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 ETFs Only

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%
$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%
$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%
$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%
$0
$5.68 Million 1.29% of portfolio
78,361
Q4 2025 Added 14.18%
$0
$5.45 Million 1.24% of portfolio
99,283
Q4 2025 Reduced 0.56%
$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%
$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%
$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%
$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%
$0
$2.52 Million 0.57% of portfolio
74,648
Q4 2025 Reduced 3.34%
$0
$2.41 Million 0.55% of portfolio
21,855
Q4 2025 Reduced 1.98%
$0
$2.2 Million 0.5% of portfolio
11,726
Q4 2025 Reduced 0.42%
$0
$2.11 Million 0.48% of portfolio
51,590
Q4 2025 Reduced 4.44%
$0
$2.11 Million 0.48% of portfolio
23,795
Q4 2025 Added 100.01%
$0
$1.87 Million 0.43% of portfolio
38,950
Q4 2025 Reduced 2.94%
$0
$1.62 Million 0.37% of portfolio
17,708
Q4 2025 Added 399.66%
$0
$1.65 Million 0.37% of portfolio
11,816
Q4 2025 Reduced 0.38%
$0
$1.31 Million 0.3% of portfolio
4,640
Q4 2025 Added 7.13%
$0
$1.25 Million 0.28% of portfolio
6,932
Q4 2025 Reduced 2.64%
$0
$1.08 Million 0.25% of portfolio
3,780
Q4 2025 Reduced 2.55%
$0
$974,000 0.22% of portfolio
15,643
Q3 2025 Added 75.33%
$0
$880,000 0.2% of portfolio
1,323
Q4 2025 Reduced 41.43%
$0
$759,000 0.17% of portfolio
4,060
Q4 2025 Reduced 0.78%
$0
$762,000 0.17% of portfolio
17,483
Q4 2025 Added 12.8%
$0
$745,000 0.17% of portfolio
16,648
Q4 2025 Added 8.51%
$0
$696,000 0.16% of portfolio
6,480
Q4 2025 Reduced 2.99%
$0
$670,000 0.15% of portfolio
4,853
Q4 2025 Reduced 1.38%
$0
$649,000 0.15% of portfolio
962
Q4 2025 Reduced 16.35%
$0
$537,000 0.12% of portfolio
3,825
Q1 2024 Reduced 6.0%
$0
$543,000 0.12% of portfolio
16,861
Q4 2025 Added 8.63%
$0
$542,000 0.12% of portfolio
4,255
Q4 2025 Added 2.78%
$0
$472,000 0.11% of portfolio
2,878
Q4 2025 Reduced 5.2%
$0
$436,000 0.1% of portfolio
1,323
Q4 2025 Reduced 3.29%
$0
$417,000 0.09% of portfolio
2,041
Q4 2025 Reduced 0.39%
$0
$403,000 0.09% of portfolio
4,545
Q3 2025 Reduced 1.62%
$0
$387,000 0.09% of portfolio
7,056
Q4 2025 Reduced 4.08%
$0
$367,000 0.08% of portfolio
3,201
Q4 2025 Added 21.94%
$0
$311,000 0.07% of portfolio
3,885
Q4 2025 Added 51.05%

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
Track This Portfolio

Track Triangle Securities Wealth Management Portfolio

Follow Triangle Securities Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Triangle Securities Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Triangle Securities Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email