Triangle Securities Wealth Management Portfolio Holdings

Triangle Securities Wealth Management

  • $380 Million
  • Q2 2025

Triangle Securities Wealth Management has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $380 Million distributed in 219 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Fd Tr Active Val with a value of $15.7M, Schwab Strategic U.S. Mid Cap with a value of $14.5M, Vanguard Information Technolog with a value of $13.1M, Microsoft Corp with a value of $9.89M, and Spdr S&P 600 Small Cap Value E with a value of $9.8M.

Examining the 13F form we can see an increase of $7.96M in the current position value, from $372M to 380M.

Below you can find more details about Triangle Securities Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $380 Million
ETFs: $154 Million
Financial Services: $57.6 Million
Technology: $40.5 Million
Industrials: $24.7 Million
Healthcare: $18.9 Million
Consumer Cyclical: $17.2 Million
Communication Services: $16.5 Million
Consumer Defensive: $13.6 Million
Other: $24.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.7 Million 4.14% of portfolio
240,257
Q2 2025 Added 0.97%
$0
$14.5 Million 3.82% of portfolio
518,427
Q2 2025 Added 1.31%
$0
$13.1 Million 3.44% of portfolio
19,690
Q2 2025 Reduced 6.08%
$3.75T
$9.89 Million 2.6% of portfolio
19,874
Q2 2025 Reduced 24.96%
$0
$9.8 Million 2.58% of portfolio
122,855
Q2 2025 Reduced 1.82%
$0
$9.53 Million 2.51% of portfolio
276,864
Q2 2025 Added 0.91%
$238B
$9.54 Million 2.51% of portfolio
13,478
Q2 2025 Added 90.45%
$0
$8.7 Million 2.29% of portfolio
188,144
Q2 2025 Added 0.03%
$120B
$8.32 Million 2.19% of portfolio
62,556
Q2 2025 Reduced 2.76%
$0
$7.84 Million 2.06% of portfolio
126,386
Q2 2025 Added 2.78%
$1.08T
$7.6 Million 2.0% of portfolio
42,844
Q2 2025 Reduced 6.34%
$0
$7.04 Million 1.85% of portfolio
64,436
Q2 2025 Added 1.41%
$113B
$6.78 Million 1.78% of portfolio
45,325
Q2 2025 Reduced 2.35%
$831B
$6.56 Million 1.73% of portfolio
22,631
Q2 2025 Reduced 14.08%
$0
$6.45 Million 1.7% of portfolio
263,908
Q2 2025 Added 0.08%
$113B
$5.57 Million 1.46% of portfolio
20,189
Q2 2025 Added 0.36%
$3.39T
$5.11 Million 1.34% of portfolio
24,901
Q2 2025 Reduced 19.88%
$0
$5 Million 1.32% of portfolio
101,093
Q2 2025 Reduced 0.07%
$474B
$4.73 Million 1.24% of portfolio
43,875
Q2 2025 Reduced 7.74%
$0
$4.65 Million 1.22% of portfolio
77,888
Q2 2025 Reduced 3.75%
$140B
$4.55 Million 1.2% of portfolio
20,505
Q2 2025 Reduced 14.23%
$0
$4.56 Million 1.2% of portfolio
67,601
Q2 2025 Reduced 4.04%
$0
$4.44 Million 1.17% of portfolio
12,254
Q2 2025 Reduced 4.34%
$0
$4.15 Million 1.09% of portfolio
100,260
Q2 2025 Added 100.13%
$0
$4.12 Million 1.08% of portfolio
90,041
Q2 2025 Added 46.49%
$585B
$3.91 Million 1.03% of portfolio
11,009
Q2 2025 Reduced 1.96%
$748B
$3.68 Million 0.97% of portfolio
4,720
Q2 2025 Reduced 1.95%
$2.27T
$3.58 Million 0.94% of portfolio
16,309
Q2 2025 Reduced 5.82%
$0
$3.58 Million 0.94% of portfolio
26,892
Q2 2025 Reduced 6.22%
$1.62T
$3.55 Million 0.93% of portfolio
4,812
Q2 2025 Added 1.5%
$90.2B
$3.42 Million 0.9% of portfolio
28,943
Q2 2025 Reduced 6.1%
$631B
$3.24 Million 0.85% of portfolio
6,669
Q2 2025 Reduced 8.94%
$215B
$3.16 Million 0.83% of portfolio
21,665
Q2 2025 Reduced 7.2%
$376B
$3.07 Million 0.81% of portfolio
64,828
Q2 2025 Reduced 8.61%
$0
$2.99 Million 0.79% of portfolio
32,829
Q2 2025 Added 5.82%
$406B
$3 Million 0.79% of portfolio
19,005
Q2 2025 Added 9.68%
$82.7B
$2.92 Million 0.77% of portfolio
21,903
Q2 2025 Added 9.33%
$38.7B
$2.94 Million 0.77% of portfolio
14,022
Q2 2025 Reduced 3.74%
$0
$2.9 Million 0.76% of portfolio
114,768
Q2 2025 Added 10.01%
$0
$2.78 Million 0.73% of portfolio
116,743
Q2 2025 Added 13.46%
$409B
$2.71 Million 0.71% of portfolio
17,749
Q2 2025 Reduced 10.65%
$0
$2.65 Million 0.7% of portfolio
80,519
Q2 2025 Reduced 0.69%
$271B
$2.45 Million 0.65% of portfolio
8,998
Q2 2025 Added 3.2%
$185B
$2.47 Million 0.65% of portfolio
18,672
Q2 2025 Reduced 7.14%
$0
$2.44 Million 0.64% of portfolio
5,555
Q2 2025 Reduced 3.22%
$310B
$2.4 Million 0.63% of portfolio
29,899
Q2 2025 Reduced 13.6%
$212B
$2.39 Million 0.63% of portfolio
6,151
Q2 2025 Reduced 10.45%
$636B
$2.37 Million 0.62% of portfolio
10,825
Q2 2025 Reduced 31.79%
$0
$2.24 Million 0.59% of portfolio
12,305
Q2 2025 Added 6.99%

Summary

  • Portfolio
  • No. of Stocks 219
  • Current Value $380 Million
  • Prior Value $372 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 117 stocks
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