Triangle Securities Wealth Management Top Holdings and 13F Report (2026) About Triangle Securities Wealth ManagementInvestment ActivityTriangle Securities Wealth Management has $503.74 million in total holdings as of June 30, 2026.Triangle Securities Wealth Management owns shares of 213 different stocks, but just 75 companies or ETFs make up 80% of its holdings.Approximately 9.18% of the portfolio was purchased this quarter.About 2.83% of the portfolio was sold this quarter.This quarter, Triangle Securities Wealth Management has purchased 206 new stocks and bought additional shares in 59 stocks.Triangle Securities Wealth Management sold shares of 112 stocks and completely divested from 10 stocks this quarter.Largest Holdings JPMorgan Active Value ETF $20,091,225Schwab U.S. Mid-Cap ETF $19,557,448Vanguard Information Technology ETF $18,724,359SPDR S&P 600 Small Cap Value ETF $13,563,982Alphabet $12,872,926 Largest New Holdings this Quarter 29250N105 - Enbridge $2,616,717 Holding78464A201 - SPDR S&P 600 Small Cap Growth ETF $2,148,851 Holding040413205 - ARISTA NETWORKS INC $1,972,307 Holding26614N201 - DUPONT DE NEMOURS INC $666,671 Holding375558103 - Gilead Sciences $430,819 Holding Largest Purchases this Quarter Vanguard Information Technology ETF 136,784 shares (about $16.35M)Blackstone 44,913 shares (about $5.23M)Vanguard Growth ETF 34,022 shares (about $2.93M)Enbridge 48,270 shares (about $2.62M)SPDR S&P 600 Small Cap Growth ETF 18,038 shares (about $2.15M) Largest Sales this Quarter Alphabet 2,122 shares (about $749.77K)Microsoft 1,556 shares (about $580.43K)Otis Worldwide 5,906 shares (about $422.87K)Oracle 2,357 shares (about $345.44K)Meta Platforms 580 shares (about $326.72K) 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 PortfolioSectorJAVAJPMorgan Active Value ETF$20,091,225$382,280 â–²1.9%253,0064.0%ETFSCHMSchwab U.S. Mid-Cap ETF$19,557,448$58,845 â–¼-0.3%530,4433.9%ETFVGTVanguard Information Technology ETF$18,724,359$16,348,421 â–²688.1%156,6633.7%ETFSLYVSPDR S&P 600 Small Cap Value ETF$13,563,982$3,710 â–²0.0%124,3152.7%ETFGOOGAlphabet$12,872,926$749,769 â–¼-5.5%36,4332.6%Computer and TechnologySAMTStrategas Macro Thematic Opportunities ETF$12,248,223$153,229 â–¼-1.2%256,5882.4%ETFIJHiShares Core S&P Mid-Cap ETF$11,601,182$141,420 â–²1.2%150,4502.3%ETFIJRiShares Core S&P Small-Cap ETF$11,192,475$134,962 â–²1.2%75,4672.2%ETFBXBlackstone$10,322,312$5,225,496 â–²102.5%88,7202.0%FinanceIUSBiShares Core Total USD Bond Market ETF$9,560,368$345,894 â–²3.8%207,1591.9%ManufacturingTORTOISE CAPITAL SERIES TRUS$9,425,674$95,097 â–¼-1.0%224,7951.9%NORTH AMRCN PIPEAAPLApple$8,669,579$40,800 â–¼-0.5%29,9611.7%Computer and TechnologyJSMLSmall Cap Growth Alpha ETF$8,326,486$467,416 â–²5.9%89,4791.7%ETFSCHXSchwab US Large-Cap ETF$8,162,092$255,865 â–²3.2%277,3391.6%ETFJPMJPMorgan Chase & Co.