Triangle Securities Wealth Management
CIK: 0001541353SEC EDGAR →
Portfolio Value
$474.3M
Holdings
205
As of
Q4 2025
New Positions
5
Closed Positions
4
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 276,767 | $18.2M | 3.83% |
| 2 | J P MORGAN EXCHANGE TRADED F | 240,658 | $17.3M | 3.64% |
| 3 | APPLE INC | 60,723 | $16.0M | 3.37% |
| 4 | SCHWAB STRATEGIC TR | 516,831 | $15.5M | 3.28% |
| 5 | VANGUARD WORLD FD | 20,192 | $15.2M | 3.21% |
| 6 | ALPHABET INC | 40,244 | $12.6M | 2.66% |
| 7 | MICROSOFT CORP | 23,924 | $11.6M | 2.44% |
| 8 | SPDR SERIES TRUST | 124,815 | $11.4M | 2.39% |
| 9 | ADVISORS INNER CIRCLE FD III | 260,049 | $10.0M | 2.11% |
| 10 | ISHARES TR | 195,115 | $9.1M | 1.91% |
Quarterly Changes
Top Buys
New Positions (9)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 82 | $269.8M | 56.9% |
| Technology | 21 | $57.8M | 12.2% |
| Industrials | 27 | $32.8M | 6.9% |
| Healthcare | 16 | $23.7M | 5.0% |
| Communication Services | 6 | $22.4M | 4.7% |
| Consumer Cyclical | 14 | $16.6M | 3.5% |
| Energy | 7 | $12.8M | 2.7% |
| Consumer Defensive | 12 | $11.8M | 2.5% |
| Unknown | 7 | $9.5M | 2.0% |
| Utilities | 5 | $8.3M | 1.8% |
| Basic Materials | 7 | $7.6M | 1.6% |
| Real Estate | 1 | $1.2M | 0.3% |