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CIK: 0001541353
Total reported value
$503.7M
$503.7M
206 檔
14.1%
During the Q1 2026 filing period, Triangle Securities Wealth Management (CIK: 0001541353) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $503.7M across 206 reported positions.
In Q1 2026, Triangle Securities Wealth Management adopted a defensive or profit-taking posture, trimming 113 positions and completely liquidating 7 holdings to manage risk exposure.
Showing top 200 holdings (of 206 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 4.04% | -0.05% | +3.13% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.74% | +0.14% | +2.94% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.15% | +0.57% | -1.55% | |
| 4 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.67% | +0.02% | -0.43% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.51% | +0.05% | -4.20% | |
| 6 | SAMT | Strategas Macro Them Opps | ETF-Other | 2.32% | +0.11% | -0.10% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.28% | +0.02% | -46.30% | |
| 8 | TPYP | Tortoise North American Pipe | ETF-Other | 2.18% | -0.31% | +0.11% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.10% | +0.12% | +3.89% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.09% | -0.19% | +2.33% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.84% | -0.33% | -8.38% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 1.77% | -0.54% | -0.31% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.73% | -0.01% | -50.43% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.57% | -0.05% | -5.70% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.56% | +0.06% | +3.78% | |
| 16 | BN | Brookfield CORP | Stock-Financials | 1.42% | -0.09% | +3.74% | |
| 17 | JSML | Janus Hender Sm Cap Grw Alph | ETF-Other | 1.34% | +0.31% | +7.78% | |
| 18 | CGXU | Cap Group Intl Focus | ETF-Other | 1.31% | +0.09% | +1.25% | |
| 19 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.28% | +0.03% | -0.43% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.23% | -0.03% | +0.79% | |
| 21 | KKR | Kkr & Co Inc | Stock-Financials | 1.23% | -0.18% | -1.55% | |
| 22 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.18% | -0.20% | -4.32% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.17% | +0.02% | -1.23% | |
| 24 | BX | Blackstone Inc | Stock-Financials | 1.14% | +0.91% | +0.96% | |
| 25 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.07% | -0.05% | +8.72% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.07% | -0.11% | +0.85% | |
| 27 | CAT | Caterpillar Inc | Stock-Industrials | 1.02% | +0.28% | -53.29% | |
| 28 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 1.00% | +0.07% | +3.53% | |
| 29 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.98% | -0.01% | -0.82% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.96% | -0.07% | -1.81% | |
| 31 | KIE | Ss Spdr S&p Insurance ETF | ETF-Other | 0.95% | -0.04% | -0.56% | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 0.91% | -0.14% | -4.33% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.89% | +0.11% | -2.43% | |
| 34 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.88% | +0.10% | +2.84% | |
| 35 | DUK | Duke Energy CORP | Stock-Utilities | 0.86% | -0.14% | -0.49% | |
| 36 | AVMV | Avantis US Mid Cap Val ETF | ETF-Other | 0.80% | +0.16% | +71.29% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.79% | -0.17% | -0.68% | |
| 38 | WAB | Wabtec CORP | Stock-Industrials | 0.78% | -0.05% | -1.19% | |
| 39 | NEE | Nextera Energy Inc | Stock-Utilities | 0.78% | -0.16% | -3.05% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.77% | -0.01% | -0.87% | |
| 41 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.75% | +0.02% | -3.20% | |
| 42 | EAGL | Eagle Capital Select Eqty | ETF-Other | 0.74% | -0.07% | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.07% | -2.67% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.72% | -0.04% | -2.77% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.71% | -0.17% | +0.99% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.71% | -0.01% | -1.16% | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.71% | +0.02% | -1.06% | |
