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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
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