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Triangle Securities Wealth Management

Latest statistics and disclosures from Triangle Securities Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IJH, JAVA, AAPL, SCHM, VGT, and represent 17.40% of Triangle Securities Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IJH (+$9.6M), AAPL (+$8.2M), CAT, WFC, BN, QLTY, AVMV, SLYG, NOW, JSML.
Started 9 new stock positions in RSPT, VRSK, QXO, EPD, AEIS, DFLV, FDX, BALL, Q.
Reduced shares in these 10 stocks: GOOG, KMX, MSFT, CLX, CPRT, SPY, ORCL, MDLZ, BRO, EA.
Sold out of its positions in BRO, KMX, CLX, CCI, PGF, MDLZ, SYY.
Triangle Securities Wealth Management was a net buyer of stock by $30M.
Triangle Securities Wealth Management has $476M in assets under management (AUM), dropping by 7.74%.
Central Index Key (CIK): 0001541353

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Portfolio Holdings for Triangle Securities Wealth Management

Triangle Securities Wealth Management holds 205 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Mcp Etf (IJH)	3.8	$18M	+111%	277k	66.00	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	3.6	$17M		241k	71.72	View chart
Apple (AAPL)	3.5	$17M	+98%	61k	271.86	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	3.3	$16M		517k	30.07	View chart
Vanguard World Inf Tech Etf (VGT)	3.2	$15M		20k	753.79	View chart
Alphabet Cap Stk Cl C (GOOG)	2.7	$13M	-8%	40k	313.80	View chart
Microsoft Corporation (MSFT)	2.4	$12M	-6%	24k	483.62	View chart
Spdr Series Trust State Street Spd (SLYV)	2.4	$11M		125k	90.97	View chart
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)	2.1	$10M		260k	38.51	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.9	$9.1M	+2%	195k	46.54	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.8	$8.6M	+7%	72k	120.18	View chart
JPMorgan Chase & Co. (JPM)	1.7	$8.0M	-3%	25k	322.22	View chart
Tortoise Capital Series Trus North Amern Pipe (TPYP)	1.7	$8.0M		227k	35.29	View chart
Caterpillar (CAT)	1.6	$7.8M	+94%	14k	572.89	View chart
Kkr & Co (KKR)	1.6	$7.6M	-2%	59k	127.48	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.5	$7.0M		259k	26.91	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	1.4	$6.8M	+50%	149k	45.89	View chart
Blackstone Group Inc Com Cl A (BX)	1.4	$6.7M		43k	154.14	View chart
Wells Fargo & Company (WFC)	1.3	$6.1M	+96%	66k	93.20	View chart
Goldman Sachs (GS)	1.2	$5.9M	-2%	6.7k	879.00	View chart
Broadcom (AVGO)	1.2	$5.9M		17k	346.10	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	1.2	$5.8M	+14%	78k	73.56	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	1.2	$5.7M		193k	29.55	View chart
Exxon Mobil Corporation (XOM)	1.2	$5.6M		46k	120.34	View chart
Lowe's Companies (LOW)	1.2	$5.5M		23k	241.16	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.1	$5.3M		99k	53.76	View chart
Vanguard World Consum Dis Etf (VCR)	1.0	$4.8M		12k	393.93	View chart
Eli Lilly & Co. (LLY)	1.0	$4.7M	-4%	4.4k	1074.68	View chart
Spdr Series Trust State Street Spd (KIE)	1.0	$4.6M	-2%	77k	60.15	View chart
Gmo Etf Trust Gmo Us Quality E (QLTY)	1.0	$4.5M	+86%	118k	38.46	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.9	$4.4M	+4%	95k	46.04	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.9	$4.2M	+2%	29k	143.52	View chart
