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CIK: 0001791126
Total reported value
$325.5M
$325.5M
126 檔
37.7%
In Q4 2025, Triton Wealth Management, PLLC's U.S. equity holdings reached a combined market value of $325.5M, distributed across 126 disclosed stock positions.
In Q4 2025, Triton Wealth Management, PLLC displayed an active expansion posture, initiating 10 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 17.62% | -1.11% | -7.54% | |
| 2 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 10.79% | +3.47% | +13.46% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 9.68% | +0.46% | +27.98% | |
| 4 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 4.16% | -0.50% | -7.45% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.97% | +0.09% | +0.39% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.72% | -0.02% | +1.01% | |
| 7 | PKW | Invesco Buyback Achievers Et | ETF-Other | 3.61% | -0.16% | +565.48% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.79% | -0.25% | -2.21% | |
| 9 | RSST | Return Stacked US Sm Ftr ETF | ETF-Other | 2.65% | +0.02% | +325.53% | |
| 10 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 2.09% | -0.18% | +23.63% | |
| 11 | GDE | Wisdomtree Efficient Gold Pl | ETF-Commodities | 1.88% | -2.15% | +390.20% | |
| 12 | FXL | First Trust Technology Alpha | ETF-Tech | 1.85% | -0.17% | -5.37% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.81% | +0.17% | +4.76% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 1.48% | -0.33% | +0.03% | |
| 15 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 1.35% | +0.47% | +113.52% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.29% | -0.23% | -2.86% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.25% | -0.05% | +1.65% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.23% | +1.03% | +99.12% | |
| 19 | SETM | Sprott Critical Material ETF | ETF-Other | 1.15% | -0.46% | — | |
| 20 | KNX | Knight-swift Transportation | Stock-Industrials | 1.10% | — | -90.71% | |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.02% | -0.12% | -0.70% | |
| 22 | RDVY | First Trust Rising Dividend | ETF-Other | 0.81% | -0.06% | -39.78% | |
| 23 | FTA | First Trust L C Val Alp | ETF-Other | 0.79% | -0.10% | -1.03% | |
| 24 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.79% | +1.04% | +20.08% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | -0.09% | +3.42% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.76% | +0.08% | +8.69% | |
| 27 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.69% | -0.10% | -1.24% | |
| 28 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.67% | -0.08% | +90.56% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.62% | -0.05% | -0.83% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.61% | +0.11% | +60.64% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | +0.06% | -0.67% | |
| 32 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.49% | +0.32% | +19.66% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.17% | -0.13% | |
| 34 | ORR | Militia Long/shrt Equity ETF | ETF-Other | 0.46% | -0.37% | — | |
| 35 | CCL1EUR | Carnival CORP LTD | Stock-Consumer Disc | 0.44% | -0.36% | EXIT | |
| 36 | FMHI | First Trust Municipal High I | ETF-Other | 0.42% | -0.06% | -1.64% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.06% | -0.18% | |
| 38 | OKLO | Oklo Inc | Stock-Utilities | 0.42% | -0.06% | +1.70% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.34% | -0.05% | +3.13% | |
| 40 | ALAI | Alger Ai Enable & Adopt ETF | ETF-Other | 0.32% | +0.01% | +231.32% | |
| 41 | RSSX | Return Stacked US St G/b ETF | ETF-Other | 0.31% | — | +72.08% | |
| 42 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.31% | -0.02% | +20.76% | |
| 43 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.30% | -0.04% | +27.25% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.30% | +0.19% | +10.23% | |
| 45 | SCIO | Ft Struct Credit Inc Opp ETF | ETF-Other | 0.29% | -0.02% | +221.20% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | -0.04% | — | |
| 47 | AGNC | Agnc Investment CORP | Stock-Real Estate | 0.26% | -0.05% | +52.93% | |
