Triton Wealth Management Portfolio Update: Q2 2026 Changes Detailed

Triton Wealth Management, Pllc saw its total portfolio value reach $318.97 million as of June 30th, 2026.

The investor's activity during Q2 was dominated by changes within exchange-traded funds (ETFs), particularly focusing on fixed income and equity ETFs. Significant purchases were observed in several Vanguard and iShares ETFs, including substantial increases in VOO shares ($5M increase) and notable additions to the SCHWAB STRATEGIC TR portfolio.

Major Purchases:

• Triton Wealth Management significantly increased its position in Vanguard's VOO ETF by acquiring an additional $261.54 million worth of shares, representing a nearly 93% increase from the previous quarter.
• The investor also made a substantial purchase of iShares' SCHWAB STRATEGIC TR (SCHG), adding approximately $0.5M in value during Q2.
• Furthermore, there was a notable addition to the portfolio with the significant increase in INVESCO EXCH TRADED FD TR II (QQQM) shares by about $1.3 million.

In contrast, most of the investor's activity involved reductions or adjustments rather than pure new positions. However, two ETFs saw their inclusion percentage rise notably: SCHWAB STRATEGIC TR (SCHG) increased from 15.41% to an allocation share increase reflecting a reduction in its position during Q2.

Significant Sales:

• The most pronounced change was the substantial reduction of VANGUARD INDEX FDS (VOO) shares, which decreased by over 90% from $58.1M to just $763k in value.
• Another major sale occurred with SCHWAB STRATEGIC TR (SCHG), where the position was reduced by nearly 2.74%, although its allocation percentage remained high at around 15%.

The investor also adjusted positions in other fixed income ETFs, including a reduction in INVESCO EXCHANGE TRADED FD T (PKW) and FIRST TR EXCHNG TRADED FD VI (BUFR). Additionally, the portfolio saw changes in its equity holdings like AMC Entertainment Holdings Inc. (AMC), which was newly added but with minimal value.

Overall, Triton Wealth Management's Q2 activity suggests a focus on rebalancing fixed income ETFs and adjusting exposure to broad market instruments like VOO and SCHG.