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CIK: 0001541353
Total reported value
$522.1M
$522.1M
213 檔
16.2%
As reported in its official Q2 2026 Form 13F filing, Triangle Securities Wealth Management's tracked investment portfolio stood at $522.1M with 213 total positions.
In Q2 2026, Triangle Securities Wealth Management adopted a defensive or profit-taking posture, trimming 96 positions and completely liquidating 10 holdings to manage risk exposure.
Showing top 200 holdings (of 213 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 3.99% | -0.08% | +1.94% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.88% | -0.44% | -0.30% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.72% | -0.05% | +688.08% | |
| 4 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.69% | -0.33% | +0.03% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.56% | -0.22% | -5.50% | |
| 6 | SAMT | Strategas Macro Them Opps | ETF-Other | 2.43% | -0.35% | -1.24% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.30% | +2.03% | +1.23% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.22% | -0.28% | +1.22% | |
| 9 | BX | Blackstone Inc | Stock-Financials | 2.05% | -0.14% | +102.52% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.90% | -1.90% | EXIT | |
| 11 | TPYP | Tortoise North American Pipe | ETF-Other | 1.87% | -0.18% | -1.00% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.72% | +0.19% | -0.47% | |
| 13 | JSML | Janus Hender Sm Cap Grw Alph | ETF-Other | 1.65% | -0.16% | +5.95% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.62% | +0.81% | +3.24% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.52% | -0.11% | -0.74% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.51% | +0.48% | -7.10% | |
| 17 | CGXU | Cap Group Intl Focus | ETF-Other | 1.40% | -0.04% | +3.97% | |
| 18 | BN | Brookfield CORP | Stock-Financials | 1.33% | -0.20% | +1.70% | |
| 19 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.31% | -0.24% | -1.80% | |
| 20 | CAT | Caterpillar Inc | Stock-Industrials | 1.30% | +0.90% | -3.02% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.23% | -1.23% | EXIT | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.20% | -0.05% | +1.53% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.19% | -0.13% | -4.85% | |
| 24 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 1.07% | +1.74% | +6.47% | |
| 25 | KKR | Kkr & Co Inc | Stock-Financials | 1.05% | -0.02% | -1.07% | |
| 26 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.02% | +1.03% | +9.12% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.00% | -0.09% | -1.25% | |
| 28 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.98% | -0.10% | +8.14% | |
| 29 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.98% | -0.22% | +1.55% | |
| 30 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.97% | -0.09% | +2.23% | |
| 31 | AVMV | Avantis US Mid Cap Val ETF | ETF-Other | 0.96% | -0.02% | +27.55% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.96% | — | -1.08% | |
| 33 | KIE | Ss Spdr S&p Insurance ETF | ETF-Other | 0.91% | -0.03% | -1.36% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.89% | -0.06% | -1.01% | |
| 35 | LRCX | Lam Research CORP | Stock-Tech | 0.86% | -0.24% | -4.39% | |
| 36 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.77% | -0.10% | -4.64% | |
| 37 | RTX | Rtx CORP | Stock-Industrials | 0.77% | -0.07% | -2.00% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | +0.02% | -1.28% | |
| 39 | AMAT | Applied Materials Inc | Stock-Tech | 0.76% | -0.27% | -7.70% | |
| 40 | WAB | Wabtec CORP | Stock-Industrials | 0.73% | -0.02% | -1.03% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.73% | -0.09% | +0.39% | |
| 42 | DUK | Duke Energy CORP | Stock-Utilities | 0.72% | -0.09% | -0.57% | |
| 43 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.71% | -0.02% | +3.02% | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.70% | +0.07% | -1.20% | |
| 45 | VUG | Vanguard Growth ETF | ETF-Other | 0.69% | +0.12% | +560.68% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | — | -4.31% | |
