Triangle Securities Wealth Management
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$440.6M
Q ending 2026-03-31
Prior quarter
$474.3M
Q ending 2025-12-31
Change
-7.1% QoQ · +13.3% YoY
Positions
206
reported holdings
Largest positions
Top 100 of 206 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| J P Morgan Exchange Traded F | JAVA | Shares | $17.8M | 248K |
| Schwab Strategic Tr | SCHM | Shares | $16.5M | 532K |
| Vanguard World Fd | VGT | Shares | $13.9M | 20K |
| Spdr Series Trust | SLYV | Shares | $11.8M | 124K |
| Alphabet Inc | GOOG | Shares | $11.1M | 39K |
| Advisors Inner Circle Fd Iii | SAMT | Shares | $10.2M | 260K |
| Ishares Tr | IJH | Shares | $10.0M | 149K |
| Tortoise Capital Series Trus | TPYP | Shares | $9.6M | 227K |
| Ishares Tr | IJR | Shares | $9.3M | 75K |
| Ishares Tr | IUSB | Shares | $9.2M | 200K |
| Microsoft Corp | MSFT | Shares | $8.1M | 22K |
| Exxon Mobil Corp | XOM | Shares | $7.8M | 46K |
| Apple Inc | AAPL | Shares | $7.6M | 30K |
| Jpmorgan Chase & Co | JPM | Shares | $6.9M | 23K |
| Schwab Strategic Tr | SCHX | Shares | $6.9M | 269K |
| Brookfield Corp | BN | Shares | $6.3M | 155K |
| Janus Detroit Str Tr | JSML | Shares | $5.9M | 84K |
| Capital Group Intl Focus Eqt | CGXU | Shares | $5.8M | 195K |
| Goldman Sachs Group Inc | GS | Shares | $5.6M | 7K |
| Vanguard Intl Equity Index F | VWO | Shares | $5.4M | 100K |
| Kkr & Co Inc | KKR | Shares | $5.4M | 58K |
| Lowes Cos Inc | LOW | Shares | $5.2M | 22K |
| Broadcom Inc | AVGO | Shares | $5.2M | 17K |
| Blackstone Inc | BX | Shares | $5.0M | 44K |
| Fidelity Merrimack Str Tr | FBND | Shares | $4.7M | 104K |
| Johnson & Johnson | JNJ | Shares | $4.7M | 19K |
| Caterpillar Inc | CAT | Shares | $4.5M | 6K |
| Gmo Etf Trust | QLTY | Shares | $4.4M | 122K |
| Vanguard World Fd | VCR | Shares | $4.3M | 12K |
| Vanguard Whitehall Fds | VYM | Shares | $4.2M | 29K |
| Spdr Series Trust | KIE | Shares | $4.2M | 76K |
| Rtx Corporation | RTX | Shares | $4.0M | 21K |
| Eli Lilly & Co | LLY | Shares | $3.9M | 4K |
| Ishares Tr | IJK | Shares | $3.9M | 39K |
| Duke Energy Corp New | DUK | Shares | $3.8M | 29K |
| American Centy Etf Tr | AVMV | Shares | $3.5M | 47K |
| Meta Platforms Inc | META | Shares | $3.5M | 6K |
| Wabtec | WAB | Shares | $3.4M | 14K |
| Nextera Energy Inc | NEE | Shares | $3.4M | 37K |
| Amazon Com Inc | AMZN | Shares | $3.4M | 16K |
| Schwab Strategic Tr | SCHA | Shares | $3.3M | 113K |
| 2023 Etf Series Trust | EAGL | Shares | $3.2M | 107K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $3.2M | 7K |
| Visa Inc | V | Shares | $3.2M | 10K |
| Pepsico Inc | PEP | Shares | $3.1M | 20K |
| Nvidia Corporation | NVDA | Shares | $3.1M | 18K |
| Bank America Corp | BAC | Shares | $3.1M | 64K |
