Triangle Securities Wealth Management

Triangle Securities Wealth Management as of Dec. 31, 2025

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