| 48 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.69% | +0.02% | -0.11% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.64% | -0.19% | -6.40% | |
| 50 | EMR | Emerson Electric Co | Stock-Industrials | 0.61% | -0.03% | -2.54% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.6% | -0.31% | Trim |
| 2 | TPYP | Tortoise North American Pipe | +0.5% | +0.11% | Add |
| 3 | SCHM | Schwab US Mid Cap ETF | +0.5% | +2.94% | Add |
| 4 | JAVA | Jpmorgan Active Value ETF | +0.4% | +3.13% | Add |
| 5 | AVMV | Avantis US Mid Cap Val ETF | +0.4% | +71.29% | Add |
| 6 | DFSV | Dimensional US Small Cap Val | +0.4% | +449.67% | Add |
| 7 | IJR | Ishares Core S&p Small-cap E | +0.3% | +3.89% | Add |
| 8 | SLYV | Ss Spdr S&p 600 Sc Val ETF | +0.3% | -0.43% | Trim |
| 9 | JNJ | Johnson & Johnson | +0.2% | +0.85% | Add |
| 10 | SAMT | Strategas Macro Them Opps | +0.2% | -0.10% | Trim |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.2% | +2.33% | Add |
| 12 | CVX | Chevron CORP | +0.2% | -6.40% | Trim |
| 13 | WAB | Wabtec CORP | +0.2% | -1.19% | Trim |
| 14 | NOW | Servicenow Inc | +0.1% | +97.74% | Add |
| 15 | AMAT | Applied Materials Inc | +0.1% | -0.86% | Trim |
| 16 | DUK | Duke Energy CORP | +0.1% | -0.49% | Trim |
| 17 | NEE | Nextera Energy Inc | +0.1% | -3.05% | Trim |
| 18 | FBND | Fidelity Total Bond ETF | +0.1% | +8.72% | Add |
| 19 | CTVA | Corteva Inc | +0.1% | -1.12% | Trim |
| 20 | JSML | Janus Hender Sm Cap Grw Alph | +0.1% | +7.78% | Add |
| 21 | VRSK | Verisk Analytics Inc | +0.1% | +186.90% | Add |
| 22 | COP | Conocophillips | +0.1% | -1.03% | Trim |
| 23 | COST | Costco Wholesale CORP | +0.1% | +3.25% | Add |
| 24 | LIN | Linde plc | +0.1% | -1.56% | Trim |
| 25 | PEP | Pepsico Inc | +0.1% | +0.99% | Add |
| 26 | IJK | Ishares S&p Mid-cap 400 Grow | +0.1% | +2.84% | Add |
| 27 | CGXU | Cap Group Intl Focus | +0.1% | +1.25% | Add |
| 28 | DFIV | Dimensional International Va | +0.1% | +9.90% | Add |
| 29 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +0.79% | Add |
| 30 | GRMN | Garmin Ltd. | +0.1% | -0.99% | Trim |
| 31 | SCHX | Schwab US Large-cap ETF | +0.1% | +3.78% | Add |
| 32 | LHX | L3harris Technologies Inc | +0.1% | -0.38% | Trim |
| 33 | AMGN | Amgen Inc | +0.1% | -0.01% | Trim |
| 34 | VYM | Vanguard High Dvd Yield ETF | +0.1% | -1.81% | Trim |
| 35 | DFLV | Dim US Large Cap Value ETF | +0.1% | +88.67% | Add |
| 36 | FANG | Diamondback Energy Inc | +0.1% | +9.33% | Add |
| 37 | USFD | US Foods Holding CORP | +0.1% | -2.47% | Trim |
| 38 | ROST | Ross Stores Inc | +0.1% | -1.15% | Trim |
| 39 | MRK | Merck & Co. Inc. | +0.1% | +0.04% | Add |
| 40 | RTX | Rtx CORP | +0.1% | -4.33% | Trim |
| 41 | LYV | Live Nation Entertainment In | +0.1% | +0.40% | Add |
| 42 | XLRE | Ss Real Estate Select Sector | +0.1% | +4.54% | Add |
| 43 | IJS | Ishares S&p Small-cap 600 Va | +0.1% | -0.45% | Trim |
| 44 | SLB | Slb LTD | +0.1% | -1.24% | Trim |
| 45 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +43.54% | Add |
| 46 | ASML | ASML Holding N.V. | +0.1% | -2.63% | Trim |
| 47 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 48 | WMT | Walmart Inc | +0.1% | -1.05% | Trim |
| 49 | QLTY | Gmo U.s. Quality ETF | +0.1% | +3.53% | Add |
| 50 | SCHA | Schwab US Small-cap ETF | +0.1% | -3.20% | Trim |
According to official SEC Form 13F filings, Triangle Securities Wealth Management reported a total U.S. public equity portfolio value of $503.7M across 206 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JAVA, SCHM, VGT) accounted for 14.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
LYB
市值: $1.1M
Top Position Liquidated / Trimmed
ENB
前期市值: $2.4M
During Q1 2026, Triangle Securities Wealth Management's top holdings by market value included JAVA (4.0%)、SCHM (3.7%)、VGT (3.1%). The largest single position, JAVA, represented 4.0% of total portfolio value.
In Q1 2026, Triangle Securities Wealth Management made 185 total portfolio adjustments, initiating 8 new buys, adding to 57 positions, trimming 113 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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