Triumph Capital Management

Est. AUM

$491.2M

13F long equity, this entity only

Positions

1,838

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$17.1M	67542	3.49%	SOLE
2	STATE STR SPDR S&P 500 ETF T	TR UNIT	$10.2M	15713	2.09%	SOLE
3	FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$10.2M	233818	2.07%	SOLE
4	FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$9.1M	152324	1.86%	SOLE
5	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$9.0M	131756	1.83%	SOLE
6	FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$8.4M	90300	1.71%	SOLE
7	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$8.1M	206474	1.66%	SOLE
8	DIMENSIONAL ETF TRUST	SHORT DURATION F	$7.9M	164121	1.60%	SOLE
9	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$7.7M	104517	1.57%	SOLE
10	ISHARES TR	CORE S&P500 ETF	$7.4M	11316	1.50%	SOLE
11	FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$7.0M	140247	1.42%	SOLE
12	ISHARES TR	USD INV GRDE ETF	$6.9M	135462	1.41%	SOLE
13	INVESCO QQQ TR	UNIT SER 1	$6.6M	11405	1.34%	SOLE
14	INNOVATOR ETFS TRUST	QUITY MANAGD FLR	$6.4M	181377	1.31%	SOLE
15	FIRST TR EXCHANGE-TRADED ALP	COM SHS	$6.3M	51784	1.29%	SOLE
16	ISHARES TR	20 YR TR BD ETF	$6.3M	72489	1.28%	SOLE
17	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$6.2M	122409	1.26%	SOLE
18	NVIDIA CORPORATION	COM	$5.9M	33595	1.19%	SOLE
19	AMAZON COM INC	COM	$5.8M	28041	1.19%	SOLE
20	ISHARES TR	RUS MID CAP ETF	$5.8M	60002	1.19%	SOLE
21	FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$5.5M	309918	1.12%	SOLE
22	ISHARES TR	EXPANDED TECH	$5.5M	68168	1.11%	SOLE
23	ISHARES TR	RUSSELL 2000 ETF	$5.4M	21579	1.09%	SOLE
24	JPMORGAN CHASE & CO	COM	$5.0M	16873	1.01%	SOLE
25	FIRST TR EXCHNG TRADED FD VI	SMITH UNCONSTRAI	$4.8M	192684	0.97%	SOLE
26	INNOVATOR ETFS TRUST	U S EQ 10 BUFFER	$4.7M	144048	0.95%	SOLE
27	MICROSOFT CORP	COM	$4.7M	12603	0.95%	SOLE
28	INNOVATOR ETFS TRUST	NASDAQ 100 MANA	$4.6M	137607	0.93%	SOLE
29	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.3M	8911	0.87%	SOLE
30	ISHARES TR	MSCI USA QLT FCT	$4.1M	21295	0.83%	SOLE
31	VICTORY PORTFOLIOS II	SHARES FREE CASH	$4.0M	100192	0.81%	SOLE
32	WELLS FARGO & CO	COM	$3.5M	44335	0.72%	SOLE
33	FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$3.0M	61307	0.61%	SOLE
34	FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$2.9M	46860	0.60%	SOLE
35	NEOS ETF TRUST	NEOS S&P 500 HI	$2.9M	59174	0.59%	SOLE
36	PALANTIR TECHNOLOGIES INC	CL A	$2.8M	19370	0.58%	SOLE
37	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$2.8M	57393	0.57%	SOLE
38	SPDR SERIES TRUST	STATE STREET SPD	$2.6M	33795	0.53%	SOLE
39	MANAGED PORTFOLIO SERIES	KENSINGTON HEDGE	$2.6M	105694	0.52%	SOLE
40	VANGUARD MALVERN FDS	CORE-PLUS BD ETF	$2.4M	31301	0.49%	SOLE
41	FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$2.3M	21088	0.48%	SOLE
42	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$2.3M	43957	0.47%	SOLE
43	VANECK ETF TRUST	MRNGSTR WDE MOAT	$2.3M	23789	0.47%	SOLE
44	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$2.3M	39746	0.46%	SOLE
45	FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$2.2M	13693	0.46%	SOLE
46	VANGUARD INDEX FDS	TOTAL STK MKT	$2.2M	6930	0.45%	SOLE
47	SOFI TECHNOLOGIES INC	COM	$2.2M	139955	0.45%	SOLE
48	META PLATFORMS INC	CL A	$2.2M	3829	0.45%	SOLE
49	FIRST TR EXCHANGE-TRADED FD	SHS	$2.2M	42979	0.44%	SOLE
50	ELI LILLY & CO	COM	$2.2M	2365	0.44%	SOLE

1–50 of 1,838

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.