§ 13F · FUND PROFILE
Triangle Securities Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $406.4T (13F)Positions · 204Turnover · — · Q4Filed · Jan 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$474.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | JAVA | J P MORGAN EXCHANGE TRADED F | 241K | $17.3T | 3.6% | NEW |
| 2 | SCHM | SCHWAB STRATEGIC TR | 517K | $15.5T | 3.3% | NEW |
| 3 | VGT | VANGUARD WORLD FD | 20K | $15.2T | 3.2% | NEW |
| 4 | GOOG | ALPHABET INC | 40K | $12.6T | 2.7% | NEW |
| 5 | MSFT | MICROSOFT CORP | 24K | $11.6T | 2.4% | NEW |
| 6 | SLYV | SPDR SERIES TRUST | 125K | $11.4T | 2.4% | NEW |
| 7 | SAMT | ADVISORS INNER CIRCLE FD III | 260K | $10.0T | 2.1% | NEW |
| 8 | IJH | ISHARES TR | 146K | $9.6T | 2.0% | NEW |
| 9 | IUSB | ISHARES TR | 195K | $9.1T | 1.9% | NEW |
| 10 | IJR | ISHARES TR | 72K | $8.6T | 1.8% | NEW |
§ 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 $406383.1 trillion in assets. The fund runs a broad portfolio of 204 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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