Meta Platforms Cl A (META)	0.9	$4.1M	+18%	6.2k	660.11	View chart
Raytheon Technologies Corp (RTX)	0.8	$4.0M	-3%	22k	183.40	View chart
Johnson & Johnson (JNJ)	0.8	$4.0M		19k	206.95	View chart
Amazon (AMZN)	0.8	$3.8M		17k	230.82	View chart
Visa Com Cl A (V)	0.8	$3.8M		11k	350.70	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.8	$3.6M	+14%	38k	96.88	View chart
Bank of America Corporation (BAC)	0.7	$3.6M	-4%	65k	55.00	View chart
2023 Etf Series Trust Eagle Capital Se (EAGL)	0.7	$3.5M		107k	32.46	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$3.4M	-2%	6.8k	502.65	View chart
Duke Energy Corp Com New (DUK)	0.7	$3.4M	-2%	29k	117.21	View chart
NVIDIA Corporation (NVDA)	0.7	$3.4M	-4%	18k	186.50	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.7	$3.3M		117k	28.48	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$3.2M	+2%	121k	26.23	View chart
Nextera Energy (NEE)	0.6	$3.1M		38k	80.28	View chart
Wabtec Corporation (WAB)	0.6	$3.0M		14k	213.45	View chart
Pepsi (PEP)	0.6	$2.9M		20k	143.52	View chart
Emerson Electric (EMR)	0.6	$2.8M		21k	132.72	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$2.8M		5.7k	487.90	View chart
Lam Research Corp Com New (LRCX)	0.6	$2.7M	-8%	16k	171.18	View chart
Advisors Inner Circle Fd Iii Strategas Gbl Po (SAGP)	0.5	$2.5M	-3%	75k	33.88	View chart
Oracle Corporation (ORCL)	0.5	$2.5M	-15%	13k	194.91	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.5	$2.5M		22k	113.72	View chart
Enbridge (ENB)	0.5	$2.4M	-2%	50k	47.83	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$2.2M		12k	191.56	View chart
salesforce (CRM)	0.5	$2.2M		8.5k	264.92	View chart
Linde SHS (LIN)	0.5	$2.2M		5.2k	426.40	View chart
Chevron Corporation (CVX)	0.5	$2.2M	-3%	15k	152.41	View chart
Amgen (AMGN)	0.5	$2.2M		6.7k	327.31	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.4	$2.1M	-4%	52k	40.35	View chart
Procter & Gamble Company (PG)	0.4	$2.1M	-4%	15k	143.31	View chart
American Centy Etf Tr Avantis Us Mid C (AVMV)	0.4	$2.0M	+290%	28k	71.20	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$1.9M	-2%	39k	49.90	View chart
Garmin SHS (GRMN)	0.4	$1.9M		9.6k	202.85	View chart
Live Nation Entertainment (LYV)	0.4	$1.9M	-2%	13k	142.50	View chart
Rockwell Automation (ROK)	0.4	$1.9M	-3%	4.8k	389.08	View chart
Corteva (CTVA)	0.4	$1.8M		26k	67.03	View chart
Costco Wholesale Corporation (COST)	0.4	$1.7M	+39%	2.0k	862.34	View chart
Spdr Series Trust State Street Spd (SLYG)	0.4	$1.7M	+399%	18k	94.19	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$1.7M		12k	141.06	View chart
Danaher Corporation (DHR)	0.3	$1.6M		7.1k	228.92	View chart
Thermo Fisher Scientific (TMO)	0.3	$1.6M		2.8k	579.45	View chart
Morgan Stanley Com New (MS)	0.3	$1.6M	-2%	8.9k	177.53	View chart
UnitedHealth (UNH)	0.3	$1.5M	-16%	4.6k	330.11	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$1.5M		2.00	754800.00	View chart
Applied Materials (AMAT)	0.3	$1.5M	-2%	5.8k	256.99	View chart
Servicenow (NOW)	0.3	$1.5M	+476%	9.6k	153.19	View chart
L3harris Technologies (LHX)	0.3	$1.5M		5.0k	293.57	View chart
