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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 JAVA, SCHM, VGT, MSFT, SLYV, and represent 16.18% of Triangle Securities Wealth Management's stock portfolio.
Added to shares of these 10 stocks: MSFT, AAPL, ORCL, JPM, COST, Elevation Series Trust, LOW, NEE, VGT, GOOGL.
Started 5 new stock positions in CB, MO, Elevation Series Trust, IMCG, KO.
Reduced shares in these 10 stocks: GS (-$5.3M), XLRE, STZ, EAGL, AVGO, SAMT, KKR, BALL, SWK, BX.
Sold out of its positions in BALL, CMCSA, STZ, SWK.
Triangle Securities Wealth Management was a net buyer of stock by $6.7M.
Triangle Securities Wealth Management has $442M in assets under management (AUM), dropping by 8.98%.
Central Index Key (CIK): 0001541353

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Portfolio Holdings for Triangle Securities Wealth Management

Triangle Securities Wealth Management holds 203 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
J P Morgan Exchange Traded F Active Value Etf (JAVA)	3.8	$17M		241k	68.96	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	3.5	$15M		517k	29.64	View chart
Vanguard World Inf Tech Etf (VGT)	3.5	$15M	+4%	21k	746.63	View chart
Microsoft Corporation (MSFT)	3.0	$13M	+29%	26k	517.95	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	2.5	$11M		123k	88.65	View chart
Alphabet Cap Stk Cl C (GOOG)	2.4	$11M	+2%	44k	243.55	View chart
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)	2.2	$9.8M	-5%	262k	37.27	View chart
Ishares Tr Core Total Usd (IUSB)	2.0	$8.9M		191k	46.71	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.9	$8.6M	+3%	131k	65.26	View chart
Tortoise Capital Series Trus North Amern Pipe (TPYP)	1.9	$8.4M		229k	36.45	View chart
JPMorgan Chase & Co. (JPM)	1.8	$8.1M	+14%	26k	315.43	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.8	$7.9M	+3%	67k	118.83	View chart
Kkr & Co (KKR)	1.8	$7.9M	-2%	61k	129.95	View chart
Apple (AAPL)	1.8	$7.8M	+22%	31k	254.63	View chart
Blackstone Group Inc Com Cl A (BX)	1.7	$7.5M	-2%	44k	170.85	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	1.5	$6.8M		99k	68.58	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.5	$6.8M	-2%	257k	26.34	View chart
Lowe's Companies (LOW)	1.3	$5.8M	+13%	23k	251.31	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	1.3	$5.7M		193k	29.62	View chart
Broadcom (AVGO)	1.3	$5.7M	-14%	17k	329.91	View chart
Goldman Sachs (GS)	1.2	$5.5M	-48%	6.9k	796.35	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.2	$5.4M		100k	54.18	View chart
Exxon Mobil Corporation (XOM)	1.2	$5.3M	+6%	47k	112.75	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	1.2	$5.1M		69k	74.78	View chart
Vanguard World Consum Dis Etf (VCR)	1.1	$4.9M		12k	396.15	View chart
Spdr Series Trust S&p Ins Etf (KIE)	1.1	$4.6M		78k	59.32	View chart
Oracle Corporation (ORCL)	1.0	$4.3M	+40%	15k	281.25	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.0	$4.2M		91k	46.24	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.9	$4.0M	+6%	29k	140.95	View chart
Meta Platforms Cl A (META)	0.9	$3.8M	+8%	5.2k	734.41	View chart
Raytheon Technologies Corp (RTX)	0.9	$3.8M	+3%	23k	167.33	View chart
Visa Com Cl A (V)	0.8	$3.7M		11k	341.40	View chart
Duke Energy Corp Com New (DUK)	0.8	$3.7M	+3%	30k	123.75	View chart
Amazon (AMZN)	0.8	$3.7M	+3%	17k	219.57	View chart
Johnson & Johnson (JNJ)	0.8	$3.6M	+9%	19k	185.42	View chart
NVIDIA Corporation (NVDA)	0.8	$3.5M		19k	186.58	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$3.5M	+5%	7.0k	502.74	View chart
Bank of America Corporation (BAC)	0.8	$3.5M	+4%	68k	51.59	View chart
Eli Lilly & Co. (LLY)	0.8	$3.5M	-3%	4.6k	763.00	View chart
