Q2 2026 13F · SEC CIK 1811805

Triton Financial Group Inc

Wealth managerFiled 2026-08-17 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $173.7M
Reported positions: 99
Top holdings a year, 3 yrs: +22.6%
Assets under management: $258.7M

Triton Financial Group Inc is a wealth manager that reported 99 positions worth $173.7M in its Q2 2026 13F, filed 2026-08-17. Its largest holdings were Apple Inc (AAPL, 7.6%), Applied Matls Inc (AMAT, 4.4%), Alphabet Inc (GOOG, 3.9%). A portfolio copying its top holdings returned 22.6% a year over the last 3 years, against 20.4% for the S&P 500.

Triton Financial Group Inc holdings largest 50 of 99 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Triton Financial Group Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	7.6%	—	45,860	—	$13.3M
AMATApplied Matls Inc	4.4%	—	10,632	—	$7.7M
GOOGAlphabet Inc	3.9%	—	19,167	—	$6.8M
NVDANvidia Corporation	3.8%	—	32,600	—	$6.5M
MRVLMarvell Technology Inc	3.3%	—	19,269	—	$5.7M
AMZNAmazon Com Inc	3.2%	—	23,485	—	$5.6M
WMTWalmart Inc	3.1%	—	47,703	—	$5.4M
GLWCorning Inc	3.0%	—	20,606	—	$5.3M
DELLDell Technologies Inc	2.5%	—	9,925	—	$4.3M
CSCOCisco Sys Inc	2.4%	—	36,057	—	$4.2M
CRWDCrowdstrike Hldgs Inc	2.4%	—	5,422	—	$4.1M
COSTCostco Wholesale Corporation	2.2%	—	4,101	—	$3.8M
MSFTMicrosoft Corp	2.1%	—	9,977	—	$3.7M
BALTInnovator Etfs Trust	2.1%	11.5%	105,274	-46.7%	$3.6M
PSIInvesco Exchange Traded Fd T	1.9%	5.5%	17,887	-50.6%	$3.4M
KOCoca Cola Co	1.9%	—	40,618	—	$3.3M
AVGOBroadcom Inc	1.6%	—	7,504	—	$2.8M
DLRDigital Rlty Tr Inc	1.5%	—	14,375	—	$2.6M
BRK-BBerkshire Hathaway Inc Del	1.5%	—	5,094	—	$2.5M
QQQMInvesco Exch Traded Fd Tr II	1.3%	6.0%	7,374	-47.7%	$2.2M
IBMInternational Business Machs	1.2%	—	7,704	—	$2.2M
ABBVAbbvie Inc	1.2%	—	8,217	—	$2.1M
AFLAflac Inc	1.2%	—	17,412	—	$2.0M
JPMJpmorgan Chase & Co	1.2%	—	6,202	—	$2.0M
SPLGSpdr Series Trust	1.2%	6.1%	23,020	-48.4%	$2.0M
CINFCincinnati Finl Corporation	1.2%	—	10,819	—	$2.0M
BSTPInnovator Etfs Trust	1.1%	5.8%	48,903	-45.9%	$1.9M
DOVDover Corp	1.1%	—	8,367	—	$1.9M
EMREmerson Elec Co	1.1%	—	13,016	—	$1.9M
MRKMerck & Co Inc	1.0%	—	13,829	—	$1.8M
ECLEcolab Inc	1.0%	—	6,374	—	$1.8M
RSGRepublic Svcs Inc	1.0%	—	8,202	—	$1.7M
LHXL3harris Technologies Inc	1.0%	—	5,823	—	$1.7M
BANFBancFirst Corp	1.0%	—	15,110	—	$1.7M
ABTAbbott Laboratories	0.9%	—	17,489	—	$1.6M
ANGLVaneck ETF Trust	0.9%	5.8%	54,065	-53.0%	$1.6M
RIORio Tinto PLC	0.9%	—	16,638	—	$1.6M
NFLXNetflix Inc.	0.9%	—	20,995	—	$1.5M
GEVGe Vernova Inc	0.9%	1.7%	1,273	+12.6%	$1.5M
SHWSherwin Williams Co	0.9%	—	4,296	—	$1.5M
TTTrane Technologies PLC	0.8%	—	3,002	—	$1.5M
CHDChurch & Dwight Co Inc	0.8%	—	15,118	—	$1.5M
ORCLOracle Corp	0.8%	—	9,796	—	$1.4M
CHKPCheck Point Software Tech Lt	0.8%	—	10,765	—	$1.4M
VVisa Inc	0.8%	—	4,103	—	$1.4M
SYYSysco Corp	0.8%	—	15,997	—	$1.3M
MCDMcdonalds Corp	0.7%	—	4,700	—	$1.3M
MDBMongodb Inc	0.7%	—	3,673	—	$1.2M
WMBWilliams Cos	0.7%	—	16,070	—	$1.2M
LMTLockheed Martin Corp	0.7%	—	2,342	—	$1.2M

What Triton Financial Group Inc bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +27.3% /yr; S&P 500 +20.1%
3 years: +22.6% /yr; S&P 500 +20.4%
5 years: +12.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$173.7M	99
Q1 2026	$57.4M	62
Q4 2025	$151.0M	85
Q3 2025	$149.2M	90
Q2 2025	$137.8M	87
Q4 2024	$160.0M	107
Q3 2024	$156.3M	110
Q2 2024	$142.5M	96
Q1 2024	$140.9M	99
Q4 2023	$137.1M	105
Q3 2023	$136.8M	103
Q2 2023	$145.4M	105

Questions about Triton Financial Group Inc's portfolio

What stocks does Triton Financial Group Inc own?

Triton Financial Group Inc's latest 13F, for Q2 2026 and filed Aug 17, 2026, lists 99 positions worth $173.7M. The largest are Apple Inc (AAPL) at 7.6%, Applied Matls Inc (AMAT) at 4.4%, Alphabet Inc (GOOG) at 3.9%, Nvidia Corporation (NVDA) at 3.8% and Marvell Technology Inc (MRVL) at 3.3%.

What did Triton Financial Group Inc buy last quarter?

In Q2 2026, Triton Financial Group Inc added Ge Vernova Inc (GEV) (+12.6% shares), compared with its Q1 2026 filing.

What did Triton Financial Group Inc sell last quarter?

In Q2 2026, Triton Financial Group Inc cut from its top 50 Palantir Technologies Inc (PLTR), cut from its top 50 State Street Spdr Portfolio S&p 500 Valu (SPYV), cut from its top 50 Janus Detroit Str Tr (VNLA), cut from its top 50 Ishares Tr (AGZ), cut from its top 50 Ishares Tr (IVV), Vaneck ETF Trust (ANGL) (-53.0% shares), Invesco Exchange Traded Fd T (PSI) (-50.6% shares) and Spdr Series Trust (SPLG) (-48.4% shares), compared with its Q1 2026 filing.

How has Triton Financial Group Inc's portfolio performed?

A portfolio copying Triton Financial Group Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +22.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +27.3% against +20.1%. Over 5 years: +12.6% a year against +11.6%.

When is Triton Financial Group Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Triton Financial Group Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Triton Financial Group Inc manage?

Triton Financial Group Inc reported $258.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $173.7M.