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 Market Cap. of $200 Billions or more
