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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.77T
$9.89 Million 2.6% of portfolio
19,874
Q2 2025 Reduced 24.96%
$239B
$9.54 Million 2.51% of portfolio
13,478
Q2 2025 Added 90.45%
$125B
$8.32 Million 2.19% of portfolio
62,556
Q2 2025 Reduced 2.76%
$1.17T
$7.6 Million 2.0% of portfolio
42,844
Q2 2025 Reduced 6.34%
$120B
$6.78 Million 1.78% of portfolio
45,325
Q2 2025 Reduced 2.35%
$855B
$6.56 Million 1.73% of portfolio
22,631
Q2 2025 Reduced 14.08%
$113B
$5.57 Million 1.46% of portfolio
20,189
Q2 2025 Added 0.36%
$3.45T
$5.11 Million 1.34% of portfolio
24,901
Q2 2025 Reduced 19.88%
$452B
$4.73 Million 1.24% of portfolio
43,875
Q2 2025 Reduced 7.74%
$141B
$4.55 Million 1.2% of portfolio
20,505
Q2 2025 Reduced 14.23%
$575B
$3.91 Million 1.03% of portfolio
11,009
Q2 2025 Reduced 1.96%
$738B
$3.68 Million 0.97% of portfolio
4,720
Q2 2025 Reduced 1.95%
$2.32T
$3.58 Million 0.94% of portfolio
16,309
Q2 2025 Reduced 5.82%
$1.58T
$3.55 Million 0.93% of portfolio
4,812
Q2 2025 Added 1.5%
$93B
$3.42 Million 0.9% of portfolio
28,943
Q2 2025 Reduced 6.1%
$622B
$3.24 Million 0.85% of portfolio
6,669
Q2 2025 Reduced 8.94%
$383B
$3.07 Million 0.81% of portfolio
64,828
Q2 2025 Reduced 8.61%
$416B
$3 Million 0.79% of portfolio
19,005
Q2 2025 Added 9.68%
$85.3B
$2.92 Million 0.77% of portfolio
21,903
Q2 2025 Added 9.33%
$38.5B
$2.94 Million 0.77% of portfolio
14,022
Q2 2025 Reduced 3.74%
$439B
$2.71 Million 0.71% of portfolio
17,749
Q2 2025 Reduced 10.65%
$264B
$2.45 Million 0.65% of portfolio
8,998
Q2 2025 Added 3.2%
$201B
$2.47 Million 0.65% of portfolio
18,672
Q2 2025 Reduced 7.14%
$313B
$2.4 Million 0.63% of portfolio
29,899
Q2 2025 Reduced 13.6%
$220B
$2.39 Million 0.63% of portfolio
6,151
Q2 2025 Reduced 10.45%
$642B
$2.37 Million 0.62% of portfolio
10,825
Q2 2025 Reduced 31.79%
$375B
$2.2 Million 0.58% of portfolio
13,780
Q2 2025 Reduced 10.22%
$152B
$2.08 Million 0.55% of portfolio
29,997
Q2 2025 Reduced 15.61%
$43.6B
$2.07 Million 0.55% of portfolio
9,937
Q2 2025 Reduced 1.88%
$34.7B
$2.09 Million 0.55% of portfolio
13,838
Q2 2025 Reduced 4.85%
$91.5B
$1.99 Million 0.52% of portfolio
43,975
Q2 2025 Reduced 16.88%
$53B
$1.93 Million 0.51% of portfolio
25,926
Q2 2025 Reduced 4.83%
$294B
$1.87 Million 0.49% of portfolio
13,056
Q2 2025 Reduced 18.36%
$267B
$1.79 Million 0.47% of portfolio
5,722
Q2 2025 Added 16.94%
$40.1B
$1.67 Million 0.44% of portfolio
5,782
Q2 2025 Added 0.78%
$194B
$1.69 Million 0.44% of portfolio
1,641
Q2 2025 Reduced 1.2%
$40.8B
$1.64 Million 0.43% of portfolio
4,944
Q2 2025 Reduced 0.56%
$164B
$1.58 Million 0.42% of portfolio
5,660
Q2 2025 Reduced 17.05%
$173B
$1.56 Million 0.41% of portfolio
4,033
Q2 2025 Reduced 3.54%
$108B
$1.43 Million 0.38% of portfolio
6,473
Q2 2025 Reduced 1.6%
$101B
$1.43 Million 0.38% of portfolio
7,813
Q2 2025 Reduced 2.92%
$429B
$1.46 Million 0.38% of portfolio
2
Q1 2025 New
$10B
$1.39 Million 0.36% of portfolio
20,613
Q2 2025 Added 1.95%
$18.9B
$1.3 Million 0.34% of portfolio
16,823
Q2 2025 Reduced 2.18%
$138B
$1.31 Million 0.34% of portfolio
6,613
Q2 2025 Added 17.5%
$59.8B
$1.3 Million 0.34% of portfolio
2,291
Q2 2025 Reduced 0.43%
$237B
$1.25 Million 0.33% of portfolio
8,894
Q2 2025 Reduced 2.25%
$42.1B
$1.22 Million 0.32% of portfolio
12,335
Q2 2025 Reduced 6.67%
$43.7B
$1.21 Million 0.32% of portfolio
7,576
Q2 2025 Reduced 2.57%

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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