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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, SLYV, GOOG, and represent 16.83% of Triangle Securities Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VGT (+$16M), BX (+$5.3M), VUG, ENB, SLYG, ANET, FLEX, AVMV, VO, BKNG.
Started 17 new stock positions in SLYG, RSPT, GILD, WAT, FNB, HON, DD, NXT, ANET, HONA. IWR, EFA, SYY, ENB, FCFS, NFLX, Q.
Reduced shares in these 10 stocks: XLRE, Honeywell International, MCD, GOOG, Dupont De Nemours, , MSFT, OTIS, BDX, ORCL.
Sold out of its positions in ADBE, BDX, DAR, Dupont De Nemours, Honeywell International, LMT, MCD, MDLZ, XLRE, TYL.
Triangle Securities Wealth Management was a net buyer of stock by $32M.
Triangle Securities Wealth Management has $504M in assets under management (AUM), dropping by 14.36%.
Central Index Key (CIK): 0001541353

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Portfolio Holdings for Triangle Securities Wealth Management

Triangle Securities Wealth Management holds 213 positions in its portfolio as reported in the June 2026 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)	4.0	$20M		253k	79.41	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	3.9	$20M		530k	36.87	View chart
Vanguard World Inf Tech Etf (VGT)	3.7	$19M	+688%	157k	119.52	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	2.7	$14M		124k	109.11	View chart
Alphabet Cap Stk Cl C (GOOG)	2.6	$13M	-5%	36k	353.33	View chart
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)	2.4	$12M		257k	47.73	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.3	$12M		151k	77.11	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.2	$11M		76k	148.31	View chart
Blackstone Group Inc Com Cl A (BX)	2.1	$10M	+102%	89k	117.67	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.9	$9.6M	+3%	207k	46.15	View chart
Tortoise Capital Series Trus North Amrcn Pipe (TPYP)	1.9	$9.4M		225k	41.93	View chart
Apple (AAPL)	1.7	$8.7M		30k	289.36	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	1.7	$8.3M	+5%	90k	93.06	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.6	$8.2M	+3%	277k	29.43	View chart
JPMorgan Chase & Co. (JPM)	1.5	$7.6M		23k	327.33	View chart
Microsoft Corporation (MSFT)	1.5	$7.6M	-7%	20k	373.03	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	1.4	$7.0M	+3%	203k	34.62	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	1.3	$6.7M		157k	42.59	View chart
Goldman Sachs (GS)	1.3	$6.6M		6.5k	1011.37	View chart
Caterpillar (CAT)	1.3	$6.6M	-3%	6.2k	1064.94	View chart
Exxon Mobil Corporation (XOM)	1.2	$6.2M		46k	136.72	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.2	$6.1M		102k	59.69	View chart
Broadcom (AVGO)	1.2	$6.0M	-4%	16k	377.75	View chart
Gmo Etf Trust Us Quality Etf (QLTY)	1.1	$5.4M	+6%	130k	41.62	View chart
Kkr & Co (KKR)	1.1	$5.3M		58k	91.78	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.0	$5.1M	+9%	113k	45.49	View chart
Eli Lilly & Co. (LLY)	1.0	$5.0M		4.2k	1199.43	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	1.0	$4.9M	+8%	42k	117.50	View chart
Lowe's Companies (LOW)	1.0	$4.9M		22k	220.49	View chart
Vanguard World Consum Dis Etf (VCR)	1.0	$4.9M	+2%	12k	396.60	View chart
American Centy Etf Tr Avan Us Valu Etf (AVMV)	1.0	$4.9M	+27%	60k	80.54	View chart
Johnson & Johnson (JNJ)	1.0	$4.8M		19k	253.97	View chart
Spdr Series Trust St Str Sp Ins (KIE)	0.9	$4.6M		75k	60.99	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.9	$4.5M		28k	158.03	View chart
Lam Research Corp Com New (LRCX)	0.9	$4.3M	-4%	10k	433.33	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.8	$3.9M	-4%	108k	36.13	View chart
Raytheon Technologies Corp (RTX)	0.8	$3.9M		20k	189.73	View chart
Amazon (AMZN)	0.8	$3.9M		16k	238.34	View chart
Applied Materials (AMAT)	0.8	$3.8M	-7%	5.3k	723.00	View chart
