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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$368B
$2.2 Million 0.58% of portfolio
13,780
Q2 2025 Reduced 10.22%
$0
$2.22 Million 0.58% of portfolio
22,282
Q2 2025 Added 1.98%
$141B
$2.08 Million 0.55% of portfolio
29,997
Q2 2025 Reduced 15.61%
$44.6B
$2.07 Million 0.55% of portfolio
9,937
Q2 2025 Reduced 1.88%
$36.4B
$2.09 Million 0.55% of portfolio
13,838
Q2 2025 Reduced 4.85%
$95.8B
$1.99 Million 0.52% of portfolio
43,975
Q2 2025 Reduced 16.88%
$51B
$1.93 Million 0.51% of portfolio
25,926
Q2 2025 Reduced 4.83%
$302B
$1.87 Million 0.49% of portfolio
13,056
Q2 2025 Reduced 18.36%
$245B
$1.79 Million 0.47% of portfolio
5,722
Q2 2025 Added 16.94%
$0
$1.67 Million 0.44% of portfolio
39,043
Q2 2025 New
$38.7B
$1.67 Million 0.44% of portfolio
5,782
Q2 2025 Added 0.78%
$172B
$1.69 Million 0.44% of portfolio
1,641
Q2 2025 Reduced 1.2%
$39.2B
$1.64 Million 0.43% of portfolio
4,944
Q2 2025 Reduced 0.56%
$0
$1.59 Million 0.42% of portfolio
12,389
Q2 2025 Added 1.28%
$152B
$1.58 Million 0.42% of portfolio
5,660
Q2 2025 Reduced 17.05%
$157B
$1.56 Million 0.41% of portfolio
4,033
Q2 2025 Reduced 3.54%
$95.3B
$1.43 Million 0.38% of portfolio
6,473
Q2 2025 Reduced 1.6%
$102B
$1.43 Million 0.38% of portfolio
7,813
Q2 2025 Reduced 2.92%
$423B
$1.46 Million 0.38% of portfolio
2
Q1 2025 New
$8.95B
$1.39 Million 0.36% of portfolio
20,613
Q2 2025 Added 1.95%
$17.7B
$1.3 Million 0.34% of portfolio
16,823
Q2 2025 Reduced 2.18%
$150B
$1.31 Million 0.34% of portfolio
6,613
Q2 2025 Added 17.5%
$55.1B
$1.3 Million 0.34% of portfolio
2,291
Q2 2025 Reduced 0.43%
$0
$1.25 Million 0.33% of portfolio
4,950
Q2 2025 Added 2.59%
$250B
$1.25 Million 0.33% of portfolio
8,894
Q2 2025 Reduced 2.25%
$36.7B
$1.22 Million 0.32% of portfolio
12,335
Q2 2025 Reduced 6.67%
$49.5B
$1.21 Million 0.32% of portfolio
7,576
Q2 2025 Reduced 2.57%
$28.2B
$1.21 Million 0.32% of portfolio
617
Q2 2025 Added 118.79%
$0
$1.16 Million 0.31% of portfolio
6,804
Q2 2025 Added 0.52%
$11.2B
$1.13 Million 0.3% of portfolio
23,042
Q2 2025 Added 1.43%
$52.5B
$1.15 Million 0.3% of portfolio
5,632
Q2 2025 Added 0.54%
$27.4B
$1.11 Million 0.29% of portfolio
6,849
Q2 2025 Reduced 3.67%
$281B
$1.1 Million 0.29% of portfolio
11,255
Q2 2025 Reduced 17.5%
$0
$1.1 Million 0.29% of portfolio
4,419
Q2 2025 Added 6.07%
$94.5B
$1.09 Million 0.29% of portfolio
2,167
Q2 2025 Reduced 1.81%
$51.7B
$1.12 Million 0.29% of portfolio
4,462
Q2 2025 Reduced 13.98%
$36B
$1.09 Million 0.29% of portfolio
15,884
Q2 2025 Reduced 13.89%
$120B
$1.08 Million 0.29% of portfolio
12,084
Q2 2025 Reduced 1.23%
$58.4B
$1.07 Million 0.28% of portfolio
24,868
Q2 2025 Reduced 51.05%
$162B
$1.07 Million 0.28% of portfolio
5,869
Q2 2025 Added 1.73%
$78.8B
$1.06 Million 0.28% of portfolio
3,916
Q2 2025 Reduced 11.38%
$146B
$1.05 Million 0.28% of portfolio
4,517
Q2 2025 Reduced 2.48%
$53.1B
$1.08 Million 0.28% of portfolio
4,408
Q2 2025 Reduced 1.17%
$0
$1.07 Million 0.28% of portfolio
3,830
Q2 2025 Reduced 0.39%
$185B
$1.06 Million 0.28% of portfolio
12,430
Q2 2025 Added 1.39%
$187B
$1.08 Million 0.28% of portfolio
2,666
Q2 2025 Added 34.31%
$61.1B
$1.03 Million 0.27% of portfolio
3,231
Q2 2025 Reduced 0.46%
$207B
$1.04 Million 0.27% of portfolio
8,408
Q2 2025 Reduced 28.9%
$86.2B
$1.01 Million 0.27% of portfolio
3,463
Q2 2025 Reduced 0.2%

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
Track This Portfolio

Track Triangle Securities Wealth Management Portfolio

Follow Triangle Securities Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Triangle Securities Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Triangle Securities Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email