Triangle Securities Wealth Management
- SEC CIK
- 0001541353
- Latest filing
- Jul 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 13, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 205
- +2 vs. Q3 2025
- Portfolio value
- $474.3M
- +$32.6M (+7.4%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Information Technology ETF92204A702 | ETF | 20,192 | $15.2M | 3.2% | −326−1.6% | Reduced | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 516,831 | $15.5M | 3.3% | −1370.0% | Reduced | – |
| AAPLApple Inc. | Stock | 60,723 | $16.0M | 3.4% | +30,122+98.4% | Added | History |
| J P Morgan Exchange Traded F46641Q167 | ACTIVE VALUE ETF | 240,658 | $17.3M | 3.6% | −620.0% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 276,767 | $18.2M | 3.8% | +145,707+111.2% | Added | – |
Sold out since Q3 2025 (7)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| KMXCarMax Inc | COM | 21,213 | $951.8K | 0.2% | History |
| CLXClorox Co | Stock | 5,639 | $695.3K | 0.2% | History |
| MDLZMondelez International, Inc. | Stock | 6,279 | $392.2K | 0.1% | History |
| BROBrown & Brown, Inc. | Stock | 3,871 | $363.1K | 0.1% | History |
| SYYSysco Corp | Stock | 2,842 | $234.0K | 0.1% | History |
| CCICrown Castle Inc. | REIT | 2,139 | $206.4K | <0.1% | History |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 10,147 | $148.3K | <0.1% | – |