Wabtec Corporation (WAB)	0.7	$3.7M		14k	269.60	View chart
Bank of America Corporation (BAC)	0.7	$3.7M		64k	56.98	View chart
Duke Energy Corp Com New (DUK)	0.7	$3.6M		29k	126.58	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$3.6M	+3%	124k	28.96	View chart
NVIDIA Corporation (NVDA)	0.7	$3.5M		18k	200.09	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$3.5M	+560%	40k	86.14	View chart
Visa Com Cl A (V)	0.7	$3.4M	-4%	10k	343.08	View chart
2023 Etf Series Trust Eagl Cap Sel Etf (EAGL)	0.7	$3.4M		105k	32.17	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$3.3M		6.5k	500.39	View chart
Nextera Energy (NEE)	0.6	$3.1M	-2%	36k	87.77	View chart
Meta Platforms Cl A (META)	0.6	$3.1M	-9%	5.5k	563.32	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.6	$3.0M		22k	136.68	View chart
Emerson Electric (EMR)	0.6	$2.9M		21k	143.15	View chart
Pepsi (PEP)	0.5	$2.7M		20k	135.40	View chart
Wells Fargo & Company (WFC)	0.5	$2.7M		32k	82.64	View chart
Linde SHS (LIN)	0.5	$2.6M		5.1k	518.96	View chart
Enbridge (ENB)	0.5	$2.6M	NEW	48k	54.21	View chart
Advisors Inner Circle Fd Iii Strategas Gbl Po (SAGP)	0.5	$2.6M	-3%	72k	35.50	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$2.6M	+10%	47k	54.02	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$2.5M		12k	212.77	View chart
Amgen (AMGN)	0.5	$2.4M		6.7k	362.12	View chart
Live Nation Entertainment (LYV)	0.5	$2.3M	-4%	13k	183.11	View chart
Rockwell Automation (ROK)	0.5	$2.3M		4.7k	495.04	View chart
Chevron Corporation (CVX)	0.4	$2.3M		14k	165.76	View chart
Garmin SHS (GRMN)	0.4	$2.2M		9.4k	237.53	View chart
Palo Alto Networks (PANW)	0.4	$2.2M		6.5k	341.02	View chart
Corteva (CTVA)	0.4	$2.2M		26k	84.69	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.4	$2.1M	NEW	18k	119.13	View chart
Flex Ord (FLEX)	0.4	$2.1M	+212%	13k	162.07	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.4	$2.0M	+2%	53k	38.79	View chart
Arista Networks Com Shs (ANET)	0.4	$2.0M	NEW	12k	169.88	View chart
Procter & Gamble Company (PG)	0.4	$1.9M		13k	146.64	View chart
Costco Wholesale Corporation (COST)	0.4	$1.9M		2.1k	935.47	View chart
Servicenow (NOW)	0.4	$1.9M		19k	99.28	View chart
UnitedHealth (UNH)	0.4	$1.9M		4.6k	415.63	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.4	$1.8M		9.5k	190.52	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$1.8M		11k	156.95	View chart
Morgan Stanley Com New (MS)	0.3	$1.7M		8.3k	209.04	View chart
Merck & Co (MRK)	0.3	$1.7M		13k	128.50	View chart
Us Foods Hldg Corp call (USFD)	0.3	$1.6M		16k	102.25	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.6M		4.5k	357.37	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$1.5M		2.00	748850.00	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.3	$1.5M		740.00	1989.44	View chart
Vanguard World Health Car Etf (VHT)	0.3	$1.4M		4.8k	299.02	View chart
Citigroup Com New (C)	0.3	$1.4M		10k	139.96	View chart
L3harris Technologies (LHX)	0.3	$1.4M		4.9k	290.59	View chart
Wal-Mart Stores (WMT)	0.3	$1.4M	-3%	13k	113.26	View chart
Thermo Fisher Scientific (TMO)	0.3	$1.4M		2.8k	501.36	View chart
Ross Stores (ROST)	0.3	$1.4M		6.4k	212.85	View chart
salesforce (CRM)	0.3	$1.3M	-4%	8.3k	156.66	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	0.3	$1.3M	+3%	628.00	2080.79	View chart
Danaher Corporation (DHR)	0.3	$1.3M	-6%	6.7k	190.48	View chart
Vanguard World Comm Srvc Etf (VOX)	0.2	$1.2M		6.7k	183.94	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$1.2M	+294%	15k	80.57	View chart
Oracle Corporation (ORCL)	0.2	$1.2M	-22%	8.2k	146.56	View chart
General Dynamics Corporation (GD)	0.2	$1.2M		3.3k	354.24	View chart
ConocoPhillips (COP)	0.2	$1.2M		11k	103.96	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.2	$1.2M	+72%	29k	39.54	View chart
Ecolab (ECL)	0.2	$1.2M		4.2k	278.61	View chart
Electronic Arts (EA)	0.2	$1.2M		5.7k	205.04	View chart
