Triangle Securities Wealth Management

Triangle Securities Wealth Management as of June 30, 2026

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