§ 13F · FUND PROFILE
Triangle Securities Wealth Management.
AUM · $504M (13F)Positions · 217Turnover · n/a · Q2Filed · Jul 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | JAVA | J P MORGAN EXCHANGE TRADED F | 253K | $20M | 4.0% | +2% |
| 2 | SCHM | SCHWAB STRATEGIC TR | 530K | $20M | 3.9% | ±0% |
| 3 | VGT | VANGUARD WORLD FD | 157K | $19M | 3.7% | +688% |
| 4 | SLYV | SPDR SERIES TRUST | 124K | $14M | 2.7% | ±0% |
| 5 | GOOG | ALPHABET INC | 36K | $13M | 2.6% | −5% |
| 6 | SAMT | ADVISORS INNER CIRCLE FD III | 257K | $12M | 2.4% | −1% |
| 7 | IJH | ISHARES TR | 150K | $12M | 2.3% | +1% |
| 8 | IJR | ISHARES TR | 75K | $11M | 2.2% | +1% |
| 9 | IUSB | ISHARES TR | 207K | $10M | 1.9% | +4% |
| 10 | TPYP | TORTOISE CAPITAL SERIES TRUS | 225K | $9M | 1.9% | −1% |
§ 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 $504 million in assets. The fund runs a broad portfolio of 217 positions.
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