Triton Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$3.86M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$2.44M |
| 3 |
Avantis International Small Cap Value ETF
AVDV
|
+$1.82M |
| 4 |
WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
|
+$1.66M |
| 5 |
Amazon
AMZN
|
+$1.66M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
RSSX
Return Stacked U.S. Stocks & Gold/Bitcoin ETF
RSSX
|
+$834K |
| 2 |
Sprott Energy Transition Materials ETF
SETM
|
+$613K |
| 3 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$583K |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$464K |
| 5 |
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
|
+$461K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 10.77% |
| 2 | Consumer Discretionary | 7.17% |
| 3 | Consumer Staples | 2.82% |
| 4 | Industrials | 2.6% |
| 5 | Communication Services | 2.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Sprott Physical Gold
PHYS
$14.4B
| – | – |
-5,519
| Closed | -$203K |
|
127
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.11B
| – | – |
-5,368
| Closed | -$205K |
|
128
Redwire
RDW
$2.02B
| – | – |
-14,834
| Closed | -$162K |
|
129
iShares Silver Trust
SLV
$27.1B
| – | – |
-2,822
| Closed | -$216K |
|
130
Seagate
STX
$178B
| – | – |
-690
| Closed | -$303K |
|
131
United Airlines
UAL
$37.5B
| – | – |
-1,940
| Closed | -$214K |
|
|
RSSX
132
Return Stacked U.S. Stocks & Gold/Bitcoin ETF
RSSX
$60.6M
| – | – |
-30,997
| Closed | -$834K |
|
Similar funds
Triton Wealth Management's Q1 2026 Portfolio in Review
As of Q1 2026, Triton Wealth Management held 134 positions worth $270M, up 1.4% from $266M the previous quarter. Its ten largest holdings account for 61% of the portfolio.
Triton Wealth Management deployed $15.5M of net new capital in Q1 2026, opening 8 new positions and adding to 59 existing holdings. Its largest new stake was Direxion Daily Semiconductor Bull 3X ETF: 15,253 shares worth $819K.
By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 12% a quarter earlier, followed by Consumer Discretionary and Consumer Staples.
On the sell side, the largest reduction was Sprott Energy Transition Materials ETF, an estimated $613K trimmed.
- Triton Wealth Management's largest Q1 2026 buy was Direxion Daily Semiconductor Bull 3X ETF: 15,253 shares worth $819K.
- Triton Wealth Management added most to Invesco S&P 500 Momentum ETF in Q1 2026, an estimated $3.86M increase.
- Triton Wealth Management's biggest Q1 2026 reduction was Sprott Energy Transition Materials ETF, cutting an estimated $613K.
- Triton Wealth Management fully exited Return Stacked U.S. Stocks & Gold/Bitcoin ETF in Q1 2026, selling an estimated $834K.
- Triton Wealth Management's ten largest holdings make up 61% of its $270M portfolio in Q1 2026.
- Triton Wealth Management opened 8 new positions and closed 10 in Q1 2026.
- Triton Wealth Management's portfolio value rose 1.4% quarter-over-quarter to $270M.
Based on Triton Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.