Triton Wealth Management, PLLC
Annual return '25
+20.8%
SPY '25
+17.7%
Alpha
+3.1ptsvs SPY
Invested
$269.5M
Holdings
123
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHG
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 1.50M shares)
16.5%
02
$SPMO
INVESCO EXCH TRADED FD TR II
Q1 2026: Exited (was 241.6k shares)
11.7%
03
$NDQ
INVESCO QQQ TR
Q1 2026: Sold 99.7% (41.9k → 140 shares)
10.0%
04
$BUFR
FIRST TR EXCHNG TRADED FD VI
Q1 2026: Exited (was 320.5k shares)
3.8%
05
$AAPL
APPLE INC
Q1 2026: Increased +46.8% (39.1k → 57.4k shares)
3.7%
06
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 74.4% (55.3k → 14.2k shares)
3.7%
07
$PKW
INVESCO EXCHANGE TRADED FD T
Q1 2026: Exited (was 70.9k shares)
3.5%
08
$AMZN
AMAZON COM INC
Q1 2026: Increased +49.8% (31.3k → 46.9k shares)
3.1%
09
$RSST
TIDAL TRUST II
Q1 2026: Exited (was 237.7k shares)
2.6%
10
$GDE
WISDOMTREE TR
Q1 2026: Exited (was 72.1k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:01 UTC.