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CIK: 0001541353
Total reported value
$503.7M
$503.7M
203 檔
14.2%
In Q3 2025, Triangle Securities Wealth Management's U.S. equity holdings reached a combined market value of $503.7M, distributed across 203 disclosed stock positions.
Triangle Securities Wealth Management executed strategic sector rebalancing during Q3 2025, establishing 6 new positions while fully exiting 4 holdings and trimming 22 positions.
Showing top 200 holdings (of 203 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 3.76% | -0.05% | +0.19% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.47% | +0.14% | -0.28% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.47% | +0.57% | +4.21% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.01% | -0.33% | +29.21% | |
| 5 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.48% | +0.02% | +0.43% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.42% | +0.05% | +2.60% | |
| 7 | SAMT | Strategas Macro Them Opps | ETF-Other | 2.21% | +0.11% | -5.23% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.02% | -0.19% | +1.48% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.94% | +0.02% | +3.70% | |
| 10 | TPYP | Tortoise North American Pipe | ETF-Other | 1.89% | -0.31% | -1.55% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.84% | -0.05% | +14.10% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.79% | +0.12% | +3.44% | |
| 13 | KKR | Kkr & Co Inc | Stock-Financials | 1.79% | -0.18% | -2.80% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.76% | -0.01% | +22.89% | |
| 15 | BX | Blackstone Inc | Stock-Financials | 1.70% | +0.91% | -2.76% | |
| 16 | BN | Brookfield CORP | Stock-Financials | 1.54% | -0.09% | +1.69% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.53% | +0.06% | -2.61% | |
| 18 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.32% | -0.20% | +13.43% | |
| 19 | CGXU | Cap Group Intl Focus | ETF-Other | 1.29% | +0.09% | -1.00% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.28% | +0.02% | -14.82% | |
| 21 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.24% | +0.03% | -48.95% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.22% | -0.03% | -1.24% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.19% | -0.54% | +6.32% | |
| 24 | JSML | Janus Hender Sm Cap Grw Alph | ETF-Other | 1.16% | +0.31% | +1.52% | |
| 25 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.10% | -0.01% | +0.19% | |
| 26 | KIE | Ss Spdr S&p Insurance ETF | ETF-Other | 1.05% | -0.04% | +0.47% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 0.97% | -0.11% | +40.98% | |
| 28 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.96% | -0.05% | +1.46% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.91% | -0.07% | +6.29% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.87% | -0.17% | +8.46% | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 0.85% | -0.14% | +3.67% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.85% | -0.04% | -0.38% | |
| 33 | DUK | Duke Energy CORP | Stock-Utilities | 0.84% | -0.14% | +3.57% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.84% | -0.01% | +3.24% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.81% | -0.11% | +9.08% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.80% | -0.01% | +0.02% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | -0.07% | +5.02% | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 0.79% | +0.02% | +4.18% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.79% | +0.11% | -3.52% | |
| 40 | EAGL | Eagle Capital Select Eqty | ETF-Other | 0.75% | -0.07% | -23.38% | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.75% | +0.28% | +13.43% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.73% | +0.02% | +0.58% | |
| 43 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.71% | +0.10% | +0.10% | |
| 44 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.68% | +0.02% | +0.37% | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.66% | -0.16% | +28.07% | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.64% | -0.17% | +8.57% | |
