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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, VGT, SCHM, QLTY, and represent 18.10% of Triangle Securities Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IJH (+$11M), QLTY (+$9.1M), FELG (+$8.9M), Exxon Mobil Corp (+$7.2M), FBND (+$5.8M), CAT, SCHX, DFA US Small Cap Value ETF, VUG, MSI.
Started 10 new stock positions in MSI, XYL, DFA US Small Cap Value ETF, LNC, AON, Exxon Mobil Corp, FELG, RDDT, FCX, DGII.
Reduced shares in these 10 stocks: IUSB (-$9.6M), , EAGL, DFSV, DFLV, EA, BA, DIS, VGT, ONON.
Sold out of its positions in AEIS, BA, CPRT, DFLV, DFSV, DIS, EA, XOM, ISRG, IWR. IUSB, OTIS, Q, SYY, EAGL, TSN, ONON.
Triangle Securities Wealth Management was a net buyer of stock by $26M.
Triangle Securities Wealth Management has $520M in assets under management (AUM), dropping by 3.10%.
Central Index Key (CIK): 0001541353

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Portfolio Holdings for Triangle Securities Wealth Management

Triangle Securities Wealth Management holds 206 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Mcp Etf (IJH)	4.2	$22M	+101%	304k	71.95	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	3.9	$20M		256k	79.72	View chart
Vanguard World Inf Tech Etf (VGT)	3.7	$19M	-2%	152k	125.67	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	3.5	$18M		528k	34.02	View chart
Gmo Etf Trust Us Quality Etf (QLTY)	2.8	$15M	+163%	342k	42.81	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.4	$13M	+52%	423k	30.00	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	2.4	$12M	-2%	121k	102.15	View chart
Alphabet Cap Stk Cl C (GOOG)	2.4	$12M		36k	340.74	View chart
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)	2.1	$11M		261k	41.68	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.1	$11M	+118%	247k	43.30	View chart
Microsoft Corporation (MSFT)	2.0	$10M		20k	512.91	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.9	$10M		74k	136.04	View chart
Apple (AAPL)	1.9	$10M		30k	333.02	View chart
Caterpillar (CAT)	1.9	$9.9M	+98%	12k	810.83	View chart
Blackstone Group Inc Com Cl A (BX)	1.9	$9.9M		88k	112.09	View chart
Fidelity Covington Trust Enhanced Large (FELG)	1.7	$8.9M	NEW	196k	45.09	View chart
Tortoise Capital Series Trus North Amrcn Pipe (TPYP)	1.7	$8.8M		222k	39.87	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	1.5	$7.8M		91k	85.93	View chart
JPMorgan Chase & Co. (JPM)	1.4	$7.4M	-4%	22k	330.83	View chart
Exxonmobil Holdings Corp Com Shs	1.4	$7.2M	NEW	44k	162.75	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	1.4	$7.1M		207k	34.29	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.2	$6.0M		102k	59.31	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	1.1	$5.9M	+2%	161k	36.46	View chart
Goldman Sachs (GS)	1.1	$5.6M	-4%	6.2k	900.36	View chart
Broadcom (AVGO)	1.1	$5.5M		16k	351.19	View chart
Kkr & Co (KKR)	1.0	$5.4M		59k	91.30	View chart
Johnson & Johnson (JNJ)	1.0	$5.0M		19k	264.74	View chart
American Centy Etf Tr Avan Us Valu Etf (AVMV)	0.9	$4.9M	+7%	65k	76.33	View chart
Eli Lilly & Co. (LLY)	0.9	$4.8M		4.1k	1157.08	View chart
Vanguard World Consum Dis Etf (VCR)	0.9	$4.6M	+2%	13k	364.68	View chart
Spdr Series Trust St Str Sp Ins (KIE)	0.9	$4.6M	+4%	79k	58.50	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.9	$4.6M		42k	109.61	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.8	$4.3M		28k	155.20	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.8	$4.2M	+16%	47k	90.11	View chart
Meta Platforms Cl A (META)	0.8	$4.1M	+2%	5.7k	725.22	View chart
Amazon (AMZN)	0.8	$4.1M		16k	249.15	View chart
NVIDIA Corporation (NVDA)	0.8	$4.0M		18k	228.39	View chart
