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Cody Ashton

Triton Wealth Management, Pllc

Assets Managed
$269.536M
Holdings
124
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
1.38%(2Q avg: 1.23%)
Sustained Growth
7 quarters

Portfolio positions

This chart displays the top 10 holdings in Triton Wealth Management, Pllc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 124 positions.

Assets under management

The assets under management (AUM) of Triton Wealth Management, Pllc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 269.536M in assets, with a quarterly growth rate of 1.38% and a 2-quarter average growth rate of 1.23%. The portfolio is managed by Cody Ashton, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 0.78%
16.52%
$44.518M
1.507M shares@ $29.55 avg price
SPMO
Invesco S&p 500 Momentum Etf
Recent Activity
Increased 13.51%
11.72%
$31.565M
274,253 shares@ $115.1 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 9.61%
10.01%
$26.959M
45,929 shares@ $586.97 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Decreased -5.29%
3.84%
$10.324M
303,520 shares@ $34.02 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.35%
3.68%
$9.909M
38,936 shares@ $254.51 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.7%
3.67%
$9.867M
55,659 shares@ $177.29 avg price
PKW
Invesco Buyback Achievers Et
Recent Activity
Increased 1.58%
3.54%
$9.529M
72,054 shares@ $132.26 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 24.02%
3.07%
$8.271M
38,823 shares@ $213.04 avg price
RSST
Return Stacked Us Sm Ftr Etf
Recent Activity
Increased 1.18%
2.56%
$6.888M
240,447 shares@ $28.65 avg price
GDE
Wisdomtree Efficient Gold Pl
Recent Activity
Increased 33.99%
2.32%
$6.232M
96,556 shares@ $64.55 avg price

1-10 of 124