13F Insight
DOSSIER · 13F-HR · Q1 2026

Triangle Securities Wealth Management

Triangle Securities Wealth's pension fund based in Stamford, CT — $441M in tracked AUM across 206 positions as of Q1 2026.

TS
Triangle Securities Wealth·Stamford, CT·Pension Fund
CIK 0001541353 · last filed Mar 31, 2026
Total AUM
$441M
▼ 9.7%
vs prior
Holdings
206
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
Top sector
Tech
26% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Triangle Securities Wealth Management filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
JAVA
J P MORGAN EXCHANGE TRADED F
$18M248K4.0%
02
SCHM
SCHWAB STRATEGIC TR
$16M532K3.7%
03
VGT
VANGUARD WORLD FD
$14M20K3.1%
04
SLYV
SPDR SERIES TRUST
$12M124K2.7%
05
GOOG
ALPHABET INC
$11M39K2.5%
06
SAMT
ADVISORS INNER CIRCLE FD III
$10M260K2.3%
07
IJH
ISHARES TR
$10M149K2.3%
08
TPYP
TORTOISE CAPITAL SERIES TRUS
$10M227K2.2%
09
IJR
ISHARES TR
$9M75K2.1%
10
IUSB
ISHARES TR
$9M200K2.1%

Filing history

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