Triton Wealth Management, PLLC

CIK 0001791126 · Q1 2026

13F Equity AUM

$269.5M

+1.4% QoQ

Positions

124

-2 QoQ

AUM Rank

#6,260

Top 50%

Skill Alpha (FF)

+1.2%/yr^ns

No Clear Edge

Rank #1,498 · Top 18%

vs S&P -2.2%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 45.7%Top 10: 60.9%Top 20: 75.3%

SCHG16.5%

SPMO11.7%

NDQ10.0%

BUFR3.8%

AAPL3.7%

NVDA3.7%

PKW3.5%

AMZN3.1%

RSST2.6%

GDE2.3%

Others (114)39.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services70.7%

Technology10.8%

Consumer Cyclical7.2%

Consumer Defensive2.8%

Industrials2.6%

Communication Services2.5%

Other3.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 124Median: 0.18%Avg: 0.81%

0–0.5%

92(15.6%)

0.5–1%

12(9.1%)

1–3%

12(19.3%)

3–5%

5(17.8%)

5%+

3(38.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 117Unique: 7vs 20 funds

1.6%Low

124

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

2.2%

JPMORGAN CHASE & CO

2.3%

BANK OF AMERICA CORP /DE/

2.3%

FMR LLC

3.6%

BlackRock, Inc.

2.2%

STATE STREET CORP

2.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

2.4%

GEODE CAPITAL MANAGEMENT, LLC

VANGUARD CAPITAL MANAGEMENT LLC

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New8Increased59Decreased36Exited10

New Positions

SOXL0.3%

+15K

CTAP0.2%

+18K

GD0.1%

+1K

STX 3.5 06/01/280.1%

+690

LHX0.1%

+741

CRM0.1%

+1K

NCLH 1.125 02/15/270.1%

+12K

PPA0.1%

+1K

Increased

ORR1.0%

+39K(+117%)

SPMO11.7%

+33K(+14%)

GDE2.3%

+24K(+34%)

AVDV0.9%

+18K(+294%)

SCHG16.5%

+12K(+1%)

APA0.4%

+9K(+47%)

AMZN3.1%

+8K(+24%)

GOOG1.2%

+5K(+80%)

SDVY0.3%

+4K(+21%)

NDQ10.0%

+4K(+10%)

Decreased

SETM0.8%

-17,597(-21%)

BUFR3.8%

-16,981(-5%)

SCHD0.4%

-15,298(-28%)

BUFQ1.1%

-12,860(-13%)

ALAI0.2%

-9,846(-41%)

AAL0.1%

-8,661(-31%)

FXL1.7%

-2,287(-8%)

RDVY0.7%

-2,086(-7%)

SCHM0.1%

-1,829(-18%)

SCHA0.1%

-867(-10%)

Exited

-30,997

-15,320

-690

-12,777

-2,822

-5,368

-1,940

-5,519

-14,834

-10,465

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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