Triangle Securities Wealth Management
•CIK: 1541353•Filing: Q4 2025
**Triangle Securities Wealth Management** manages $474M across a diversified portfolio of 205 positions. The fund exhibits significant concentration in technology and market-linked assets, with top holdings including IJH at $18.2M and JAVA at $17.3M. Further notable allocations include AAPL ($16.0M), SCHM ($15.5M), and VGT ($15.2M). This structure suggests a tactical focus on established growth sectors and broad market exposure.
Total AUM
$474.3M
QoQ Performance
+7.4%
Positions
166
Top 10 Concentration
28.9%
Latest Filing
Q4 2025
Top Holdings Allocation
IJH3.8%
JAVA3.6%
AAPL3.4%
SCHM3.3%
VGT3.2%
GOOG2.7%
MSFT2.4%
SLYV2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other61.4%
Technology13.8%
Financial8.7%
Healthcare4.0%
Industrial3.4%
Consumer3.1%
Energy1.5%
Utilities1.5%
🚪 Exited Positionssold since Q3 2025
+5 more exited positions
Changes from Q3 2025
NEW7 new positions
↑58 increased
↓120 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023