13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001541353
Total reported value
$522.1M
$522.1M
203 檔
13.7%
In Q3 2025, Triangle Securities Wealth Management's U.S. equity holdings reached a combined market value of $522.1M, distributed across 203 disclosed stock positions.
In Q3 2025, Triangle Securities Wealth Management adopted a defensive or profit-taking posture, trimming 116 positions and completely liquidating 13 holdings to manage risk exposure.
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% | -0.08% | +0.19% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.47% | -0.44% | -0.28% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.47% | -0.05% | +4.21% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.01% | +0.48% | +29.21% | |
| 5 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.48% | -0.33% | +0.43% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.42% | -0.22% | +2.60% | |
| 7 | SAMT | Strategas Macro Them Opps | ETF-Other | 2.21% | -0.35% | -5.23% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.02% | -1.90% | EXIT | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.94% | +2.03% | +3.70% | |
| 10 | TPYP | Tortoise North American Pipe | ETF-Other | 1.89% | -0.18% | -1.55% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.84% | -0.11% | +14.10% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.79% | -0.28% | +3.44% | |
| 13 | KKR | Kkr & Co Inc | Stock-Financials | 1.79% | -0.02% | -2.80% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.76% | +0.19% | +22.89% | |
| 15 | BX | Blackstone Inc | Stock-Financials | 1.70% | -0.14% | -2.76% | |
| 16 | BN | Brookfield CORP | Stock-Financials | 1.54% | -0.20% | +1.69% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.53% | +0.81% | -2.61% | |
| 18 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.32% | -0.22% | +13.43% | |
| 19 | CGXU | Cap Group Intl Focus | ETF-Other | 1.29% | -0.04% | -1.00% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.28% | -0.13% | -14.82% | |
| 21 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.24% | -0.24% | -48.95% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.22% | -0.05% | -1.24% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.19% | -1.23% | EXIT | |
| 24 | JSML | Janus Hender Sm Cap Grw Alph | ETF-Other | 1.16% | -0.16% | +1.52% | |
| 25 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.10% | -0.09% | +0.19% | |
| 26 | KIE | Ss Spdr S&p Insurance ETF | ETF-Other | 1.05% | -0.03% | +0.47% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 0.97% | -0.08% | +40.98% | |
| 28 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.96% | +1.03% | +1.46% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.91% | -0.06% | +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% | -0.07% | +3.67% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.85% | — | -0.38% | |
| 33 | DUK | Duke Energy CORP | Stock-Utilities | 0.84% | -0.09% | +3.57% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.84% | +0.02% | +3.24% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.81% | — | +9.08% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.80% | +0.07% | +0.02% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | -0.03% | +5.02% | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 0.79% | -0.09% | +4.18% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.79% | -0.09% | -3.52% | |
| 40 | EAGL | Eagle Capital Select Eqty | ETF-Other | 0.75% | -0.67% | EXIT | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.75% | +0.90% | +13.43% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.73% | -0.10% | +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% | -0.13% | +28.07% | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.64% | -0.08% | +8.57% | |
| 47 | EMR | Emerson Electric Co | Stock-Industrials | 0.64% | +0.02% | -1.36% | |
| 48 | WFC | Wells Fargo & Co | Stock-Financials | 0.64% | -0.09% | +12.54% | |
| 49 | WAB | Wabtec CORP | Stock-Industrials | 0.63% | -0.02% | -0.28% | |
| 50 | VUG | Vanguard Growth ETF | ETF-Other | 0.61% | +0.12% | +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 | IVV | Ishares Core S&p 500 ETF | +0.1% | +15.93% | Add |
| 21 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +3.70% | Add |
| 22 | IJR | Ishares Core S&p Small-cap E | +0.1% | +3.44% | Add |
| 23 | EMR | Emerson Electric Co | +0.1% | -1.36% | Add |
| 24 | TEQI | T Rowe Price Equity Income E | +0.1% | +7.56% | Add |
| 25 | LHX | L3harris Technologies Inc | +0.1% | +12.01% | Trim |
| 26 | GOOGL | Alphabet Inc-cl A | +0.1% | +72.44% | Trim |
| 27 | JSML | Janus Hender Sm Cap Grw Alph | +0.1% | +1.52% | Trim |
| 28 | VUG | Vanguard Growth ETF | +0.1% | +1.40% | Trim |
| 29 | ROK | Rockwell Automation Inc | +0.1% | -0.18% | Trim |
| 30 | XLK | Ss Technology Select Sector | +0.1% | — | Add |
| 31 | MS | Morgan Stanley | +0.1% | +2.30% | Unchanged |
| 32 | AMAT | Applied Materials Inc | +0.1% | +1.14% | Add |
| 33 | TMO | Thermo Fisher Scientific Inc | +0.1% | +5.21% | Add |
| 34 | RTX | Rtx CORP | +0.1% | +3.67% | Trim |
| 35 | IJK | Ishares S&p Mid-cap 400 Grow | +0.1% | +0.10% | Add |
| 36 | VEEV | Veeva Systems Inc-class A | +0.1% | -0.55% | Add |
| 37 | EA | Electronic Arts Inc | +0.1% | -1.52% | Trim |
| 38 | BA | Boeing Co/the | +0.1% | +52.43% | Add |
| 39 | GEV | GE Vernova Inc | +0.1% | +5.16% | Add |
| 40 | AVMV | Avantis US Mid Cap Val ETF | +0.1% | +15.55% | Add |
| 41 | VWO | Vanguard Ftse Emerging Marke | 0% | -1.24% | Trim |
| 42 | VOX | Vanguard Communication Servi | 0% | +4.64% | Add |
| 43 | C | Citigroup Inc | 0% | -8.49% | Trim |
| 44 | ASML | ASML Holding N.V. | 0% | — | Add |
| 45 | GE | General Electric | 0% | +11.86% | Trim |
| 46 | BX | Blackstone Inc | 0% | -2.76% | Trim |
| 47 | SCHX | Schwab US Large-cap ETF | 0% | -2.61% | Trim |
| 48 | VCR | Vanguard Consumer Discre ETF | 0% | +0.19% | Trim |
| 49 | BAC | Bank Of America CORP | 0% | +4.18% | Trim |
| 50 | IJJ | Ishares S&p Mid-cap 400 Valu | 0% | +6.56% | Add |
According to official SEC Form 13F filings, Triangle Securities Wealth Management reported a total U.S. public equity portfolio value of $522.1M 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 13.7% 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 194 total portfolio adjustments, initiating 14 new buys, adding to 51 positions, trimming 116 holdings, and fully liquidating 13 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.