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Triton Financial Group Inc — 13F Holdings & Portfolio

CIK 1811805 · latest 13F-HR filed 2026-05-15

Backtest portfolio

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$57.4M

Long-equity book

Holdings

62

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+36 / −59 / ↑26 / ↓0

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • INNOVATOR ETFS TRUST$3.6M +120.4%
  • SPDR SERIES TRUST$1.7M +95.9%
  • INVESCO EXCH TRADED FD TR II$1.7M +96.4%
  • INVESCO EXCHANGE TRADED FD T$1.7M +117.4%
  • INNOVATOR ETFS TRUST$1.7M +100.4%
Show all 26 →

Top Trims

  • No decreased positions.
Show all 0 →

New Positions

  • GE VERNOVA INC$984.8K
  • INNOVATOR ETFS TRUST$738.5K
  • INNOVATOR ETFS TRUST$667.0K
  • INNOVATOR ETFS TRUST$384.9K
  • WISDOMTREE TR$384.0K
Show all 36 →

Exited Positions

  • APPLE INC$13.5M
  • NVIDIA CORPORATION$7.1M
  • ALPHABET INC$6.4M
  • WALMART INC$5.9M
  • AMAZON COM INC$5.8M
Show all 59 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 INNOVATOR ETFS TRUST BALT 45783Y855 $6.6M 11.52% 197,371 SH
2 SPDR SERIES TRUST SPYM 78464A854 $3.5M 6.10% 44,626 SH
3 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $3.5M 6.02% 14,092 SH
4 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $3.4M 5.93% 20,969 SH
5 VANECK ETF TRUST ANGL 92189F437 $3.3M 5.82% 114,978 SH
6 INNOVATOR ETFS TRUST BSTP 45783Y731 $3.3M 5.76% 90,353 SH
7 INVESCO EXCHANGE TRADED FD T PSI 46137V647 $3.1M 5.46% 36,201 SH
8 SPDR SERIES TRUST SPYV 78464A508 $2.1M 3.66% 37,048 SH
9 JANUS DETROIT STR TR VNLA 47103U886 $2.0M 3.52% 41,163 SH
10 ISHARES TR AGZ 464288166 $1.7M 2.92% 15,212 SH
11 ISHARES TR IVV 464287200 $1.5M 2.58% 2,210 SH
12 PUBLIC STORAGE OPER CO PSA 74460D109 $1.5M 2.57% 5,569 SH
13 INNOVATOR ETFS TRUST PDEC 45782C540 $1.4M 2.43% 32,410 SH
14 GE VERNOVA INC GEV 36828A101 $984.8K 1.72% 1,131 SH
15 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $953.5K 1.66% 1,430 SH
16 SPDR SERIES TRUST SPTS 78468R101 $927.3K 1.62% 31,724 SH
17 INNOVATOR ETFS TRUST PAUG 45782C680 $922.9K 1.61% 21,470 SH
18 ISHARES TR IVE 464287408 $782.6K 1.36% 3,698 SH
19 INNOVATOR ETFS TRUST PFEB 45782C417 $738.5K 1.29% 18,371 SH
20 TCW ETF TRUST FLXR 29287L700 $706.2K 1.23% 17,908 SH
21 ALPHABET INC GOOGL 02079K305 $705.3K 1.23% 2,349 SH
22 ISHARES TR USMV 46429B697 $701.4K 1.22% 7,506 SH
23 INNOVATOR ETFS TRUST PMAR 45782C383 $667.0K 1.16% 14,928 SH
24 INNOVATOR ETFS TRUST BUFF 45783Y814 $642.1K 1.12% 12,936 SH
25 ABRDN ETFS BCD 003261203 $621.9K 1.08% 18,624 SH
26 SPDR SERIES TRUST CWB 78464A359 $519.4K 0.91% 5,748 SH
27 SELECT SECTOR SPDR TR XLK 81369Y803 $471.5K 0.82% 3,427 SH
28 INVESCO QQQ TR QQQ 46090E103 $469.8K 0.82% 786 SH
29 JOHN HANCOCK EXCHANGE TRADED JHMD 47804J859 $456.2K 0.80% 10,876 SH
30 INNOVATOR ETFS TRUST PNOV 45782C573 $384.9K 0.67% 9,316 SH
31 WISDOMTREE TR DES 97717W604 $384.0K 0.67% 11,066 SH
32 ISHARES U S ETF TR NEAR 46431W507 $383.3K 0.67% 7,520 SH
33 SCHWAB STRATEGIC TR SCHB 808524102 $376.1K 0.66% 14,656 SH
34 SELECT SECTOR SPDR TR XLV 81369Y209 $358.1K 0.62% 2,376 SH
35 ISHARES TR FLOT 46429B655 $343.3K 0.60% 6,743 SH
36 BOEING CO BA 097023105 $332.9K 0.58% 1,600 SH
37 SPDR SERIES TRUST MDYG 78464A821 $331.2K 0.58% 3,516 SH
38 SPDR GOLD TR GLD 78463V107 $322.8K 0.56% 771 SH
39 JOHN HANCOCK EXCHANGE TRADED JHMM 47804J206 $307.1K 0.54% 4,632 SH
40 SCHWAB STRATEGIC TR SCHE 808524706 $304.1K 0.53% 9,258 SH
41 ARK ETF TR ARKQ 00214Q203 $296.6K 0.52% 2,612 SH
42 INNOVATOR ETFS TRUST PJUL 45782C813 $293.0K 0.51% 6,342 SH
43 SPDR SERIES TRUST SLYG 78464A201 $283.9K 0.50% 2,976 SH
44 SELECT SECTOR SPDR TR XLY 81369Y407 $275.9K 0.48% 2,416 SH
45 INNOVATOR ETFS TRUST PJUN 45782C748 $266.7K 0.46% 6,372 SH
46 DBX ETF TR DBEF 233051200 $265.2K 0.46% 5,440 SH
47 INNOVATOR ETFS TRUST PSEP 45782C656 $261.6K 0.46% 6,030 SH
48 ISHARES TR IVW 464287309 $260.0K 0.45% 2,200 SH
49 SCHWAB STRATEGIC TR FNDA 808524763 $259.7K 0.45% 8,124 SH
50 SELECT SECTOR SPDR TR XLC 81369Y852 $250.2K 0.44% 2,184 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $57.4M 62 0002085853-26-000602
2025-12-31 2026-02-03 $151.0M 85 0002085853-26-000187
2025-09-30 2025-11-03 $149.2M 90 0002085853-25-000216