Raleigh Capital Management Inc.

RIA/Wealth

Raleigh Capital Management Inc. is a RIA/Wealth based in Cary, NC led by Brian Richard Raleigh, reporting $320.6M in AUM as of Q3 2025 with 38% ETF concentration.

CEOBrian Richard Raleigh

Portfolio Value: $258.9M
Positions: 539
Top Holding: SPY at 5.57%
Last Reported: Q3 2025

Address117 Edinburgh South Drive, Suite 110, Cary, NC, 27511, United States

Top Holdings

Largest long holdings in Raleigh Capital Management Inc.'s portfolio (25.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR S&P 500 ETF Trust SPY	ETF ETF	$14.4M	5.57%	+$5.7M Bought	— 21.7K shares	Q4 2021 Held for 3y 11m
2 FISR SPDR SSGA Fixed Income Sector Rotation FISR	ETF ETF	$9.0M	3.50%	-$2.8M Sold	— 347.3K shares	Q4 2021 Held for 3y 11m
3 SPDR SSGA US Sector Rotation XLSR	ETF ETF	$7.6M	2.94%	-$167.3K Sold	— 127.5K shares	Q4 2021 Held for 3y 11m
4 Nvidia NVDA	Semiconductors Technology	$6.3M	2.42%	+$334.9K Bought	0.00% 33.6K shares	Q4 2021 Held for 3y 11m
5 Microsoft MSFT	Software - Infrastructure Technology	$5.9M	2.29%	+$369.3K Bought	0.00% 11.5K shares	Q4 2021 Held for 3y 11m
6 SPDR Portfolio Emerging Markets SPEM	ETF ETF	$5.3M	2.03%	+$1.1M Bought	— 112.5K shares	Q4 2021 Held for 3y 11m
7 Apple AAPL	Consumer Electronics Technology	$4.8M	1.85%	+$151.3K Bought	0.00% 18.8K shares	Q4 2021 Held for 3y 11m
8 AbbVie ABBV	Drug Manufacturers - General Healthcare	$3.9M	1.51%	+$44.7K Bought	0.00% 16.8K shares	Q4 2021 Held for 3y 11m
9 SPDR Portfolio Developed World ex-US ETF SPDW	ETF ETF	$3.9M	1.49%	+$1.7M Bought	— 90.3K shares	Q4 2021 Held for 3y 11m
10 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$3.8M	1.49%	+$1.9K Bought	0.00% 15.8K shares	Q4 2021 Held for 3y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Raleigh Capital Management Inc.'s latest filing

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Market Value

$258.9M

Prior: $236.5M

Q/Q Change

+9.44%

+$22.3M

Net Flows % of MV

+2.45%

Turnover Ratio

12.18%

New Purchases

17 stocks

$1.4M

Added To

162 stocks

+$37.9M

Sold Out Of

144 stocks

$1.9M

Reduced Holdings

289 stocks

-$31.0M

Increased Positions

Position	Shares Δ	Change
1 CRH CRH	New	0 → 4.5K +$534.1K
2 Armstrong World Industries AWI	New	0 → 1.3K +$251.5K
3 Duolingo DUOL	New	0 → 510.0 +$164.1K
4 PIMCO Commodity Strategy Active Fund CMDT	New	0 → 5.6K +$154.0K
5 Reddit RDDT	New	0 → 584.0 +$134.3K

Decreased Positions

Position	Shares Δ	Change
1 USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund USDU	Sold	25.2K → 0 −$649.0K
2 Synopsys SNPS	Sold	963.0 → 0 −$493.7K
3 Vanguard Industrials VIS	Sold	665.0 → 0 −$186.2K
4 Twilio TWLO	Sold	990.0 → 0 −$123.1K
5 Weyerhaeuser WY	Sold	3.5K → 0 −$89.0K

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Analytics

Portfolio insights and performance metrics for Raleigh Capital Management Inc.

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Sector Allocation

ETF

37.50%

Technology

11.40%

Financial Services

8.80%

Healthcare

8.20%

Communication Services

5.10%

Energy

4.50%

Utilities

4.20%

Consumer Defensive

4.10%

Consumer Cyclical

4.00%

Industrials

3.50%

Real Estate

2.80%

Basic Materials

0.30%

Market Cap Distribution

Mega Cap (> $200B)

25.22%

Large Cap ($10B - $200B)

30.51%

Mid Cap ($2B - $10B)

0.53%

Small Cap ($300M - $2B)

0.19%

Nano Cap (< $50M)

0.37%

N/A (ETF or Unknown)

43.18%

Portfolio Concentration

Top 10 Holdings %

25.09%

Top 20 Holdings %

37.54%

Top 50 Holdings %

62.44%

Top 100 Holdings %

82.68%