Triangle Securities Wealth Management
Annual return '25
+124.7%
SPY '25
+17.7%
Alpha
+107.0ptsvs SPY
Invested
$440.6M
Holdings
197
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JAVA
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 240.7k shares)
4.1%
02
$SCHM
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 516.8k shares)
3.8%
03
$VGT
VANGUARD WORLD FD
Q1 2026: Exited (was 20.2k shares)
3.2%
04
$SLYV
SPDR SERIES TRUST
Q1 2026: Exited (was 124.8k shares)
2.7%
05
$GOOG
ALPHABET INC
Q1 2026: Exited (was 40.2k shares)
2.6%
06
$SAMT
ADVISORS INNER CIRCLE FD III
Q1 2026: Exited (was 260.0k shares)
2.4%
07
$IJH
ISHARES TR
Q1 2026: Exited (was 262.1k shares)
2.3%
08
$TPYP
TORTOISE CAPITAL SERIES TRUS
Q1 2026: Exited (was 226.8k shares)
2.2%
09
$IJR
ISHARES TR
Q1 2026: Exited (was 71.8k shares)
2.1%
10
$IUSB
ISHARES TR
Q1 2026: Exited (was 195.1k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:41 UTC.