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
$48.2B
$2.38 Million 0.58% of portfolio
9,680
Q3 2025 Reduced 2.59%
$301B
$2.35 Million 0.57% of portfolio
15,153
Q3 2025 Added 16.06%
$359B
$2.33 Million 0.56% of portfolio
15,166
Q3 2025 Added 10.06%
$0
$2.27 Million 0.55% of portfolio
53,985
Q3 2025 Reduced 46.15%
$0
$2.23 Million 0.54% of portfolio
11,776
Q3 2025 Reduced 4.3%
$36.2B
$2.24 Million 0.54% of portfolio
13,707
Q3 2025 Reduced 0.95%
$263B
$2.01 Million 0.49% of portfolio
8,501
Q3 2025 Reduced 5.52%
$342B
$1.9 Million 0.46% of portfolio
5,504
Q3 2025 Reduced 3.81%
$161B
$1.91 Million 0.46% of portfolio
6,783
Q3 2025 Added 19.84%
$0
$1.85 Million 0.45% of portfolio
40,130
Q3 2025 Added 2.78%
$44.5B
$1.8 Million 0.44% of portfolio
26,672
Q3 2025 Added 2.88%
$40.9B
$1.72 Million 0.42% of portfolio
4,935
Q3 2025 Reduced 0.18%
$40.7B
$1.71 Million 0.42% of portfolio
5,750
Q3 2025 Reduced 0.55%
$0
$1.63 Million 0.4% of portfolio
11,861
Q3 2025 Reduced 4.26%
$55.9B
$1.53 Million 0.37% of portfolio
4,998
Q3 2025 Added 12.01%
$442B
$1.51 Million 0.37% of portfolio
2
Q1 2025 New
$0
$1.5 Million 0.36% of portfolio
2,259
Q3 2025 Reduced 5.44%
$55.8B
$1.5 Million 0.36% of portfolio
7,461
Q3 2025 Reduced 1.52%
$270B
$1.45 Million 0.35% of portfolio
9,099
Q3 2025 Added 2.3%
$161B
$1.39 Million 0.34% of portfolio
7,036
Q3 2025 Added 6.4%
$0
$1.4 Million 0.34% of portfolio
4,950
Q2 2025 Added 2.59%
$288B
$1.36 Million 0.33% of portfolio
13,205
Q3 2025 Added 17.33%
$219B
$1.36 Million 0.33% of portfolio
2,805
Q3 2025 Added 5.21%
$87.6B
$1.31 Million 0.32% of portfolio
7,769
Q3 2025 Reduced 0.56%
$0
$1.34 Million 0.32% of portfolio
7,120
Q3 2025 Added 4.64%
$415B
$1.33 Million 0.32% of portfolio
1,435
Q3 2025 Added 125.98%
$17.1B
$1.28 Million 0.31% of portfolio
16,653
Q3 2025 Reduced 1.01%
$208B
$1.29 Million 0.31% of portfolio
11,225
Q3 2025 Added 33.5%
$166B
$1.3 Million 0.31% of portfolio
3,674
Q3 2025 Reduced 8.9%
$89.6B
$1.26 Million 0.31% of portfolio
6,564
Q3 2025 Added 1.41%
$194B
$1.22 Million 0.29% of portfolio
5,936
Q3 2025 Added 1.14%
$40.6B
$1.21 Million 0.29% of portfolio
15,498
Q3 2025 Reduced 2.43%
$38.6B
$1.18 Million 0.29% of portfolio
12,867
Q3 2025 Added 4.31%
$10.9B
$1.18 Million 0.29% of portfolio
26,307
Q3 2025 Added 14.17%
$79.3B
$1.17 Million 0.28% of portfolio
4,263
Q3 2025 Added 8.86%
$0
$1.14 Million 0.28% of portfolio
3,879
Q3 2025 Added 1.28%
$1.5T
$1.15 Million 0.28% of portfolio
4,749
Q3 2025 Added 72.44%
$190B
$1.15 Million 0.28% of portfolio
11,375
Q3 2025 Reduced 8.49%
$93.5B
$1.16 Million 0.28% of portfolio
3,403
Q3 2025 Reduced 1.73%
$0
$1.12 Million 0.27% of portfolio
4,331
Q3 2025 Reduced 1.99%
$167B
$1.12 Million 0.27% of portfolio
7,752
Q3 2025 Reduced 2.02%
$26.4B
$1.1 Million 0.27% of portfolio
615
Q3 2025 Reduced 0.32%
$64.2B
$1.13 Million 0.27% of portfolio
5,572
Q3 2025 Reduced 1.07%
$110B
$1.12 Million 0.27% of portfolio
11,890
Q3 2025 Reduced 1.61%
$222B
$1.13 Million 0.27% of portfolio
13,476
Q3 2025 Added 24.59%
$53.1B
$1.06 Million 0.26% of portfolio
4,316
Q3 2025 Reduced 2.09%
$88.8B
$1.03 Million 0.25% of portfolio
2,155
Q3 2025 Reduced 0.55%
$0
$1.04 Million 0.25% of portfolio
11,897
Q3 2025 Added 16.52%
$58.2B
$1.03 Million 0.25% of portfolio
22,561
Q3 2025 Reduced 9.28%

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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