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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 16.11% of Triangle Securities Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFSV, AVMV, LYB, NOW, JAVA, VRSK, SCHM, JSML, FBND, IJR.
Started 8 new stock positions in LMT, DAR, MDLZ, LYB, DDOG, ENS, FORM, MOG.A.
Reduced shares in these 10 stocks: IJH (-$8.7M), AAPL (-$7.8M), CAT (-$5.1M), WFC, , , LRCX, MSFT, ROP, Q.
Sold out of its positions in ENB, EFX, FDX, RSPT, Q, ROP, SLYG.
Triangle Securities Wealth Management was a net seller of stock by $-28M.
Triangle Securities Wealth Management has $441M in assets under management (AUM), dropping by -7.43%.
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 March 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	$18M	+3%	248k	71.75	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	3.7	$17M	+2%	532k	30.96	View chart
Vanguard World Inf Tech Etf (VGT)	3.1	$14M		20k	697.73	View chart
Spdr Series Trust State Street Spd (SLYV)	2.7	$12M		124k	94.58	View chart
Alphabet Cap Stk Cl C (GOOG)	2.5	$11M	-4%	39k	286.86	View chart
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)	2.3	$10M		260k	39.27	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.3	$10M	-46%	149k	67.53	View chart
Tortoise Capital Series Trus North Amrcn Pipe (TPYP)	2.2	$9.6M		227k	42.36	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.1	$9.3M	+3%	75k	124.31	View chart
Ishares Tr Core Univrsl Usd (IUSB)	2.1	$9.2M	+2%	200k	46.19	View chart
Microsoft Corporation (MSFT)	1.8	$8.1M	-8%	22k	370.17	View chart
Exxon Mobil Corporation (XOM)	1.8	$7.8M		46k	169.66	View chart
Apple (AAPL)	1.7	$7.6M	-50%	30k	253.79	View chart
JPMorgan Chase & Co. (JPM)	1.6	$6.9M	-5%	24k	294.15	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.6	$6.9M	+3%	269k	25.64	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	1.4	$6.3M	+3%	155k	40.47	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	1.3	$5.9M	+7%	85k	70.03	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	1.3	$5.8M		195k	29.49	View chart
Goldman Sachs (GS)	1.3	$5.6M		6.6k	845.99	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.2	$5.4M		100k	54.05	View chart
Kkr & Co (KKR)	1.2	$5.4M		58k	92.50	View chart
Lowe's Companies (LOW)	1.2	$5.2M	-4%	22k	236.28	View chart
Broadcom (AVGO)	1.2	$5.2M		17k	309.51	View chart
Blackstone Group Inc Com Cl A (BX)	1.1	$5.0M		44k	114.99	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.1	$4.7M	+8%	104k	45.62	View chart
Johnson & Johnson (JNJ)	1.1	$4.7M		19k	244.43	View chart
Caterpillar (CAT)	1.0	$4.5M	-53%	6.4k	708.48	View chart
Gmo Etf Trust Gmo Us Quality E (QLTY)	1.0	$4.4M	+3%	122k	36.18	View chart
Vanguard World Consum Dis Etf (VCR)	1.0	$4.3M		12k	359.02	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.0	$4.2M		29k	148.10	View chart
Spdr Series Trust State Street Spd (KIE)	1.0	$4.2M		76k	55.00	View chart
Raytheon Technologies Corp (RTX)	0.9	$4.0M	-4%	21k	192.90	View chart
Eli Lilly & Co. (LLY)	0.9	$3.9M	-2%	4.3k	919.77	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.9	$3.9M	+2%	39k	100.62	View chart
Duke Energy Corp Com New (DUK)	0.9	$3.8M		29k	130.94	View chart
American Centy Etf Tr Avantis Us Mid C (AVMV)	0.8	$3.5M	+71%	47k	74.18	View chart
Meta Platforms Cl A (META)	0.8	$3.5M		6.1k	572.15	View chart
Wabtec Corporation (WAB)	0.8	$3.4M		14k	249.91	View chart
Nextera Energy (NEE)	0.8	$3.4M	-3%	37k	92.88	View chart
Amazon (AMZN)	0.8	$3.4M		16k	208.27	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.7	$3.3M	-3%	113k	29.08	View chart
