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CIK: 0001541353
Total reported value
$522.1M
$522.1M
202 檔
12.1%
The Q2 2025 SEC filing reveals that Triangle Securities Wealth Management held a total portfolio value of $522.1M, covering 202 public equity positions.
In Q2 2025, Triangle Securities Wealth Management adopted a defensive or profit-taking posture, trimming 110 positions and completely liquidating 12 holdings to manage risk exposure.
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% | -0.08% | +0.97% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.58% | -0.44% | +1.31% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.21% | -0.05% | -6.08% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.43% | +0.48% | -24.96% | |
| 5 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.41% | -0.33% | -1.82% | |
| 6 | SAMT | Strategas Macro Them Opps | ETF-Other | 2.35% | -0.35% | +0.91% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.14% | -1.90% | EXIT | |
| 8 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.07% | -0.24% | +90.45% | |
| 9 | TPYP | Tortoise North American Pipe | ETF-Other | 2.05% | -0.18% | — | |
| 10 | KKR | Kkr & Co Inc | Stock-Financials | 2.05% | -0.02% | -2.76% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.93% | +2.03% | +2.78% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.87% | -0.22% | -6.34% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.73% | -0.28% | +1.41% | |
| 14 | BX | Blackstone Inc | Stock-Financials | 1.67% | -0.14% | -2.35% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.61% | -0.11% | -14.08% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.59% | +0.81% | +0.08% | |
| 17 | BN | Brookfield CORP | Stock-Financials | 1.48% | -0.20% | +1.95% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.37% | -0.13% | +0.36% | |
| 19 | CGXU | Cap Group Intl Focus | ETF-Other | 1.30% | -0.04% | -4.02% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.26% | +0.19% | -19.88% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.23% | -0.05% | -0.07% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.16% | -1.23% | EXIT | |
| 23 | KIE | Ss Spdr S&p Insurance ETF | ETF-Other | 1.14% | -0.03% | -3.75% | |
| 24 | JSML | Janus Hender Sm Cap Grw Alph | ETF-Other | 1.12% | -0.16% | -4.04% | |
| 25 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.12% | -0.22% | -14.23% | |
| 26 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.09% | -0.09% | -4.34% | |
| 27 | EAGL | Eagle Capital Select Eqty | ETF-Other | 1.03% | -0.67% | EXIT | |
| 28 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.03% | — | +100.13% | |
| 29 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.01% | +1.03% | +46.49% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.96% | — | -1.96% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.91% | -0.09% | -1.95% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.88% | -0.06% | -6.22% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | +0.02% | -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% | -0.09% | -6.10% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | -0.03% | -8.94% | |
| 37 | RTX | Rtx CORP | Stock-Industrials | 0.78% | -0.07% | -7.20% | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 0.75% | -0.09% | -8.61% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.74% | +0.07% | +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% | -0.02% | -3.74% | |
| 42 | EMR | Emerson Electric Co | Stock-Industrials | 0.72% | +0.02% | +9.33% | |
| 43 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.71% | -0.10% | +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% | — | -10.65% | |
| 46 | SAGP | Strategas Global Policy Opp | ETF-Other | 0.65% | -0.04% | -0.69% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.61% | -0.08% | -7.14% | |
| 48 | LIN | Linde plc | Stock-Materials | 0.61% | -0.05% | -2.18% | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.60% | +0.02% | +3.20% | |
| 50 | VUG | Vanguard Growth ETF | ETF-Other | 0.60% | +0.12% | -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 | NOW | Servicenow Inc | +0.1% | -1.20% | Trim |
| 28 | IVV | Ishares Core S&p 500 ETF | +0.1% | +101.63% | Add |
| 29 | TEQI | T Rowe Price Equity Income E | +0.1% | +109.84% | Add |
| 30 | BRO | Brown & Brown Inc | +0.1% | NEW | New buy |
| 31 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.1% | NEW | New buy |
| 32 | ROK | Rockwell Automation Inc | +0.1% | -0.56% | Trim |
| 33 | VEEV | Veeva Systems Inc-class A | +0.1% | +0.78% | Add |
| 34 | FLEX | Flex Ltd. | +0.1% | NEW | New buy |
| 35 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | NEW | New buy |
| 36 | DFSV | Dimensional US Small Cap Val | +0.1% | NEW | New buy |
| 37 | VWO | Vanguard Ftse Emerging Marke | +0.1% | -0.07% | Trim |
| 38 | VUG | Vanguard Growth ETF | +0.1% | -3.22% | Trim |
| 39 | XLK | Ss Technology Select Sector | +0.1% | +2.59% | Add |
| 40 | CCI | Crown Castle Inc | +0.1% | NEW | New buy |
| 41 | WAB | Wabtec CORP | 0% | -3.74% | Trim |
| 42 | RSP | Invesco S&p 500 Equal Weight | 0% | +6.99% | Add |
| 43 | AMAT | Applied Materials Inc | 0% | +1.73% | Add |
| 44 | CTVA | Corteva Inc | 0% | -4.83% | Trim |
| 45 | ADSK | Autodesk Inc | 0% | -1.17% | Trim |
| 46 | MS | Morgan Stanley | 0% | -2.25% | Trim |
| 47 | C | Citigroup Inc | 0% | +1.39% | Add |
| 48 | GEV | GE Vernova Inc | 0% | +0.68% | Add |
| 49 | AVMV | Avantis US Mid Cap Val ETF | 0% | +54.66% | Add |
| 50 | GOOG | Alphabet Inc-cl C | 0% | -6.34% | Trim |
According to official SEC Form 13F filings, Triangle Securities Wealth Management reported a total U.S. public equity portfolio value of $522.1M 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 12.1% 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 184 total portfolio adjustments, initiating 13 new buys, adding to 49 positions, trimming 110 holdings, and fully liquidating 12 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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