Triangle Securities Wealth Management: 13F holdings
CIK 15413532026Q2
| Positions | 213 |
|---|---|
| Reported value | $503.7m |
| Filed | 2026-07-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| JAVA J P MORGAN EXCHANGE TRADED F | 253,006 | $20.1m | 4.0% |
| SCHM SCHWAB STRATEGIC TR | 530,443 | $19.6m | 3.9% |
| VGT VANGUARD WORLD FD | 156,663 | $18.7m | 3.7% |
| SLYV SPDR SERIES TRUST | 124,315 | $13.6m | 2.7% |
| GOOG ALPHABET INC | 36,433 | $12.9m | 2.6% |
| ADVISORS INNER CIRCLE FD III | 256,588 | $12.2m | 2.4% |
| IJH ISHARES TR | 150,450 | $11.6m | 2.3% |
| IJR ISHARES TR | 75,467 | $11.2m | 2.2% |
| BX BLACKSTONE INC | 88,720 | $10.3m | 2.0% |
| IUSB ISHARES TR | 207,159 | $9.6m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1541353")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.