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CIK: 0001541353
Total reported value
$503.7M
$503.7M
202 檔
12.5%
The Q2 2025 SEC filing reveals that Triangle Securities Wealth Management held a total portfolio value of $503.7M, covering 202 public equity positions.
Triangle Securities Wealth Management executed strategic sector rebalancing during Q2 2025, establishing 6 new positions while fully exiting 2 holdings and trimming 21 positions.
Showing top 200 holdings (of 202 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 3.87% | -0.05% | +0.97% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.58% | +0.14% | +1.31% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.21% | +0.57% | -6.08% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.43% | -0.33% | -24.96% | |
| 5 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.41% | +0.02% | -1.82% | |
| 6 | SAMT | Strategas Macro Them Opps | ETF-Other | 2.35% | +0.11% | +0.91% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.14% | -0.19% | +0.03% | |
| 8 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.07% | +0.03% | +90.45% | |
| 9 | TPYP | Tortoise North American Pipe | ETF-Other | 2.05% | -0.31% | — | |
| 10 | KKR | Kkr & Co Inc | Stock-Financials | 2.05% | -0.18% | -2.76% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.93% | +0.02% | +2.78% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.87% | +0.05% | -6.34% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.73% | +0.12% | +1.41% | |
| 14 | BX | Blackstone Inc | Stock-Financials | 1.67% | +0.91% | -2.35% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.61% | -0.05% | -14.08% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.59% | +0.06% | +0.08% | |
| 17 | BN | Brookfield CORP | Stock-Financials | 1.48% | -0.09% | +1.95% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.37% | +0.02% | +0.36% | |
| 19 | CGXU | Cap Group Intl Focus | ETF-Other | 1.30% | +0.09% | -4.02% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.26% | -0.01% | -19.88% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.23% | -0.03% | -0.07% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.16% | -0.54% | -7.74% | |
| 23 | KIE | Ss Spdr S&p Insurance ETF | ETF-Other | 1.14% | -0.04% | -3.75% | |
| 24 | JSML | Janus Hender Sm Cap Grw Alph | ETF-Other | 1.12% | +0.31% | -4.04% | |
| 25 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.12% | -0.20% | -14.23% | |
| 26 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.09% | -0.01% | -4.34% | |
| 27 | EAGL | Eagle Capital Select Eqty | ETF-Other | 1.03% | -0.07% | — | |
| 28 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.03% | -0.50% | EXIT | |
| 29 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.01% | -0.05% | +46.49% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.96% | -0.04% | -1.96% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.91% | +0.11% | -1.95% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.88% | -0.07% | -6.22% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | -0.01% | -5.82% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.87% | -0.17% | +1.50% | |
| 35 | DUK | Duke Energy CORP | Stock-Utilities | 0.84% | -0.14% | -6.10% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | -0.07% | -8.94% | |
| 37 | RTX | Rtx CORP | Stock-Industrials | 0.78% | -0.14% | -7.20% | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 0.75% | +0.02% | -8.61% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.74% | -0.01% | +9.68% | |
| 40 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.73% | +0.10% | +5.82% | |
| 41 | WAB | Wabtec CORP | Stock-Industrials | 0.72% | -0.05% | -3.74% | |
| 42 | EMR | Emerson Electric Co | Stock-Industrials | 0.72% | -0.03% | +9.33% | |
| 43 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.71% | +0.02% | +10.01% | |
| 44 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.68% | +0.02% | +13.46% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.67% | -0.11% | -10.65% | |
| 46 | SAGP | Strategas Global Policy Opp | ETF-Other | 0.65% | -0.07% | -0.69% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.61% | -0.17% | -7.14% | |