| 48 | QBTS | D-wave Quantum Inc | Stock-Tech | 0.26% | +0.03% | -0.23% | |
| 49 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.25% | -0.05% | +18.22% | |
| 50 | BA | Boeing Co/the | Stock-Industrials | 0.24% | -0.04% | +4.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PKW | Invesco Buyback Achievers Et | +3.1% | +565.48% | Add |
| 2 | RSST | Return Stacked US Sm Ftr ETF | +2.1% | +325.53% | Add |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +1.8% | +27.98% | Add |
| 4 | GDE | Wisdomtree Efficient Gold Pl | +1.6% | +390.20% | Add |
| 5 | SPMO | Invesco S&p 500 Momentum ETF | +0.9% | +13.46% | Add |
| 6 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | +0.7% | +113.52% | Add |
| 7 | VOO | Vanguard S&p 500 ETF | +0.6% | +99.12% | Add |
| 8 | PAAA | Pgim Aaa Clo ETF | +0.4% | +23.63% | Add |
| 9 | JEPI | Jpmorgan Equity Premium Inco | +0.3% | +90.56% | Add |
| 10 | WMT | Walmart Inc | +0.3% | +0.03% | Add |
| 11 | SCHD | Schwab US Dvd Equity ETF | +0.3% | +60.64% | Add |
| 12 | ALAI | Alger Ai Enable & Adopt ETF | +0.2% | +231.32% | Add |
| 13 | SCIO | Ft Struct Credit Inc Opp ETF | +0.2% | +221.20% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.2% | +8.69% | Add |
| 15 | RSSX | Return Stacked US St G/b ETF | +0.1% | +72.08% | Add |
| 16 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +20.08% | Add |
| 17 | AGNC | Agnc Investment CORP | +0.1% | +52.93% | Add |
| 18 | IONQ | Ionq Inc | -0.1% | -0.53% | Trim |
| 19 | QBTS | D-wave Quantum Inc | -0.2% | -0.23% | Trim |
| 20 | PEP | Pepsico Inc | -0.2% | -65.18% | Trim |
| 21 | AMZN | Amazon.com Inc | -0.2% | -2.21% | Trim |
| 22 | ORCL | Oracle CORP | -0.2% | +3.13% | Add |
| 23 | FXL | First Trust Technology Alpha | -0.3% | -5.37% | Trim |
| 24 | BUFR | Ft Vest Lad Buffervetf-usd I | -0.3% | -7.45% | Trim |
| 25 | MSFT | Microsoft CORP | -0.3% | +1.65% | Add |
| 26 | OKLO | Oklo Inc | -0.3% | +1.70% | Add |
| 27 | RGTI | Rigetti Computing Inc | -0.3% | -0.18% | Trim |
| 28 | RDVY | First Trust Rising Dividend | -0.5% | -39.78% | Trim |
| 29 | NVDA | Nvidia CORP | -0.6% | +1.01% | Add |
| 30 | SCHG | Schwab US Large-cap Growth | -3% | -7.54% | Trim |
| 31 | KNX | Knight-swift Transportation | -8% | -90.71% | Trim |
| 32 | SETM | Sprott Critical Material ETF | — | NEW | New buy |
| 33 | SOXL | Direx Dail Semi Bu 3x Et-usd | — | EXIT | Sold out |
| 34 | SVIX | -1x Short Vix Futures ETF | — | EXIT | Sold out |
| 35 | ORR | Militia Long/shrt Equity ETF | — | NEW | New buy |
| 36 | IBIT | Ishares Bitcoin Trust ETF | — | EXIT | Sold out |
| 37 | TQQQ | Proshares Ultrapro Qqq | — | EXIT | Sold out |
| 38 | AVDV | Avantis Intl S/c Value ETF | — | NEW | New buy |
| 39 | BMNR | Bitmine Immersion Technologi | — | EXIT | Sold out |
| 40 | FITB | Fifth Third Bancorp | — | NEW | New buy |
| 41 | UPRO | Proshares Ultrapro S&p 500 | — | EXIT | Sold out |
| 42 | CMA | Comerica Inc | — | EXIT | Sold out |
| 43 | NCLH 1.125 02-15-27Bond | Ncl Corporation LTD | — | EXIT | Sold out |
| 44 | STX | Seagate Technology Holdings plc | — | NEW | New buy |
| 45 | BTGD | Stkd 100% Bitco & 100% Gold | — | EXIT | Sold out |
| 46 | MU | Micron Technology Inc | — | NEW | New buy |
| 47 | NCLH | Norwegian Cruise Line Holdings Ltd. | — | NEW | New buy |
| 48 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 49 | ANET | Arista Networks Inc | — | NEW | New buy |
| 50 | GLD | Spdr Gold Shares | — | NEW | New buy |
According to official SEC Form 13F filings, Triton Wealth Management, PLLC reported a total U.S. public equity portfolio value of $325.5M across 126 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHG, SPMO, QQQ) accounted for 37.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
SETM
市值: $3.1M
Top Position Liquidated / Trimmed
SOXL
前期市值: $1.9M
During Q4 2025, Triton Wealth Management, PLLC's top holdings by market value included SCHG (17.6%)、SPMO (10.8%)、QQQ (9.7%). The largest single position, SCHG, represented 17.6% of total portfolio value.
In Q4 2025, Triton Wealth Management, PLLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 21 positions, trimming 10 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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