Triton Financial Group Inc — 13F Holdings

2026 Q1  ·  121 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, Triton Financial Group Inc maintained a portfolio of 121 distinct positions. The most significant new addition was GE VERNOVA INC, now representing 1.72% of the total fund value. They heavily accumulated shares in INNOVATOR ETFS TRUST, increasing the position by 120.6%. Conversely, Triton Financial Group Inc completely exited their position in APPLE INC.
Position History hover any row below to update
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Triton Financial Group Inc Jackson, WY RIA / Wealth Manager AUM $56M
PCA Score Concentration Risk
Risk ENB
Total Positions
121
Quarter
2026 Q1
Top Holding
BALT (11.5%)
Top 10 Concentration
56.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 121

Triton Financial Group Inc Full Holdings List — 2026 Q1

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
BALT
INNOVATOR ETFS ...
ETF 11.52% 1.99% #1 8
Prev: #9
9.0
107,900 120.6%
P
S
197,371 $6,609,059
$29.45 +16.2%
$33.47 +2.3%
2022 Q2 13F Filing 2026-03-31 2026-05-15
SPLG
SPDR SERIES TRU...
ETF 6.10% 1.18% #2 26
Prev: #28
6.9
22,372 100.5%
P
S
44,626 $3,497,579 2022 Q2 13F Filing 2026-03-31 2026-05-15
QQQM
INVESCO EXCH TR...
ETF 6.02% 1.17% #3 28
Prev: #31
6.4
7,135 102.6%
P
S
14,092 $3,454,993 2022 Q2 13F Filing 2026-03-31 2026-05-15
PLTR
PALANTIR TECHNO...
Technology 5.93% 1.25% #4 20
Prev: #24
5.9
10,341 97.3%
P
S
20,969 $3,401,812 2025 Q2 13F Filing 2026-03-31 2026-05-15
ANGL
VANECK ETF TRUS...
ETF 5.82% 1.17% #5 25
Prev: #30
5.8
54,936 91.5%
P
S
114,978 $3,340,895 2020 Q4 13F Filing 2026-03-31 2026-05-15
BSTP
INNOVATOR ETFS ...
ETF 5.76% 1.09% #6 30
Prev: #36
5.3
45,951 103.5%
P
S
90,353 $3,303,242 2022 Q2 13F Filing 2026-03-31 2026-05-15
PSI
INVESCO EXCHANG...
Unknown 5.46% 0.95% #7 39
Prev: #46
5.2
17,924 98.1%
P
S
36,201 $3,133,004 2022 Q2 13F Filing 2026-03-31 2026-05-15
SPYV
SPDR SERIES TRU...
Unknown 3.66% 0.70% #8 47
Prev: #55
4.5
18,541 100.2%
P
S
37,048 $2,100,428 2022 Q2 13F Filing 2026-03-31 2026-05-15
VNLA
JANUS DETROIT S...
ETF 3.52% 0.68% #9 47
Prev: #56
4.4
20,378 98.0%
P
S
41,163 $2,017,044 2021 Q1 13F Filing 2026-03-31 2026-05-15
AGZ
ISHARES TR
Bond/Debt 2.92% 0.64% #10 49
Prev: #59
4.2
6,400 72.6%
P
S
15,212 $1,673,670 2020 Q4 13F Filing 2026-03-31 2026-05-15
IVV
ISHARES TR
ETF 2.58% 0.50% #11 51
Prev: #62
4.0
1,105 100.0%
P
S
2,210 $1,478,608 2020 Q4 13F Filing 2026-03-31 2026-05-15
PSA
PUBLIC STORAGE ...
Real Estate 2.57% 0.49% #12 53
Prev: #65
4.0
2,746 97.3%
P
S
5,569 $1,476,417 2025 Q2 13F Filing 2026-03-31 2026-05-15
PDEC
INNOVATOR ETFS ...