2023 Etf Series Trust Eagle Capital Se (EAGL)	0.8	$3.3M	-23%	107k	31.26	View chart
Caterpillar (CAT)	0.8	$3.3M	+13%	7.0k	477.14	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.7	$3.2M		115k	27.90	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.7	$3.2M		33k	95.89	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$3.0M		117k	25.71	View chart
Nextera Energy (NEE)	0.7	$2.9M	+28%	38k	75.49	View chart
Pepsi (PEP)	0.6	$2.8M	+8%	20k	140.44	View chart
Emerson Electric (EMR)	0.6	$2.8M		22k	131.18	View chart
Wells Fargo & Company (WFC)	0.6	$2.8M	+12%	34k	83.82	View chart
Wabtec Corporation (WAB)	0.6	$2.8M		14k	200.47	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$2.7M		5.6k	479.58	View chart
Advisors Inner Circle Fd Iii Strategas Gbl Po (SAGP)	0.6	$2.7M	-4%	77k	34.43	View chart
Enbridge (ENB)	0.6	$2.6M	+15%	51k	50.46	View chart
Linde SHS (LIN)	0.6	$2.5M		5.2k	475.00	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.6	$2.5M		22k	110.59	View chart
Garmin SHS (GRMN)	0.5	$2.4M	-2%	9.7k	246.23	View chart
Chevron Corporation (CVX)	0.5	$2.4M	+16%	15k	155.29	View chart
Lam Research Corp Com New (LRCX)	0.5	$2.3M		18k	133.90	View chart
Procter & Gamble Company (PG)	0.5	$2.3M	+10%	15k	153.65	View chart
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)	0.5	$2.3M	+11%	63k	36.19	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.5	$2.3M	-46%	54k	42.13	View chart
Live Nation Entertainment (LYV)	0.5	$2.2M		14k	163.40	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$2.2M	-4%	12k	189.70	View chart
salesforce (CRM)	0.5	$2.0M	-5%	8.5k	237.01	View chart
Amgen (AMGN)	0.4	$1.9M	+19%	6.8k	282.20	View chart
UnitedHealth (UNH)	0.4	$1.9M	-3%	5.5k	345.30	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$1.9M	+2%	40k	46.12	View chart
Corteva (CTVA)	0.4	$1.8M	+2%	27k	67.63	View chart
Rockwell Automation (ROK)	0.4	$1.7M		4.9k	349.51	View chart
Veeva Sys Cl A Com (VEEV)	0.4	$1.7M		5.8k	297.91	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$1.6M	-4%	12k	137.80	View chart
Servicenow (NOW)	0.3	$1.5M		1.7k	920.28	View chart
L3harris Technologies (LHX)	0.3	$1.5M	+12%	5.0k	305.41	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$1.5M		2.00	754200.00	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$1.5M	-5%	2.3k	666.17	View chart
Electronic Arts (EA)	0.3	$1.5M		7.5k	201.70	View chart
Morgan Stanley Com New (MS)	0.3	$1.4M	+2%	9.1k	158.96	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$1.4M		5.0k	281.86	View chart
Danaher Corporation (DHR)	0.3	$1.4M	+6%	7.0k	198.26	View chart
Autodesk (ADSK)	0.3	$1.4M	-2%	4.3k	317.67	View chart
Wal-Mart Stores (WMT)	0.3	$1.4M	+17%	13k	103.06	View chart
Thermo Fisher Scientific (TMO)	0.3	$1.4M	+5%	2.8k	485.02	View chart
Vanguard World Comm Srvc Etf (VOX)	0.3	$1.3M	+4%	7.1k	187.72	View chart
Costco Wholesale Corporation (COST)	0.3	$1.3M	+125%	1.4k	925.63	View chart
Intercontinental Exchange (ICE)	0.3	$1.3M		7.8k	168.48	View chart
Adobe Systems Incorporated (ADBE)	0.3	$1.3M	-8%	3.7k	352.75	View chart
Walt Disney Company (DIS)	0.3	$1.3M	+33%	11k	114.50	View chart
Us Foods Hldg Corp call (USFD)	0.3	$1.3M		17k	76.62	View chart
American Tower Reit (AMT)	0.3	$1.3M		6.6k	192.32	View chart
Applied Materials (AMAT)	0.3	$1.2M		5.9k	204.74	View chart
Dupont De Nemours (DD)	0.3	$1.2M	-2%	16k	77.90	View chart
Copart (CPRT)	0.3	$1.2M	+14%	26k	44.97	View chart
Otis Worldwide Corp (OTIS)	0.3	$1.2M	+4%	13k	91.43	View chart
Ecolab (ECL)	0.3	$1.2M	+8%	4.3k	273.86	View chart
General Dynamics Corporation (GD)	0.3	$1.2M		3.4k	341.00	View chart
Labcorp Holdings Com Shs (LH)	0.3	$1.2M		4.0k	287.06	View chart