Wal-Mart Stores (WMT)	0.3	$1.4M		13k	111.41	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.4M	-3%	4.6k	313.00	View chart
Merck & Co (MRK)	0.3	$1.4M		13k	105.26	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$1.4M	+93%	9.6k	143.97	View chart
Veeva Sys Cl A Com (VEEV)	0.3	$1.4M	+6%	6.1k	223.23	View chart
Vanguard World Comm Srvc Etf (VOX)	0.3	$1.3M	-2%	6.9k	193.63	View chart
Vanguard World Health Car Etf (VHT)	0.3	$1.3M	+7%	4.6k	287.87	View chart
Citigroup Com New (C)	0.3	$1.3M		11k	116.69	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	0.3	$1.3M		607.00	2146.18	View chart
Autodesk (ADSK)	0.3	$1.2M	-3%	4.2k	296.01	View chart
Us Foods Hldg Corp call (USFD)	0.3	$1.2M		16k	75.32	View chart
Intercontinental Exchange (ICE)	0.3	$1.2M	-2%	7.6k	161.96	View chart
American Tower Reit (AMT)	0.3	$1.2M	+6%	7.0k	175.58	View chart
Adobe Systems Incorporated (ADBE)	0.3	$1.2M	-6%	3.4k	349.99	View chart
Ross Stores (ROST)	0.3	$1.2M		6.6k	180.14	View chart
Electronic Arts (EA)	0.2	$1.2M	-22%	5.8k	204.33	View chart
Walt Disney Company (DIS)	0.2	$1.2M	-8%	10k	113.77	View chart
TJX Companies (TJX)	0.2	$1.1M	-3%	7.5k	153.61	View chart
General Dynamics Corporation (GD)	0.2	$1.1M		3.4k	336.66	View chart
Moody's Corporation (MCO)	0.2	$1.1M		2.2k	510.94	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$1.1M	-2%	3.8k	290.22	View chart
Ecolab (ECL)	0.2	$1.1M	-2%	4.2k	262.52	View chart
ConocoPhillips (COP)	0.2	$1.1M	-2%	12k	93.61	View chart
Union Pacific Corporation (UNP)	0.2	$1.0M	+97%	4.5k	231.34	View chart
Truist Financial Corp equities (TFC)	0.2	$1.0M	-6%	21k	49.21	View chart
Arthur J. Gallagher & Co. (AJG)	0.2	$1.0M	+23%	4.0k	258.79	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$1.0M	+100%	24k	42.69	View chart
Otis Worldwide Corp (OTIS)	0.2	$1.0M	-9%	12k	87.35	View chart
Palo Alto Networks (PANW)	0.2	$1.0M		5.5k	184.20	View chart
Labcorp Holdings Com Shs (LH)	0.2	$989k	-2%	3.9k	250.88	View chart
American Express Company (AXP)	0.2	$977k		2.6k	369.95	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$972k		16k	62.15	View chart
International Business Machines (IBM)	0.2	$969k	+95%	3.3k	296.16	View chart
Boeing Company (BA)	0.2	$945k	+42%	4.4k	217.12	View chart
Cummins (CMI)	0.2	$932k	-4%	1.8k	510.45	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$902k	-41%	1.3k	681.91	View chart
Bristol Myers Squibb (BMY)	0.2	$851k	-2%	16k	53.94	View chart
Tyler Technologies (TYL)	0.2	$845k	+227%	1.9k	453.95	View chart
Broadridge Financial Solutions (BR)	0.2	$838k	+7%	3.8k	223.19	View chart
On Hldg Namen Akt A (ONON)	0.2	$836k	+6%	18k	46.48	View chart
PNC Financial Services (PNC)	0.2	$835k	-4%	4.0k	208.73	View chart
Philip Morris International (PM)	0.2	$827k	-12%	5.2k	160.40	View chart
Ge Aerospace Com New (GE)	0.2	$823k		2.7k	308.03	View chart
Wec Energy Group (WEC)	0.2	$816k		7.7k	105.46	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$814k	-3%	761.00	1069.86	View chart
T Rowe Price Etf Price Eqt Income (TEQI)	0.2	$790k	+12%	18k	45.17	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$775k		4.1k	190.97	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$775k		1.7k	453.36	View chart