| Schwab Strategic Tr | SCHB | Shares | $3.0M | 120K |
| Chevron Corporation | CVX | Shares | $2.8M | 14K |
| Emerson Elec Co | EMR | Shares | $2.7M | 21K |
| Vanguard Index Fds | VUG | Shares | $2.7M | 6K |
| Ishares Tr | IJS | Shares | $2.6M | 22K |
| Linde Plc | Shares | $2.6M | 5K | |
| Advisors Inner Circle Fd Iii | SAGP | Shares | $2.6M | 74K |
| Wells Fargo & Co | WFC | Shares | $2.5M | 32K |
| Amgen Inc | AMGN | Shares | $2.4M | 7K |
| Invesco Exchange Traded Fd T | RSP | Shares | $2.3M | 12K |
| Dimensional Etf Trust | DFIV | Shares | $2.3M | 43K |
| Lam Research Corp | LRCX | Shares | $2.2M | 10K |
| Select Sector Spdr Tr | XLRE | Shares | $2.2M | 54K |
| Garmin Ltd | Shares | $2.2M | 9K | |
| Corteva Inc | CTVA | Shares | $2.2M | 26K |
| Costco Wholesale Corporation | COST | Shares | $2.1M | 2K |
| Live Nation Entertainment In | LYV | Shares | $2.0M | 13K |
| Servicenow Inc | NOW | Shares | $2.0M | 19K |
| Applied Matls Inc | AMAT | Shares | $2.0M | 6K |
| Procter & Gamble Co | PG | Shares | $1.9M | 13K |
| Dimensional Etf Trust | DFSV | Shares | $1.8M | 51K |
| L3Harris Technologies Inc | LHX | Shares | $1.7M | 5K |
| Rockwell Automation Inc | ROK | Shares | $1.7M | 5K |
| Salesforce Inc | CRM | Shares | $1.6M | 9K |
| Walmart Inc | WMT | Shares | $1.6M | 13K |
| Merck & Co Inc | MRK | Shares | $1.6M | 13K |
| Vanguard Intl Equity Index F | VT | Shares | $1.6M | 11K |
| Oracle Corp | ORCL | Shares | $1.6M | 11K |
| Conocophillips | COP | Shares | $1.5M | 11K |
| Us Foods Hldg Corp | USFD | Shares | $1.5M | 16K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $1.4M | 2 |
| Ross Stores Inc | ROST | Shares | $1.4M | 7K |
| Thermo Fisher Scientific Inc | TMO | Shares | $1.4M | 3K |
| Morgan Stanley | MS | Shares | $1.4M | 8K |
| Danaher Corp Del | DHR | Shares | $1.4M | 7K |
| Vanguard World Fd | VHT | Shares | $1.3M | 5K |
| Alphabet Inc | GOOGL | Shares | $1.3M | 5K |
| Select Sector Spdr Tr | XLK | Shares | $1.3M | 9K |
| Unitedhealth Group Inc | UNH | Shares | $1.2M | 5K |
| Vanguard World Fd | VOX | Shares | $1.2M | 7K |
| Intercontinental Exchange In | ICE | Shares | $1.2M | 8K |
| American Tower Corp | AMT | Shares | $1.2M | 7K |
| Tjx Cos Inc New | TJX | Shares | $1.2M | 7K |
| Citigroup Inc | C | Shares | $1.2M | 10K |
| Electronic Arts Inc | EA | Shares | $1.2M | 6K |
| General Dynamics Corp | GD | Shares | $1.2M | 3K |
| First Ctzns Bancshares Inc D | FCNCA | Shares | $1.1M | 609 |
| Lyondellbasell Industries Nv | Shares | $1.1M | 14K | |
| Ecolab Inc | ECL | Shares | $1.1M | 4K |
| Vanguard Index Fds | VO | Shares | $1.1M | 4K |
| Select Sector Spdr Tr | XLU | Shares | $1.1M | 24K |
| Veeva Sys Inc | VEEV | Shares | $1.1M | 6K |
| Labcorp Holdings Inc | LH | Shares | $1.0M | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.