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
205 檔
15.7%
At the close of Q4 2025, Triangle Securities Wealth Management disclosed equity holdings valued at approximately $522.1M, spread across 205 reported holdings.
In Q4 2025, Triangle Securities Wealth Management adopted a defensive or profit-taking posture, trimming 119 positions and completely liquidating 7 holdings to manage risk exposure.
Showing top 200 holdings (of 205 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.83% | +2.03% | +111.18% | |
| 2 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 3.64% | -0.08% | -0.03% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.37% | +0.19% | +98.43% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.28% | -0.44% | -0.03% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.21% | -0.05% | -1.59% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.66% | -0.22% | -8.45% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.44% | +0.48% | -6.83% | |
| 8 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.39% | -0.33% | +1.16% | |
| 9 | SAMT | Strategas Macro Them Opps | ETF-Other | 2.11% | -0.35% | -0.89% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.91% | -1.90% | EXIT | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.82% | -0.28% | +7.67% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.69% | -0.11% | -3.53% | |
| 13 | TPYP | Tortoise North American Pipe | ETF-Other | 1.69% | -0.18% | -1.13% | |
| 14 | KKR | Kkr & Co Inc | Stock-Financials | 1.59% | -0.02% | -2.43% | |
| 15 | CAT | Caterpillar Inc | Stock-Industrials | 1.50% | +0.90% | +94.93% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.47% | +0.81% | +0.72% | |
| 17 | BN | Brookfield CORP | Stock-Financials | 1.44% | -0.20% | +50.45% | |
| 18 | BX | Blackstone Inc | Stock-Financials | 1.41% | -0.14% | -1.55% | |
| 19 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.24% | -0.24% | -2.94% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.23% | -0.13% | -1.68% | |
| 21 | WFC | Wells Fargo & Co | Stock-Financials | 1.23% | -0.09% | +96.01% | |
| 22 | JSML | Janus Hender Sm Cap Grw Alph | ETF-Other | 1.22% | -0.16% | +14.18% | |
| 23 | CGXU | Cap Group Intl Focus | ETF-Other | 1.20% | -0.04% | +0.01% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.17% | -1.23% | EXIT | |
| 25 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.17% | -0.22% | -1.35% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.13% | -0.05% | -0.56% | |
| 27 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.01% | -0.09% | -1.22% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.99% | -0.09% | -4.35% | |
| 29 | KIE | Ss Spdr S&p Insurance ETF | ETF-Other | 0.97% | -0.03% | -2.18% | |
| 30 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 0.95% | +1.74% | +86.91% | |
| 31 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.93% | +1.03% | +4.42% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.88% | -0.06% | +2.06% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.86% | +0.17% | +18.07% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.84% | -0.07% | -3.27% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.83% | — | -1.37% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.80% | +0.02% | -1.89% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.79% | — | -1.97% | |
| 38 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.77% | -0.10% | +14.60% | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.75% | -0.09% | -4.28% | |
| 40 | EAGL | Eagle Capital Select Eqty | ETF-Other | 0.73% | -0.67% | EXIT | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.03% | -2.68% | |
| 42 | DUK | Duke Energy CORP | Stock-Utilities | 0.72% | -0.09% | -2.82% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.71% | +0.07% | -4.81% | |
| 44 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.70% | -0.10% | +1.32% | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.67% | -0.02% | +2.90% | |
| 46 | NEE | Nextera Energy Inc | Stock-Utilities | 0.64% | -0.13% | -1.00% | |
