Triangle Securities Wealth Management Top Holdings and 13F Report (2026) About Triangle Securities Wealth ManagementInvestment ActivityTriangle Securities Wealth Management has $522.11 million in total holdings as of September 30, 2026.Triangle Securities Wealth Management owns shares of 206 different stocks, but just 68 companies or ETFs make up 80% of its holdings.Approximately 11.69% of the portfolio was purchased this quarter.About 6.57% of the portfolio was sold this quarter.This quarter, Triangle Securities Wealth Management has purchased 213 new stocks and bought additional shares in 50 stocks.Triangle Securities Wealth Management sold shares of 117 stocks and completely divested from 17 stocks this quarter.Largest Holdings iShares Core S&P Mid-Cap ETF $22,615,337JPMorgan Active Value ETF $20,430,787Vanguard Information Technology ETF $19,148,922Schwab U.S. Mid-Cap ETF $17,977,181GMO ETF TRUST $14,650,351 Largest New Holdings this Quarter 31609A305 - FIDELITY COVINGTON TRUST $8,852,610 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $7,219,077 Holding25239Y170 - DFA INVT DIMENSIONS GROUP IN $2,050,468 Holding620076307 - Motorola Solutions $449,092 Holding75734B100 - REDDIT INC $353,679 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 153,081 shares (about $11.41M)GMO ETF TRUST 212,443 shares (about $9.09M)FIDELITY COVINGTON TRUST 196,332 shares (about $8.85M)EXXONMOBIL HOLDINGS CORP 44,357 shares (about $7.22M)Fidelity Total Bond ETF 134,274 shares (about $5.81M) Largest Sales this Quarter Vanguard Information Technology ETF 4,288 shares (about $538.87K)Salesforce 2,055 shares (about $471.77K)SPDR S&P 600 Small Cap Value ETF 3,535 shares (about $361.10K)JPMorgan Chase & Co. 988 shares (about $326.86K)The Goldman Sachs Group 308 shares (about $277.31K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTriangle Securities Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIJHiShares Core S&P Mid-Cap ETF$22,615,337$11,405,683 ▲101.7%303,5314.3%ETFJAVAJPMorgan Active Value ETF$20,430,787$261,163 ▲1.3%256,2823.9%ETFVGTVanguard Information Technology ETF$19,148,922$538,872 ▼-2.7%152,3753.7%ETFSCHMSchwab U.S. Mid-Cap ETF$17,977,181$68,482 ▼-0.4%528,4303.4%ETFGMO ETF TRUST$14,650,351$9,094,684 ▲163.7%342,2182.8%US QUALITY ETFSCHXSchwab US Large-Cap ETF$12,701,261$4,381,084 ▲52.7%423,3752.4%ETFSLYVSPDR S&P 600 Small Cap Value ETF$12,337,691$361,101 ▼-2.8%120,7802.4%ETFGOOGAlphabet$12,229,219$185,023 ▼-1.5%35,8902.3%Communication ServicesCATCaterpillar$11,474,714$5,689,941 ▲98.4%12,2212.2%IndustrialsSAMTStrategas Macro Thematic Opportunities ETF$10,881,294$186,726 ▲1.7%261,0682.1%ETFFBNDFidelity Total Bond ETF$10,714,231$5,814,060 ▲118.7%247,4422.1%ETFMSFTMicrosoft$10,385,432$59,498 ▼-0.6%20,2482.0%TechnologyIJRiShares Core S&P Small-Cap ETF$10,117,932$148,555 ▼-1.4%74,3751.9%ETFBXBlackstone$9,993,305$79,360 ▼-0.8%88,0211.9%FinanceAAPLApple$9,961,039$16,651 ▼-0.2%29,9111.9%TechnologyFIDELITY COVINGTON TRUST$8,852,610$8,852,610 ▲New Holding196,3321.7%ENHANCED LARGETORTOISE CAPITAL SERIES TRUS$8,843,611$117,841 ▼-1.3%221,8391.7%NORTH AMRCN PIPEJSMLSmall Cap Growth Alpha ETF$7,799,655$110,848 ▲1.4%90,7691.5%ETFJPMJPMorgan Chase & Co.