| 47 | EAGL | Eagle Capital Select Eqty | ETF-Other | 0.67% | -0.67% | EXIT | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.03% | -1.58% | |
| 49 | NEE | Nextera Energy Inc | Stock-Utilities | 0.62% | -0.13% | -2.91% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | +0.17% | -9.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BX | Blackstone Inc | +0.9% | +102.52% | Add |
| 2 | VGT | Vanguard Info Tech ETF | +0.6% | +688.08% | Add |
| 3 | ENB | Enbridge Inc | +0.5% | NEW | New buy |
| 4 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.4% | NEW | New buy |
| 5 | ANET | Arista Networks Inc | +0.4% | NEW | New buy |
| 6 | FLEX | Flex Ltd. | +0.4% | +212.33% | Add |
| 7 | LRCX | Lam Research CORP | +0.4% | -4.39% | Trim |
| 8 | JSML | Janus Hender Sm Cap Grw Alph | +0.3% | +5.95% | Add |
| 9 | AMAT | Applied Materials Inc | +0.3% | -7.70% | Trim |
| 10 | CAT | Caterpillar Inc | +0.3% | -3.02% | Trim |
| 11 | PANW | Palo Alto Networks Inc | +0.2% | +1.08% | Add |
| 12 | AVMV | Avantis US Mid Cap Val ETF | +0.2% | +27.55% | Add |
| 13 | SCHM | Schwab US Mid Cap ETF | +0.1% | -0.30% | Trim |
| 14 | ✓ | +0.1% | NEW | New buy | |
| 15 | IJR | Ishares Core S&p Small-cap E | +0.1% | +1.22% | Add |
| 16 | SAMT | Strategas Macro Them Opps | +0.1% | -1.24% | Trim |
| 17 | LLY | Eli Lilly & Co | +0.1% | -1.25% | Trim |
| 18 | IJK | Ishares S&p Mid-cap 400 Grow | +0.1% | +8.14% | Add |
| 19 | UNH | Unitedhealth Group Inc | +0.1% | -0.72% | Trim |
| 20 | CGXU | Cap Group Intl Focus | +0.1% | +3.97% | Add |
| 21 | VUG | Vanguard Growth ETF | +0.1% | +560.68% | Add |
| 22 | DFLV | Dim US Large Cap Value ETF | +0.1% | +72.02% | Add |
| 23 | DDOG | Datadog Inc - Class A | +0.1% | +41.44% | Add |
| 24 | GILD | Gilead Sciences Inc | +0.1% | NEW | New buy |
| 25 | ROK | Rockwell Automation Inc | +0.1% | -1.46% | Trim |
| 26 | IBM | Intl Business Machines CORP | +0.1% | +103.81% | Add |
| 27 | NXT | Nextpower Inc-cl A | +0.1% | NEW | New buy |
| 28 | ✓ | +0.1% | NEW | New buy | |
| 29 | QLTY | Gmo U.s. Quality ETF | +0.1% | +6.47% | Add |
| 30 | XLK | Ss Technology Select Sector | +0.1% | -0.32% | Trim |
| 31 | ASML | ASML Holding N.V. | +0.1% | -0.14% | Trim |
| 32 | ✓ | +0.1% | NEW | New buy | |
| 33 | EFA | Ishares Msci Eafe ETF | +0.1% | NEW | New buy |
| 34 | NFLX | Netflix Inc | +0.1% | NEW | New buy |
| 35 | SCHX | Schwab US Large-cap ETF | +0.1% | +3.24% | Add |
| 36 | IHI | Ishares U.s. Medical Devices | +0.1% | +66.93% | Add |
| 37 | AMD | Advanced Micro Devices | +0.1% | -22.25% | Trim |
| 38 | WAT | Waters CORP | +0.1% | NEW | New buy |
| 39 | RSPT | Invesco S&p 500 Equal Weight | +0.1% | NEW | New buy |
| 40 | GOOG | Alphabet Inc-cl C | +0.1% | -5.50% | Trim |
| 41 | FNB | Fnb CORP | +0.1% | NEW | New buy |
| 42 | CVS | Cvs Health CORP | 0% | -3.74% | Trim |
| 43 | FCFS | Firstcash Holdings Inc | 0% | NEW | New buy |
| 44 | Q | Qnity Electronics Inc | 0% | NEW | New buy |
| 45 | SYY | Sysco CORP | 0% | NEW | New buy |
| 46 | IWR | Ishares Russell Mid-cap ETF | 0% | NEW | New buy |
| 47 | GS | Goldman Sachs Group Inc | 0% | -1.80% | Trim |
| 48 | GE | General Electric | 0% | — | Unchanged |
| 49 | CMI | Cummins Inc | 0% | -4.37% | Trim |
| 50 | SLYV | Ss Spdr S&p 600 Sc Val ETF | 0% | +0.03% | Add |
According to official SEC Form 13F filings, Triangle Securities Wealth Management reported a total U.S. public equity portfolio value of $522.1M across 213 disclosed positions in Q2 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 16.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
ENB
市值: $2.6M
Top Position Liquidated / Trimmed
XLRE
前期市值: $2.2M
During Q2 2026, Triangle Securities Wealth Management's top holdings by market value included JAVA (4.0%)、SCHM (3.9%)、VGT (3.7%). The largest single position, JAVA, represented 4.0% of total portfolio value.
In Q2 2026, Triangle Securities Wealth Management made 180 total portfolio adjustments, initiating 17 new buys, adding to 57 positions, trimming 96 holdings, and fully liquidating 10 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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