SEC 13F Intelligence

Managers / Q1 2026

Triton Financial Group Inc

CIK 0001811805 · 14614 BOGERT PKWY, OKLAHOMA CITY, OK, 73134 · 405-696-7140

Reported Value
$57M
Q1 2026
Positions
62
Filings on Record
22
2019–present window
Filed
May 15, 2026
original filing

Summary

Triton Financial Group Inc reported $57M in U.S.-listed holdings across 62 positions for Q1 2026.

The portfolio is heavily concentrated: BSTP alone accounts for 27.8% of reported value.

Compared with Q4 2025, the fund opened 36 new positions and exited 59.

Portfolio Metrics

Turnover
+33.0%
vs prior filed quarter
Top-10 Concentration
+85.0%
share of reported value
Largest Position
+27.8%
Innovator Etfs
New / Exited
36 / 59
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’20: $163MQ4 ’20Q1 ’21: $151MQ2 ’21: $163MQ3 ’21: $166MQ3 ’21Q4 ’21: $50MQ1 ’22: $143MQ2 ’22: $132MQ2 ’22Q3 ’22: $117MQ4 ’22: $125MQ1 ’23: $133MQ1 ’23Q2 ’23: $146MQ3 ’23: $137MQ4 ’23: $137MQ4 ’23Q1 ’24: $141MQ2 ’24: $143MQ3 ’24: $156MQ3 ’24Q1 ’25: $160MQ2 ’25: $138MQ3 ’25: $149MQ3 ’25Q4 ’25: $151MQ1 ’26: $57Mfilingsflow.com

Portfolio Composition

By security type
ETP: 87.5%Common Stock: 9.9%REIT: 2.6%
  • ETP · 87.5% · $50M
  • Common Stock · 9.9% · $6M
  • REIT · 2.6% · $1M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
GEVGE VERNOVA INCNEW+1.1K1.1K+$984,837$984,837
PFEBINNOVATOR ETFS TRUSTNEW+18.4K18.4K+$738,526$738,526
PMARINNOVATOR ETFS TRUSTNEW+14.9K14.9K+$666,969$666,969
PNOVINNOVATOR ETFS TRUSTNEW+9.3K9.3K+$384,937$384,937
DESWISDOMTREE TRNEW+11.1K11.1K+$384,004$384,004
NEARISHARES U S ETF TRNEW+7.5K7.5K+$383,299$383,299
SCHBSCHWAB STRATEGIC TRNEW+14.7K14.7K+$376,140$376,140
XLVSELECT SECTOR SPDR TRNEW+2.4K2.4K+$358,075$358,075

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

26 positions
#IssuerClass% PortfolioValueShares
1BSTPINNOVATOR ETFS TRUSTDEFINED WLT SHLD · BUFFER STEP UP S · US EQTY PWR BUF · US EQTY PWR BF · LADERD ALCTN PWR27.79%$16M427.0K
2SPYMSPDR SERIES TRUSTSTATE STREET SPD13.36%$8M125.6K
3AGZISHARES TRAGENCY BOND ETF · CORE S&P500 ETF · S&P 500 VAL ETF · MSCI USA MIN VOL · FLTG RATE NT ETF · S&P 500 GRWT ETF · US CONSUM DISCRE · U.S. FINLS ETF · FUTURE EXPONENTI · IBOXX HI YD ETF · S&P SML 600 GWT · CORE UNIVRSL USD · TIPS BD ETF11.76%$7M55.3K
4QQQMINVESCO EXCH TRADED FD TR IINASDAQ 100 ETF · S&P500 LOW VOL6.45%$4M17.5K
5PLTRPALANTIR TECHNOLOGIES INChistory →CL A5.93%$3M21.0K
6ANGLVANECK ETF TRUSThistory →FALLEN ANGEL HG5.82%$3M115.0K
7PSIINVESCO EXCHANGE TRADED FD Thistory →SEMICONDUCTORS5.46%$3M36.2K
8VNLAJANUS DETROIT STR TRhistory →HENDRSN SHRT ETF3.52%$2M41.2K
9PSAPUBLIC STORAGE OPER COhistory →COM2.57%$1M5.6K
10XLKSELECT SECTOR SPDR TRSTATE STREET TEC · STATE STREET HEA · STATE STREET CON · STATE STREET COM2.36%$1M10.4K
11GEVGE VERNOVA INChistory →COM1.72%$984,8371.1K
12SPYSTATE STR SPDR S&P 500 ETF Thistory →TR UNIT1.66%$953,5131.4K
13SCHBSCHWAB STRATEGIC TRUS BRD MKT ETF · EMRG MKTEQ ETF · FUNDAMENTAL US S1.64%$939,99232.0K
14JHMDJOHN HANCOCK EXCHANGE TRADEDMULTI INTL ETF · MULTIFACTOR MI1.33%$763,35115.5K
15FLXRTCW ETF TRUSThistory →FLEXIBLE INCOME1.23%$706,20217.9K
16GOOGLALPHABET INChistory →CAP STK CL A1.23%$705,3062.3K
17BCDABRDN ETFShistory →BBRG ALL COMMDY1.08%$621,91418.6K
18QQQINVESCO QQQ TRUNIT SER 10.82%$469,796786
19DESWISDOMTREE TRUS SMALLCAP DIVD0.67%$384,00411.1K
20NEARISHARES U S ETF TRSHORT DURATION B0.67%$383,2997.5K
21BABOEING COCOM0.58%$332,9201.6K
22GLDSPDR GOLD TRGOLD SHS0.56%$322,783771
23ARK ETF TRAUTNMUS TECHNLGY0.52%$296,6022.6K
24DBX ETF TRXTRACK MSCI EAFE0.46%$265,2275.4K
25MLPXGLOBAL X FDSGLB X MLP ENRG I0.40%$231,4233.4K
26ETFS GOLD TRPHYSCL GOLD SHS0.39%$223,1625.2K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$57M62May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$151M85Feb 3, 202613F-HRchanges · EDGAR ↗
Q3 2025$149M90Nov 3, 202513F-HRchanges · EDGAR ↗
Q2 2025$138M87Jul 30, 202513F-HRchanges · EDGAR ↗
Q1 2025$160M107Mar 10, 202513F-HRchanges · EDGAR ↗
Q3 2024$156M110Oct 25, 202413F-HRchanges · EDGAR ↗
Q2 2024$143M96Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$141M99Apr 19, 202413F-HRchanges · EDGAR ↗
Q4 2023$137M105Jan 9, 202413F-HRchanges · EDGAR ↗
Q3 2023$137M103Oct 11, 202313F-HRchanges · EDGAR ↗
Q2 2023$146M106Jul 17, 202313F-HRchanges · EDGAR ↗
Q1 2023$133M101Apr 6, 202313F-HRchanges · EDGAR ↗
Q4 2022$125M102Jan 17, 202313F-HRchanges · EDGAR ↗
Q3 2022$117M96Oct 28, 202213F-HRchanges · EDGAR ↗
Q2 2022$132M100Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$143M104May 12, 202213F-HRchanges · EDGAR ↗
Q4 2021$50M85Feb 11, 202213F-HRchanges · EDGAR ↗
Q3 2021$166M120Nov 17, 2021RESTATEMENTchanges · EDGAR ↗
Q2 2021$163M119Aug 9, 202113F-HRchanges · EDGAR ↗
Q1 2021$151M118May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$163M349Jan 28, 202113F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.