Citigroup Com New (C)	0.3	$1.2M	-8%	11k	101.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.2M	+72%	4.7k	243.10	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$1.1M		3.9k	293.74	View chart
Palo Alto Networks (PANW)	0.3	$1.1M		5.6k	203.62	View chart
Merck & Co (MRK)	0.3	$1.1M	+24%	14k	83.93	View chart
ConocoPhillips (COP)	0.3	$1.1M		12k	94.59	View chart
Vanguard World Health Car Etf (VHT)	0.3	$1.1M		4.3k	259.63	View chart
TJX Companies (TJX)	0.3	$1.1M	-2%	7.8k	144.54	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	0.2	$1.1M		615.00	1789.16	View chart
Roper Industries (ROP)	0.2	$1.0M	-8%	2.1k	498.69	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$1.0M	+16%	12k	87.21	View chart
Truist Financial Corp equities (TFC)	0.2	$1.0M	-9%	23k	45.72	View chart
Moody's Corporation (MCO)	0.2	$1.0M		2.2k	476.56	View chart
Ross Stores (ROST)	0.2	$1.0M	-2%	6.7k	152.39	View chart
Arthur J. Gallagher & Co. (AJG)	0.2	$1.0M		3.2k	309.74	View chart
Philip Morris International (PM)	0.2	$961k	+10%	5.9k	162.20	View chart
CarMax (KMX)	0.2	$952k	+2%	21k	44.87	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$940k	+75%	16k	60.08	View chart
American Express Company (AXP)	0.2	$893k	+34%	2.7k	332.16	View chart
Wec Energy Group (WEC)	0.2	$892k		7.8k	114.59	View chart
Honeywell International (HON)	0.2	$882k	-7%	4.2k	210.50	View chart
Kimberly-Clark Corporation (KMB)	0.2	$875k		7.0k	124.34	View chart
PNC Financial Services (PNC)	0.2	$842k		4.2k	200.93	View chart
Broadridge Financial Solutions (BR)	0.2	$833k	+8%	3.5k	238.18	View chart
Equifax (EFX)	0.2	$821k		3.2k	256.53	View chart
Cummins (CMI)	0.2	$806k		1.9k	422.37	View chart
Ge Aerospace Com New (GE)	0.2	$803k	+11%	2.7k	300.82	View chart
Air Products & Chemicals (APD)	0.2	$770k	+33%	2.8k	272.72	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$770k	+15%	1.2k	669.30	View chart
Mastercard Incorporated Cl A (MA)	0.2	$769k		1.4k	568.81	View chart
Ishares Tr Expanded Tech (IGV)	0.2	$768k		6.7k	115.01	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$763k		4.1k	186.47	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$763k		788.00	968.09	View chart
Elevation Series Trust Rivernorth Activ	0.2	$738k	NEW	90k	8.20	View chart
CVS Caremark Corporation (CVS)	0.2	$728k		9.7k	75.39	View chart
Bristol Myers Squibb (BMY)	0.2	$726k	+3%	16k	45.10	View chart
McDonald's Corporation (MCD)	0.2	$723k	+70%	2.4k	303.89	View chart
On Hldg Namen Akt A (ONON)	0.2	$717k	+12%	17k	42.35	View chart
Clorox Company (CLX)	0.2	$695k	+11%	5.6k	123.30	View chart
3M Company (MMM)	0.2	$691k		4.5k	155.19	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.2	$689k	-2%	4.9k	140.06	View chart
Sherwin-Williams Company (SHW)	0.2	$684k		2.0k	346.19	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$680k		1.7k	391.64	View chart
T Rowe Price Etf Price Eqt Income (TEQI)	0.2	$680k	+7%	16k	43.86	View chart
MGM Resorts International. (MGM)	0.1	$662k	-18%	19k	34.66	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$659k		15k	42.96	View chart
Boeing Company (BA)	0.1	$658k	+52%	3.0k	215.83	View chart
Northern Trust Corporation (NTRS)	0.1	$648k	-3%	4.8k	134.60	View chart
Deere & Company (DE)	0.1	$640k	-4%	1.4k	457.26	View chart
Becton, Dickinson and (BDX)	0.1	$638k	-21%	3.4k	187.17	View chart
Qualcomm (QCOM)	0.1	$625k		3.8k	166.36	View chart
Booking Holdings (BKNG)	0.1	$621k		115.00	5399.27	View chart
Marriott Intl Cl A (MAR)	0.1	$604k		2.3k	260.44	View chart
Dominion Resources (D)	0.1	$557k	+19%	9.1k	61.17	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$544k		3.8k	142.10	View chart