Air Products & Chemicals (APD)	0.2	$760k	+8%	3.1k	247.02	View chart
CVS Caremark Corporation (CVS)	0.2	$756k		9.5k	79.36	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$753k	+8%	17k	45.21	View chart
Honeywell International (HON)	0.2	$750k	-8%	3.8k	195.09	View chart
Elevation Series Trust Rivernorth Activ (CEFZ)	0.2	$741k		90k	8.19	View chart
Mastercard Incorporated Cl A (MA)	0.2	$720k	-6%	1.3k	570.88	View chart
Marriott Intl Cl A (MAR)	0.2	$719k		2.3k	310.24	View chart
3M Company (MMM)	0.1	$713k		4.5k	160.11	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$685k	-2%	6.5k	105.69	View chart
MGM Resorts International. (MGM)	0.1	$682k	-2%	19k	36.49	View chart
McDonald's Corporation (MCD)	0.1	$679k	-6%	2.2k	305.63	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$675k		4.9k	139.15	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$659k	-16%	962.00	684.94	View chart
Roper Industries (ROP)	0.1	$656k	-29%	1.5k	445.13	View chart
Deere & Company (DE)	0.1	$640k		1.4k	465.57	View chart
Sherwin-Williams Company (SHW)	0.1	$640k		2.0k	323.96	View chart
Qualcomm (QCOM)	0.1	$632k		3.7k	171.06	View chart
Northern Trust Corporation (NTRS)	0.1	$626k	-4%	4.6k	136.59	View chart
Dupont De Nemours (DD)	0.1	$610k	-2%	15k	40.20	View chart
Booking Holdings (BKNG)	0.1	$589k	-4%	110.00	5355.33	View chart
Diamondback Energy (FANG)	0.1	$577k	+12%	3.8k	150.33	View chart
SLB Com Stk (SLB)	0.1	$573k	-2%	15k	38.38	View chart
Qnity Electronics Common Stock (Q)	0.1	$568k	NEW	7.0k	81.65	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$560k	+2%	4.3k	131.58	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$550k	+8%	17k	32.62	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$540k		3.8k	141.14	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$537k	-6%	888.00	605.01	View chart
Dominion Resources (D)	0.1	$534k		9.1k	58.59	View chart
Equifax (EFX)	0.1	$525k	-24%	2.4k	216.98	View chart
Cigna Corp (CI)	0.1	$513k	+26%	1.9k	275.23	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$506k		6.3k	80.03	View chart
Qxo Com New (QXO)	0.1	$504k	NEW	26k	19.29	View chart
Becton, Dickinson and (BDX)	0.1	$499k	-24%	2.6k	194.07	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$486k	-5%	2.9k	168.77	View chart
Ge Vernova (GEV)	0.1	$484k	-4%	741.00	653.57	View chart
Rbc Cad (RY)	0.1	$477k		2.8k	170.49	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$466k		2.7k	173.53	View chart
Intuitive Surgical Com New (ISRG)	0.1	$460k		812.00	566.36	View chart
Colgate-Palmolive Company (CL)	0.1	$456k	+14%	5.8k	79.03	View chart
Trane Technologies SHS (TT)	0.1	$454k	+100%	1.2k	389.20	View chart
Hershey Company (HSY)	0.1	$451k	-2%	2.5k	181.98	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$444k	-3%	1.3k	335.24	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$429k		2.0k	210.34	View chart
Kimberly-Clark Corporation (KMB)	0.1	$418k	-41%	4.1k	100.89	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$407k		4.5k	89.43	View chart
Enterprise Products Partners (EPD)	0.1	$404k	NEW	13k	32.06	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$386k	-4%	7.1k	54.71	View chart
Carlyle Group (CG)	0.1	$382k	-4%	6.5k	59.11	View chart