| 47 | EMR | Emerson Electric Co | Stock-Industrials | 0.64% | -0.03% | -1.36% | |
| 48 | WFC | Wells Fargo & Co | Stock-Financials | 0.64% | -0.04% | +12.54% | |
| 49 | WAB | Wabtec CORP | Stock-Industrials | 0.63% | -0.05% | -0.28% | |
| 50 | VUG | Vanguard Growth ETF | ETF-Other | 0.61% | +0.09% | +1.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.6% | +2.60% | Trim |
| 2 | VGT | Vanguard Info Tech ETF | +0.6% | +4.21% | Trim |
| 3 | MSFT | Microsoft CORP | +0.5% | +29.21% | Trim |
| 4 | AVGO | Broadcom Inc | +0.4% | -14.82% | Trim |
| 5 | ORCL | Oracle CORP | +0.4% | +40.98% | Trim |
| 6 | NVDA | Nvidia CORP | +0.3% | +0.02% | Add |
| 7 | BN | Brookfield CORP | +0.3% | +1.69% | Add |
| 8 | GS | Goldman Sachs Group Inc | +0.3% | -48.95% | Trim |
| 9 | FBND | Fidelity Total Bond ETF | +0.2% | +1.46% | Add |
| 10 | LRCX | Lam Research CORP | +0.2% | -0.77% | Trim |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | +14.10% | Trim |
| 12 | META | Meta Platforms Inc-class A | +0.2% | +8.46% | Add |
| 13 | CAT | Caterpillar Inc | +0.2% | +13.43% | Add |
| 14 | QLTY | Gmo U.s. Quality ETF | +0.2% | +11.15% | Add |
| 15 | SAMT | Strategas Macro Them Opps | +0.2% | -5.23% | Trim |
| 16 | COST | Costco Wholesale CORP | +0.2% | +125.98% | Add |
| 17 | FCNCA | First Citizens Bcshs -cl A | +0.1% | -0.32% | Add |
| 18 | SCHB | Schwab US Broad Market ETF | +0.1% | +0.37% | Add |
| 19 | SCHA | Schwab US Small-cap ETF | +0.1% | +0.58% | Add |
| 20 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +3.70% | Add |
| 21 | IJR | Ishares Core S&p Small-cap E | +0.1% | +3.44% | Add |
| 22 | EMR | Emerson Electric Co | +0.1% | -1.36% | Add |
| 23 | JSML | Janus Hender Sm Cap Grw Alph | +0.1% | +1.52% | Trim |
| 24 | VUG | Vanguard Growth ETF | +0.1% | +1.40% | Trim |
| 25 | RTX | Rtx CORP | +0.1% | +3.67% | Trim |
| 26 | IJK | Ishares S&p Mid-cap 400 Grow | +0.1% | +0.10% | Add |
| 27 | VWO | Vanguard Ftse Emerging Marke | 0% | -1.24% | Trim |
| 28 | BX | Blackstone Inc | 0% | -2.76% | Trim |
| 29 | SCHX | Schwab US Large-cap ETF | 0% | -2.61% | Trim |
| 30 | VCR | Vanguard Consumer Discre ETF | 0% | +0.19% | Trim |
| 31 | SCHM | Schwab US Mid Cap ETF | 0% | -0.28% | Add |
| 32 | CGXU | Cap Group Intl Focus | 0% | -1.00% | Trim |
| 33 | AAPL | Apple Inc | 0% | +22.89% | Trim |
| 34 | SLYV | Ss Spdr S&p 600 Sc Val ETF | 0% | +0.43% | Trim |
| 35 | JAVA | Jpmorgan Active Value ETF | -0.1% | +0.19% | Add |
| 36 | KMX | Carmax Inc | -0.2% | +2.91% | Add |
| 37 | UNH | Unitedhealth Group Inc | -0.2% | -3.81% | Add |
| 38 | EAGL | Eagle Capital Select Eqty | -0.3% | -23.38% | Trim |
| 39 | TFC | Truist Financial CORP | -0.3% | -9.28% | Trim |
| 40 | BDX | Becton Dickinson And Co | -0.3% | -21.82% | Trim |
| 41 | TPYP | Tortoise North American Pipeline Fund | — | EXIT | Sold out |
| 42 | TPYP | Tortoise North American Pipe | — | NEW | New buy |
| 43 | DFIV | Dimensional International Va | — | NEW | New buy |
| 44 | STZ | Constellation Brands Inc-a | — | EXIT | Sold out |
| 45 | BR | Broadridge Financial Solutio | — | NEW | New buy |
| 46 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 47 | CEFZ | Rivernorth Active Income ETF | — | NEW | New buy |
| 48 | ✓ | On Holding AG | — | NEW | New buy |
| 49 | SWK | Stanley Black & Decker Inc | — | EXIT | Sold out |
| 50 | CMCSA | Comcast Corp-class A | — | 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 203 disclosed positions in Q3 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 14.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
TPYP
市值: $8.4M
Top Position Liquidated / Trimmed
TPYP
前期市值: $8.7M
During Q3 2025, Triangle Securities Wealth Management's top holdings by market value included JAVA (3.8%)、SCHM (3.5%)、VGT (3.5%). The largest single position, JAVA, represented 3.8% of total portfolio value.
In Q3 2025, Triangle Securities Wealth Management made 50 total portfolio adjustments, initiating 6 new buys, adding to 18 positions, trimming 22 holdings, and fully liquidating 4 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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