2023 Etf Series Trust Eagle Capital Se (EAGL)	0.7	$3.2M		107k	30.42	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$3.2M	-2%	6.6k	479.20	View chart
Visa Com Cl A (V)	0.7	$3.2M	-2%	11k	302.23	View chart
Pepsi (PEP)	0.7	$3.1M		20k	155.29	View chart
NVIDIA Corporation (NVDA)	0.7	$3.1M		18k	174.40	View chart
Bank of America Corporation (BAC)	0.7	$3.1M		64k	48.75	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$3.0M		120k	25.10	View chart
Chevron Corporation (CVX)	0.6	$2.8M	-6%	14k	206.90	View chart
Emerson Electric (EMR)	0.6	$2.7M	-2%	21k	131.02	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$2.7M	+5%	6.1k	436.81	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.6	$2.6M		22k	118.45	View chart
Linde SHS (LIN)	0.6	$2.6M		5.2k	495.77	View chart
Advisors Inner Circle Fd Iii Strategas Gbl Po (SAGP)	0.6	$2.6M		75k	34.31	View chart
Wells Fargo & Company (WFC)	0.6	$2.5M	-51%	32k	79.61	View chart
Amgen (AMGN)	0.5	$2.4M		6.7k	351.85	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$2.3M		12k	191.92	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$2.3M	+9%	43k	52.78	View chart
Lam Research Corp Com New (LRCX)	0.5	$2.2M	-34%	10k	213.66	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.5	$2.2M	+4%	54k	40.83	View chart
Garmin SHS (GRMN)	0.5	$2.2M		9.5k	232.02	View chart
Corteva (CTVA)	0.5	$2.2M		26k	83.71	View chart
Costco Wholesale Corporation (COST)	0.5	$2.1M	+3%	2.1k	996.43	View chart
Live Nation Entertainment (LYV)	0.5	$2.0M		13k	152.51	View chart
Servicenow (NOW)	0.5	$2.0M	+97%	19k	104.55	View chart
Applied Materials (AMAT)	0.4	$2.0M		5.7k	341.79	View chart
Procter & Gamble Company (PG)	0.4	$1.9M	-7%	13k	144.44	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.4	$1.8M	+449%	51k	35.04	View chart
L3harris Technologies (LHX)	0.4	$1.7M		4.9k	345.15	View chart
Rockwell Automation (ROK)	0.4	$1.7M		4.7k	358.91	View chart
salesforce (CRM)	0.4	$1.6M	+3%	8.8k	186.66	View chart
Wal-Mart Stores (WMT)	0.4	$1.6M		13k	124.28	View chart
Merck & Co (MRK)	0.4	$1.6M		13k	120.29	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$1.6M	-2%	12k	138.32	View chart
Oracle Corporation (ORCL)	0.4	$1.6M	-18%	11k	147.10	View chart
ConocoPhillips (COP)	0.3	$1.5M		12k	132.00	View chart
Us Foods Hldg Corp call (USFD)	0.3	$1.5M	-2%	16k	92.21	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$1.4M		2.00	718140.00	View chart
Ross Stores (ROST)	0.3	$1.4M		6.5k	216.63	View chart
Thermo Fisher Scientific (TMO)	0.3	$1.4M	+2%	2.8k	491.53	View chart
Morgan Stanley Com New (MS)	0.3	$1.4M	-4%	8.5k	164.57	View chart
Danaher Corporation (DHR)	0.3	$1.4M		7.1k	189.60	View chart
Vanguard World Health Car Etf (VHT)	0.3	$1.3M	+5%	4.9k	272.32	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.3M		4.5k	287.56	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$1.3M		9.5k	132.90	View chart
UnitedHealth (UNH)	0.3	$1.2M		4.6k	270.59	View chart
Vanguard World Comm Srvc Etf (VOX)	0.3	$1.2M		6.8k	179.85	View chart
Intercontinental Exchange (ICE)	0.3	$1.2M		7.6k	157.28	View chart
American Tower Reit (AMT)	0.3	$1.2M		6.9k	172.58	View chart
TJX Companies (TJX)	0.3	$1.2M		7.4k	159.70	View chart
Citigroup Com New (C)	0.3	$1.2M	-7%	10k	113.41	View chart
Electronic Arts (EA)	0.3	$1.2M		5.7k	203.87	View chart
General Dynamics Corporation (GD)	0.3	$1.2M		3.4k	343.22	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	0.3	$1.1M		609.00	1884.66	View chart
Lyondellbasell Industries Nv Shs - A - (LYB)	0.3	$1.1M	NEW	14k	80.56	View chart
Ecolab (ECL)	0.3	$1.1M		4.2k	266.02	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$1.1M		3.8k	287.18	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$1.1M		24k	45.89	View chart
