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
$0
$438,000 0.11% of portfolio
3,036
Q3 2025 Reduced 3.5%
$0
$448,000 0.11% of portfolio
1,368
Q2 2025 Reduced 4.47%
$21B
$424,000 0.1% of portfolio
6,768
Q3 2025 Reduced 6.91%
$111B
$417,000 0.1% of portfolio
6,319
Q3 2025 Reduced 3.16%
$204B
$412,000 0.1% of portfolio
2,800
Q2 2025 Reduced 25.89%
$93.8B
$423,000 0.1% of portfolio
1,468
Q3 2025 Added 20.33%
$65.6B
$401,000 0.1% of portfolio
5,019
Q3 2025 Reduced 9.24%
$0
$417,000 0.1% of portfolio
2,049
Q3 2025 Added 0.89%
$0
$404,000 0.1% of portfolio
4,545
Q3 2025 Reduced 1.62%
$84.6B
$392,000 0.1% of portfolio
6,279
Q3 2025 Added 46.74%
$0
$392,000 0.1% of portfolio
7,356
Q3 2025 Reduced 0.53%
$164B
$363,000 0.09% of portfolio
812
Q3 2025 Reduced 17.14%
$15.6B
$367,000 0.09% of portfolio
2,684
Q3 2025 Reduced 0.92%
$169B
$379,000 0.09% of portfolio
8,643
Q3 2025 Added 19.33%
$400B
$369,000 0.09% of portfolio
912
Q3 2025 Added 5.07%
$42.3B
$382,000 0.09% of portfolio
2,518
Q3 2025 Added 0.16%
$24.9B
$363,000 0.09% of portfolio
3,871
Q3 2025 Added 35.3%
$24.3B
$316,000 0.08% of portfolio
1,895
Q3 2025 Reduced 1.56%
$0
$334,000 0.08% of portfolio
3,544
Q3 2025 Added 1.61%
$11.2B
$343,000 0.08% of portfolio
3,162
Q3 2025 Added 21.06%
$28.2B
$343,000 0.08% of portfolio
5,929
Q2 2025 New
$15.2B
$312,000 0.08% of portfolio
5,750
Q3 2025 Reduced 3.36%
$308B
$280,000 0.07% of portfolio
4,228
Q3 2025 New
$0
$298,000 0.07% of portfolio
2,625
Q3 2025 Added 9.65%
$384B
$270,000 0.07% of portfolio
1,671
Q3 2025 Reduced 27.38%
$0
$269,000 0.07% of portfolio
8,459
Q3 2025 Added 9.01%
$21.6B
$297,000 0.07% of portfolio
569
Q3 2025 Added 5.96%
$67.1B
$299,000 0.07% of portfolio
997
Q3 2025 Reduced 0.6%
$43.4B
$260,000 0.06% of portfolio
2,905
Q3 2025 Reduced 6.5%
$70.7B
$251,000 0.06% of portfolio
5,207
Q3 2025 Reduced 21.78%
$114B
$247,000 0.06% of portfolio
3,753
Q3 2025 New
$0
$227,000 0.06% of portfolio
8,328
Q3 2025 Added 0.8%
$98.3B
$246,000 0.06% of portfolio
583
Q3 2025 Reduced 34.86%
$112B
$246,000 0.06% of portfolio
872
Q3 2025 New
$40.1B
$234,000 0.06% of portfolio
2,842
Q3 2025 Reduced 1.73%
$0
$211,000 0.05% of portfolio
1,163
Q3 2025 Added 0.09%
$0
$226,000 0.05% of portfolio
1,620
Q3 2025 Reduced 3.51%
$42.7B
$206,000 0.05% of portfolio
2,139
Q2 2025 New
$0
$212,000 0.05% of portfolio
2,572
Q3 2025 New
$0
$148,000 0.04% of portfolio
10,147
Q2 2025 Reduced 5.0%
Linde PLC
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.32%
$614M
$19,000 0.0% of portfolio
10,579
Q2 2025 New
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 5.16%
Tortoise Capital Series Trus
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 1.55%
2023 ETF Series Trust Ii
-
$0 0.0% of portfolio
-
Q3 2025 Added 11.15%
Lam Research Corp
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.77%
Labcorp Holdings Inc
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 1.25%
American Centy ETF Tr
-
$0 0.0% of portfolio
-
Q3 2025 Added 15.55%
Elevation Series Trust
-
$0 0.0% of portfolio
-
Q3 2025 New

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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