Holdings of Triton Wealth Management, PLLC
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 108 in 2 countries
- Top ten
- 68.1 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 101 | VanEck Gold Miners ETF/USA | 2,245 | 216.9K $ | |
| 102 | Gilead Sciences Inc | 1,492 | 208.9K $ | |
| 103 | INVESCO AEROSPACE & DEFEN | 1,224 | 208.8K $ | |
| 104 | iShares Core S&P Mid-Cap ETF | 3,046 | 208.3K $ | |
| 105 | Caris Life Sciences Inc | 10,918 | 206.4K $ | |
| 106 | Yum! Brands Inc | 1,325 | 204.2K $ | |
| 107 | iShares Core S&P Small-Cap ETF | 1,609 | 202.4K $ | |
| 108 | Ford Motor Co | 10,766 | 124.9K $ |
Sector breakdown
- Technology 12.1 %
- Consumer discretionary 6.8 %
- Consumer staples 3.3 %
- Communication 3.0 %
- Funds 2.2 %
- Energy 1.9 %
- Industrials 1.4 %
- Financials 1.2 %
- Health care 0.7 %
- Utilities 0.2 %
- Unattributed 67.3 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- United States 99.6 %
- Taiwan 0.4 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 107 | 229M $ | 99.61 % |
| 2 | Taiwan | 1 | 890.1K $ | 0.39 % |
Cite this page
Titelia. "Holdings of Triton Wealth Management, PLLC". https://titelia.com/en/funds/US13F1791126