Raleigh Capital Management Inc.

All 13F Filings

Location
Cary, NC
Most recent 13F
Q3 2026
Holdings value ($000)
321,504
Description
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Website
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Founded
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Chairman
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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
Q3 2026 10/28/2026 507 321,504 13F-HR Raleigh Capital Management Inc.
Q2 2026 7/21/2026 610 313,318 13F-HR Raleigh Capital Management Inc.
Q1 2026 4/28/2026 775 289,772 13F-HR Raleigh Capital Management Inc.
Q4 2025 1/21/2026 583 275,525 13F-HR Raleigh Capital Management Inc.
Q3 2025 11/4/2025 545 263,126 13F-HR Raleigh Capital Management Inc.
Q2 2025 7/17/2025 638 238,453 13F-HR Raleigh Capital Management Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 197.4 K 61.4% 2.802 K 0 2.802 K
ETFs 123.5 K 38.4% 5.402 K 0 5.402 K
Debt 527 0.2% 0 18 -18
Other 10 0.0% 0 0 0
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Fund Snapshot

Q3 2026
Latest filed
10/28/2026
Total value ($000)
321,504
Holdings
507
QoQ value change ($000)
8,186 (2.6%)
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.