Notify me when Triangle Securities Wealth Management files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 205 | $474,322,064 | +$43,555,839 | -$14,279,531 | +$29,276,308 | IJH, JAVA, AAPL, SCHM, VGT | 13F-HR | 13 Jan 2026, 11:28 |
| Q3 2025 | 203 | $441,771,392 | +$21,829,603 | -$15,159,098 | +$6,670,505 | JAVA, SCHM, VGT, MSFT, SLYV | 13F-HR | 15 Oct 2025, 11:19 |
| Q2 2025 | 202 | $406,383,133 | +$27,274,124 | -$37,523,495 | -$10,249,371 | JAVA, SCHM, VGT, MSFT, SLYV | 13F-HR | 10 Jul 2025, 15:52 |
| Q1 2025 | 201 | $388,761,502 | +$19,314,643 | -$6,345,869 | +$12,968,774 | JAVA, SCHM, VGT, MSFT, SLYV | 13F-HR | 10 Apr 2025, 10:43 |
| Q4 2024 | 198 | $389,863,241 | +$29,278,149 | -$13,330,887 | +$15,947,262 | JAVA, SCHM, VGT, MSFT, SLYV | 13F-HR | 15 Jan 2025, 16:24 |
| Q3 2024 | 199 | $386,909,829 | +$25,679,774 | -$14,988,005 | +$10,691,769 | JAVA, SCHM, VGT, MSFT, SLYV | 13F-HR | 14 Nov 2024, 10:04 |
| Q2 2024 | 195 | $354,111,088 | +$12,412,359 | -$8,339,736 | +$4,072,623 | SCHM, VGT, MSFT, SLYV, GOOG | 13F-HR | 10 Jul 2024, 13:32 |
| Q1 2024 | 193 | $350,820,873 | +$15,040,802 | -$6,191,217 | +$8,849,585 | SCHM, MSFT, VGT, SLYV, KKR | 13F-HR | 10 Apr 2024, 16:55 |
| Q4 2023 | 192 | $321,627,386 | +$14,132,871 | -$4,740,015 | +$9,392,856 | SCHM, VGT, MSFT, SLYV, BX | 13F-HR | 10 Jan 2024, 14:38 |
| Q3 2023 | 184 | $281,210,919 | +$6,949,368 | -$6,740,761 | +$208,607 | SCHM, VGT, MSFT, SLYV, GOOG | 13F-HR | 10 Oct 2023, 10:05 |
| Q2 2023 | 185 | $290,670,215 | +$4,888,496 | -$9,846,606 | -$4,958,110 | SCHM, VGT, MSFT, SLYV, AAPL | 13F-HR | 13 Jul 2023, 16:05 |
| Q1 2023 | 183 | $279,633,862 | +$6,858,117 | -$9,073,624 | -$2,215,507 | SCHM, VGT, MSFT, SLYV, TPYP | 13F-HR | 20 Apr 2023, 17:09 |
| Q4 2022 | 181 | $272,756,975 | +$13,946,475 | -$8,357,292 | +$5,589,183 | SCHM, SLYV, VGT, MSFT, TPYP | 13F-HR | 11 Jan 2023, 09:54 |
| Q3 2022 | 170 | $244,707,000 | +$16,520,398 | -$7,453,340 | +$9,067,058 | SCHM, VGT, SLYV, MSFT, TPYP | 13F-HR | 19 Oct 2022, 13:39 |
| Q2 2022 | 170 | $256,681,000 | +$8,431,778 | -$6,123,729 | +$2,308,049 | SCHM, VGT, SLYV, MSFT, GOOG | 13F-HR | 11 Jul 2022, 09:57 |
| Q1 2022 | 173 | $298,709,000 | +$14,052,203 | -$18,795,192 | -$4,742,989 | SCHM, VGT, MSFT, SLYV, GOOG | 13F-HR | 13 Apr 2022, 10:23 |
