Triangle Securities Wealth Management Portfolio Holdings - 13F Filings | 13F Fund Database
Triangle Securities Wealth Management 13F Holdings
CIK 0001541353 · RALEIGH, NC
As of Sep 30, 2025, Triangle Securities Wealth Management reported
203 positions worth $441.4M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| JPMORGAN ACTIVE VALUE ETF | JAVA | — | 240,720 |
|
6.6M3.76% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 516,968 |
5.3M | 3.47% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 20,518 |
5.3M | 3.47% |
| MICROSOFT CORP | MSFT | Technology | 25,679 |
3.3M | 3.01% |
| STATE STREET(R) SPDR(R) S & P 600(TM) SMALL CAP VALUE ETF | SLYV | — | 123,384 |
0.9M | 2.48% |
| ALPHABET INC | GOOG | Equity | 43,958 |
0.7M | 2.43% |
| ADVISORS INNER CIRCLE FD III | — | — | 262,393 | $9.8M | 2.22% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 190,931 | $8.9M | 2.02% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 131,060 | $8.6M | 1.94% |
| TORTOISE NORTH AMERICAN PIPELINE FUND | TPYP | — | 229,410 | $8.4M | 1.89% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 25,822 | $8.1M | 1.85% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 66,651 | $7.9M | 1.79% |
| KKR & CO INC | KKR | Financial Services | 60,807 | $7.9M | 1.79% |
| APPLE INC | AAPL | Technology | 30,601 | $7.8M | 1.77% |
| BLACKSTONE INC | BX | Financial Services | 44,073 | $7.5M | 1.71% |
| BROOKFIELD CORP | BN | Financial Services | 99,119 | $6.8M | 1.54% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 257,019 | $6.8M | 1.53% |
| LOWES COMPANIES INC | LOW | Consumer Cyclical | 23,259 | $5.8M | 1.32% |
| CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | CGXU | — | 192,896 | $5.7M | 1.29% |
| BROADCOM INC | AVGO | Technology | 17,196 | $5.7M | 1.29% |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 6,880 | $5.5M | 1.24% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 99,838 | $5.4M | 1.23% |
| EXXON MOBIL CORP | XOM | Energy | 46,649 | $5.3M | 1.19% |
| JANUS DETROIT STR TR | JSML | — | 68,627 | $5.1M | 1.16% |
| VANGUARD CONSUMER DISCRETIONARY INDEX FUND | VCR | — | 12,277 | $4.9M | 1.10% |