Triangle Securities Wealth Management Top Holdings and 13F Report (2026)

About Triangle Securities Wealth Management

Investment Activity

Triangle Securities Wealth Management has $440.61 million in total holdings as of March 31, 2026.
Triangle Securities Wealth Management owns shares of 206 different stocks, but just 75 companies or ETFs make up 80% of its holdings.
Approximately 2.88% of the portfolio was purchased this quarter.
About 9.17% of the portfolio was sold this quarter.
This quarter, Triangle Securities Wealth Management has purchased 205 new stocks and bought additional shares in 65 stocks.
Triangle Securities Wealth Management sold shares of 115 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

JPMorgan Active Value ETF: $17,807,743
Schwab U.S. Mid-Cap ETF: $16,471,924
Vanguard Information Technology ETF: $13,870,157
SPDR S&P 600 Small Cap Value ETF: $11,754,474
Alphabet: $11,059,924

Largest New Holdings this Quarter

N53745100 - LyondellBasell Industries: $1,108,506 Holding
346375108 - FormFactor: $236,850 Holding
609207105 - Mondelez International: $229,004 Holding
539830109 - Lockheed Martin: $224,229 Holding
23804L103 - Datadog: $220,754 Holding

Largest Purchases this Quarter

Dimensional US Small Cap Value ETF: 41,824 shares (about $1.47M)
AMERICAN CENTY ETF TR: 19,670 shares (about $1.46M)
LyondellBasell Industries: 13,760 shares (about $1.11M)
ServiceNow: 9,403 shares (about $983.08K)
JPMorgan Active Value ETF: 7,534 shares (about $540.56K)