$7,386,853$326,864 ▼-4.2%22,3281.4%FinanceEXXONMOBIL HOLDINGS CORP$7,219,077$7,219,077 ▲New Holding44,3571.4%COM SHSCGXUCapital Group International Focus Equity ETF$7,090,854$127,490 ▲1.8%206,7911.4%ETFVWOVanguard FTSE Emerging Markets ETF$6,022,483$3,855 ▼-0.1%101,5421.2%ETFBNBrookfield$5,885,337$149,121 ▲2.6%161,4191.1%FinanceGSThe Goldman Sachs Group$5,601,140$277,311 ▼-4.7%6,2211.1%FinanceAVGOBroadcom$5,546,695$33,363 ▼-0.6%15,7941.1%TechnologyKKRKKR & Co. Inc.$5,370,420$95,134 ▲1.8%58,8221.0%FinanceJNJJohnson & Johnson$4,992,129$50,565 ▼-1.0%18,8571.0%HealthcareAMERICAN CENTY ETF TR$4,929,647$328,221 ▲7.1%64,5830.9%AVAN US VALU ETFLLYEli Lilly and Company$4,776,426$79,839 ▼-1.6%4,1280.9%HealthcareVCRVanguard Consumer Discretionary ETF$4,611,046$126,910 ▲2.8%12,6440.9%ETFKIESPDR S&P Insurance ETF$4,598,107$205,218 ▲4.7%78,6000.9%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$4,579,321$11,728 ▼-0.3%41,7780.9%ETFVYMVanguard High Dividend Yield ETF$4,316,406$84,584 ▼-1.9%27,8120.8%ETFVUGVanguard Growth ETF$4,210,022$597,518 ▲16.5%46,7210.8%ETFMETAMeta Platforms$4,105,471$87,752 ▲2.2%5,6610.8%Communication ServicesAMZNAmazon.com$4,073,353$45,594 ▲1.1%16,3490.8%Consumer DiscretionaryNVDANVIDIA$4,025,981$9,135 ▼-0.2%17,6280.8%TechnologyLOWLowe's Companies$3,989,536$119,052 ▼-2.9%21,6480.8%Consumer DiscretionaryWABWabtec$3,726,735$182,359 ▼-4.7%12,9770.7%IndustrialsRTXRTX$3,663,011$118,629 ▼-3.1%19,7310.7%IndustrialsSCHBSchwab US Broad Market ETF$3,605,808$31,127 ▼-0.9%123,0230.7%ETFVVisa$3,531,020$62,881 ▼-1.7%9,8270.7%FinanceSCHASchwab US Small-Cap ETF$3,508,339$14,520 ▼-0.4%107,5190.7%ETFBACBank of America$3,337,375$157,357 ▼-4.5%61,3150.6%FinanceDUKDuke Energy$3,296,413$10,489 ▲0.3%28,9130.6%UtilitiesBRK.BBerkshire Hathaway$3,236,675$14,441 ▼-0.4%6,5000.6%FinanceLAM RESEARCH CORP$3,210,884$69,316 ▼-2.1%9,7740.6%COM NEWEMREmerson Electric$3,132,291$45,755 ▼-1.4%20,1950.6%IndustrialsDFIVDimensional International Value ETF$3,031,862$392,361 ▲14.9%54,2760.6%ETFAMGNAmgen$2,722,112$84,302 ▼-3.0%6,4580.5%HealthcareCVXChevron$2,711,271$61,262 ▼-2.2%13,2770.5%EnergyIJSiShares S&P Small-Cap 600 Value ETF$2,708,953$60,976 ▼-2.2%21,1470.5%ETFNOWServiceNow$2,686,230$93,405 ▲3.6%20,0450.5%TechnologyGRMNGarmin$2,661,323$37,576 ▼-1.4%9,2780.5%Consumer DiscretionaryPANWPalo Alto Networks$2,588,077$9,933 ▼-0.4%6,5140.5%TechnologyAMATApplied Materials$2,554,343$155,460 ▼-5.7%4,9950.5%TechnologyNEENextEra