Triangle Securities Wealth Management - Portfolio overview

Triangle Securities Wealth Management has 216 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. JAVA - J P MORGAN EXCHANGE TRADED F, 3.98%
2. SCHM - SCHWAB STRATEGIC TR, 3.68%
3. VGT - VANGUARD WORLD FD, 3.10%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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