Triangle Securities Wealth Management

Triangle Securities Wealth Management as of March 31, 2026

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