Union Pacific Corporation (UNP)	0.1	$541k	+30%	2.3k	236.39	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$537k	+6%	4.1k	129.72	View chart
Schlumberger Com Stk (SLB)	0.1	$529k	-12%	15k	34.37	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$521k	-7%	953.00	546.75	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$512k		2.7k	190.58	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$495k	+3%	16k	31.91	View chart
Diamondback Energy (FANG)	0.1	$489k		3.4k	143.10	View chart
American Centy Etf Tr Avantis Us Mid C (AVMV)	0.1	$486k	+15%	7.1k	68.89	View chart
Ge Vernova (GEV)	0.1	$477k	+5%	775.00	614.90	View chart
Hershey Company (HSY)	0.1	$476k		2.5k	187.05	View chart
International Business Machines (IBM)	0.1	$471k	-5%	1.7k	282.18	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$449k		1.4k	328.25	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$438k	-3%	3.0k	144.37	View chart
Carlyle Group (CG)	0.1	$424k	-6%	6.8k	62.70	View chart
Cigna Corp (CI)	0.1	$423k	+20%	1.5k	288.25	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$417k		2.0k	203.59	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$417k	-3%	6.3k	66.01	View chart
Rbc Cad (RY)	0.1	$413k		2.8k	147.32	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$404k		4.5k	88.96	View chart
Colgate-Palmolive Company (CL)	0.1	$401k	-9%	5.0k	79.95	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$393k		7.4k	53.40	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$392k	+46%	6.3k	62.47	View chart
Yum! Brands (YUM)	0.1	$383k		2.5k	152.00	View chart
Carrier Global Corporation (CARR)	0.1	$382k		6.4k	59.70	View chart
Verizon Communications (VZ)	0.1	$380k	+19%	8.6k	43.95	View chart
Home Depot (HD)	0.1	$369k	+5%	912.00	405.03	View chart
Intuitive Surgical Com New (ISRG)	0.1	$363k	-17%	812.00	447.23	View chart
Brown & Brown (BRO)	0.1	$363k	+35%	3.9k	93.79	View chart
Flex Ord (FLEX)	0.1	$344k		5.9k	57.97	View chart
Smucker J M Com New (SJM)	0.1	$343k	+21%	3.2k	108.60	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.1	$334k		3.5k	94.31	View chart
Dover Corporation (DOV)	0.1	$316k		1.9k	166.83	View chart
Tyson Foods Cl A (TSN)	0.1	$312k	-3%	5.8k	54.30	View chart
Norfolk Southern (NSC)	0.1	$300k		997.00	300.41	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$299k	+9%	2.6k	113.88	View chart
Tyler Technologies (TYL)	0.1	$298k	+5%	569.00	523.16	View chart
Canadian Pacific Kansas City (CP)	0.1	$283k		3.8k	74.49	View chart
Coca-Cola Company (KO)	0.1	$280k	NEW	4.2k	66.32	View chart
Advanced Micro Devices (AMD)	0.1	$270k	-27%	1.7k	161.79	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$269k	+9%	8.5k	31.84	View chart
Target Corporation (TGT)	0.1	$261k	-6%	2.9k	89.70	View chart
Us Bancorp Del Com New (USB)	0.1	$252k	-21%	5.2k	48.33	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$251k		1.2k	215.78	View chart
Altria (MO)	0.1	$248k	NEW	3.8k	66.06	View chart
Chubb (CB)	0.1	$246k	NEW	872.00	282.25	View chart
Trane Technologies SHS (TT)	0.1	$246k	-34%	583.00	421.96	View chart
SYSCO Corporation (SYY)	0.1	$234k		2.8k	82.34	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$227k		8.3k	27.30	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$226k	-3%	1.6k	139.67	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$213k	NEW	2.6k	82.73	View chart
Crown Castle Intl (CCI)	0.0	$206k		2.1k	96.49	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.0	$148k		10k	14.62	View chart
Sabre (SABR)	0.0	$19k		11k	1.83	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 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
Triangle Securities Wealth Management 2021 Q3 filed Oct. 14, 2021

View all past filings

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