Triangle Securities Wealth Management

RIA/Wealth

Triangle Securities Wealth Management is a RIA/Wealth based in Raleigh, NC led by Paul Deleon Reynolds, reporting $1.2B in AUM as of Q3 2025 with 43% ETF concentration.

CEOPaul Deleon Reynolds

Portfolio Value: $441.8M
Positions: 203
Top Holding: JAVA at 3.76%
Last Reported: Q3 2025

Address1301 Annapolis Drive, Raleigh, NC, 27608, United States

Top Holdings

Largest long holdings in Triangle Securities Wealth Management's portfolio (26.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 JPMorgan Active Value JAVA	ETF ETF	$16.6M	3.76%	+$31.9K Bought	— 240.7K shares	Q3 2023 Held for 2y 2m
2 Schwab U.S. Mid-Cap ETF SCHM	ETF ETF	$15.3M	3.47%	-$43.2K Sold	— 517.0K shares	Q1 2016 Held for 9y 8m
3 Vanguard Information Technology VGT	ETF ETF	$15.3M	3.47%	+$618.2K Bought	— 20.5K shares	≤ Q2 2013 Held for 12y 5m+
4 Microsoft MSFT	Software - Infrastructure Technology	$13.3M	3.01%	+$3.0M Bought	0.00% 25.7K shares	≤ Q2 2013 Held for 12y 5m+
5 SPDR S&P 600 Small Cap Value ETF SLYV	ETF ETF	$10.9M	2.48%	+$46.9K Bought	— 123.4K shares	Q1 2019 Held for 6y 8m
6 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$10.7M	2.42%	+$271.3K Bought	0.00% 44.0K shares	Q3 2014 Held for 11y 2m
7 Strategas Macro Thematic Opportunities SAMT	ETF ETF	$9.8M	2.21%	-$539.3K Sold	— 262.4K shares	Q3 2022 Held for 3y 2m
8 iShares Core Total USD Bond Market IUSB	ETF ETF	$8.9M	2.02%	+$130.2K Bought	— 190.9K shares	Q4 2022 Held for 2y 11m
9 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$8.6M	1.94%	+$305.0K Bought	— 131.1K shares	Q4 2018 Held for 6y 11m
10 Tortoise North American Pipeline TPYP	ETF ETF	$8.4M	1.89%	-$131.3K Sold	— 229.4K shares	Q4 2022 Held for 2y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Triangle Securities Wealth Management's latest filing

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Market Value

$441.8M

Prior: $406.4M

Q/Q Change

+8.71%

+$35.4M

Net Flows % of MV

+1.33%

Turnover Ratio

4.19%

New Purchases

2 stocks

$950.8K

Added To

102 stocks

+$20.1M

Sold Out Of

4 stocks

$1.8M

Reduced Holdings

77 stocks

-$13.4M

Increased Positions

Position	Shares Δ	Change
1 CEFZ ETRACS Monthly Pay 2xLeveraged Closed-End Fund ETN Series B CEFZ	New	0 → 90.1K +$738.1K
2 iShares Morningstar Mid-Cap Growth IMCG	New	0 → 2.6K +$212.8K
3 Costco Wholesale COST	+125.98%	635.0 → 1.4K +$740.5K
4 iShares U.S. Medical Devices IHI	+75.33%	8.9K → 15.6K +$403.8K
5 Alphabet Inc. GOOGL	+72.44%	2.8K → 4.7K +$485.0K

Decreased Positions

Position	Shares Δ	Change
1 Constellation Brands STZ	Sold	6.8K → 0 −$1.1M
2 Ball Corporation BALL	Sold	3.9K → 0 −$217.3K
3 Stanley Black & Decker SWK	Sold	3.2K → 0 −$215.4K
4 Comcast CMCSA	Sold	5.7K → 0 −$204.7K
5 Goldman Sachs Group GS	-48.95%	13.5K → 6.9K −$5.3M