Triumph Capital Management
1,841 holdingsFiling period: 2026-03-31Current AUM: $539.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 67.5K | $17.1M | $20.9M | 3.87% | +4.2K | 2026-03-31 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 15.7K | $10.2M | $11.8M | 2.18% | -184 | 2026-03-31 |
| 3 | FIXD | FIRST TR EXCHNG TRADED FD VI | 233.8K | $10.2M | $10.0M | 1.86% | -1,259 | 2026-03-31 |
| 4 | FTSM | FIRST TR EXCHANGE-TRADED FD | 152.3K | $9.1M | $9.1M | 1.69% | -68,471 | 2026-03-31 |
| 5 | RDVY | FIRST TR EXCHANGE TRADED FD | 131.8K | $9.0M | $10.7M | 1.98% | -30 | 2026-03-31 |
| 6 | FTCS | FIRST TR EXCHANGE-TRADED FD | 90.3K | $8.4M | $8.9M | 1.65% | +238 | 2026-03-31 |
| 7 | SDVY | FIRST TR EXCHANGE TRADED FD | 206.5K | $8.1M | $9.0M | 1.68% | -1,605 | 2026-03-31 |
| 8 | DFSD | DIMENSIONAL ETF TRUST | 164.1K | $7.9M | $7.8M | 1.44% | +13.7K | 2026-03-31 |
| 9 | BND | VANGUARD BD INDEX FDS | 104.5K | $7.7M | $7.5M | 1.40% | -8,208 | 2026-03-31 |
| 10 | IVV | ISHARES TR | 11.3K | $7.4M | $8.5M | 1.57% | +189 | 2026-03-31 |
| 11 | LMBS | FIRST TR EXCHANGE-TRADED FD | 140.2K | $7.0M | $6.9M | 1.29% | +4.1K | 2026-03-31 |
| 12 | USIG | ISHARES TR | 135.5K | $6.9M | $6.8M | 1.26% | +114.0K | 2026-03-31 |
| 13 | QQQ | INVESCO QQQ TR | 11.4K | $6.6M | $7.8M | 1.46% | +75 | 2026-03-31 |
| 14 | SFLR | INNOVATOR ETFS TRUST | 181.4K | $6.4M | $7.0M | 1.29% | +415 | 2026-03-31 |
| 15 | FEX | FIRST TR EXCHANGE-TRADED ALP | 51.8K | $6.3M | $7.1M | 1.31% | -192 | 2026-03-31 |
| 16 | TLT | ISHARES TR | 72.5K | $6.3M | $6.0M | 1.11% | +20.1K | 2026-03-31 |
| 17 | JPST | J P MORGAN EXCHANGE TRADED F | 122.4K | $6.2M | $6.2M | 1.15% | -24,955 | 2026-03-31 |
| 18 | NVDA | NVIDIA CORPORATION | 33.6K | $5.9M | $6.7M | 1.25% | +6.4K | 2026-03-31 |
| 19 | AMZN | AMAZON COM INC | 28.0K | $5.8M | $7.6M | 1.41% | +4.3K | 2026-03-31 |
| 20 | IWR | ISHARES TR | 60.0K | $5.8M | $6.6M | 1.22% | +358 | 2026-03-31 |
| 21 | FPE | FIRST TR EXCH TRADED FD III | 309.9K | $5.5M | $5.5M | 1.02% | +266.7K | 2026-03-31 |
| 22 | IGV | ISHARES TR | 68.2K | $5.5M | $6.4M | 1.20% | +53.8K | 2026-03-31 |
| 23 | IWM | ISHARES TR | 21.6K | $5.4M | $6.3M | 1.17% | +1.5K | 2026-03-31 |
| 24 | JPM | JPMORGAN CHASE & CO | 16.9K | $5.0M | $5.9M | 1.10% | +2.0K | 2026-03-31 |
| 25 | UCON | FIRST TR EXCHNG TRADED FD VI | 192.7K | $4.8M | $4.7M | 0.88% | +185.1K | 2026-03-31 |
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