Institutional Fund
Triangle Securities Wealth Management
Raleigh, NCCIK 15413535 filings on record
Portfolio Value
$440.61M
Q1 2026
Holdings
206
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-7.1%
from $474.32M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- J P Morgan Exchange Traded F4.0%
- Schwab Strategic Tr3.7%
- Vanguard World Fd3.1%
- Spdr Series Trust2.7%
- Alphabet Inc2.5%
- Advisors Inner Circle Fd III2.3%
- Other81.6%
Portfolio Holdings
206 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 248.2K | $17.81M | 4.0% | +7.5K | Added |
| 2 | Schwab Strategic Tr | 532.0K | $16.47M | 3.7% | +15.2K | Added |
| 3 | Vanguard World Fd | 19.9K | $13.87M | 3.1% | −313 | Reduced |
| 4 | Spdr Series Trust | 124.3K | $11.75M | 2.7% | −534 | Reduced |
| 5 | Alphabet Inc | 38.6K | $11.06M | 2.5% | −1.7K | Reduced |
| 6 | Advisors Inner Circle Fd III | 259.8K | $10.20M | 2.3% | −251 | Reduced |
| 7 | Ishares Tr | 148.6K | $10.04M | 2.3% | −128.2K | Reduced |
| 8 | Tortoise Capital Series Trus | 227.1K | $9.62M | 2.2% | +241 | Added |
| 9 | Ishares Tr | 74.6K | $9.27M | 2.1% | +2.8K | Added |
| 10 | Ishares Tr | 199.7K | $9.22M | 2.1% | +4.5K | Added |
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