Triangle Securities Wealth Management
- SEC CIK
- 0001541353
- Latest filing
- Jul 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 10, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 202
- +1 vs. Q1 2025
- Portfolio value
- $406.4M
- +$17.6M (+4.5%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 518,427 | $14.5M | 3.6% | +6,727+1.3% | Added | – |
| J P Morgan Exchange Traded F46641Q167 | ACTIVE VALUE ETF | 240,257 | $15.7M | 3.9% | +2,311+1.0% | Added | – |
Sold out since Q1 2025 (12)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| Managed Portfolio Series56167N720 | TORTOISE NRAM PI | 239,459 | $8.71M | 2.2% | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,660 | $530.7K | 0.1% | – |
| TXNTexas Instruments Inc | Stock | 2,000 | $359.4K | 0.1% | History |
| BIIBBiogen Inc. | COM | 2,380 | $325.7K | 0.1% | History |
| KOCoca Cola Co | Stock | 4,501 | $322.4K | 0.1% | History |
| RVTYRevvity, Inc. | COM | 2,589 | $273.9K | 0.1% | History |
| CBChubb Ltd | Stock | 872 | $263.3K | 0.1% | History |
| MOAltria Group, Inc. | Stock | 3,918 | $235.2K | 0.1% | History |
| PFEPfizer Inc | Stock | 9,187 | $232.8K | 0.1% | History |
| Vanguard S&P 500 ETF922908363 | ETF | 441 | $226.7K | 0.1% | – |
| MDTMedtronic plc | Stock | 2,409 | $216.5K | 0.1% | History |
| MKCMcCormick & Co Inc | Stock | 2,510 | $206.6K | 0.1% | History |