Veeva Sys Cl A Com (VEEV)	0.2	$1.1M		6.2k	175.66	View chart
Labcorp Holdings Com Shs (LH)	0.2	$1.0M		3.9k	266.81	View chart
Palo Alto Networks (PANW)	0.2	$1.0M	+18%	6.5k	160.32	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$979k	-2%	741.00	1320.83	View chart
Bristol Myers Squibb (BMY)	0.2	$958k		16k	60.65	View chart
Moody's Corporation (MCO)	0.2	$946k		2.2k	436.33	View chart
Cummins (CMI)	0.2	$899k	-8%	1.7k	538.02	View chart
Truist Financial Corp equities (TFC)	0.2	$897k	-7%	20k	45.97	View chart
Wec Energy Group (WEC)	0.2	$895k		7.7k	115.77	View chart
Arthur J. Gallagher & Co. (AJG)	0.2	$893k	+2%	4.1k	216.58	View chart
Air Products & Chemicals (APD)	0.2	$874k	-2%	3.0k	290.49	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$860k		1.3k	650.33	View chart
Honeywell International (HON)	0.2	$854k		3.8k	226.03	View chart
Boeing Company (BA)	0.2	$850k		4.3k	199.03	View chart
Philip Morris International (PM)	0.2	$848k		5.1k	165.34	View chart
T Rowe Price Etf Price Eqt Income (TEQI)	0.2	$842k	+6%	19k	45.02	View chart
PNC Financial Services (PNC)	0.2	$836k		4.0k	208.09	View chart
Diamondback Energy (FANG)	0.2	$830k	+9%	4.2k	197.79	View chart
Otis Worldwide Corp (OTIS)	0.2	$824k	-7%	11k	77.08	View chart
Ge Aerospace Com New (GE)	0.2	$814k	+7%	2.9k	283.77	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$801k		4.1k	196.19	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$800k		16k	48.93	View chart
Verisk Analytics (VRSK)	0.2	$789k	+186%	4.2k	189.75	View chart
McDonald's Corporation (MCD)	0.2	$778k	+12%	2.5k	310.79	View chart
Deere & Company (DE)	0.2	$776k		1.4k	563.30	View chart
Walt Disney Company (DIS)	0.2	$772k	-21%	8.0k	96.38	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$763k		1.7k	446.54	View chart
SLB Com Stk (SLB)	0.2	$758k		15k	51.39	View chart
Marriott Intl Cl A (MAR)	0.2	$745k		2.3k	327.07	View chart
Elevation Series Trust Rivernorth Activ (CEFZ)	0.2	$711k		91k	7.85	View chart
Dupont De Nemours (DD)	0.2	$691k		15k	45.80	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$689k	-17%	13k	53.35	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$687k	+9%	1.1k	653.21	View chart
Spdr Series Trust State Street Spd (SDY)	0.2	$684k	-3%	4.7k	145.93	View chart
Autodesk (ADSK)	0.2	$683k	-31%	2.9k	239.40	View chart
Ge Vernova (GEV)	0.1	$647k		741.00	872.90	View chart
3M Company (MMM)	0.1	$647k		4.5k	145.24	View chart
CVS Caremark Corporation (CVS)	0.1	$639k	-6%	8.9k	71.82	View chart
Adobe Systems Incorporated (ADBE)	0.1	$632k	-24%	2.6k	243.08	View chart
Mastercard Incorporated Cl A (MA)	0.1	$628k		1.3k	499.66	View chart
American Express Company (AXP)	0.1	$628k	-21%	2.1k	302.48	View chart
Northern Trust Corporation (NTRS)	0.1	$624k	-2%	4.5k	139.57	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$618k	+6%	4.1k	151.41	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$617k	+25%	21k	29.13	View chart
MGM Resorts International. (MGM)	0.1	$616k	-10%	17k	37.01	View chart
Sherwin-Williams Company (SHW)	0.1	$614k	-3%	1.9k	320.48	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$610k	+88%	17k	35.71	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$609k	+43%	1.9k	320.88	View chart
Booking Holdings (BKNG)	0.1	$606k	+30%	144.00	4210.32	View chart
On Hldg Namen Akt A (ONON)	0.1	$605k		18k	34.02	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$585k		6.3k	93.29	View chart
Qxo Com New (QXO)	0.1	$569k	+12%	29k	19.42	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$568k		4.3k	132.50	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$561k	+8%	7.0k	80.05	View chart
Dominion Resources (D)	0.1	$544k	-3%	8.8k	61.82	View chart