| 48 | LIN | Linde plc | Stock-Materials | 0.61% | -0.06% | -2.18% | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.60% | -0.11% | +3.20% | |
| 50 | VUG | Vanguard Growth ETF | ETF-Other | 0.60% | +0.09% | -3.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TPYP | Tortoise North American Pipe | +2.1% | NEW | New buy |
| 2 | GS | Goldman Sachs Group Inc | +1.1% | +90.45% | Add |
| 3 | AVGO | Broadcom Inc | +0.5% | +0.36% | Add |
| 4 | XLRE | Ss Real Estate Select Sector | +0.5% | +100.13% | Add |
| 5 | DFIV | Dimensional International Va | +0.4% | NEW | New buy |
| 6 | VGT | Vanguard Info Tech ETF | +0.3% | -6.08% | Trim |
| 7 | SAMT | Strategas Macro Them Opps | +0.3% | +0.91% | Add |
| 8 | FBND | Fidelity Total Bond ETF | +0.3% | +46.49% | Add |
| 9 | NVDA | Nvidia CORP | +0.3% | +9.68% | Add |
| 10 | BN | Brookfield CORP | +0.2% | +1.95% | Add |
| 11 | BR | Broadridge Financial Solutio | +0.2% | NEW | New buy |
| 12 | ✓ | On Holding AG | +0.2% | NEW | New buy |
| 13 | META | Meta Platforms Inc-class A | +0.2% | +1.50% | Add |
| 14 | FCNCA | First Citizens Bcshs -cl A | +0.2% | +118.79% | Add |
| 15 | EMR | Emerson Electric Co | +0.2% | +9.33% | Add |
| 16 | APD | Air Products & Chemicals Inc | +0.2% | NEW | New buy |
| 17 | KKR | Kkr & Co Inc | +0.1% | -2.76% | Trim |
| 18 | SCHM | Schwab US Mid Cap ETF | +0.1% | +1.31% | Add |
| 19 | QLTY | Gmo U.s. Quality ETF | +0.1% | +27.43% | Add |
| 20 | SCHB | Schwab US Broad Market ETF | +0.1% | +13.46% | Add |
| 21 | SCHG | Schwab US Large-cap Growth | +0.1% | NEW | New buy |
| 22 | SCHX | Schwab US Large-cap ETF | +0.1% | +0.08% | Add |
| 23 | LRCX | Lam Research CORP | +0.1% | +0.26% | Add |
| 24 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +2.78% | Add |
| 25 | SCHA | Schwab US Small-cap ETF | +0.1% | +10.01% | Add |
| 26 | IJK | Ishares S&p Mid-cap 400 Grow | +0.1% | +5.82% | Add |
| 27 | VWO | Vanguard Ftse Emerging Marke | +0.1% | -0.07% | Trim |
| 28 | GOOG | Alphabet Inc-cl C | 0% | -6.34% | Trim |
| 29 | IJR | Ishares Core S&p Small-cap E | 0% | +1.41% | Add |
| 30 | JAVA | Jpmorgan Active Value ETF | 0% | +0.97% | Add |
| 31 | CMCSA | Comcast Corp-class A | -0.1% | -63.17% | Trim |
| 32 | SWK | Stanley Black & Decker Inc | -0.1% | -61.19% | Trim |
| 33 | MRK | Merck & Co. Inc. | -0.1% | -24.56% | Trim |
| 34 | USB | US Bancorp | -0.1% | -63.84% | Trim |
| 35 | PG | Procter & Gamble Co/the | -0.1% | -10.22% | Trim |
| 36 | IWM | Ishares Russell 2000 ETF | -0.1% | EXIT | Sold out |
| 37 | NEE | Nextera Energy Inc | -0.1% | -15.61% | Trim |
| 38 | AMGN | Amgen Inc | -0.2% | -17.05% | Trim |
| 39 | PEP | Pepsico Inc | -0.2% | -7.14% | Trim |
| 40 | JNJ | Johnson & Johnson | -0.2% | -10.65% | Trim |
| 41 | MCD | Mcdonald's CORP | -0.2% | -61.48% | Trim |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -8.94% | Trim |
| 43 | UNH | Unitedhealth Group Inc | -0.2% | +16.94% | Add |
| 44 | CVX | Chevron CORP | -0.2% | -18.36% | Trim |
| 45 | TFC | Truist Financial CORP | -0.3% | -51.05% | Trim |
| 46 | BDX | Becton Dickinson And Co | -0.3% | -45.43% | Trim |
| 47 | XOM | Exxon Mobil CORP | -0.3% | -7.74% | Trim |
| 48 | LOW | Lowe's Cos Inc | -0.3% | -14.23% | Trim |
| 49 | AAPL | Apple Inc | -0.5% | -19.88% | Trim |
| 50 | TPYP | Tortoise North American Pipeline Fund | -2.2% | EXIT | Sold out |
According to official SEC Form 13F filings, Triangle Securities Wealth Management reported a total U.S. public equity portfolio value of $503.7M across 202 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JAVA, SCHM, VGT) accounted for 12.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
TPYP
市值: $8.3M
Top Position Liquidated / Trimmed
TPYP
前期市值: $8.7M
During Q2 2025, Triangle Securities Wealth Management's top holdings by market value included JAVA (3.9%)、SCHM (3.6%)、VGT (3.2%). The largest single position, JAVA, represented 3.9% of total portfolio value.
In Q2 2025, Triangle Securities Wealth Management made 50 total portfolio adjustments, initiating 6 new buys, adding to 21 positions, trimming 21 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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