Q3 2026 13F · SEC CIK 1730765

Triumph Capital Management

Wealth managerFiled 2026-10-14 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $563.1M
Reported positions: 1,894
Top holdings a year, 3 yrs: +10.9%
Assets under management: $645.6M

Triumph Capital Management is a wealth manager that reported 1,894 positions worth $563.1M in its Q3 2026 13F, filed 2026-10-14. Its largest holdings were Apple Inc (AAPL, 3.9%), Victory Portfolios II Victoryshares Free (VFLO, 2.1%), State Str Spdr S&p 500 ETF T (SPY, 2.0%). A portfolio copying its top holdings returned 10.9% a year over the last 3 years, against 22.3% for the S&P 500.

Triumph Capital Management holdings largest 50 of 1,894 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Triumph Capital Management 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	3.9%	3.5%	65,750	-2.6%	$21.9M
VFLOVictory Portfolios II Victoryshares Free	2.1%	1.6%	227,413	+20.6%	$11.6M
SPYState Str Spdr S&p 500 ETF T	2.0%	2.0%	14,741	-0.8%	$11.2M
RDVYFirst Tr Exchange Traded Fd	1.8%	1.9%	132,285	+1.1%	$10.4M
FIXDFirst Tr Exchng Traded Fd Vi	1.7%	1.8%	231,254	+1.4%	$9.5M
IVVIshares Tr	1.5%	1.5%	11,080	+1.4%	$8.5M
DFSDDimensional Short-Duration Fixed Income	1.5%	1.5%	180,761	+4.6%	$8.4M
USIGIshares Tr	1.4%	1.4%	167,453	+15.1%	$8.2M
QQQInvesco Qqq Tr	1.3%	1.4%	10,183	-5.1%	$7.5M
SFLRInnovator Etfs Trust	1.3%	1.3%	181,623	-2.4%	$7.1M
TLTIshares Tr	1.2%	1.2%	88,846	+12.5%	$6.9M
FTSMFirst Tr Exchange-Traded Fd	1.2%	1.5%	114,075	-15.8%	$6.8M
SDVYFirst Tr Exchange Traded Fd	1.2%	1.4%	165,601	-8.2%	$6.7M
UCONFirst Tr Exchng Traded Fd Vi	1.2%	1.1%	282,822	+17.0%	$6.7M
AMZNAmazon Com Inc	1.1%	1.0%	25,296	+13.4%	$6.3M
LQDIshares Tr	1.1%	—	60,193	—	$6.2M
NVDANvidia Corporation	1.1%	1.0%	26,534	-7.7%	$6.1M
LMBSFirst Tr Exchange-Traded Fd	1.0%	1.2%	118,308	-12.4%	$5.7M
GFLWVictory Portfolios II	1.0%	—	170,878	—	$5.7M
FEXFirst Tr Exchange-Traded Alp	1.0%	1.2%	42,804	-8.3%	$5.7M
JPSTJ P Morgan Exchange Traded F	1.0%	1.1%	111,100	-9.0%	$5.6M
SFLOVictory Portfolios II	1.0%	0.6%	145,436	+48.8%	$5.4M
QFLRInnovator Etfs Trust	0.9%	1.0%	147,772	+2.6%	$5.3M
TLTWIshares Tr	0.9%	0.5%	256,063	+129.8%	$5.2M
IFLOVictory Portfolios II	0.9%	—	147,326	—	$5.2M
JPMJpmorgan Chase & Co	0.9%	0.9%	14,871	-3.0%	$4.9M
IGVIshares Tr	0.9%	0.7%	45,789	+0.4%	$4.9M
MSFTMicrosoft Corp	0.9%	0.9%	9,463	-25.8%	$4.9M
ZALTInnovator Etfs Trust	0.8%	0.9%	131,583	-5.4%	$4.5M
FTCSFirst Tr Exchange-Traded Fd	0.8%	1.5%	47,071	-48.2%	$4.4M
CIBRFirst Tr Exchange-Traded Fd	0.8%	0.7%	42,088	-0.2%	$4.3M
LLYEli Lilly & Co	0.7%	0.7%	3,370	+10.9%	$3.9M
XLUSelect Sector Spdr Tr	0.7%	—	94,992	—	$3.7M
BRK-BBerkshire Hathaway Inc Del	0.7%	0.7%	7,523	-5.3%	$3.7M
QUALIshares Tr	0.7%	0.8%	16,459	-14.7%	$3.7M
SPLGSpdr Series Trust	0.6%	0.6%	40,449	+7.5%	$3.6M
WFCWells Fargo & Co	0.6%	0.7%	44,716	+0.1%	$3.6M
VTVanguard Intl Equity Index F	0.6%	—	21,965	—	$3.5M
IWRIshares Tr	0.6%	0.9%	31,953	-27.2%	$3.4M
DFUVDimensional ETF Trust	0.6%	0.6%	59,209	+3.1%	$3.3M
GRIDFirst Tr Exchange-Traded Fd	0.6%	0.6%	17,592	+5.2%	$3.1M
SPYINeos ETF Trust	0.5%	0.6%	57,386	-1.3%	$3.1M
METAMeta Platforms Inc	0.5%	0.6%	4,031	-30.1%	$2.9M
DFIVDimensional ETF Trust	0.5%	0.5%	51,726	+5.7%	$2.9M
KHPIManaged Portfolio Ser	0.5%	0.5%	110,879	+2.7%	$2.9M
AIRRFirst Tr Exchange Traded Fd	0.5%	0.6%	27,608	+7.5%	$2.9M
BALTInnovator Etfs Trust	0.5%	—	77,784	—	$2.7M
MUMicron Technology Inc	0.5%	0.6%	2,505	-6.6%	$2.7M
DFASDimensional ETF Trust	0.5%	0.5%	33,784	+4.2%	$2.6M
JEPIJ P Morgan Exchange Traded F	0.4%	0.5%	44,890	-2.2%	$2.5M

