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Triangle Securities Wealth Management
hedge fundUpdated 22 days agoManaged by Triangle Securities Wealth Management • Latest filing Q3 2026
Portfolio value
$522.1M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
18.2%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $441.8M |
| Q4 2025 | $474.3M |
| Q1 2026 | $440.6M |
| Q2 2026 | $503.7M |
| Q3 2026 | $522.1M |
Top holdings
214 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A J P MORGAN EXCHANGE TRADED F | $20.4M | 256.3K | 3.91% | Added(+1.3%) |
| 2 | $19.1M | 152.4K | 3.67% | Trimmed(-2.7%) | |
| 3 | $18M | 528.4K | 3.44% | Trimmed(-0.4%) | |
| 4 | $14.7M | 342.2K | 2.81% | Added(+163.7%) | |
| 5 | $12.7M | 423.4K | 2.43% | Added(+52.7%) | |
| 6 | $12.3M | 120.8K | 2.36% | Trimmed(-2.8%) | |
| 7 | $12.2M | 35.9K | 2.34% | Trimmed(-1.5%) | |
| 8 | $11.6M | 150.4K | 2.22% | Unchanged | |
| 9 | $11M | 153.1K | 2.11% | Added(+1.8%) | |
| 10 | ? N/A ADVISORS INNER CIRCLE FD III | $10.9M | 261.1K | 2.08% | Added(+1.8%) |
| 11 | $10.7M | 247.4K | 2.05% | Added(+118.7%) | |
| 12 | $10.4M | 20.2K | 1.99% | Trimmed(-0.6%) | |
| 13 | $10.1M | 74.4K | 1.94% | Trimmed(-1.4%) | |
| 14 | $10M | 29.9K | 1.91% | Trimmed(-0.2%) | |
| 15 | $8.9M | 196.3K | 1.70% | — | |
| 16 | $8.8M | 221.8K | 1.69% | Trimmed(-1.3%) | |
| 17 | ? N/A JANUS DETROIT STR TR | $7.8M | 90.8K | 1.49% | Added(+1.4%) |
| 18 | $7.4M | 22.3K | 1.41% | Trimmed(-4.2%) | |
| 19 | $7.2M | 44.4K | 1.38% | — | |
| 20 | $7.1M | 206.8K | 1.36% | Added(+1.8%) |