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.
Stock Holdings Table
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