Largest Sales this Quarter

iShares Core S&P Mid-Cap ETF: 128,151 shares (about $8.65M)
Apple: 30,621 shares (about $7.77M)
Caterpillar: 7,247 shares (about $5.13M)
Wells Fargo & Company: 34,226 shares (about $2.72M)
LAM RESEARCH CORP: 5,454 shares (about $1.17M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
JAVA JPMorgan Active Value ETF	$17,807,743	$540,563 â–²	3.1%	248,192	4.0%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$16,471,924	$470,840 â–²	2.9%	532,039	3.7%	ETF
VGT Vanguard Information Technology ETF	$13,870,157	$218,389 â–¼	-1.6%	19,879	3.1%	ETF
SLYV SPDR S&P 600 Small Cap Value ETF	$11,754,474	$50,506 â–¼	-0.4%	124,281	2.7%	ETF
GOOG Alphabet	$11,059,924	$484,508 â–¼	-4.2%	38,555	2.5%	Computer and Technology
SAMT Strategas Macro Thematic Opportunities ETF	$10,202,280	$9,857 â–¼	-0.1%	259,798	2.3%	ETF
IJH iShares Core S&P Mid-Cap ETF	$10,036,016	$8,654,018 â–¼	-46.3%	148,616	2.3%	ETF
TORTOISE CAPITAL SERIES TRUS	$9,618,404	$10,209 â–²	0.1%	227,063	2.2%	NORTH AMRCN PIPE
IJR iShares Core S&P Small-Cap ETF	$9,268,194	$347,447 â–²	3.9%	74,557	2.1%	ETF
IUSB iShares Core Total USD Bond Market ETF	$9,222,482	$210,118 â–²	2.3%	199,664	2.1%	Manufacturing
MSFT Microsoft	$8,114,204	$741,828 â–¼	-8.4%	21,920	1.8%	Computer and Technology
XOM ExxonMobil	$7,802,332	$24,261 â–¼	-0.3%	45,988	1.8%	Energy
AAPL Apple	$7,639,639	$7,771,357 â–¼	-50.4%	30,102	1.7%	Computer and Technology
JPM JPMorgan Chase & Co.	$6,909,990	$417,406 â–¼	-5.7%	23,491	1.6%	Finance
SCHX Schwab US Large-Cap ETF	$6,888,057	$250,785 â–²	3.8%	268,645	1.6%	ETF
BN Brookfield	$6,260,911	$225,782 â–²	3.7%	154,705	1.4%	Finance
JSML Small Cap Growth Alpha ETF	$5,914,454	$426,833 â–²	7.8%	84,456	1.3%	ETF
CGXU Capital Group International Focus Equity ETF	$5,760,105	$70,953 â–²	1.2%	195,324	1.3%	ETF
GS The Goldman Sachs Group	$5,624,988	$24,534 â–¼	-0.4%	6,649	1.3%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$5,408,865	$42,645 â–²	0.8%	100,072	1.2%	ETF
KKR KKR & Co. Inc.	$5,402,630	$85,192 â–¼	-1.6%	58,407	1.2%	Finance
LOW Lowe's Companies	$5,187,291	$234,390 â–¼	-4.3%	21,954	1.2%	Retail/Wholesale
AVGO Broadcom	$5,168,507	$64,378 â–¼	-1.2%	16,699	1.2%	Computer and Technology
BX Blackstone	$5,037,382	$48,066 â–²	1.0%	43,807	1.1%	Finance
FBND Fidelity Total Bond ETF	$4,731,221	$379,514 â–²	8.7%	103,709	1.1%	ETF
JNJ Johnson & Johnson	$4,706,822	$39,598 â–²	0.8%	19,256	1.1%	Medical
CAT Caterpillar	$4,500,996	$5,134,380 â–¼	-53.3%	6,353	1.0%	Industrials
GMO ETF TRUST	$4,409,815	$150,328 â–²	3.5%	121,885	1.0%	GMO US QUALITY E
VCR Vanguard Consumer Discretionary ETF	$4,318,248	$35,543 â–¼	-0.8%	12,028	1.0%	ETF
VYM Vanguard High Dividend Yield ETF	$4,242,619	$78,049 â–¼	-1.8%	28,647	1.0%	Financial Services
KIE SPDR S&P Insurance ETF	$4,186,918	$23,485 â–¼	-0.6%	76,126	1.0%	ETF
RTX RTX	$4,009,437	$181,326 â–¼	-4.3%	20,785	0.9%	Aerospace
LLY Eli Lilly and Company	$3,909,023	$97,496 â–¼	-2.4%	4,250	0.9%	Medical
IJK iShares S&P Mid-Cap 400 Growth ETF	$3,897,194	$107,763 â–²	2.8%	38,732	0.9%	ETF
DUK Duke Energy	$3,795,512	$18,855 â–¼	-0.5%	28,987	0.9%	Utilities
AMERICAN CENTY ETF TR	$3,505,922	$1,459,132 â–²	71.3%	47,262	0.8%	AVANTIS US MID C
META Meta Platforms	$3,501,578	$24,030 â–¼	-0.7%	6,120	0.8%	Computer and Technology
WAB Wabtec	$3,437,012	$41,235 â–¼	-1.2%	13,753	0.8%	Transportation
NEE NextEra Energy	$3,424,778	$107,834 â–¼	-3.1%	36,873	0.8%	Utilities
AMZN Amazon.com	$3,410,421	$29,991 â–¼	-0.9%	16,375	0.8%	Retail/Wholesale
SCHA Schwab US Small-Cap ETF	$3,292,285	$108,788 â–¼	-3.2%	113,215	0.7%	ETF
2023 ETF SERIES TRUST	$3,239,730		0.0%	106,500	0.7%	EAGLE CAPITAL SE
BRK.B Berkshire Hathaway	$3,179,013	$87,214 â–¼	-2.7%	6,634	0.7%	Finance
V Visa	$3,159,191	$90,064 â–¼	-2.8%	10,453	0.7%	Business Services
PEP PepsiCo	$3,135,176	$30,592 â–²	1.0%	20,189	0.7%	Consumer Staples
NVDA NVIDIA	$3,118,813	$36,624 â–¼	-1.2%	17,883	0.7%	Computer and Technology
BAC Bank of America	$3,117,855	$33,540 â–¼	-1.1%	63,956	0.7%	Finance
SCHB Schwab US Broad Market ETF	$3,023,131	$3,338 â–¼	-0.1%	120,443	0.7%	ETF
CVX Chevron	$2,835,330	$193,863 â–¼	-6.4%	13,704	0.6%	Energy
EMR Emerson Electric	$2,704,948	$70,490 â–¼	-2.5%	20,645	0.6%	Industrials