| Q4 2021 | 177 | $319,534,000 | +$8,226,767 | -$6,640,346 | +$1,586,421 | SCHM, VGT, MSFT, SLYV, GOOG | 13F-HR | 14 Jan 2022, 12:13 |
| Q3 2021 | 174 | $294,620,000 | +$7,134,739 | -$5,927,095 | +$1,207,644 | SCHM, VGT, SLYV, MSFT, GOOG | 13F-HR | 14 Oct 2021, 09:26 |
| Q2 2021 | 175 | $295,733,000 | +$6,933,330 | -$7,946,460 | -$1,013,130 | SCHM, VGT, SLYV, MSFT, GOOG | 13F-HR | 12 Jul 2021, 11:14 |
| Q1 2021 | 168 | $276,619,000 | +$6,993,608 | -$6,004,705 | +$988,903 | SCHM, VGT, SLYV, MSFT, LOW | 13F-HR | 12 Apr 2021, 09:39 |
| Q4 2020 | 166 | $252,523,000 | +$13,272,121 | -$8,927,698 | +$4,344,423 | SCHM, VGT, SLYV, MSFT, AAPL | 13F-HR | 11 Jan 2021, 15:50 |
| Q3 2020 | 161 | $221,196,000 | +$9,393,441 | -$7,562,193 | +$1,831,248 | VGT, SCHM, MSFT, LOW, SLYV | 13F-HR | 09 Oct 2020, 11:54 |
| Q2 2020 | 160 | $209,003,000 | +$15,047,008 | -$13,000,210 | +$2,046,798 | SCHM, VGT, MSFT, SLYV, LOW | 13F-HR | 08 Jul 2020, 14:38 |
| Q1 2020 | 151 | $173,504,000 | +$11,689,842 | -$15,230,244 | -$3,540,402 | SCHM, VGT, MSFT, LOW, SLYV | 13F-HR | 06 Apr 2020, 12:36 |
| Q4 2019 | 163 | $230,754,000 | +$17,930,900 | -$6,731,974 | +$11,198,926 | LOW, SCHM, VGT, MSFT, TPYP | 13F-HR | 09 Jan 2020, 11:29 |
| Q3 2019 | 152 | $203,299,000 | +$11,174,397 | -$6,257,245 | +$4,917,152 | SCHM, VGT, TPYP, MSFT, IJS | 13F-HR | 15 Oct 2019, 13:07 |
| Q2 2019 | 148 | $196,855,000 | +$11,342,046 | -$12,556,288 | -$1,214,242 | SCHM, VGT, MSFT, TPYP, IJS | 13F-HR | 10 Jul 2019, 10:47 |
| Q1 2019 | 146 | $190,812,000 | +$11,880,319 | -$10,125,488 | +$1,754,831 | SCHM, VGT, IJS, MSFT, LOW | Restatement | 10 Apr 2019, 10:09 |
| Q4 2018 | 136 | $169,352,000 | +$13,676,009 | -$8,329,914 | +$5,346,095 | SCHM, IJS, VGT, MSFT, LOW | 13F-HR | 17 Jan 2019, 09:53 |
| Q3 2018 | 138 | $188,263,000 | +$1,562,401 | -$4,822,560 | -$3,260,159 | IJS, SCHM, VGT, MSFT, LOW | 13F-HR | 04 Oct 2018, 14:00 |
| Q2 2018 | 139 | $178,944,000 | +$6,859,988 | -$7,049,762 | -$189,774 | IJS, SCHM, VGT, XOM, MSFT | 13F-HR | 12 Jul 2018, 16:02 |
| Q1 2018 | 135 | $174,083,000 | +$8,576,444 | -$4,781,802 | +$3,794,642 | IJS, SCHM, VGT, LOW, XOM | 13F-HR | 11 Apr 2018, 10:59 |