Cummins (CMI)	0.2	$1.1M	-4%	1.6k	713.21	View chart
American Tower Reit (AMT)	0.2	$1.1M		6.9k	163.56	View chart
TJX Companies (TJX)	0.2	$1.1M		7.4k	151.50	View chart
Labcorp Holdings Com Shs (LH)	0.2	$1.1M		3.9k	280.00	View chart
Veeva Sys Cl A Com (VEEV)	0.2	$1.1M		6.1k	177.47	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.2	$1.1M		24k	45.34	View chart
Ge Aerospace Com New (GE)	0.2	$1.1M		2.9k	373.73	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$1.1M	+66%	22k	49.41	View chart
T Rowe Price Exchange-traded Price Eqt Income (TEQI)	0.2	$1.0M	+6%	20k	50.38	View chart
Moody's Corporation (MCO)	0.2	$1.0M		2.2k	453.01	View chart
PNC Financial Services (PNC)	0.2	$986k		4.0k	246.22	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$986k		1.3k	746.76	View chart
Intercontinental Exchange (ICE)	0.2	$940k		7.6k	123.12	View chart
Boeing Company (BA)	0.2	$925k		4.3k	216.47	View chart
International Business Machines (IBM)	0.2	$919k	+103%	3.3k	281.22	View chart
Wec Energy Group (WEC)	0.2	$904k		7.7k	116.77	View chart
CVS Caremark Corporation (CVS)	0.2	$885k	-3%	8.6k	103.45	View chart
Philip Morris International (PM)	0.2	$884k	-4%	4.9k	180.91	View chart
Deere & Company (DE)	0.2	$884k		1.4k	634.33	View chart
Arthur J. Gallagher & Co. (AJG)	0.2	$882k	-6%	3.8k	229.57	View chart
Air Products & Chemicals (APD)	0.2	$880k		3.0k	293.18	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$880k		4.0k	217.92	View chart
Bristol Myers Squibb (BMY)	0.2	$865k	-4%	15k	57.62	View chart
Ge Vernova (GEV)	0.2	$864k		735.00	1174.86	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$859k		16k	52.76	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$849k		1.7k	496.73	View chart
Marriott Intl Cl A (MAR)	0.2	$840k		2.3k	370.59	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$802k	+11%	24k	33.84	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$802k		1.1k	748.93	View chart
Truist Financial Corp equities (TFC)	0.2	$801k	-17%	16k	49.82	View chart
MGM Resorts International. (MGM)	0.2	$791k		17k	47.81	View chart
Ishares Tr Expanded Tech (IGV)	0.2	$766k	+20%	8.5k	90.60	View chart
Northern Trust Corporation (NTRS)	0.2	$760k	-2%	4.4k	173.84	View chart
Booking Holdings (BKNG)	0.2	$758k	+2854%	4.3k	178.24	View chart
Verisk Analytics (VRSK)	0.1	$754k		4.2k	179.53	View chart
Elevation Series Trust Rive Acti In Etf (CEFZ)	0.1	$746k		91k	8.23	View chart
Diamondback Energy (FANG)	0.1	$738k		4.2k	175.78	View chart
Lyondellbasell Industries Nv Shs - A - (LYB)	0.1	$735k		14k	52.65	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$714k		4.7k	152.18	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$706k		1.9k	370.13	View chart
3M Company (MMM)	0.1	$705k	-2%	4.4k	161.92	View chart
Datadog Cl A Com (DDOG)	0.1	$689k	+41%	2.6k	260.36	View chart
SLB Com Stk (SLB)	0.1	$682k		15k	46.49	View chart
Dominion Resources (D)	0.1	$681k	+13%	10k	68.29	View chart
Qualcomm (QCOM)	0.1	$671k		3.6k	184.77	View chart
Sherwin-Williams Company (SHW)	0.1	$670k		1.9k	344.24	View chart
Dupont De Nemours Common Stock (DD)	0.1	$667k	NEW	4.9k	135.64	View chart
American Express Company (AXP)	0.1	$654k	-6%	1.9k	338.25	View chart
Mastercard Incorporated Cl A (MA)	0.1	$649k		1.3k	513.60	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$638k		4.1k	156.30	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$634k		4.3k	147.72	View chart
Qxo Com New (QXO)	0.1	$618k	+21%	36k	17.28	View chart
Union Pacific Corporation (UNP)	0.1	$608k		2.2k	272.02	View chart
Walt Disney Company (DIS)	0.1	$603k	-21%	6.3k	96.25	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$583k		6.1k	94.93	View chart
Advanced Micro Devices (AMD)	0.1	$583k	-22%	1.0k	580.91	View chart
Rbc Cad (RY)	0.1	$580k		2.8k	206.97	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$555k		2.6k	211.95	View chart
