Triton Wealth Management, PLLC logo

Triton Wealth Management, PLLC

RIA/Wealth

Triton Wealth Management, PLLC is a RIA/Wealth based in Aitkin, MN led by Michael Joseph Ryan, managing $262.0M across 108 long positions as of Q3 2025 with 61% ETF concentration, 68% concentrated in top 10 holdings, and 21% allocation to SCHG.

Managing PartnerMichael Joseph Ryan
Portfolio Value
$262.0M
Positions
108
Top Holding
SCHG at 20.7%
Last Reported
Q3 2025
Address312 Minnesota Ave N Suite 2004, Aitkin, MN, 56431, United States

Top Holdings

Largest long holdings in Triton Wealth Management, PLLC's portfolio (67.5% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$54.2M
20.70%
+$184.1K
Bought
1.6M shares
ETF
ETF
$26.1M
9.96%
+$1.6M
Bought
213.0K shares
Trucking
Industrials
$23.8M
9.09%
-$224.1
Sold
0.33%
531.1K shares
ETF
ETF
$20.7M
7.91%
-$250.1K
Sold
32.7K shares
ETF
ETF
$11.7M
4.47%
-$204.3K
Sold
346.3K shares
6
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$11.3M
4.30%
+$226.8K
Bought
0.00%
54.7K shares
7
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$10.5M
4.02%
+$15.1K
Bought
0.00%
38.9K shares
8
Amazon logo
Amazon
AMZN
Specialty Retail
Consumer Cyclical
$7.9M
3.02%
-$46.7K
Sold
0.00%
32.0K shares
ETF
ETF
$5.6M
2.14%
-$181.5K
Sold
31.7K shares
Auto - Manufacturers
Consumer Cyclical
$5.0M
1.92%
+$411.7K
Bought
0.00%
11.0K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Triton Wealth Management, PLLC's latest filing

See all changes
Market Value
$262.0M
Prior: $231.8M
Q/Q Change
+13.03%
+$30.2M
Net Flows % of MV
+1.76%
Turnover Ratio
3.66%
New Purchases
10 stocks
$4.5M
Added To
46 stocks
+$6.4M
Sold Out Of
9 stocks
$1.8M
Reduced Holdings
42 stocks
-$4.4M

Increased Positions

PositionShares Δ
New
New
New
New
New

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
Sold
Sold

Analytics

Portfolio insights and performance metrics for Triton Wealth Management, PLLC

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Sector Allocation

ETF: 60.80%ETFTechnology: 13.00%TechnologyIndustrials: 10.10%IndustrialsConsumer Cyclical: 7.00%Consumer Defensive: 2.80%Communication Services: 2.00%Financial Services: 1.10%Energy: 1.00%Utilities: 0.90%Healthcare: 0.40%Real Estate: 0.10%
ETF
60.80%
Technology
13.00%
Industrials
10.10%
Consumer Cyclical
7.00%
Consumer Defensive
2.80%
Communication Services
2.00%
Financial Services
1.10%
Energy
1.00%
Utilities
0.90%
Healthcare
0.40%
Real Estate
0.10%

Market Cap Distribution

Mega Cap (> $200B): 22.72%Mega Cap (> $200B)Large Cap ($10B - $200B): 4.29%Mid Cap ($2B - $10B): 11.02%Mid Cap ($2B - $10B)Small Cap ($300M - $2B): 0.12%Nano Cap (< $50M): 0.12%N/A (ETF or Unknown): 61.72%N/A (ETF or Unknown)
Mega Cap (> $200B)
22.72%
Large Cap ($10B - $200B)
4.29%
Mid Cap ($2B - $10B)
11.02%
Small Cap ($300M - $2B)
0.12%
Nano Cap (< $50M)
0.12%
N/A (ETF or Unknown)
61.72%

Portfolio Concentration

Top 10 Holdings %
67.52%
Top 20 Holdings %
78.53%
Top 50 Holdings %
91.93%
Top 100 Holdings %
99.36%

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