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Latest Triangle Securities Wealth Management Stock Portfolio

$503Million | No. of Holdings #213

Triangle Securities Wealth Management Performance

2026 Q2-2.77%
YTD-4.07%
2025+11.76%

About Triangle Securities Wealth Management and 13F Hedge Fund Stock Holdings

Triangle Securities Wealth Management is a hedge fund based in Raleigh, NC. On 2026-07-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Triangle Securities Wealth Management reported an equity portfolio of $503.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Triangle Securities Wealth Management are BBAX, FNDA, VAW. The fund has invested 4% of it's portfolio in J P MORGAN EXCHANGE TRADED F and 3.9% of portfolio in SCHWAB STRATEGIC TR. <br><br> The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB), HONEYWELL INTL INC (HON) and MCDONALDS CORP (MCD) stocks. They significantly reduced their stock positions in OTIS WORLDWIDE CORP (OTIS), BROADRIDGE FINL SOLUTIONS IN (BR) and TYSON FOODS INC (TSN). Triangle Securities Wealth Management opened new stock positions in ENBRIDGE INC (ENB), SPDR SERIES TRUST (BIL) and ARISTA NETWORKS INC (ANET). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and FLEX LTD (FLEX).
Triangle Securities Wealth Management Equity Portfolio Value
Last Reported on: 14 Jul, 2026
$503Million
  as of Jul 14, 2026

Triangle Securities Wealth Management Annual Return Estimates Vs S&P 500

Our best estimate is that Triangle Securities Wealth Management made a return of -2.77% in the last quarter. In trailing 12 months, it's portfolio return was 4.04%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
enbridge inc2,616,720
spdr series trust2,148,850
arista networks inc1,972,310
dupont de nemours inc666,671
gilead sciences inc430,819
nextpower inc406,029
honeywell intl inc382,197
honeywell aerospace inc377,384
New stocks bought by Triangle Securities Wealth Management

Additions

Ticker% Inc.
vanguard world fd688
vanguard index fds560
vanguard index fds294
flex ltd212
international business machs103
blackstone inc102
dimensional etf trust72.02
ishares tr66.93
Additions to existing portfolio by Triangle Securities Wealth Management

Reductions

Ticker% Reduced
otis worldwide corp-55.24
broadridge finl solutions in-36.88
tyson foods inc-31.82
advanced energy inds-29.26
advanced micro devices inc-22.25
oracle corp-22.24
disney walt co-21.89
on hldg ag-18.84
Triangle Securities Wealth Management reduced stake in above stock

Sold off

Ticker$ Sold
select sector spdr tr-2,202,020
dupont de nemours inc-691,363
mondelez intl inc-229,004
honeywell intl inc-853,941
darling ingredients inc-208,682
adobe inc-631,522
mcdonalds corp-777,907
becton dickinson & co-351,881
Triangle Securities Wealth Management got rid off the above stocks

Sector Distribution

Triangle Securities Wealth Management has about 52.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Industrials
  • Healthcare
  • Communication Services
  • Consumer Cyclical
  • Energy
  • Consumer Defensive
  • Basic Materials
  • Utilities
Sector%
Others52.1
Technology10.3
Financial Services10.1
Industrials6.2
Healthcare4.8
Communication Services4.4
Consumer Cyclical3
Energy2.8
Consumer Defensive2.6
Basic Materials1.8
Utilities1.7

Market Cap. Distribution

Triangle Securities Wealth Management has about 47.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED52.1
MEGA-CAP26.3
LARGE-CAP21.1

Stocks belong to which Index?

About 44.6% of the stocks held by Triangle Securities Wealth Management either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others55.1
S&P 50044.6
Top 5 Winners (%)%
AMD
advanced micro devices inc
164.9 %
PANW
palo alto networks inc
111.4 %
AMAT
applied matls inc
107.2 %
LRCX
lam research corp
100.6 %
DDOG
datadog inc
87.5 %
Top 5 Winners ($)$
FNDA
schwab strategic tr
3.1 M
GOOG
alphabet inc
2.5 M
LRCX
lam research corp
2.2 M
CAT
caterpillar inc
2.2 M
RAYD
advisors inner circle fd iii
2.2 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.2 %
VB
vanguard index fds
-70.1 %
VB
vanguard index fds
-61.6 %
LYB
lyondellbasell industries nv
-34.5 %
ICE
intercontinental exchange in
-21.7 %
Top 5 Losers ($)$
VAW
vanguard world fd
-51.0 M
VB
vanguard index fds
-8.1 M
VB
vanguard index fds
-1.9 M
XOM
exxon mobil corp
-1.5 M
CVX
chevron corporation
-0.6 M

Triangle Securities Wealth Management Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Triangle Securities Wealth Management

Triangle Securities Wealth Management has 213 stocks in it's portfolio. About 27.7% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for Triangle Securities Wealth Management last quarter.

$503.74MTotal Value
223Positions
14 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Triangle Securities Wealth Management, last reported on 14 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Triangle Securities Wealth Management's holding in Ishares Tr over time
0.22%21,552
$1.12M
0.22%
increased 66.93 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Triangle Securities Wealth Management's holding in Ishares Tr over time
0.09%4,824
$474.2K
0.09%
increased 3.1 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Triangle Securities Wealth Management's holding in Ishares Tr over time
0.09%3,512
$437.0K
0.09%
increased 6.81 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Triangle Securities Wealth Management's holding in Ishares Tr over time
1.9%207,159
$9.56M
1.9%
increased 3.75 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Triangle Securities Wealth Management's holding in American Centy Etf Tr over time
0.96%60,283
$4.85M
0.96%
increased 27.55 percentadded
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
Triangle Securities Wealth Management's holding in Asml Hldg Nv over time
0.29%740
$1.47M
0.29%
decreased 0.13 percentreduced