| Q4 2017 | 133 | $175,134,000 | +$5,813,629 | -$5,698,472 | +$115,157 | IJS, SCHM, VGT, XOM, LOW | 13F-HR | 10 Jan 2018, 15:32 |
| Q3 2017 | 137 | $168,106,000 | +$17,278,191 | -$4,864,139 | +$12,414,052 | IJS, SCHM, VGT, XOM, JNJ | 13F-HR | 11 Oct 2017, 10:10 |
| Q2 2017 | 128 | $151,320,000 | +$3,808,320 | -$12,381,025 | -$8,572,705 | SCHM, VGT, XOM, JNJ, GOOG | 13F-HR | 06 Jul 2017, 14:54 |
| Q1 2017 | 129 | $156,706,000 | +$8,895,526 | -$6,959,970 | +$1,935,556 | IJS, VGT, SCHM, XOM, JNJ | 13F-HR | 05 Apr 2017, 13:33 |
| Q4 2016 | 126 | $149,688,000 | +$5,608,223 | -$5,700,250 | -$92,027 | IJS, VGT, SCHM, XOM, GE | 13F-HR | 19 Jan 2017, 14:51 |
| Q3 2016 | 122 | $144,587,000 | +$13,986,433 | -$6,741,664 | +$7,244,769 | IJS, VGT, XOM, SCHM, JNJ | 13F-HR | 06 Oct 2016, 14:27 |
| Q2 2016 | 120 | $134,023,000 | +$3,727,474 | -$26,422,127 | -$22,694,653 | XOM, VGT, SCHM, JNJ, GE | 13F-HR | 07 Jul 2016, 11:01 |
| Q1 2016 | 136 | $153,295,000 | +$33,746,879 | -$18,391,281 | +$15,355,598 | IJS, VGT, XOM, GE, JNJ | 13F-HR | 08 Apr 2016, 15:40 |
| Q4 2015 | 123 | $134,367,000 | +$23,547,710 | -$25,813,172 | -$2,265,462 | VHT, XOM, GE, GOOG, JNJ | 13F-HR | 28 Jan 2016, 15:40 |
| Q3 2015 | 133 | $132,243,000 | +$12,888,277 | -$8,335,104 | +$4,553,173 | IJS, XOM, VGT, CVS, WAB | 13F-HR | 08 Oct 2015, 11:17 |
| Q2 2015 | 133 | $141,520,000 | +$3,784,308 | -$5,338,190 | -$1,553,882 | XOM, VGT, CVS, WAB, BIIB | 13F-HR | 15 Jul 2015, 09:26 |
| Q1 2015 | 140 | $144,426,000 | +$12,098,253 | -$7,270,328 | +$4,827,925 | XOM, VGT, CVS, KMI, WAB | 13F-HR | 13 Apr 2015, 17:16 |
| Q4 2014 | 135 | $140,515,000 | +$14,925,614 | -$9,444,261 | +$5,481,353 | XOM, KMI, CVS, VGT, WAB | 13F-HR | 08 Jan 2015, 16:22 |
| Q3 2014 | 123 | $130,131,000 | +$3,791,477 | -$4,990,805 | -$1,199,328 | XOM, WAB, VGT, JNJ, CVS | 13F-HR | 16 Oct 2014, 14:54 |
| Q2 2014 | 126 | $130,525,000 | +$11,843,009 | -$10,091,165 | +$1,751,844 | XOM, WAB, VGT, JNJ, 4945SC | 13F-HR | 16 Jul 2014, 12:33 |
| Q1 2014 | 115 | $65,918,000 | +$6,145,265 | -$7,381,529 | -$1,236,264 | XOM, JNJ, VZ, KIE, PM | 13F-HR | 14 Apr 2014, 12:03 |
| Q4 2013 | 122 | $123,204,000 | $0 | $0 | $0 | XOM, WAB, VGT, 4945SC, JNJ | 13F-HR | 13 Jan 2014, 10:02 |