Triangle Securities Wealth Management Portfolio Holdings

Triangle Securities Wealth Management

  • $439 Million
  • Q4 2025

Triangle Securities Wealth Management has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $439 Million distributed in 214 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Mid Cap ETF with a value of $17.8M, Jp Morgan ETF Fd Tr Active Val with a value of $16.7M, Apple Inc. with a value of $16.2M, Vanguard Information Technolog with a value of $15.3M, and Schwab Strategic U.S. Mid Cap with a value of $15.1M.

Examining the 13F form we can see an increase of $26.6M in the current position value, from $412M to 439M.

Below you can find more details about Triangle Securities Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $439 Million
ETFs: $179 Million
Technology: $61.6 Million
Financial Services: $55 Million
Industrials: $31.3 Million
Healthcare: $22.2 Million
Communication Services: $20.9 Million
Consumer Cyclical: $16.2 Million
Consumer Defensive: $12.9 Million
Other: $27.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.8 Million 4.05% of portfolio
276,767
Q4 2025 Added 111.18%
$0
$16.7 Million 3.81% of portfolio
240,658
Q4 2025 Reduced 0.03%
$4.3T
$16.2 Million 3.7% of portfolio
60,723
Q4 2025 Added 98.43%
$0
$15.3 Million 3.48% of portfolio
20,192
Q4 2025 Reduced 1.59%
$0
$15.1 Million 3.43% of portfolio
516,831
Q4 2025 Reduced 0.03%
$3.78T
$12.1 Million 2.77% of portfolio
23,924
Q4 2025 Reduced 6.83%
$1.74T
$11.5 Million 2.62% of portfolio
40,244
Q4 2025 Reduced 8.45%
$0
$11 Million 2.51% of portfolio
124,815
Q4 2025 Added 1.16%
$0
$9.62 Million 2.19% of portfolio
260,049
Q4 2025 Reduced 0.89%
$0
$9.09 Million 2.07% of portfolio
195,115
Q4 2025 Added 2.19%
$0
$8.39 Million 1.91% of portfolio
71,762
Q4 2025 Added 7.67%
$169B
$8.04 Million 1.83% of portfolio
9,620
Q4 2025 Added 476.05%
$291B
$7.51 Million 1.71% of portfolio
13,600
Q4 2025 Added 94.93%
$881B
$7.48 Million 1.7% of portfolio
24,910
Q4 2025 Reduced 3.53%
$103B
$7.11 Million 1.62% of portfolio
59,328
Q4 2025 Reduced 2.43%
$0
$6.87 Million 1.56% of portfolio
258,864
Q4 2025 Added 0.72%
$0
$5.79 Million 1.32% of portfolio
192,918
Q4 2025 Added 0.01%
$139B
$5.79 Million 1.32% of portfolio
16,907
Q4 2025 Reduced 1.68%
$0
$5.68 Million 1.29% of portfolio
78,361
Q4 2025 Added 14.18%
$317B
$5.5 Million 1.25% of portfolio
65,956
Q4 2025 Added 96.01%
$0
$5.45 Million 1.24% of portfolio
99,283
Q4 2025 Reduced 0.56%
$490B
$5.43 Million 1.24% of portfolio
46,131
Q4 2025 Reduced 1.11%
$140B
$5.16 Million 1.18% of portfolio
22,946
Q4 2025 Reduced 1.35%
$265B
$5.18 Million 1.18% of portfolio
6,678
Q4 2025 Reduced 2.94%
$0
$4.61 Million 1.05% of portfolio
12,127
Q4 2025 Reduced 1.22%
$0
$4.52 Million 1.03% of portfolio
76,553
Q4 2025 Reduced 2.18%
$971B
$4.45 Million 1.01% of portfolio
4,356
Q4 2025 Reduced 4.35%
$0
$4.41 Million 1.0% of portfolio
95,390
Q4 2025 Added 4.42%
$0
$4.11 Million 0.94% of portfolio
29,174
Q4 2025 Added 2.06%
$2.39T
$3.88 Million 0.88% of portfolio
16,519
Q4 2025 Reduced 1.89%
$258B
$3.82 Million 0.87% of portfolio
21,725
Q4 2025 Reduced 3.27%
$522B
$3.81 Million 0.87% of portfolio
19,094
Q4 2025 Reduced 1.37%
$1.37T
$3.76 Million 0.86% of portfolio
6,162
Q4 2025 Added 18.07%
$96.4B
$3.65 Million 0.83% of portfolio
29,131
Q4 2025 Reduced 2.82%
$0
$3.56 Million 0.81% of portfolio
37,661
Q4 2025 Added 14.6%
$533B
$3.5 Million 0.8% of portfolio
10,751
Q4 2025 Reduced 1.97%
$662B
$3.47 Million 0.79% of portfolio
6,816
Q4 2025 Reduced 2.68%
$465B
$3.38 Million 0.77% of portfolio
18,093
Q4 2025 Reduced 4.81%
$413B
$3.33 Million 0.76% of portfolio
64,644
Q4 2025 Reduced 4.28%
$168B
$3.26 Million 0.74% of portfolio
38,034
Q4 2025 Reduced 1.0%
$0
$3.21 Million 0.73% of portfolio
116,956
Q4 2025 Added 1.32%
$0
$3.11 Million 0.71% of portfolio
120,576
Q4 2025 Added 2.9%
$204B
$2.96 Million 0.67% of portfolio
19,992
Q4 2025 Reduced 1.38%
$37.1B
$2.84 Million 0.65% of portfolio
13,918
Q4 2025 Reduced 0.46%
$593B
$2.85 Million 0.65% of portfolio
12,941
Q4 2025 Reduced 15.2%
$0
$2.78 Million 0.63% of portfolio
5,741
Q4 2025 Added 1.92%
$0
$2.76 Million 0.63% of portfolio
9,590
Q4 2025 Added 93.74%
$75.4B
$2.7 Million 0.62% of portfolio
21,183
Q4 2025 Reduced 1.96%
$0
$2.52 Million 0.57% of portfolio
74,648
Q4 2025 Reduced 3.34%

Summary

  • Portfolio
  • No. of Stocks 214
  • Current Value $439 Million
  • Prior Value $412 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 13, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 9 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 122 stocks
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