Lowe's Companies (LOW)	0.8	$4.0M	-2%	22k	184.29	View chart
Wabtec Corporation (WAB)	0.7	$3.7M	-4%	13k	287.18	View chart
Raytheon Technologies Corp (RTX)	0.7	$3.7M	-3%	20k	185.65	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$3.6M		123k	29.31	View chart
Visa Com Cl A (V)	0.7	$3.5M		9.8k	359.32	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.7	$3.5M		108k	32.63	View chart
Bank of America Corporation (BAC)	0.6	$3.3M	-4%	61k	54.43	View chart
Duke Energy Corp Com New (DUK)	0.6	$3.3M		29k	114.01	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$3.2M		6.5k	497.95	View chart
Lam Research Corp Com New (LRCX)	0.6	$3.2M	-2%	9.8k	328.51	View chart
Emerson Electric (EMR)	0.6	$3.1M		20k	155.10	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.6	$3.0M	+14%	54k	55.86	View chart
Amgen (AMGN)	0.5	$2.7M	-3%	6.5k	421.51	View chart
Chevron Corporation (CVX)	0.5	$2.7M	-2%	13k	204.21	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.5	$2.7M	-2%	21k	128.10	View chart
Servicenow (NOW)	0.5	$2.7M	+3%	20k	134.01	View chart
Garmin SHS (GRMN)	0.5	$2.7M		9.3k	286.84	View chart
Palo Alto Networks (PANW)	0.5	$2.6M		6.5k	397.31	View chart
Applied Materials (AMAT)	0.5	$2.6M	-5%	5.0k	511.38	View chart
Nextera Energy (NEE)	0.5	$2.6M	-5%	34k	75.74	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$2.5M	+2%	12k	208.02	View chart
Advisors Inner Circle Fd Iii Strategas Gbl Po (SAGP)	0.5	$2.5M		71k	35.00	View chart
Linde SHS (LIN)	0.5	$2.4M		5.1k	474.67	View chart
Arista Networks Com Shs (ANET)	0.5	$2.4M	+3%	12k	203.59	View chart
Pepsi (PEP)	0.5	$2.4M	-4%	19k	126.72	View chart
Wells Fargo & Company (WFC)	0.4	$2.3M	-10%	29k	80.05	View chart
Enbridge (ENB)	0.4	$2.2M	-3%	47k	46.49	View chart
Live Nation Entertainment (LYV)	0.4	$2.2M		13k	169.30	View chart
Dfa Invt Dimensions Group In U.s. Sml Cp Val	0.4	$2.1M	NEW	55k	37.47	View chart
Rockwell Automation (ROK)	0.4	$2.0M		4.6k	435.33	View chart
Corteva (CTVA)	0.4	$2.0M		26k	77.65	View chart
Procter & Gamble Company (PG)	0.4	$1.9M		13k	145.28	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.4	$1.9M		18k	106.97	View chart
Thermo Fisher Scientific (TMO)	0.4	$1.9M		2.8k	675.05	View chart
Costco Wholesale Corporation (COST)	0.4	$1.9M		2.1k	910.34	View chart
Merck & Co (MRK)	0.4	$1.9M		13k	145.31	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.4	$1.8M		9.4k	195.75	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$1.7M	-3%	11k	157.84	View chart
Veeva Sys Cl A Com (VEEV)	0.3	$1.7M	-2%	6.0k	285.45	View chart
UnitedHealth (UNH)	0.3	$1.7M		4.6k	367.08	View chart
Vanguard World Health Car Etf (VHT)	0.3	$1.6M	+3%	5.0k	316.06	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.5M		4.5k	344.08	View chart
Morgan Stanley Com New (MS)	0.3	$1.5M		8.2k	188.08	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$1.5M		2.00	747005.00	View chart
Ross Stores (ROST)	0.3	$1.5M	-3%	6.2k	233.40	View chart
salesforce (CRM)	0.3	$1.4M	-24%	6.3k	229.57	View chart
Danaher Corporation (DHR)	0.3	$1.4M	-3%	6.5k	221.55	View chart
Us Foods Hldg Corp call (USFD)	0.3	$1.4M	-2%	15k	92.21	View chart
Flex Ord (FLEX)	0.3	$1.4M		13k	109.99	View chart
ConocoPhillips (COP)	0.3	$1.4M	-2%	11k	125.15	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.3	$1.3M		737.00	1811.67	View chart
Wal-Mart Stores (WMT)	0.2	$1.3M		12k	103.92	View chart
Citigroup Com New (C)	0.2	$1.3M	-3%	10k	129.48	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	0.2	$1.3M		624.00	2060.20	View chart
Vanguard World Comm Srvc Etf (VOX)	0.2	$1.3M		6.6k	190.59	View chart
Labcorp Holdings Com Shs (LH)	0.2	$1.2M		3.9k	308.11	View chart
Intercontinental Exchange (ICE)	0.2	$1.2M		7.8k	152.02	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.2	$1.2M		15k	78.42	View chart
