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Home > Institutional Investor > Triangle Securities Wealth Management > Profile

Instuitional Investor - Triangle Securities Wealth Management

Fund Profile
Filing Period:
Fund Name: Triangle Securities Wealth Management
Portfolio Value $406,383,133
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F - ACTIVE VALUE ETF
 240,257 $15,736,810 3.87%
2.
Schwab Strategic Trust
 FNDF 518,427 $14,541,871 3.58%
3.
Vanguard World Fund
 19,690 $13,059,997 3.21%
4.
Microsoft Corp
 MSFT 19,874 $9,885,464 2.43%
5.
Spdr Series Trust
 122,855 $9,798,923 2.41%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)