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Latest Triangle Securities Wealth Management Stock Portfolio

$522Million | No. of Holdings #206

Triangle Securities Wealth Management Performance

2026 Q3-1.66%
YTD-5.67%
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 2026-10-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Triangle Securities Wealth Management reported an equity portfolio of $522.1 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Triangle Securities Wealth Management are IJR, BBAX, VAW. The fund has invested 4.3% of it's portfolio in ISHARES TR and 3.9% of portfolio in J P MORGAN EXCHANGE TRADED F. <br><br> The fund managers got completely rid off ISHARES TR (ACWF), EXXON MOBIL CORP (XOM) and 2023 ETF SERIES TRUST stocks. They significantly reduced their stock positions in SALESFORCE INC (CRM), ORACLE CORP (ORCL) and AMERICAN TOWER CORP (AMT). Triangle Securities Wealth Management opened new stock positions in FIDELITY COVINGTON TRUST, MOTOROLA SOLUTIONS INC (MSI) and LINCOLN NATL CORP IND (LNC). The fund showed a lot of confidence in some stocks as they added substantially to GMO ETF TRUST, FIDELITY MERRIMACK STR TR (FBND) and ISHARES TR (IJR).
Triangle Securities Wealth Management Equity Portfolio Value
Last Reported on: 14 Oct, 2026
$522Million
  as of Oct 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 -1.66% in the last quarter. In trailing 12 months, it's portfolio return was -4.15%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
fidelity covington trust8,852,610
exxonmobil holdings corp7,219,080
dfa invt dimensions group in2,050,470
motorola solutions inc449,092
reddit inc353,679
lincoln natl corp ind324,938
xylem inc321,532
digi intl inc304,174
New stocks bought by Triangle Securities Wealth Management

Additions

Ticker% Inc.
gmo etf trust163
fidelity merrimack str tr118
ishares tr101
caterpillar inc98.36
ishares tr54.66
schwab strategic tr52.66
international business machs47.57
netflix inc.43.6
Additions to existing portfolio by Triangle Securities Wealth Management

Reductions

Ticker% Reduced
salesforce inc-24.62
oracle corp-24.37
american tower corp-18.1
f n b corp-16.53
moog inc-14.46
schwab strategic tr-10.96
ulta beauty inc-10.78
wells fargo & co-10.25
Triangle Securities Wealth Management reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-9,560,370
2023 etf series trust-3,377,850
dimensional etf trust-2,041,450
exxon mobil corp-6,216,150
dimensional etf trust-1,161,410
on hldg ag-511,111
copart inc-212,975
disney walt co-602,542
Triangle Securities Wealth Management got rid off the above stocks

Sector Distribution

Triangle Securities Wealth Management has about 54.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Industrials
  • Healthcare
  • Communication Services
  • Consumer Cyclical
  • Consumer Defensive
  • Basic Materials
  • Energy
  • Utilities
Sector%
Others54.8
Technology10.7
Financial Services9.5
Industrials6.4
Healthcare4.9
Communication Services4
Consumer Cyclical2.6
Consumer Defensive2.3
Basic Materials1.7
Energy1.5
Utilities1.4

Market Cap. Distribution

Triangle Securities Wealth Management has about 44.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED54.9
MEGA-CAP25.9
LARGE-CAP18.8

Stocks belong to which Index?

About 42% of the stocks held by Triangle Securities Wealth Management either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others57.7
S&P 50042
Top 5 Winners (%)%
VEEV
veeva sys inc
60.1 %
CRM
salesforce inc
40.8 %
MSFT
microsoft corp
37.4 %
TMO
thermo fisher scientific inc
34.6 %
NOW
servicenow inc
34.2 %
Top 5 Winners ($)$
MSFT
microsoft corp
2.8 M
AAPL
apple inc
1.3 M
VAW
vanguard world fd
1.0 M
META
meta platforms inc
0.9 M
NOW
servicenow inc
0.7 M
Top 5 Losers (%)%
MGM
mgm resorts international
-34.9 %
nextpower inc
-34.3 %
FLEX
flex ltd
-32.0 %
SSNT
qxo inc
-31.7 %
honeywell aerospace inc
-29.1 %
Top 5 Losers ($)$
RAYD
advisors inner circle fd iii
-1.6 M
FNDA
schwab strategic tr
-1.5 M
CAT
caterpillar inc
-1.2 M
AMAT
applied matls inc
-1.1 M
LRCX
lam research corp
-1.0 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 206 stocks in it's portfolio. About 29.6% of the portfolio is in top 10 stocks. RAYD proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Triangle Securities Wealth Management last quarter.

$522.11MTotal Value
223Positions
14 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Triangle Securities Wealth Management, last reported on 14 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Triangle Securities Wealth Management's holding in Ishares Tr over time
0.22%21,552
$1.13M
0.22%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Triangle Securities Wealth Management's holding in Ishares Tr over time
0.13%7,461
$700.5K
0.13%
increased 54.66 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Triangle Securities Wealth Management's holding in Ishares Tr over time
0.07%3,262
$390.9K
0.07%
decreased 7.12 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Triangle Securities Wealth Management's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Triangle Securities Wealth Management's holding in American Centy Etf Tr over time
0.94%64,583
$4.93M
0.94%
increased 7.13 percentadded
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
Triangle Securities Wealth Management's holding in Asml Hldg Nv over time
0.26%737
$1.34M
0.26%
decreased 0.41 percentreduced