L3harris Technologies (LHX)	0.2	$1.1M		4.8k	236.78	View chart
Ecolab (ECL)	0.2	$1.1M		4.1k	274.58	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$1.1M		22k	51.15	View chart
General Dynamics Corporation (GD)	0.2	$1.1M		3.3k	331.83	View chart
International Business Machines (IBM)	0.2	$1.1M	+47%	4.8k	219.91	View chart
TJX Companies (TJX)	0.2	$1.0M	+3%	7.6k	132.31	View chart
Moody's Corporation (MCO)	0.2	$1000k		2.2k	454.23	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$995k		1.3k	762.62	View chart
Deere & Company (DE)	0.2	$936k		1.4k	671.55	View chart
Philip Morris International (PM)	0.2	$933k		4.9k	190.82	View chart
American Tower Reit (AMT)	0.2	$923k	-18%	5.6k	163.70	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.2	$920k		23k	39.44	View chart
T Rowe Price Exchange-traded Price Eqt Income (TEQI)	0.2	$913k	-9%	18k	50.60	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$904k	+3%	17k	53.75	View chart
Wec Energy Group (WEC)	0.2	$900k	+15%	8.9k	100.78	View chart
Ishares Tr Expanded Tech (IGV)	0.2	$899k		8.4k	106.48	View chart
Bristol Myers Squibb (BMY)	0.2	$892k	-4%	14k	62.40	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$891k		1.7k	522.81	View chart
Arthur J. Gallagher & Co. (AJG)	0.2	$877k		3.8k	228.11	View chart
Ge Aerospace Com New (GE)	0.2	$871k	-2%	2.8k	312.29	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.2	$865k		4.0k	216.06	View chart
PNC Financial Services (PNC)	0.2	$857k	-3%	3.9k	222.26	View chart
Oracle Corporation (ORCL)	0.2	$856k	-24%	6.2k	137.29	View chart
Air Products & Chemicals (APD)	0.2	$842k		3.0k	278.23	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$828k		1.1k	765.93	View chart
Lyondellbasell Industries Nv Shs - A - (LYB)	0.2	$806k		14k	57.47	View chart
Marriott Intl Cl A (MAR)	0.2	$806k		2.3k	355.67	View chart
Cummins (CMI)	0.2	$800k	-3%	1.5k	516.57	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$759k	-10%	21k	35.93	View chart
Diamondback Energy (FANG)	0.1	$755k	-2%	4.1k	183.81	View chart
Elevation Series Trust Rive Acti In Etf (CEFZ)	0.1	$731k	+2%	93k	7.87	View chart
Northern Trust Corporation (NTRS)	0.1	$731k		4.3k	169.36	View chart
CVS Caremark Corporation (CVS)	0.1	$728k		8.5k	85.69	View chart
Datadog Cl A Com (DDOG)	0.1	$724k		2.6k	273.85	View chart
3M Company (MMM)	0.1	$715k		4.4k	164.16	View chart
Verisk Analytics (VRSK)	0.1	$714k		4.3k	167.85	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.1	$712k		1.9k	374.33	View chart
SLB Com Stk (SLB)	0.1	$709k		15k	48.72	View chart
Truist Financial Corp equities (TFC)	0.1	$703k	-5%	15k	46.30	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$701k	+54%	7.5k	93.89	View chart
Ge Vernova (GEV)	0.1	$699k		735.00	950.49	View chart
Mastercard Incorporated Cl A (MA)	0.1	$686k		1.2k	551.47	View chart
Booking Holdings (BKNG)	0.1	$686k		4.2k	162.91	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$683k		4.7k	146.49	View chart
Qualcomm (QCOM)	0.1	$647k	-3%	3.5k	184.03	View chart
Sherwin-Williams Company (SHW)	0.1	$629k		1.9k	323.34	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$620k		4.1k	152.07	View chart
Gilead Sciences (GILD)	0.1	$619k	+21%	4.2k	149.05	View chart
Dominion Resources (D)	0.1	$611k		10k	60.52	View chart
Dupont De Nemours Common Stock (DD)	0.1	$609k	-4%	4.7k	129.89	View chart
Union Pacific Corporation (UNP)	0.1	$608k		2.2k	272.15	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$604k		2.6k	233.07	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$602k		2.9k	210.53	View chart
Autodesk (ADSK)	0.1	$599k	+2%	2.9k	209.00	View chart