Autodesk (ADSK)	0.1	$546k		2.8k	194.42	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$546k		2.9k	190.19	View chart
Colgate-Palmolive Company (CL)	0.1	$544k		5.9k	91.69	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$528k		2.2k	242.43	View chart
On Hldg Namen Akt A (ONON)	0.1	$511k	-18%	14k	35.42	View chart
Carrier Global Corporation (CARR)	0.1	$499k	+7%	6.8k	73.35	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$475k		6.9k	68.41	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$474k	+3%	4.8k	98.29	View chart
Cigna Corp (CI)	0.1	$468k	-3%	1.7k	275.68	View chart
Hershey Company (HSY)	0.1	$451k	+7%	2.6k	175.45	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$437k	+6%	3.5k	124.42	View chart
Gilead Sciences (GILD)	0.1	$431k	NEW	3.4k	126.34	View chart
Dover Corporation (DOV)	0.1	$425k		1.9k	224.28	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$421k		4.4k	95.62	View chart
Nextpower Class A Com (NXT)	0.1	$406k	NEW	3.4k	119.14	View chart
Yum! Brands (YUM)	0.1	$401k		2.5k	159.86	View chart
Honeywell International (HON)	0.1	$382k	NEW	1.7k	223.90	View chart
Honeywell Aerospace (HONA)	0.1	$377k	NEW	1.7k	221.08	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$356k	NEW	3.4k	103.86	View chart
Otis Worldwide Corp (OTIS)	0.1	$343k	-55%	4.8k	71.60	View chart
Netflix (NFLX)	0.1	$332k	NEW	4.6k	71.40	View chart
Canadian Pacific Kansas City (CP)	0.1	$330k		3.8k	86.65	View chart
FormFactor (FORM)	0.1	$326k	-16%	2.0k	159.93	View chart
Target Corporation (TGT)	0.1	$324k		2.5k	130.61	View chart
Intuitive Surgical Com New (ISRG)	0.1	$323k		812.00	397.68	View chart
Home Depot (HD)	0.1	$319k		903.00	352.68	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$314k	-14%	696.00	450.98	View chart
Coca-Cola Company (KO)	0.1	$311k	-7%	3.8k	81.27	View chart
Moog Cl A (MOG.A)	0.1	$308k		726.00	423.84	View chart
Verizon Communications (VZ)	0.1	$307k		7.2k	42.34	View chart
Chubb (CB)	0.1	$304k		892.00	340.74	View chart
Norfolk Southern (NSC)	0.1	$300k		952.00	314.59	View chart
Smucker J M Com New (SJM)	0.1	$290k	+3%	2.6k	112.50	View chart
Waters Corporation (WAT)	0.1	$288k	NEW	768.00	375.04	View chart
Trane Technologies SHS (TT)	0.1	$286k		583.00	491.16	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$284k	NEW	4.4k	64.50	View chart
Broadridge Financial Solutions (BR)	0.1	$283k	-36%	2.1k	136.93	View chart
Us Bancorp Com New (USB)	0.1	$281k	-6%	4.7k	60.41	View chart
Carlyle Group (CG)	0.1	$271k		6.4k	42.11	View chart
EnerSys (ENS)	0.1	$262k	-7%	1.1k	233.82	View chart
Altria (MO)	0.1	$260k		3.6k	71.95	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$256k	-5%	1.1k	236.66	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$256k		1.6k	164.61	View chart
F.N.B. Corporation (FNB)	0.0	$249k	NEW	13k	19.08	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$243k	-6%	7.6k	31.71	View chart
Ball Corporation (BALL)	0.0	$242k		3.9k	62.40	View chart
Kimberly-Clark Corporation (KMB)	0.0	$229k	-12%	2.1k	109.77	View chart
Advanced Energy Industries (AEIS)	0.0	$225k	-29%	602.00	372.87	View chart
Firstcash Holdings (FCFS)	0.0	$223k	NEW	1.0k	216.32	View chart
Enterprise Products Partners (EPD)	0.0	$221k		6.0k	36.76	View chart
Qnity Electronics Common Stock (Q)	0.0	$218k	NEW	1.3k	163.31	View chart
Tyson Foods Cl A (TSN)	0.0	$215k	-31%	3.8k	57.25	View chart
Copart (CPRT)	0.0	$213k	-2%	7.6k	28.19	View chart
SYSCO Corporation (SYY)	0.0	$204k	NEW	2.4k	83.58	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$202k	NEW	1.8k	110.33	View chart
Sabre (SABR)	0.0	$22k		11k	2.09	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 2026 Q2 filed July 14, 2026
Triangle Securities Wealth Management 2026 Q1 filed April 20, 2026
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

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