$7,632,004$57,283 â–¼-0.7%23,3161.5%FinanceMSFTMicrosoft$7,596,308$580,429 â–¼-7.1%20,3641.5%Computer and TechnologyCGXUCapital Group International Focus Equity ETF$7,030,392$268,271 â–²4.0%203,0731.4%ETFBNBrookfield$6,700,642$111,756 â–²1.7%157,3291.3%FinanceGSThe Goldman Sachs Group$6,603,235$121,364 â–¼-1.8%6,5291.3%FinanceCATCaterpillar$6,561,106$204,469 â–¼-3.0%6,1611.3%IndustrialsXOMExxonMobil$6,216,150$71,368 â–¼-1.1%45,4661.2%EnergyVWOVanguard FTSE Emerging Markets ETF$6,064,913$91,624 â–²1.5%101,6071.2%ETFAVGOBroadcom$6,002,070$305,978 â–¼-4.9%15,8891.2%Computer and TechnologyGMO ETF TRUST$5,401,230$328,381 â–²6.5%129,7751.1%US QUALITY ETFKKRKKR & Co. Inc.$5,303,094$57,547 â–¼-1.1%57,7801.1%FinanceFBNDFidelity Total Bond ETF$5,148,008$430,290 â–²9.1%113,1681.0%ETFLLYEli Lilly and Company$5,034,008$63,570 â–¼-1.2%4,1971.0%MedicalIJKiShares S&P Mid-Cap 400 Growth ETF$4,921,438$370,474 â–²8.1%41,8851.0%ETFLOWLowe's Companies$4,915,604$74,967 â–²1.5%22,2941.0%Retail/WholesaleVCRVanguard Consumer Discretionary ETF$4,876,632$106,290 â–²2.2%12,2961.0%ETFAMERICAN CENTY ETF TR$4,854,922$1,048,653 â–²27.6%60,2831.0%AVAN US VALU ETFJNJJohnson & Johnson$4,837,678$52,826 â–¼-1.1%19,0481.0%MedicalKIESPDR S&P Insurance ETF$4,579,859$63,064 â–¼-1.4%75,0920.9%ETFVYMVanguard High Dividend Yield ETF$4,481,227$45,828 â–¼-1.0%28,3570.9%Financial ServicesLAM RESEARCH CORP$4,326,819$198,466 â–¼-4.4%9,9850.9%COM NEWSCHASchwab US Small-Cap ETF$3,900,756$189,719 â–¼-4.6%107,9640.8%ETFRTXRTX$3,864,888$78,740 â–¼-2.0%20,3700.8%AerospaceAMZNAmazon.com$3,853,004$49,813 â–¼-1.3%16,1660.8%Retail/WholesaleAMATApplied Materials$3,831,177$319,566 â–¼-7.7%5,2990.8%Computer and TechnologyWABWabtec$3,669,795$38,014 â–¼-1.0%13,6120.7%TransportationBACBank of America$3,658,458$14,245 â–²0.4%64,2060.7%FinanceDUKDuke Energy$3,648,206$21,013 â–¼-0.6%28,8210.7%UtilitiesSCHBSchwab US Broad Market ETF$3,593,511$105,473 â–²3.0%124,0850.7%ETFNVDANVIDIA$3,535,276$43,020 â–¼-1.2%17,6680.7%Computer and TechnologyVUGVanguard Growth ETF$3,453,387$2,930,684 â–²560.7%40,0900.7%ETFVVisa$3,431,462$154,728 â–¼-4.3%10,0020.7%Business Services2023 ETF SERIES TRUST$3,377,850$48,255 â–¼-1.4%105,0000.7%EAGL CAP SEL ETFBRK.BBerkshire Hathaway$3,267,046$52,541 â–¼-1.6%6,5290.6%FinanceNEENextEra Energy$3,142,159$94,177 â–¼-2.9%35,8000.6%UtilitiesMETAMeta Platforms$3,120,787$326,725 â–¼-9.5%5,5400.6%Computer and TechnologyIJSiShares S&P Small-Cap 600 Value ETF$2,955,371$18,178 â–¼-0.6%21,6230.6%ETFEMREmerson Electric$2,933,187$22,189 â–¼-0.8%20,4900.6%IndustrialsPEPPepsiCo$2,703,430$30,195 â–¼-1.1%19,9660.5%Consumer StaplesWFCWells Fargo & Company$2,659,025$36,857 â–²1.4%32,1760.5%FinanceLINDE PLC$2,642,026$37,365 â–¼-1.4%5,0910.5%SHSENBEnbridge$2,616,717$2,616,717 â–²New Holding48,2700.5%EnergySAGPStrategas Global Policy Opportunities ETF$2,561,049$83,320 â–¼-3.2%72,1410.5%ETFDFIVDimensional International Value ETF$2,552,573$240,121 â–²10.4%47,2520.5%ETFRSPInvesco