Triangle Securities Wealth Management Portfolio Holdings

Triangle Securities Wealth Management

  • $412 Million
  • Q3 2025

Triangle Securities Wealth Management has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $412 Million distributed in 203 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 $16.6M, Schwab Strategic U.S. Mid Cap with a value of $15.3M, Vanguard Information Technolog with a value of $15.3M, Microsoft Corp with a value of $13.3M, and Spdr S&P 600 Small Cap Value E with a value of $10.9M.

Examining the 13F form we can see an increase of $32.3M in the current position value, from $380M to 412M.

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

Portfolio value $412 Million
ETFs: $165 Million
Financial Services: $57 Million
Technology: $48.8 Million
Industrials: $26.4 Million
Communication Services: $21.1 Million
Healthcare: $20.4 Million
Consumer Cyclical: $18.4 Million
Consumer Defensive: $14.6 Million
Other: $27.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.6 Million 4.02% of portfolio
240,720
Q3 2025 Added 0.19%
$0
$15.3 Million 3.71% of portfolio
516,968
Q3 2025 Reduced 0.28%
$0
$15.3 Million 3.71% of portfolio
20,518
Q3 2025 Added 4.21%
$3.86T
$13.3 Million 3.22% of portfolio
25,679
Q3 2025 Added 29.21%
$0
$10.9 Million 2.65% of portfolio
123,384
Q3 2025 Added 0.43%
$1.53T
$10.7 Million 2.6% of portfolio
43,958
Q3 2025 Added 2.6%
$0
$9.78 Million 2.37% of portfolio
262,393
Q3 2025 Reduced 5.23%
$0
$8.92 Million 2.16% of portfolio
190,931
Q3 2025 Added 1.48%
$0
$8.55 Million 2.07% of portfolio
131,060
Q3 2025 Added 3.7%
$871B
$8.15 Million 1.97% of portfolio
25,822
Q3 2025 Added 14.1%
$106B
$7.9 Million 1.92% of portfolio
60,807
Q3 2025 Reduced 2.8%
$0
$7.92 Million 1.92% of portfolio
66,651
Q3 2025 Added 3.44%
$4.22T
$7.79 Million 1.89% of portfolio
30,601
Q3 2025 Added 22.89%
$114B
$7.53 Million 1.83% of portfolio
44,073
Q3 2025 Reduced 2.76%
$0
$6.77 Million 1.64% of portfolio
257,019
Q3 2025 Reduced 2.61%
$152B
$5.85 Million 1.42% of portfolio
23,259
Q3 2025 Added 13.43%
$139B
$5.67 Million 1.38% of portfolio
17,196
Q3 2025 Reduced 14.82%
$259B
$5.48 Million 1.33% of portfolio
6,880
Q3 2025 Reduced 48.95%
$0
$5.41 Million 1.31% of portfolio
99,838
Q3 2025 Reduced 1.24%
$470B
$5.26 Million 1.28% of portfolio
46,649
Q3 2025 Added 6.32%
$0
$5.13 Million 1.24% of portfolio
68,627
Q3 2025 Added 1.52%
$0
$4.86 Million 1.18% of portfolio
12,277
Q3 2025 Added 0.19%
$0
$4.64 Million 1.13% of portfolio
78,257
Q3 2025 Added 0.47%
$742B
$4.29 Million 1.04% of portfolio
15,261
Q3 2025 Added 40.98%
$0
$4.22 Million 1.02% of portfolio
91,352
Q3 2025 Added 1.46%
$0
$4.03 Million 0.98% of portfolio
28,584
Q3 2025 Added 6.29%
$1.65T
$3.83 Million 0.93% of portfolio
5,219
Q3 2025 Added 8.46%
$568B
$3.74 Million 0.91% of portfolio
10,967
Q3 2025 Reduced 0.38%
$254B
$3.76 Million 0.91% of portfolio
22,460
Q3 2025 Added 3.67%
$98.8B
$3.71 Million 0.9% of portfolio
29,976
Q3 2025 Added 3.57%
$2.26T
$3.7 Million 0.9% of portfolio
16,837
Q3 2025 Added 3.24%
$502B
$3.59 Million 0.87% of portfolio
19,360
Q3 2025 Added 9.08%
$451B
$3.55 Million 0.86% of portfolio
19,008
Q3 2025 Added 0.02%
$646B
$3.52 Million 0.85% of portfolio
7,004
Q3 2025 Added 5.02%
$413B
$3.48 Million 0.84% of portfolio
67,535
Q3 2025 Added 4.18%
$760B
$3.47 Million 0.84% of portfolio
4,554
Q3 2025 Reduced 3.52%
$277B
$3.33 Million 0.81% of portfolio
6,977
Q3 2025 Added 13.43%
$0
$3.22 Million 0.78% of portfolio
115,428
Q3 2025 Added 0.58%
$0
$3.15 Million 0.76% of portfolio
32,863
Q3 2025 Added 0.1%
$0
$3.01 Million 0.73% of portfolio
117,174
Q3 2025 Added 0.37%
$165B
$2.9 Million 0.7% of portfolio
38,417
Q3 2025 Added 28.07%
$211B
$2.85 Million 0.69% of portfolio
20,272
Q3 2025 Added 8.57%
$78.2B
$2.83 Million 0.69% of portfolio
21,606
Q3 2025 Reduced 1.36%
$322B
$2.82 Million 0.68% of portfolio
33,649
Q3 2025 Added 12.54%
$36B
$2.8 Million 0.68% of portfolio
13,983
Q3 2025 Reduced 0.28%
$0
$2.7 Million 0.65% of portfolio
5,633
Q3 2025 Added 1.4%
$0
$2.66 Million 0.64% of portfolio
77,227
Q3 2025 Reduced 4.09%
$95.7B
$2.56 Million 0.62% of portfolio
50,710
Q3 2025 Added 15.32%
$0
$2.47 Million 0.6% of portfolio
22,297
Q3 2025 Added 0.07%

Summary

  • Portfolio
  • No. of Stocks 203
  • Current Value $412 Million
  • Prior Value $380 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 102 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 stocks
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