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Triton Wealth Management, PLLC
Triton Wealth Management, PLLC is a fiduciary advisory firm legally obligated to act in clients' best interests. It is independent, fee-only, and provides comprehensive financial planning.
Investment Strategy
Comprehensive financial planning with portfolio management focused on acting in the client's best interest.
Latest 13F Filing Activity
Triton Wealth Management, PLLC filed their most recent 13F report on Jun 30, 2025 disclosing 103 equity positions with a total 13F market value of $234M. The fund increased holdings in Schwab Strategic TR, Knight-swift Transn HLDGS in, Invesco Exch Traded FD TR II among other positions. Triton Wealth Management, PLLC reduced exposure to Co-diagnostics Inc., Denison Mines Corp., Gabelli Equity TR Inc. among others.
Top Holdings
Equity Positions (103)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHG | SCHWAB STRATEGIC TR | 20.67% | $48.4M | 1,611,594 | $29.21 | $29.21 | +$48.4M |
K KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 10.32% | $24.2M | 531,122 | $44.23 | $44.23 | +$24.2M |
S SPMO | INVESCO EXCH TRADED FD TR II | 9.76% | $22.9M | 200,151 | $112.47 | $112.47 | +$22.9M |
Q QQQ | INVESCO QQQ TR | 7.99% | $18.7M | 33,138 | $551.64 | $551.64 | +$18.7M |
B BUFR | FIRST TR EXCHNG TRADED FD VI | 4.86% | $11.4M | 352,334 | $31.80 | $31.80 | +$11.4M |
Industry Allocation
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