Triton Wealth Management, PLLC
SEC Form 13F institutional filer · CIK 0001791126
13F-HR · 68 reported holdings · 2026-03-31
Reported long-US-equity value
$0.20B
Top-10 concentration
80.6%
Triton Wealth Management, PLLC — $199M AUM allocation strategy
Triton Wealth Management, PLLC files SEC Form 13F and reports $199M of long US equity value across 68 reported holdings for 2026-03-31.
Its largest sector bet is Financials 44.0%, followed by Information Technology 11.5% and Consumer Discretionary 7.8%.
The top 10 holdings account for 81% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Triton Wealth Management, PLLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$199M
total across 68 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
81% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVZ +35.3K sh · +$3.04M+$APA +9.25K sh · +$671K+$AMZN +7.52K sh · +$852K
Biggest trims (shares)
−$SCHW −6.45K sh · −$2.88M−$AMD −785 sh · −$221K−$MGM −600 sh · +$18.7K
Exited to nil (held last quarter, gone now)
$STX ($303K last qtr)$NCLH ($287K last qtr)$UAL ($214K last qtr)$QQQJ ($205K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage23.2%—
- Asset Management & Custody Banks20.8%—
- Technology Hardware, Storage & Peripherals4.9%—
- Semiconductors4.9%—
- Broadline Retail4.1%—
- Consumer Staples Merchandise Retail3.7%—
- Interactive Media & Services3.1%—
- Automobile Manufacturers2.9%—
- Other holdings32.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 1.56M | $46.2M | -6.45K | 23.2% |
| $IVZ | Invesco Ltd | 352K | $41.5M | +35.3K | 20.8% |
| $AAPL | Apple Inc | 38.9K | $9.91M | -139 | 5.0% |
| $NVDA | NVIDIA Corporation | 55.7K | $9.87M | +383 | 5.0% |
| $AMZN | Amazon.com Inc | 38.8K | $8.27M | +7.52K | 4.2% |
| $TSLA | Tesla Inc | 15.1K | $5.75M | +3.54K | 2.9% |
| $WMT | Walmart Inc | 31K | $3.85M | +48 | 1.9% |
| $COST | Costco Wholesale Corporation | 3.47K | $3.44M | -1 | 1.7% |
…and 60 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.