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Jessica Sherburne

Triangle Securities Wealth Management

Assets Managed
$503.736M
Holdings
213
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
14.33%(2Q avg: 3.61%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Triangle Securities Wealth Management's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 213 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 503.736M in assets, with a quarterly growth rate of 14.33% and a 2-quarter average growth rate of 3.61%. The portfolio is managed by Jessica Sherburne, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JAVA
Jpmorgan Active Value Etf
Recent Activity
Increased 1.94%
3.99%
$20.091M
253,006 shares@ $79.42 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Decreased -0.29%
3.89%
$19.557M
530,443 shares@ $36.88 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Increased 688.09%
3.72%
$18.724M
156,663 shares@ $119.52 avg price
SLYV
Spdr S&p 600 Small Cap Value
Recent Activity
Increased 0.03%
2.7%
$13.564M
124,315 shares@ $109.11 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -5.5%
2.56%
$12.873M
36,433 shares@ $353.34 avg price
SAMT
Strategas Macro Them Opps
Recent Activity
Decreased -1.23%
2.44%
$12.248M
256,588 shares@ $47.74 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 1.24%
2.31%
$11.601M
150,450 shares@ $77.11 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 1.23%
2.23%
$11.192M
75,467 shares@ $148.31 avg price
BX
Blackstone Inc
Recent Activity
Increased 102.53%
2.05%
$10.322M
88,720 shares@ $116.35 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 3.76%
1.9%
$9.56M
207,159 shares@ $46.15 avg price

1-10 of 213