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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$16.2 Million 3.7% of portfolio
60,723
Q4 2025 Added 98.43%
$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%
$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%
$98.1B
$6.01 Million 1.37% of portfolio
43,389
Q4 2025 Reduced 1.55%
$139B
$5.79 Million 1.32% of portfolio
16,907
Q4 2025 Reduced 1.68%
$317B
$5.5 Million 1.25% of portfolio
65,956
Q4 2025 Added 96.01%
$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%
$971B
$4.45 Million 1.01% of portfolio
4,356
Q4 2025 Reduced 4.35%
$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%
$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%
$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%
$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%
$75.4B
$2.7 Million 0.62% of portfolio
21,183
Q4 2025 Reduced 1.96%
$96.7B
$2.37 Million 0.54% of portfolio
49,548
Q4 2025 Reduced 2.29%
$183B
$2.3 Million 0.52% of portfolio
6,718
Q4 2025 Reduced 0.96%
$303B
$2.27 Million 0.52% of portfolio
14,641
Q4 2025 Reduced 3.38%
$346B
$2.11 Million 0.48% of portfolio
14,462
Q4 2025 Reduced 4.64%
$237B
$2.01 Million 0.46% of portfolio
8,468
Q4 2025 Reduced 0.39%
$404B
$1.83 Million 0.42% of portfolio
2,003
Q4 2025 Added 39.58%
$37.2B
$1.85 Million 0.42% of portfolio
9,553
Q4 2025 Reduced 1.31%
$43.5B
$1.8 Million 0.41% of portfolio
4,780
Q4 2025 Reduced 3.14%
$31.2B
$1.81 Million 0.41% of portfolio
13,327
Q4 2025 Reduced 2.77%
$41.2B
$1.79 Million 0.41% of portfolio
6,112
Q4 2025 Added 6.3%
$47.4B
$1.74 Million 0.4% of portfolio
26,438
Q4 2025 Reduced 0.88%
$222B
$1.57 Million 0.36% of portfolio
2,776
Q4 2025 Reduced 1.03%
$160B
$1.57 Million 0.36% of portfolio
7,136
Q4 2025 Added 1.42%
$453B
$1.51 Million 0.34% of portfolio
2
Q1 2025 New
$300B
$1.47 Million 0.34% of portfolio
4,595
Q4 2025 Reduced 16.52%
$55.4B
$1.44 Million 0.33% of portfolio
4,964
Q4 2025 Reduced 0.68%
$270B
$1.41 Million 0.32% of portfolio
8,856
Q4 2025 Reduced 2.67%
$279B
$1.34 Million 0.3% of portfolio
12,999
Q4 2025 Reduced 1.56%
$197B
$1.32 Million 0.3% of portfolio
5,791
Q4 2025 Reduced 2.44%
$1.65T
$1.27 Million 0.29% of portfolio
4,605
Q4 2025 Reduced 3.03%
$84B
$1.26 Million 0.29% of portfolio
6,989
Q4 2025 Added 6.47%
$235B
$1.23 Million 0.28% of portfolio
13,273
Q4 2025 Reduced 1.51%

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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