Institutions / Triangle Securities Wealth Management
Triangle Securities Wealth Management
CIK 1541353 · Institution · as of Dec 31, 2025
Portfolio value
$474.32M
Positions
205
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 205 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $18.17M | 3.8% |
| J P Morgan Exchange Traded F | $17.26M | 3.6% |
| Apple Inc. | $15.98M | 3.4% |
| Schwab Strategic Tr | $15.54M | 3.3% |
| Vanguard World Fd | $15.22M | 3.2% |
| Alphabet Inc. | $12.63M | 2.7% |
| Microsoft Corp | $11.57M | 2.4% |
| SPDR Series Trust | $11.35M | 2.4% |
| Advisors Inner Circle Fd III | $10.01M | 2.1% |
| iShares Tr | $9.08M | 1.9% |
| iShares Tr | $8.62M | 1.8% |
| JPMorgan Chase & Co | $8.03M | 1.7% |
| Tortoise Capital Series Trus | $8.01M | 1.7% |
| KKR & Co. Inc. | $7.56M | 1.6% |
| Caterpillar Inc | $7.12M | 1.5% |
| Schwab Strategic Tr | $6.97M | 1.5% |
| Brookfield Corp | $6.84M | 1.4% |
| Blackstone Inc | $6.69M | 1.4% |
| The Goldman Sachs Group, Inc. | $5.87M | 1.2% |
| Broadcom Inc. | $5.85M | 1.2% |
| Wells Fargo & COMPANY/MN | $5.83M | 1.2% |
| Janus Detroit Str Tr | $5.76M | 1.2% |
| Capital Group Intl Focus Eqt | $5.70M | 1.2% |
| Exxon Mobil Corp | $5.55M | 1.2% |
| Lowes Companies Inc | $5.53M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.