Yum! Brands (YUM)	0.1	$381k		2.5k	151.28	View chart
Dover Corporation (DOV)	0.1	$370k		1.9k	195.24	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$365k	+21%	3.2k	113.91	View chart
Copart (CPRT)	0.1	$360k	-65%	9.2k	39.15	View chart
Carrier Global Corporation (CARR)	0.1	$344k		6.5k	52.84	View chart
Home Depot (HD)	0.1	$326k	+3%	947.00	343.97	View chart
Verisk Analytics (VRSK)	0.1	$324k	NEW	1.5k	223.69	View chart
Tyson Foods Cl A (TSN)	0.1	$322k	-4%	5.5k	58.62	View chart
Flex Ord (FLEX)	0.1	$310k	-13%	5.1k	60.42	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$310k	+51%	3.9k	79.83	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$310k	NEW	9.1k	34.21	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$306k	+9%	9.3k	32.89	View chart
Verizon Communications (VZ)	0.1	$295k	-16%	7.2k	40.73	View chart
FedEx Corporation (FDX)	0.1	$289k	NEW	1.0k	288.86	View chart
Coca-Cola Company (KO)	0.1	$287k	-3%	4.1k	69.91	View chart
Canadian Pacific Kansas City (CP)	0.1	$280k		3.8k	73.63	View chart
Chubb (CB)	0.1	$278k	+2%	892.00	312.12	View chart
Norfolk Southern (NSC)	0.1	$275k	-4%	952.00	288.72	View chart
Advanced Micro Devices (AMD)	0.1	$271k	-24%	1.3k	214.16	View chart
Smucker J M Com New (SJM)	0.1	$271k	-12%	2.8k	97.81	View chart
Target Corporation (TGT)	0.1	$262k	-7%	2.7k	97.75	View chart
Us Bancorp Del Com New (USB)	0.1	$262k	-5%	4.9k	53.36	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$256k		1.2k	219.79	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$230k		1.6k	141.01	View chart
Advanced Energy Industries (AEIS)	0.0	$228k	NEW	1.1k	209.37	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$222k	-2%	8.1k	27.43	View chart
Altria (MO)	0.0	$210k	-3%	3.6k	57.66	View chart
Ball Corporation (BALL)	0.0	$205k	NEW	3.9k	52.97	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$201k	NEW	4.4k	45.51	View chart
Sabre (SABR)	0.0	$14k		11k	1.36	View chart

Past Filings by Triangle Securities Wealth Management

SEC 13F filings are viewable for Triangle Securities Wealth Management going back to 2011

Triangle Securities Wealth Management 2025 Q4 filed Jan. 13, 2026
Triangle Securities Wealth Management 2025 Q3 filed Oct. 15, 2025
Triangle Securities Wealth Management 2025 Q2 filed July 10, 2025
Triangle Securities Wealth Management 2025 Q1 filed April 10, 2025
Triangle Securities Wealth Management 2024 Q4 filed Jan. 15, 2025
Triangle Securities Wealth Management 2024 Q2 filed July 10, 2024
Triangle Securities Wealth Management 2024 Q1 filed April 10, 2024
Triangle Securities Wealth Management 2023 Q4 filed Jan. 10, 2024
Triangle Securities Wealth Management 2023 Q3 filed Oct. 10, 2023
Triangle Securities Wealth Management 2023 Q2 filed July 13, 2023
Triangle Securities Wealth Management 2023 Q1 filed April 20, 2023
Triangle Securities Wealth Management 2022 Q4 filed Jan. 11, 2023
Triangle Securities Wealth Management 2022 Q3 filed Oct. 19, 2022
Triangle Securities Wealth Management 2022 Q2 filed July 11, 2022
Triangle Securities Wealth Management 2022 Q1 filed April 13, 2022
Triangle Securities Wealth Management 2021 Q4 filed Jan. 14, 2022

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