VUG Vanguard Growth ETF	$2,650,584	$142,838 â–²	5.7%	6,068	0.6%	ETF
IJS iShares S&P Small-Cap 600 Value ETF	$2,576,979	$11,726 â–¼	-0.5%	21,756	0.6%	ETF
LINDE PLC	$2,559,683	$40,653 â–¼	-1.6%	5,163	0.6%	SHS
SAGP Strategas Global Policy Opportunities ETF	$2,555,946	$5,490 â–¼	-0.2%	74,488	0.6%	ETF
WFC Wells Fargo & Company	$2,526,045	$2,724,753 â–¼	-51.9%	31,730	0.6%	Finance
AMGN Amgen	$2,363,376	$352 â–¼	0.0%	6,717	0.5%	Medical
RSP Invesco S&P 500 Equal Weight ETF	$2,280,020	$29,556 â–²	1.3%	11,880	0.5%	ETF
DFIV Dimensional International Value ETF	$2,259,374	$203,574 â–²	9.9%	42,807	0.5%	ETF
LAM RESEARCH CORP	$2,231,249	$1,165,300 â–¼	-34.3%	10,443	0.5%	COM NEW
XLRE Real Estate Select Sector SPDR Fund	$2,202,016	$95,584 â–²	4.5%	53,931	0.5%	ETF
GRMN Garmin	$2,194,414	$22,042 â–¼	-1.0%	9,458	0.5%	Computer and Technology
CTVA Corteva	$2,188,419	$24,694 â–¼	-1.1%	26,143	0.5%	Consumer Staples
COST Costco Wholesale	$2,060,617	$64,768 â–²	3.2%	2,068	0.5%	Retail/Wholesale
LYV Live Nation Entertainment	$2,040,584	$8,083 â–²	0.4%	13,380	0.5%	Consumer Discretionary
NOW ServiceNow	$1,988,855	$983,084 â–²	97.7%	19,023	0.5%	Computer and Technology
AMAT Applied Materials	$1,962,216	$17,089 â–¼	-0.9%	5,741	0.4%	Computer and Technology
PG Procter & Gamble	$1,933,597	$155,271 â–¼	-7.4%	13,387	0.4%	Consumer Staples
DFSV Dimensional US Small Cap Value ETF	$1,791,404	$1,465,500 â–²	449.7%	51,125	0.4%	ETF
LHX L3Harris Technologies	$1,706,767	$6,558 â–¼	-0.4%	4,945	0.4%	Aerospace
ROK Rockwell Automation	$1,694,415	$21,176 â–¼	-1.2%	4,721	0.4%	Computer and Technology
CRM Salesforce	$1,633,653	$53,012 â–²	3.4%	8,752	0.4%	Computer and Technology
WALMART INC	$1,598,437	$17,026 â–¼	-1.1%	12,862	0.4%	COM
MRK Merck & Co., Inc.	$1,597,198	$601 â–²	0.0%	13,278	0.4%	Medical
VT Vanguard Total World Stock ETF	$1,588,450	$45,922 â–¼	-2.8%	11,484	0.4%	ETF
ORCL Oracle	$1,558,871	$344,814 â–¼	-18.1%	10,597	0.4%	Computer and Technology
COP ConocoPhillips	$1,516,548	$15,840 â–¼	-1.0%	11,489	0.3%	Energy
USFD US Foods	$1,475,360	$37,345 â–¼	-2.5%	16,000	0.3%	Consumer Staples
BRK.A Berkshire Hathaway	$1,436,280		0.0%	2	0.3%	Finance
ROST Ross Stores	$1,416,977	$16,464 â–¼	-1.1%	6,541	0.3%	Retail/Wholesale
TMO Thermo Fisher Scientific	$1,398,894	$34,407 â–²	2.5%	2,846	0.3%	Medical
MS Morgan Stanley	$1,391,275	$66,157 â–¼	-4.5%	8,454	0.3%	Finance
DHR Danaher	$1,353,744	$758 â–²	0.1%	7,140	0.3%	Medical
VHT Vanguard Health Care ETF	$1,334,628	$71,075 â–²	5.6%	4,901	0.3%	ETF
GOOGL Alphabet	$1,306,673	$17,541 â–¼	-1.3%	4,544	0.3%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$1,261,221	$13,290 â–¼	-1.0%	9,490	0.3%	ETF
UNH UnitedHealth Group	$1,242,279	$1,082 â–¼	-0.1%	4,591	0.3%	Medical
VOX Vanguard Communication Services ETF	$1,224,244	$22,481 â–¼	-1.8%	6,807	0.3%	ETF
ICE Intercontinental Exchange	$1,199,603	$4,876 â–²	0.4%	7,627	0.3%	Finance
AMT American Tower	$1,194,768	$11,390 â–¼	-0.9%	6,923	0.3%	Finance
TJX TJX Companies	$1,185,293	$5,430 â–¼	-0.5%	7,422	0.3%	Retail/Wholesale
C Citigroup	$1,182,540	$96,967 â–¼	-7.6%	10,427	0.3%	Financial Services
EA Electronic Arts	$1,169,194	$16,921 â–¼	-1.4%	5,735	0.3%	Consumer Discretionary
GD General Dynamics	$1,152,190	$4,462 â–¼	-0.4%	3,357	0.3%	Aerospace
FCNCA First Citizens BancShares	$1,147,758	$3,769 â–²	0.3%	609	0.3%	Finance
LYB LyondellBasell Industries	$1,108,506	$1,108,506 â–²	New Holding	13,760	0.3%	Basic Materials
ECL Ecolab	$1,107,973	$1,330 â–²	0.1%	4,165	0.3%	Basic Materials
VO Vanguard Mid-Cap ETF	$1,092,433	$6,892 â–²	0.6%	3,804	0.2%	ETF
XLU Utilities Select Sector SPDR Fund	$1,092,067	$138 â–²	0.0%	23,798	0.2%	ETF
VEEV Veeva Systems	$1,087,687	$14,053 â–²	1.3%	6,192	0.2%	Medical
LABCORP HOLDINGS INC	$1,040,826	$11,206 â–¼	-1.1%	3,901	0.2%	COM SHS

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Triangle Securities Wealth Management Top Holdings and 13F Report (2026)

About Triangle Securities Wealth Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Triangle Securities Wealth Management Top Holdings and 13F Report (2026)

About Triangle Securities Wealth Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofTriangle Securities Wealth Management

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools