§ 13F · FUND PROFILE
Triangle Securities Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $406M (13F)Positions · 204Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | JAVA | J P MORGAN EXCHANGE TRADED F | 248K | $18M | 4.0% | +3% |
| 2 | SCHM | SCHWAB STRATEGIC TR | 532K | $16M | 3.7% | +3% |
| 3 | VGT | VANGUARD WORLD FD | 20K | $14M | 3.1% | −2% |
| 4 | SLYV | SPDR SERIES TRUST | 124K | $12M | 2.7% | ±0% |
| 5 | GOOG | ALPHABET INC | 39K | $11M | 2.5% | −4% |
| 6 | SAMT | ADVISORS INNER CIRCLE FD III | 260K | $10M | 2.3% | ±0% |
| 7 | IJH | ISHARES TR | 149K | $10M | 2.3% | −46% |
| 8 | TPYP | TORTOISE CAPITAL SERIES TRUS | 227K | $10M | 2.2% | ±0% |
| 9 | IJR | ISHARES TR | 75K | $9M | 2.1% | +4% |
| 10 | IUSB | ISHARES TR | 200K | $9M | 2.1% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TRIANGLE SIGNAL
AC read
Triangle Securities Wealth Management is a Other fund managing $406 million in assets. The fund runs a broad portfolio of 204 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed