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 ETFs Only

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%
$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%
$0
$8.7 Million 2.29% of portfolio
188,144
Q2 2025 Added 0.03%
$0
$7.84 Million 2.06% of portfolio
126,386
Q2 2025 Added 2.78%
$0
$7.04 Million 1.85% of portfolio
64,436
Q2 2025 Added 1.41%
$0
$6.45 Million 1.7% of portfolio
263,908
Q2 2025 Added 0.08%
$0
$5.29 Million 1.39% of portfolio
194,851
Q2 2025 Reduced 4.02%
$0
$5 Million 1.32% of portfolio
101,093
Q2 2025 Reduced 0.07%
$0
$4.65 Million 1.22% of portfolio
77,888
Q2 2025 Reduced 3.75%
$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%
$0
$2.99 Million 0.79% of portfolio
32,829
Q2 2025 Added 5.82%
$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%
$0
$2.65 Million 0.7% of portfolio
80,519
Q2 2025 Reduced 0.69%
$0
$2.44 Million 0.64% of portfolio
5,555
Q2 2025 Reduced 3.22%
$0
$2.24 Million 0.59% of portfolio
12,305
Q2 2025 Added 6.99%
$0
$2.22 Million 0.58% of portfolio
22,282
Q2 2025 Added 1.98%
$0
$1.67 Million 0.44% of portfolio
39,043
Q2 2025 New
$0
$1.59 Million 0.42% of portfolio
12,389
Q2 2025 Added 1.28%
$0
$1.48 Million 0.39% of portfolio
2,389
Q2 2025 Reduced 8.43%
$0
$1.25 Million 0.33% of portfolio
4,950
Q2 2025 Added 2.59%
$0
$1.16 Million 0.31% of portfolio
6,804
Q2 2025 Added 0.52%
$0
$1.1 Million 0.29% of portfolio
4,419
Q2 2025 Added 6.07%
$0
$1.07 Million 0.28% of portfolio
3,830
Q2 2025 Reduced 0.39%
$0
$833,000 0.22% of portfolio
10,210
Q2 2025 Reduced 16.19%
$0
$731,000 0.19% of portfolio
6,680
Q1 2025 Added 3.09%
$0
$709,000 0.19% of portfolio
4,012
Q2 2025 Added 2.98%
$0
$683,000 0.18% of portfolio
5,035
Q2 2025 Reduced 16.56%
$0
$613,000 0.16% of portfolio
14,410
Q2 2025 Added 109.84%
$0
$615,000 0.16% of portfolio
992
Q2 2025 Added 101.63%
$0
$604,000 0.16% of portfolio
15,101
Q2 2025 Reduced 18.95%
$0
$558,000 0.15% of portfolio
8,922
Q2 2025 Reduced 40.21%
$0
$480,000 0.13% of portfolio
3,885
Q2 2025 Added 34.57%
$0
$507,000 0.13% of portfolio
3,825
Q1 2024 Reduced 6.0%
$0
$440,000 0.12% of portfolio
15,064
Q2 2025 New
$0
$415,000 0.11% of portfolio
1,368
Q2 2025 Reduced 4.47%
$0
$398,000 0.1% of portfolio
3,146
Q2 2025 Added 1.61%
$0
$394,000 0.1% of portfolio
2,031
Q4 2024 Reduced 0.44%
$0
$386,000 0.1% of portfolio
4,620
Q1 2025 Reduced 4.94%
$0
$356,000 0.09% of portfolio
7,395
Q2 2025 Added 0.04%
$0
$309,000 0.08% of portfolio
3,488
Q2 2025 New
$0
$268,000 0.07% of portfolio
2,394
Q2 2025 New
$0
$221,000 0.06% of portfolio
1,679
Q2 2025 Reduced 1.47%

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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