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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$13.3 Million 3.22% of portfolio
25,679
Q3 2025 Added 29.21%
$1.74T
$10.7 Million 2.6% of portfolio
43,958
Q3 2025 Added 2.6%
$881B
$8.15 Million 1.97% of portfolio
25,822
Q3 2025 Added 14.1%
$103B
$7.9 Million 1.92% of portfolio
60,807
Q3 2025 Reduced 2.8%
$4.3T
$7.79 Million 1.89% of portfolio
30,601
Q3 2025 Added 22.89%
$98.1B
$7.53 Million 1.83% of portfolio
44,073
Q3 2025 Reduced 2.76%
$140B
$5.85 Million 1.42% of portfolio
23,259
Q3 2025 Added 13.43%
$139B
$5.67 Million 1.38% of portfolio
17,196
Q3 2025 Reduced 14.82%
$265B
$5.48 Million 1.33% of portfolio
6,880
Q3 2025 Reduced 48.95%
$490B
$5.26 Million 1.28% of portfolio
46,649
Q3 2025 Added 6.32%
$593B
$4.29 Million 1.04% of portfolio
15,261
Q3 2025 Added 40.98%
$1.37T
$3.83 Million 0.93% of portfolio
5,219
Q3 2025 Added 8.46%
$533B
$3.74 Million 0.91% of portfolio
10,967
Q3 2025 Reduced 0.38%
$258B
$3.76 Million 0.91% of portfolio
22,460
Q3 2025 Added 3.67%
$96.4B
$3.71 Million 0.9% of portfolio
29,976
Q3 2025 Added 3.57%
$2.39T
$3.7 Million 0.9% of portfolio
16,837
Q3 2025 Added 3.24%
$465B
$3.55 Million 0.86% of portfolio
19,008
Q3 2025 Added 0.02%
$662B
$3.52 Million 0.85% of portfolio
7,004
Q3 2025 Added 5.02%
$413B
$3.48 Million 0.84% of portfolio
67,535
Q3 2025 Added 4.18%
$971B
$3.47 Million 0.84% of portfolio
4,554
Q3 2025 Reduced 3.52%
$291B
$3.33 Million 0.81% of portfolio
6,977
Q3 2025 Added 13.43%
$168B
$2.9 Million 0.7% of portfolio
38,417
Q3 2025 Added 28.07%
$204B
$2.85 Million 0.69% of portfolio
20,272
Q3 2025 Added 8.57%
$75.4B
$2.83 Million 0.69% of portfolio
21,606
Q3 2025 Reduced 1.36%
$317B
$2.82 Million 0.68% of portfolio
33,649
Q3 2025 Added 12.54%
$37.1B
$2.8 Million 0.68% of portfolio
13,983
Q3 2025 Reduced 0.28%
$96.7B
$2.56 Million 0.62% of portfolio
50,710
Q3 2025 Added 15.32%
$37.2B
$2.38 Million 0.58% of portfolio
9,680
Q3 2025 Reduced 2.59%
$303B
$2.35 Million 0.57% of portfolio
15,153
Q3 2025 Added 16.06%
$346B
$2.33 Million 0.56% of portfolio
15,166
Q3 2025 Added 10.06%
$31.2B
$2.24 Million 0.54% of portfolio
13,707
Q3 2025 Reduced 0.95%
$237B
$2.01 Million 0.49% of portfolio
8,501
Q3 2025 Reduced 5.52%
$300B
$1.9 Million 0.46% of portfolio
5,504
Q3 2025 Reduced 3.81%
$183B
$1.91 Million 0.46% of portfolio
6,783
Q3 2025 Added 19.84%
$47.4B
$1.8 Million 0.44% of portfolio
26,672
Q3 2025 Added 2.88%
$43.5B
$1.72 Million 0.42% of portfolio
4,935
Q3 2025 Reduced 0.18%
$41.2B
$1.71 Million 0.42% of portfolio
5,750
Q3 2025 Reduced 0.55%
$55.4B
$1.53 Million 0.37% of portfolio
4,998
Q3 2025 Added 12.01%
$453B
$1.51 Million 0.37% of portfolio
2
Q1 2025 New
$169B
$1.54 Million 0.37% of portfolio
1,670
Q3 2025 Added 1.77%
$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%
$160B
$1.39 Million 0.34% of portfolio
7,036
Q3 2025 Added 6.4%
$279B
$1.36 Million 0.33% of portfolio
13,205
Q3 2025 Added 17.33%
$222B
$1.36 Million 0.33% of portfolio
2,805
Q3 2025 Added 5.21%
$84.9B
$1.31 Million 0.32% of portfolio
7,769
Q3 2025 Reduced 0.56%
$404B
$1.33 Million 0.32% of portfolio
1,435
Q3 2025 Added 125.98%
$16.1B
$1.28 Million 0.31% of portfolio
16,653
Q3 2025 Reduced 1.01%
$193B
$1.29 Million 0.31% of portfolio
11,225
Q3 2025 Added 33.5%

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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