| 47 | WAB | Wabtec CORP | Stock-Industrials | 0.63% | -0.02% | -0.46% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.60% | -0.08% | -1.38% | |
| 49 | EMR | Emerson Electric Co | Stock-Industrials | 0.59% | +0.02% | -1.96% | |
| 50 | VUG | Vanguard Growth ETF | ETF-Other | 0.59% | +0.12% | +1.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | +1.9% | +111.18% | Add |
| 2 | AAPL | Apple Inc | +1.6% | +98.43% | Add |
| 3 | CAT | Caterpillar Inc | +0.8% | +94.93% | Add |
| 4 | WFC | Wells Fargo & Co | +0.6% | +96.01% | Add |
| 5 | QLTY | Gmo U.s. Quality ETF | +0.4% | +86.91% | Add |
| 6 | AVMV | Avantis US Mid Cap Val ETF | +0.3% | +290.88% | Add |
| 7 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.3% | +399.66% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | -8.45% | Trim |
| 9 | LLY | Eli Lilly & Co | +0.2% | -4.35% | Trim |
| 10 | TYL | Tyler Technologies Inc | +0.1% | +227.24% | Add |
| 11 | UNP | Union Pacific CORP | +0.1% | +97.55% | Add |
| 12 | IBM | Intl Business Machines CORP | +0.1% | +95.99% | Add |
| 13 | JSML | Janus Hender Sm Cap Grw Alph | +0.1% | +14.18% | Add |
| 14 | IJK | Ishares S&p Mid-cap 400 Grow | +0.1% | +14.60% | Add |
| 15 | COST | Costco Wholesale CORP | +0.1% | +39.58% | Add |
| 16 | BA | Boeing Co/the | +0.1% | +42.83% | Add |
| 17 | LRCX | Lam Research CORP | 0% | -8.91% | Trim |
| 18 | GOOGL | Alphabet Inc-cl A | 0% | -3.03% | Trim |
| 19 | TT | Trane Technologies plc | 0% | +100.00% | Add |
| 20 | IJR | Ishares Core S&p Small-cap E | 0% | +7.67% | Add |
| 21 | AMGN | Amgen Inc | 0% | -0.96% | Trim |
| 22 | AMAT | Applied Materials Inc | 0% | -2.44% | Trim |
| 23 | MRK | Merck & Co. Inc. | 0% | -1.51% | Trim |
| 24 | TMO | Thermo Fisher Scientific Inc | 0% | -1.03% | Trim |
| 25 | VHT | Vanguard Health Care ETF | 0% | +7.13% | Add |
| 26 | JNJ | Johnson & Johnson | 0% | -1.37% | Trim |
| 27 | DHR | Danaher CORP | 0% | +1.42% | Add |
| 28 | FCNCA | First Citizens Bcshs -cl A | 0% | -1.30% | Trim |
| 29 | ROST | Ross Stores Inc | 0% | -0.60% | Trim |
| 30 | C | Citigroup Inc | 0% | -0.82% | Trim |
| 31 | CMI | Cummins Inc | 0% | -4.30% | Trim |
| 32 | BMY | Bristol-myers Squibb Co | 0% | -2.02% | Trim |
| 33 | ✓ | On Holding AG | 0% | +6.20% | Add |
| 34 | TEQI | T Rowe Price Equity Income E | 0% | +12.80% | Add |
| 35 | IMCG | Ishares Morningstar Mid-cap | 0% | +51.05% | Add |
| 36 | ISRG | Intuitive Surgical Inc | 0% | — | Unchanged |
| 37 | RIO | Rio Tinto Plc-spon Adr | 0% | — | Unchanged |
| 38 | CRM | Salesforce Inc | 0% | -0.39% | Trim |
| 39 | MAR | Marriott International -cl A | 0% | — | Unchanged |
| 40 | VRTX | Vertex Pharmaceuticals Inc | 0% | -1.56% | Trim |
| 41 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | +8.51% | Add |
| 42 | CI | THE Cigna Group | 0% | +26.91% | Add |
| 43 | FANG | Diamondback Energy Inc | 0% | +12.29% | Add |
| 44 | AXP | American Express Co | 0% | -1.71% | Trim |
| 45 | EFG | Ishares Msci Eafe Growth ETF | 0% | +21.94% | Add |
| 46 | RY | Royal Bank Of Canada | 0% | — | Unchanged |
| 47 | SCHG | Schwab US Large-cap Growth | 0% | +8.63% | Add |
| 48 | CL | Colgate-palmolive Co | 0% | +14.84% | Add |
| 49 | DOV | Dover CORP | 0% | — | Unchanged |
| 50 | GS | Goldman Sachs Group Inc | — | -2.94% | 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 205 disclosed positions in Q4 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 IJH, JAVA, AAPL) accounted for 15.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
Q
市值: $567.5K
Top Position Liquidated / Trimmed
KMX
前期市值: $951.8K
During Q4 2025, Triangle Securities Wealth Management's top holdings by market value included IJH (3.8%)、JAVA (3.6%)、AAPL (3.4%). The largest single position, IJH, represented 3.8% of total portfolio value.
In Q4 2025, Triangle Securities Wealth Management made 190 total portfolio adjustments, initiating 9 new buys, adding to 55 positions, trimming 119 holdings, and fully liquidating 7 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.