95%
Top 10 Holdings %
Top 10 Hldgs %
68.46%
Holding
107
New
107
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$42.6M |
| 2 |
Knight Transportation
KNX
|
+$22.6M |
| 3 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$20M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$16.5M |
| 5 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$10.6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 11.44% |
| 2 | Industrials | 11.38% |
| 3 | Consumer Discretionary | 6.21% |
| 4 | Consumer Staples | 3.05% |
| 5 | Communication Services | 1.94% |
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Triton Wealth Management's Q2 2025 Portfolio in Review
Q2 2025 is the first quarter with a 13F filing on record for Triton Wealth Management, which disclosed 107 positions worth $234M. Its ten largest holdings account for 68% of the portfolio.
Its largest position is Schwab US Large-Cap Growth ETF: 1,611,594 shares worth $48.4M.
By sector, the portfolio is most concentrated in Technology at 11% of assets, followed by Industrials and Consumer Discretionary.
- Triton Wealth Management's largest Q2 2025 buy was Schwab US Large-Cap Growth ETF: 1,611,594 shares worth $48.4M.
- Triton Wealth Management's ten largest holdings make up 68% of its $234M portfolio in Q2 2025.
- Triton Wealth Management disclosed 107 positions in Q2 2025, its first 13F filing on record.
Based on Triton Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.