What Triumph Capital Management bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +9.5% /yr; S&P 500 +11.7%
3 years: +10.9% /yr; S&P 500 +22.3%
5 years: +3.5% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$563.1M	1,894
Q2 2026	$552.0M	1,861
Q1 2026	$485.7M	1,835
Q4 2025	$462.8M	1,769
Q3 2025	$370.7M	315
Q2 2025	$333.2M	286
Q1 2025	$300.2M	276
Q4 2024	$292.2M	273
Q3 2024	$280.6M	265
Q1 2024	$245.3M	225
Q4 2023	$235.6M	215
Q3 2023	$220.3M	220

Questions about Triumph Capital Management's portfolio

What stocks does Triumph Capital Management own?

Triumph Capital Management's latest 13F, for Q3 2026 and filed Oct 14, 2026, lists 1,894 positions worth $563.1M. The largest are Apple Inc (AAPL) at 3.9%, Victory Portfolios II Victoryshares Free (VFLO) at 2.1%, State Str Spdr S&p 500 ETF T (SPY) at 2.0%, First Tr Exchange Traded Fd (RDVY) at 1.8% and First Tr Exchng Traded Fd Vi (FIXD) at 1.7%.

What did Triumph Capital Management buy last quarter?

In Q3 2026, Triumph Capital Management added Ishares Tr (TLTW) (+129.8% shares), Victory Portfolios II (SFLO) (+48.8% shares) and Victory Portfolios II Victoryshares Free (VFLO) (+20.6% shares), compared with its Q2 2026 filing.

What did Triumph Capital Management sell last quarter?

In Q3 2026, Triumph Capital Management cut from its top 50 Vanguard Bd Index Fds (BND), cut from its top 50 First Tr Exch Traded Fd III (FPE), cut from its top 50 Ishares Tr (IWM), cut from its top 50 Sofi Technologies Inc (SOFI), cut from its top 50 Vaneck Morningstar Wide Moat ETF (MOAT), First Tr Exchange-Traded Fd (FTCS) (-48.2% shares), Meta Platforms Inc (META) (-30.1% shares) and Ishares Tr (IWR) (-27.2% shares), compared with its Q2 2026 filing.

How has Triumph Capital Management's portfolio performed?

A portfolio copying Triumph Capital Management's 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.9% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +9.5% against +11.7%. Over 5 years: +3.5% a year against +10.6%.

When is Triumph Capital Management's next 13F filing due?

13F filings are due 45 days after each quarter ends. Triumph Capital Management's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Triumph Capital Management manage?

Triumph Capital Management reported $645.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $563.1M.