Triton Wealth Management, PLLC reported 77 positions worth $98.45M for the quarter ended Sep 30, 2026, up 3.3% on the prior quarter. It opened 6 new positions, added to 28, trimmed 40 and exited 8. Its largest holding is Apple Inc. at 13.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| TSLA Tesla, Inc. | +2,289 | +12.0% | $914.38K | 8.64% |
| NVDA Nvidia Corp | +3,027 | +5.2% | $631.00K | 12.93% |
| NOW ServiceNow, Inc. | +5,458 | – | $592.30K | 0.602% |
| ORCL Oracle Corp | +4,358 | +70.3% | $547.41K | 1.35% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +1,333 | +34.5% | $541.64K | 2.15% |
| MSFT Microsoft Corp | +904 | +9.8% | $467.04K | 5.31% |
| GOOG Alphabet Inc. | +1,559 | +13.8% | $432.90K | 3.62% |
| AMZN Amazon Com Inc | +1,738 | +4.6% | $431.05K | 9.93% |
| WMT Walmart Inc. | +2,274 | +7.2% | $285.67K | 4.32% |
| BA Boeing Co | +1,609 | +56.1% | $281.95K | 0.796% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CRWD CrowdStrike Holdings, Inc. | -8,691 | -73.5% | $2.14M | 0.783% |
| XOM ExxonMobil Holdings Corp | -9,820 | -100.0% | $1.39M | Exited |
| CAT Caterpillar Inc | -316 | -100.0% | $299.95K | Exited |
| COST Costco Wholesale Corp | -284 | -7.9% | $290.91K | 3.44% |
| DTE Dte Energy Co | -1,860 | -100.0% | $281.60K | Exited |
| AMKR Amkor Technology, Inc. | -4,161 | -100.0% | $278.39K | Exited |
| AGNC AGNC Investment Corp. | -32.0K | -59.8% | $276.37K | 0.189% |
| MCD Mcdonalds Corp | -745 | -100.0% | $207.25K | Exited |
| NCLH Norwegian Cruise Line Holdings Ltd. | -11.0K | -100.0% | $203.50K | Exited |
| SNDK Sandisk Corp | -117 | -100.0% | $202.08K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| NOW ServiceNow, Inc. | +5,458 | $592.30K | 0.602% |
| TLN Talen Energy Corp | +701 | $255.01K | 0.259% |
| COKE Coca-Cola Consolidated, Inc. | +1,086 | $232.62K | 0.236% |
| DE Deere & Co | +340 | $228.65K | 0.232% |
| TTWO Take Two Interactive Software Inc | +1,166 | $227.13K | 0.231% |
| DNN Denison Mines Corp. | +10.0K | $21.14K | 0.021% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| XOM ExxonMobil Holdings Corp | -9,820 | $1.39M | 1.45% |
| CAT Caterpillar Inc | -316 | $299.95K | 0.315% |
| DTE Dte Energy Co | -1,860 | $281.60K | 0.296% |
| AMKR Amkor Technology, Inc. | -4,161 | $278.39K | 0.292% |
| MCD Mcdonalds Corp | -745 | $207.25K | 0.218% |
| NCLH Norwegian Cruise Line Holdings Ltd. | -11.0K | $203.50K | 0.214% |
| SNDK Sandisk Corp | -117 | $202.08K | 0.212% |
| DTM DT Midstream, Inc. | -1,378 | $201.19K | 0.211% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 39.7K | $13.11M | 13.32% | +445 | +1.1% | Added | 0% |
| 2 | NVDA Nvidia Corp | Technology | 61.1K | $12.73M | 12.93% | +3,027 | +5.2% | Added | 0% |
| 3 | AMZN Amazon Com Inc | Consumer Discretionary | 39.4K | $9.77M | 9.93% | +1,738 | +4.6% | Added | 0% |
| 4 | TSLA Tesla, Inc. | Consumer Discretionary | 21.3K | $8.50M | 8.64% | +2,289 | +12.0% | Added | 0% |
| 5 | MSFT Microsoft Corp | Technology | 10.1K | $5.23M | 5.31% | +904 | +9.8% | Added | 0% |
| 6 | WMT Walmart Inc. | Consumer Staples | 33.9K | $4.25M | 4.32% | +2,274 | +7.2% | Added | 0% |
| 7 | GOOG Alphabet Inc. | Technology | 12.8K | $3.56M | 3.62% | +1,559 | +13.8% | Added | 0% |
| 8 | COST Costco Wholesale Corp | Consumer Staples | 3,302 | $3.38M | 3.44% | -284 | -7.9% | Reduced | 0% |
| 9 | KNX Knight-Swift Transportation Holdings Inc. | Industrials | 45.8K | $2.87M | 2.92% | -70 | -0.2% | Reduced | 0.03% |
| 10 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 5,199 | $2.11M | 2.15% | +1,333 | +34.5% | Added | 0% |
| 11 | META Meta Platforms, Inc. | Technology | 2,986 | $1.85M | 1.88% | +28 | +0.9% | Added | 0% |
| 12 | RCL Royal Caribbean Cruises Ltd | Consumer Discretionary | 5,223 | $1.64M | 1.67% | -240 | -4.4% | Reduced | 0% |
| 13 | GOOGL Alphabet Inc. | Technology | 4,989 | $1.39M | 1.41% | +163 | +3.4% | Added | 0% |
| 14 | ORCL Oracle Corp | Technology | 10.6K | $1.33M | 1.35% | +4,358 | +70.3% | Added | 0% |
| 15 | BRK-B Berkshire Hathaway Inc | Financial Services | 2,252 | $1.26M | 1.28% | +20 | +0.9% | Added | 0% |
Tip. Select a row to see that position’s full history at Triton Wealth Management, PLLC.
As of its Q3 2026 13F filing, Triton Wealth Management, PLLC’s five largest positions were Apple Inc. (AAPL) at 13.3%, Nvidia Corp (NVDA) at 12.9%, Amazon Com Inc (AMZN) at 9.9%, Tesla, Inc. (TSLA) at 8.6%, Microsoft Corp (MSFT) at 5.3% of the reported portfolio.
Triton Wealth Management, PLLC reported a 13F portfolio worth $98.45M across 77 positions for Q3 2026. That is up 3.3% from the previous quarter.
Its largest purchases by value were Tesla, Inc. ($914.38K), Nvidia Corp ($631.00K), ServiceNow, Inc. ($592.30K). It opened 6 new positions.
Its largest sales by value were CrowdStrike Holdings, Inc. ($2.14M), ExxonMobil Holdings Corp ($1.39M), Caterpillar Inc ($299.95K). It exited 8 positions entirely.
From the Form 13F-HR reports Triton Wealth Management, PLLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.