American Express Company (AXP)	0.1	$588k		1.9k	304.10	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$569k		6.0k	94.17	View chart
Advanced Micro Devices (AMD)	0.1	$552k	-9%	903.00	611.76	View chart
Rbc Cad (RY)	0.1	$551k		2.8k	196.59	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$536k	-9%	3.9k	137.69	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$530k		2.1k	247.93	View chart
MGM Resorts International. (MGM)	0.1	$522k		17k	31.05	View chart
Colgate-Palmolive Company (CL)	0.1	$497k		5.8k	85.33	View chart
Cigna Corp (CI)	0.1	$470k		1.7k	271.83	View chart
Netflix (NFLX)	0.1	$464k	+43%	6.7k	69.58	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$464k		6.9k	66.79	View chart
Motorola Solutions Com New (MSI)	0.1	$449k	NEW	1.0k	445.97	View chart
Qxo Com New (QXO)	0.1	$444k	+6%	38k	11.69	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$428k		4.4k	97.24	View chart
Hershey Company (HSY)	0.1	$413k		2.6k	157.61	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$391k	-7%	3.3k	119.84	View chart
Target Corporation (TGT)	0.1	$389k		2.5k	156.69	View chart
Carrier Global Corporation (CARR)	0.1	$381k	+2%	6.9k	54.86	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$355k		3.4k	103.87	View chart
Dover Corporation (DOV)	0.1	$355k		1.9k	187.05	View chart
Reddit Cl A (RDDT)	0.1	$354k	NEW	2.5k	142.44	View chart
Honeywell International (HON)	0.1	$346k	-3%	1.6k	210.94	View chart
Yum! Brands (YUM)	0.1	$342k		2.5k	136.34	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$339k	-10%	621.00	546.17	View chart
Verizon Communications (VZ)	0.1	$332k		7.2k	45.87	View chart
Lincoln National Corporation (LNC)	0.1	$325k	NEW	8.1k	40.26	View chart
Broadridge Financial Solutions (BR)	0.1	$325k	-2%	2.0k	161.09	View chart
Canadian Pacific Kansas City (CP)	0.1	$324k		3.8k	85.10	View chart
Xylem (XYL)	0.1	$322k	NEW	3.2k	101.27	View chart
Waters Corporation (WAT)	0.1	$321k	-4%	730.00	439.39	View chart
Coca-Cola Company (KO)	0.1	$315k	-4%	3.7k	86.08	View chart
Digi International (DGII)	0.1	$307k	NEW	4.0k	76.23	View chart
Smucker J M Com New (SJM)	0.1	$304k		2.6k	118.91	View chart
Aon Shs Cl A (AON)	0.1	$297k	NEW	1.1k	276.77	View chart
Norfolk Southern (NSC)	0.1	$294k		952.00	309.00	View chart
Chubb (CB)	0.1	$290k		892.00	325.25	View chart
FormFactor (FORM)	0.1	$289k	-5%	1.9k	149.31	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$275k	-5%	4.2k	65.86	View chart
Trane Technologies SHS (TT)	0.1	$264k		583.00	451.98	View chart
Nextracker (NXT)	0.1	$261k		3.3k	77.93	View chart
Home Depot (HD)	0.0	$256k		898.00	284.49	View chart
Carlyle Group (CG)	0.0	$255k		6.4k	39.66	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$250k		1.1k	233.25	View chart
Honeywell Aerospace (HONA)	0.0	$250k	-5%	1.6k	154.97	View chart
Us Bancorp Com New (USB)	0.0	$250k	-7%	4.3k	57.76	View chart
Altria (MO)	0.0	$243k		3.6k	67.34	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$242k	-3%	1.5k	160.69	View chart
Moog Cl A (MOG.A)	0.0	$237k	-14%	621.00	381.47	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$233k	-6%	7.1k	32.53	View chart
Firstcash Holdings (FCFS)	0.0	$218k		1.0k	211.23	View chart
Ball Corporation (BALL)	0.0	$217k		3.9k	56.03	View chart
Enterprise Products Partners (EPD)	0.0	$215k		6.0k	35.61	View chart
Freeport Mcmoran CL B (FCX)	0.0	$211k	NEW	3.0k	70.00	View chart
EnerSys (ENS)	0.0	$205k		1.1k	183.53	View chart
Kimberly-Clark Corporation (KMB)	0.0	$204k		2.1k	97.43	View chart
F.N.B. Corporation (FNB)	0.0	$188k	-16%	11k	17.21	View chart
Sabre (SABR)	0.0	$22k		11k	2.12	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 Q3 filed Oct. 14, 2026
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

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