Sign In
test

Jessica Sherburne

Triangle Securities Wealth Management

Assets Managed
$440.615M
Holdings
206
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
-7.1%(2Q avg: 0.14%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Triangle Securities Wealth Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 206 positions.

Assets under management

The assets under management (AUM) of Triangle Securities Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 440.615M in assets, with a quarterly growth rate of -7.1% and a 2-quarter average growth rate of 0.14%. The portfolio is managed by Jessica Sherburne, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JAVA
Jpmorgan Active Value Etf
Recent Activity
Increased 3.14%
4.05%
$17.808M
248,192 shares@ $71.75 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Increased 2.95%
3.74%
$16.472M
532,039 shares@ $30.96 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Decreased -1.55%
3.15%
$13.87M
19,879 shares@ $697.73 avg price
SLYV
Spdr S&p 600 Small Cap Value
Recent Activity
Decreased -0.42%
2.67%
$11.754M
124,281 shares@ $94.58 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -4.19%
2.52%
$11.06M
38,555 shares@ $286.87 avg price
SAMT
Strategas Macro Them Opps
Recent Activity
Decreased -0.09%
2.32%
$10.202M
259,798 shares@ $39.28 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -46.3%
2.28%
$10.036M
148,616 shares@ $67.53 avg price
TPYP
Tortoise North American Pipe
Recent Activity
Increased 0.11%
2.19%
$9.618M
227,063 shares@ $42.37 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 3.9%
2.11%
$9.268M
74,557 shares@ $124.32 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 2.34%
2.1%
$9.222M
199,664 shares@ $46.2 avg price

1-10 of 206