S&P 500 Equal Weight ETF$2,500,254$27,447 â–¼-1.1%11,7510.5%ETFAMGNAmgen$2,410,995$21,365 â–¼-0.9%6,6580.5%MedicalLYVLive Nation Entertainment$2,337,399$112,613 â–¼-4.6%12,7650.5%Consumer DiscretionaryROKRockwell Automation$2,302,946$34,158 â–¼-1.5%4,6520.5%Computer and TechnologyCVXChevron$2,250,527$21,052 â–¼-0.9%13,5770.4%EnergyGRMNGarmin$2,234,947$11,639 â–¼-0.5%9,4090.4%Computer and TechnologyPANWPalo Alto Networks$2,229,930$23,871 â–²1.1%6,5390.4%Computer and TechnologyCTVACorteva$2,198,440$15,583 â–¼-0.7%25,9590.4%Consumer StaplesSLYGSPDR S&P 600 Small Cap Growth ETF$2,148,851$2,148,851 â–²New Holding18,0380.4%ETFFLEXFlex$2,102,210$1,429,133 â–²212.3%12,9710.4%Computer and TechnologyDFSVDimensional US Small Cap Value ETF$2,041,446$58,302 â–²2.9%52,6280.4%ETFARISTA NETWORKS INC$1,972,307$1,972,307 â–²New Holding11,6100.4%COM SHSPGProcter & Gamble$1,940,155$22,875 â–¼-1.2%13,2310.4%Consumer StaplesCOSTCostco Wholesale$1,931,746$2,806 â–¼-0.1%2,0650.4%Retail/WholesaleNOWServiceNow$1,920,869$32,266 â–²1.7%19,3480.4%Computer and TechnologyUNHUnitedHealth Group$1,894,442$13,716 â–¼-0.7%4,5580.4%MedicalXLKTechnology Select Sector SPDR Fund$1,802,319$5,716 â–¼-0.3%9,4600.4%ETFVTVanguard Total World Stock ETF$1,772,947$29,507 â–¼-1.6%11,2960.4%ETFMSMorgan Stanley$1,733,778$33,446 â–¼-1.9%8,2940.3%FinanceMRKMerck & Co., Inc.$1,682,136$24,029 â–¼-1.4%13,0910.3%MedicalUSFDUS Foods$1,618,209$17,792 â–¼-1.1%15,8260.3%Consumer StaplesGOOGLAlphabet$1,608,165$15,724 â–¼-1.0%4,5000.3%Computer and TechnologyBRK.ABerkshire Hathaway$1,497,7000.0%20.3%FinanceASMLASML$1,472,186$1,989 â–¼-0.1%7400.3%Computer and TechnologyVHTVanguard Health Care ETF$1,442,790$22,726 â–¼-1.6%4,8250.3%ETFCCitigroup$1,440,732$18,614 â–¼-1.3%10,2940.3%Financial ServicesLHXL3Harris Technologies$1,425,344$11,624 â–¼-0.8%4,9050.3%AerospaceWALMART INC$1,412,531$44,170 â–¼-3.0%12,4720.3%COMTMOThermo Fisher Scientific$1,411,830$15,041 â–¼-1.1%2,8160.3%MedicalROSTRoss Stores$1,369,264$22,988 â–¼-1.7%6,4330.3%Retail/WholesaleCRMSalesforce$1,307,768$63,289 â–¼-4.6%8,3480.3%Computer and TechnologyFCNCAFirst Citizens BancShares$1,306,736$39,535 â–²3.1%6280.3%FinanceDHRDanaher$1,276,216$83,811 â–¼-6.2%6,7000.3%MedicalVOXVanguard Communication Services ETF$1,236,644$15,451 â–¼-1.2%6,7230.2%ETFVOVanguard Mid-Cap ETF$1,209,839$903,351 â–²294.7%15,0160.2%ETFORCLOracle$1,207,642$345,438 â–¼-22.2%8,2400.2%Computer and TechnologyGDGeneral Dynamics$1,185,641$3,542 â–¼-0.3%3,3470.2%AerospaceCOPConocoPhillips$1,178,283$16,114 â–¼-1.3%11,3340.2%EnergyDFLVDimensional US Large Cap Value ETF$1,161,407$486,262 â–²72.0%29,3730.2%ETFECLEcolab$1,160,4110.0%4,1650.2%Basic MaterialsEAElectronic Arts$1,159,501$16,403 â–¼-1.4%5,6550.2%Consumer DiscretionaryCMICummins$1,139,710$52,064 â–¼-4.4%1,5980.2%Auto/Tires/TrucksShowing largest 100 holdings. 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