Triangle Securities Wealth Management
All 13F Filings
- Location
- Raleigh, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 503,736
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 213 | 503,736 | 13F-HR | Triangle Securities Wealth Management |
| Q1 2026 | 4/20/2026 | 206 | 440,615 | 13F-HR | Triangle Securities Wealth Management |
| Q4 2025 | 1/13/2026 | 205 | 474,322 | 13F-HR | Triangle Securities Wealth Management |
| Q3 2025 | 10/15/2025 | 203 | 441,771 | 13F-HR | Triangle Securities Wealth Management |
| Q2 2025 | 7/10/2025 | 202 | 406,383 | 13F-HR | Triangle Securities Wealth Management |
| Q2 2014 | 7/16/2014 | 126 | 130,525 | 13F-HR | Triangle Securities Wealth Management |
| Q1 2014 | 4/14/2014 | 115 | 111,258 | 13F-HR | Triangle Securities Wealth Management |
| Q4 2013 | 1/13/2014 | 122 | 123,204 | 13F-HR | Triangle Securities Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 292.7 K | 58.1% | 30.71 K | 0 | 30.71 K |
| ETFs | 211 K | 41.9% | 32.43 K | 0 | 32.43 K |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
503,736
Holdings
213
QoQ value change ($000)
63,121
(14.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.