ETF 2.43% 0.47% #13 53
Prev: #66
4.0
16,205 100.0%
P
S
32,410 $1,391,686 2024 Q4 13F Filing 2026-03-31 2026-05-15
GEV
GE VERNOVA INC
Industrials 1.72% #14
Prev: #—
4.2
1,131
NEW
1,131 $984,837 2026 Q1 13F Filing 2026-03-31 2026-05-15
SPY
STATE STR SPDR ...
ETF 1.66% 0.34% #15 53
Prev: #68
3.7
685 91.9%
P
S
1,430 $953,513 2020 Q4 13F Filing 2026-03-31 2026-05-15
SPTS
SPDR SERIES TRU...
ETF 1.62% 0.31% #16 54
Prev: #70
3.6
15,862 100.0%
P
S
31,724 $927,293 2020 Q4 13F Filing 2026-03-31 2026-05-15
PAUG
INNOVATOR ETFS ...
ETF 1.61% 0.31% #17 54
Prev: #71
3.6
10,735 100.0%
P
S
21,470 $922,888 2024 Q3 13F Filing 2026-03-31 2026-05-15
IVE
ISHARES TR
ETF 1.36% 0.26% #18 54
Prev: #72
3.5
1,854 100.5%
P
S
3,698 $782,576 2020 Q4 13F Filing 2026-03-31 2026-05-15
PFEB
INNOVATOR ETFS ...
ETF 1.29% #19
Prev: #—
4.0
18,371
NEW
18,371 $738,526 2026 Q1 13F Filing 2026-03-31 2026-05-15
FLXR
TCW ETF TRUST
ETF 1.23% 0.23% #20 55
Prev: #75
3.5
8,954 100.0%
P
S
17,908 $706,202 2024 Q2 13F Filing 2026-03-31 2026-05-15
GOOGL
ALPHABET INC
Communication Services 1.23% 0.24% #21 53
Prev: #74
3.5
1,191 102.8%
P
S
2,349 $705,306 2020 Q4 13F Filing 2026-03-31 2026-05-15
USMV
ISHARES TR
ETF 1.22% 0.23% #22 54
Prev: #76
3.5
3,753 100.0%
P
S
7,506 $701,435 2020 Q4 13F Filing 2026-03-31 2026-05-15
PMAR
INNOVATOR ETFS ...
ETF 1.16% #23
Prev: #—
4.0
14,928
NEW
14,928 $666,969 2026 Q1 13F Filing 2026-03-31 2026-05-15
BUFF
INNOVATOR ETFS ...
ETF 1.12% 0.21% #24 53
Prev: #77
3.4
6,457 99.7%
P
S
12,936 $642,080 2022 Q2 13F Filing 2026-03-31 2026-05-15
BCD
ABRDN ETFS
ETF 1.08% 0.19% #25 53
Prev: #78
3.4
9,401 101.9%
P
S
18,624 $621,914 2023 Q2 13F Filing 2026-03-31 2026-05-15
CWB
SPDR SERIES TRU...
ETF 0.91% 0.17% #26 55
Prev: #81
3.4
2,874 100.0%
P
S
5,748 $519,390 2020 Q4 13F Filing 2026-03-31 2026-05-15
XLK
SELECT SECTOR S...
Unknown 0.82% 0.14% #27 58
Prev: #85
3.3
1,973 135.7%
P
S
3,427 $471,543 2020 Q4 13F Filing 2026-03-31 2026-05-15
QQQ
INVESCO QQQ TR
ETF 0.82% 0.18% #28 52
Prev: #80
3.3
348 79.5%
P
S
786 $469,796 2021 Q2 13F Filing 2026-03-31 2026-05-15
JHMD
JOHN HANCOCK EX...
Bond/Debt 0.80% 0.15% #29 54
Prev: #83
3.3
5,438 100.0%
P
S
10,876 $456,250 2020 Q4 13F Filing 2026-03-31 2026-05-15
PNOV
INNOVATOR ETFS ...
ETF 0.67% #30
Prev: #—
3.8
9,316
NEW
9,316 $384,937 2026 Q1 13F Filing 2026-03-31 2026-05-15
DES
WISDOMTREE TR
Unknown 0.67% #31
Prev: #—
3.8
11,066
NEW
11,066 $384,004 2020 Q4 13F Filing 2026-03-31 2026-05-15
NEAR
ISHARES U S ETF...
