Triangle Securities Wealth Management

Triangle Securities Wealth Management as of Sept. 30, 2026

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