Energy$2,553,988$157,541 ▼-5.8%33,7200.5%UtilitiesRSPInvesco S&P 500 Equal Weight ETF$2,497,243$52,836 ▲2.2%12,0050.5%ETFSAGPStrategas Global Policy Opportunities ETF$2,474,939$49,658 ▼-2.0%70,7220.5%ETFLINDE PLC$2,444,092$27,531 ▲1.1%5,1490.5%SHSARISTA NETWORKS INC$2,436,972$73,292 ▲3.1%11,9700.5%COM SHSPEPPepsiCo$2,427,762$102,392 ▼-4.0%19,1580.5%Consumer StaplesWFCWells Fargo & Company$2,311,789$263,928 ▼-10.2%28,8790.4%FinanceENBEnbridge$2,168,759$75,314 ▼-3.4%46,6500.4%EnergyLYVLive Nation Entertainment$2,150,110$11,005 ▼-0.5%12,7000.4%Communication ServicesDFA INVT DIMENSIONS GROUP IN$2,050,468$2,050,468 ▲New Holding54,7230.4%U.S. SML CP VALROKRockwell Automation$2,010,770$14,366 ▼-0.7%4,6190.4%IndustrialsCTVACorteva$1,995,871$19,879 ▼-1.0%25,7030.4%MaterialsPGProcter & Gamble$1,921,709$436 ▼0.0%13,2280.4%Consumer StaplesSLYGSPDR S&P 600 Small Cap Growth ETF$1,900,262$29,311 ▼-1.5%17,7640.4%ETFTMOThermo Fisher Scientific$1,897,566$3,375 ▼-0.2%2,8110.4%HealthcareCOSTCostco Wholesale$1,895,328$15,476 ▲0.8%2,0820.4%Consumer StaplesMRKMerck & Co., Inc.$1,873,190$29,062 ▼-1.5%12,8910.4%HealthcareXLKTechnology Select Sector SPDR Fund$1,838,093$13,703 ▼-0.7%9,3900.4%ETFVTVanguard Total World Stock ETF$1,729,176$53,825 ▼-3.0%10,9550.3%ETFVEEVVeeva Systems$1,711,844$41,390 ▼-2.4%5,9970.3%HealthcareUNHUnitedHealth Group$1,679,391$6,240 ▲0.4%4,5750.3%HealthcareVHTVanguard Health Care ETF$1,579,655$54,678 ▲3.6%4,9980.3%ETFGOOGLAlphabet$1,544,919$3,441 ▼-0.2%4,4900.3%Communication ServicesMSMorgan Stanley$1,544,889$15,046 ▼-1.0%8,2140.3%FinanceBRK.ABerkshire Hathaway$1,494,0100.0%20.3%FinanceROSTRoss Stores$1,452,215$49,247 ▼-3.3%6,2220.3%Consumer DiscretionaryCRMSalesforce$1,444,684$471,766 ▼-24.6%6,2930.3%TechnologyDHRDanaher$1,436,752$47,633 ▼-3.2%6,4850.3%HealthcareUSFDUS Foods$1,419,296$40,019 ▼-2.7%15,3920.3%Consumer StaplesFLEXFlex$1,413,811$12,869 ▼-0.9%12,8540.3%TechnologyCOPConocoPhillips$1,382,782$35,668 ▼-2.5%11,0490.3%EnergyASMLASML$1,335,201$5,435 ▼-0.4%7370.3%TechnologyWALMART INC$1,289,811$6,235 ▼-0.5%12,4120.2%COMCCitigroup$1,288,422$44,410 ▼-3.3%9,9510.2%FinanceFCNCAFirst Citizens BancShares$1,285,565$8,241 ▼-0.6%6240.2%FinanceVOXVanguard Communication Services ETF$1,265,127$16,200 ▼-1.3%6,6380.2%ETFIBMInternational Business Machines$1,198,338$386,272 ▲47.6%4,8210.2%TechnologyLABCORP HOLDINGS INC$1,192,078$9,860 ▼-0.8%3,8690.2%COM SHSICEIntercontinental Exchange$1,181,206$20,979 ▲1.8%7,7700.2%FinanceVOVanguard Mid-Cap ETF$1,177,5550.0%15,0160.2%ETFLHXL3Harris Technologies$1,144,831$16,575 ▼-1.4%4,8350.2%IndustrialsIHIiShares U.S. Medical Devices ETF$1,130,7890.0%21,5520.2%ETFECLEcolab$1,129,897$13,729 ▼-1.2%4,1150.2%MaterialsGDGeneral Dynamics$1,090,725$19,910 ▼-1.8%3,2870.2%IndustrialsShowing largest 100 holdings. 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