Union Pacific Corporation (UNP)	0.1	$542k	-50%	2.2k	242.64	View chart
Broadridge Financial Solutions (BR)	0.1	$531k	-12%	3.3k	162.46	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$519k		2.6k	195.98	View chart
Colgate-Palmolive Company (CL)	0.1	$505k	+2%	5.9k	85.24	View chart
Hershey Company (HSY)	0.1	$499k	-3%	2.4k	207.89	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$486k		2.9k	168.85	View chart
Qualcomm (QCOM)	0.1	$470k		3.7k	128.80	View chart
Cigna Corp (CI)	0.1	$469k	-5%	1.8k	266.75	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$465k	+6%	2.2k	213.67	View chart
Rbc Cad (RY)	0.1	$453k		2.8k	161.78	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$427k	-7%	817.00	522.71	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$401k		7.1k	56.79	View chart
Dover Corporation (DOV)	0.1	$395k		1.9k	208.45	View chart
Yum! Brands (YUM)	0.1	$390k		2.5k	155.48	View chart
International Business Machines (IBM)	0.1	$389k	-51%	1.6k	242.45	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$387k	-3%	4.4k	87.84	View chart
Intuitive Surgical Com New (ISRG)	0.1	$374k		812.00	460.99	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$369k	+20%	4.7k	78.77	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$366k	+2%	3.3k	111.36	View chart
Verizon Communications (VZ)	0.1	$364k		7.2k	50.20	View chart
Carrier Global Corporation (CARR)	0.1	$356k	-2%	6.3k	56.31	View chart
Tyson Foods Cl A (TSN)	0.1	$352k		5.5k	64.07	View chart
Becton, Dickinson and (BDX)	0.1	$352k	-13%	2.2k	157.23	View chart
Tyler Technologies (TYL)	0.1	$335k	-47%	979.00	342.38	View chart
Coca-Cola Company (KO)	0.1	$315k		4.1k	76.05	View chart
Carlyle Group (CG)	0.1	$311k		6.4k	48.39	View chart
Target Corporation (TGT)	0.1	$303k	-6%	2.5k	121.20	View chart
Canadian Pacific Kansas City (CP)	0.1	$299k		3.8k	78.66	View chart
Home Depot (HD)	0.1	$297k	-4%	903.00	328.89	View chart
Chubb (CB)	0.1	$291k		892.00	325.93	View chart
Advanced Energy Industries (AEIS)	0.1	$275k	-21%	851.00	322.71	View chart
Norfolk Southern (NSC)	0.1	$273k		952.00	287.00	View chart
Flextronics Intl Ord (FLEX)	0.1	$272k	-19%	4.2k	65.46	View chart
Advanced Micro Devices (AMD)	0.1	$262k		1.3k	203.43	View chart
Us Bancorp Com New (USB)	0.1	$260k		5.0k	52.01	View chart
Copart (CPRT)	0.1	$257k	-15%	7.8k	33.20	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$250k		8.1k	30.68	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$245k		1.1k	214.98	View chart
Trane Technologies SHS (TT)	0.1	$243k	-50%	583.00	416.74	View chart
Smucker J M Com New (SJM)	0.1	$241k	-9%	2.5k	96.44	View chart
Altria (MO)	0.1	$238k		3.6k	65.99	View chart
FormFactor (FORM)	0.1	$237k	NEW	2.4k	96.99	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$230k	-3%	1.6k	145.73	View chart
Ball Corporation (BALL)	0.1	$229k		3.9k	59.11	View chart
Kimberly-Clark Corporation (KMB)	0.1	$229k	-42%	2.4k	96.47	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$229k	NEW	4.0k	57.64	View chart
Enterprise Products Partners (EPD)	0.1	$226k	-52%	6.0k	37.84	View chart
Lockheed Martin Corporation (LMT)	0.1	$224k	NEW	371.00	604.39	View chart
Datadog Cl A Com (DDOG)	0.1	$221k	NEW	1.9k	118.05	View chart
Moog Cl A (MOG.A)	0.0	$211k	NEW	721.00	292.64	View chart
EnerSys (ENS)	0.0	$210k	NEW	1.2k	173.72	View chart
Darling International (DAR)	0.0	$209k	NEW	3.4k	61.85	View chart
Sabre (SABR)	0.0	$15k		11k	1.45	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 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
Triangle Securities Wealth Management 2022 Q1 filed April 13, 2022

View all past filings

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