ETF 0.67% #32
Prev: #—
3.8
7,520
NEW
7,520 $383,299 2020 Q4 13F Filing 2026-03-31 2026-05-15
SCHB
SCHWAB STRATEGI...
ETF 0.66% #33
Prev: #—
3.8
14,656
NEW
14,656 $376,140 2020 Q4 13F Filing 2026-03-31 2026-05-15
XLV
SELECT SECTOR S...
Unknown 0.62% #34
Prev: #—
3.7
2,376
NEW
2,376 $358,075 2020 Q4 13F Filing 2026-03-31 2026-05-15
FLOT
ISHARES TR
Bond/Debt 0.60% #35
Prev: #—
3.7
6,743
NEW
6,743 $343,252 2020 Q4 13F Filing 2026-03-31 2026-05-15
BA
BOEING CO
Industrials 0.58% #36
Prev: #—
3.7
1,600
NEW
1,600 $332,920 2020 Q4 13F Filing 2026-03-31 2026-05-15
MDYG
SPDR SERIES TRU...
ETF 0.58% #37
Prev: #—
3.7
3,516
NEW
3,516 $331,188 2020 Q4 13F Filing 2026-03-31 2026-05-15
GLD
SPDR GOLD TR
ETF 0.56% #38
Prev: #—
3.7
771
NEW
771 $322,783 2020 Q4 13F Filing 2026-03-31 2026-05-15
JHMM
JOHN HANCOCK EX...
ETF 0.54% #39
Prev: #—
3.7
4,632
NEW
4,632 $307,101 2020 Q4 13F Filing 2026-03-31 2026-05-15
SCHE
SCHWAB STRATEGI...
ETF 0.53% #40
Prev: #—
3.7
9,258
NEW
9,258 $304,126 2020 Q4 13F Filing 2026-03-31 2026-05-15
ARKQ
ARK ETF TR
ETF 0.52% #41
Prev: #—
3.7
2,612
NEW
2,612 $296,602 2024 Q3 13F Filing 2026-03-31 2026-05-15
PJUL
INNOVATOR ETFS ...
ETF 0.51% #42
Prev: #—
3.7
6,342
NEW
6,342 $292,993 2026 Q1 13F Filing 2026-03-31 2026-05-15
SLYG
SPDR SERIES TRU...
ETF 0.50% #43
Prev: #—
3.7
2,976
NEW
2,976 $283,924 2020 Q4 13F Filing 2026-03-31 2026-05-15
XLY
SELECT SECTOR S...
Unknown 0.48% #44
Prev: #—
3.7
2,416
NEW
2,416 $275,895 2020 Q4 13F Filing 2026-03-31 2026-05-15
PJUN
INNOVATOR ETFS ...
ETF 0.46% #45
Prev: #—
3.7
6,372
NEW
6,372 $266,690 2026 Q1 13F Filing 2026-03-31 2026-05-15
DBEF
DBX ETF TR
ETF 0.46% #46
Prev: #—
3.7
5,440
NEW
5,440 $265,227 2020 Q4 13F Filing 2026-03-31 2026-05-15
PSEP
INNOVATOR ETFS ...
ETF 0.46% #47
Prev: #—
3.7
6,030
NEW
6,030 $261,637 2026 Q1 13F Filing 2026-03-31 2026-05-15
IVW
ISHARES TR
Warrant 0.45% #48
Prev: #—
3.7
2,200
NEW
2,200 $260,007 2020 Q4 13F Filing 2026-03-31 2026-05-15
FNDA
SCHWAB STRATEGI...
Bond/Debt 0.45% #49
Prev: #—
3.7
8,124
NEW
8,124 $259,726 2020 Q4 13F Filing 2026-03-31 2026-05-15
XLC
SELECT SECTOR S...
ETF 0.44% #50
Prev: #—
3.7
2,184
NEW
2,184 $250,157 2020 Q4 13F Filing 2026-03-31 2026-05-15
Showing 1-50 of 121 holdings

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