Q2 2026 13F · SEC CIK 1541353

Triangle Securities Wealth Management

Wealth managerFiled 2026-07-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $503.7M
Reported positions: 213
Top holdings a year, 3 yrs: +19.0%
Assets under management: $1.3B

Triangle Securities Wealth Management is a wealth manager that reported 213 positions worth $503.7M in its Q2 2026 13F, filed 2026-07-14. Its largest holdings were J P Morgan Exchange Traded F (JAVA, 4.0%), Schwab Strategic Tr (SCHM, 3.9%), Vanguard Info Tech (VGT, 3.7%). A portfolio copying its top holdings returned 19.0% a year over the last 3 years, against 20.4% for the S&P 500.

Triangle Securities Wealth Management holdings largest 50 of 213 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Triangle Securities Wealth Management 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
JAVAJ P Morgan Exchange Traded F	4.0%	4.0%	253,006	+1.9%	$20.1M
SCHMSchwab Strategic Tr	3.9%	3.7%	530,443	-0.3%	$19.6M
VGTVanguard Info Tech	3.7%	3.1%	156,663	+688.1%	$18.7M
SLYVSpdr Series Trust	2.7%	2.7%	124,315	+0.0%	$13.6M
GOOGAlphabet Inc	2.6%	2.5%	36,433	-5.5%	$12.9M
SAMTStrategas Macro Thematic Opportunities E	2.4%	2.3%	256,588	-1.2%	$12.2M
IJHIshares Tr	2.3%	2.3%	150,450	+1.2%	$11.6M
IJRIshares Core S&p Small Cap ETF	2.2%	2.1%	75,467	+1.2%	$11.2M
BXBlackstone Inc Com	2.0%	1.1%	88,720	+102.5%	$10.3M
IUSBIshares Core Universal Usd Bond ETF	1.9%	2.1%	207,159	+3.8%	$9.6M
TPYPTortoise Capital Series Trus	1.9%	2.2%	224,795	-1.0%	$9.4M
AAPLApple Inc	1.7%	1.7%	29,961	-0.5%	$8.7M
JSMLJanus Henderson Small Cap Growth Alpha E	1.7%	1.3%	89,479	+5.9%	$8.3M
SCHXSchwab Stratgc Tr	1.6%	1.6%	277,339	+3.2%	$8.2M
JPMJpmorgan Chase & Co	1.5%	1.6%	23,316	-0.7%	$7.6M
MSFTMicrosoft Corp	1.5%	1.8%	20,364	-7.1%	$7.6M
CGXUCapital Group Intl Focus Eqt	1.4%	1.3%	203,073	+4.0%	$7.0M
BNBrookfield Corp	1.3%	1.4%	157,329	+1.7%	$6.7M
GSGoldman Sachs Group Inc	1.3%	1.3%	6,529	-1.8%	$6.6M
CATCaterpillar Inc Com	1.3%	1.0%	6,161	-3.0%	$6.6M
XOMExxon Mobil Corp	1.2%	1.8%	45,466	-1.1%	$6.2M
VWOVanguard Intl Equity Index F	1.2%	1.2%	101,607	+1.5%	$6.1M
AVGOBroadcom Inc	1.2%	1.2%	15,889	-4.9%	$6.0M
QLTYGmo ETF Trust	1.1%	1.0%	129,775	+6.5%	$5.4M
KKRKkr & Co Inc Cl A	1.1%	1.2%	57,780	-1.1%	$5.3M
FBNDFidelity Merrimack Str Tr	1.0%	1.1%	113,168	+9.1%	$5.1M
LLYLilly Eli & Co	1.0%	0.9%	4,197	-1.2%	$5.0M
IJKIshares S&p Mid-Cap 400 Growth ETF	1.0%	0.9%	41,885	+8.1%	$4.9M
LOWLowes Cos Inc	1.0%	1.2%	22,294	+1.5%	$4.9M
VCRVanguard World Fd	1.0%	1.0%	12,296	+2.2%	$4.9M
AVMVAmerican Centy ETF Tr	1.0%	0.8%	60,283	+27.6%	$4.9M
JNJJohnson & Johnson	1.0%	1.1%	19,048	-1.1%	$4.8M
KIESPDR S&P Insurance ETF	0.9%	0.9%	75,092	-1.4%	$4.6M
VYMVym	0.9%	1.0%	28,357	-1.0%	$4.5M
LRCXLam Research Corp	0.9%	—	9,985	—	$4.3M
SCHASchwab U.s. Small-Cap ETF	0.8%	0.7%	107,964	-4.6%	$3.9M
RTXRtx Corporation Com	0.8%	0.9%	20,370	-2.0%	$3.9M
AMZNAmazon Com Inc Com	0.8%	0.8%	16,166	-1.3%	$3.9M
AMATApplied Matls Inc	0.8%	—	5,299	—	$3.8M
WABWabtec Corp	0.7%	0.8%	13,612	-1.0%	$3.7M
BACBank of Amer Corp	0.7%	0.7%	64,206	+0.4%	$3.7M
DUKDuke Energy	0.7%	0.9%	28,821	-0.6%	$3.6M
SCHBSchwb US Broad	0.7%	0.7%	124,085	+3.0%	$3.6M
NVDANvidia Corporation Com	0.7%	0.7%	17,668	-1.2%	$3.5M
VUGVanguard Indx Fd	0.7%	—	40,090	—	$3.5M
VVisa Inc Com Cl A	0.7%	0.7%	10,002	-4.3%	$3.4M
EAGLEagle Capital Select Equity ETF	0.7%	0.7%	105,000	-1.4%	$3.4M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.7%	6,529	-1.6%	$3.3M
NEENextera Energy Inc Com	0.6%	0.8%	35,800	-2.9%	$3.1M
METAMeta Platforms Inc Class A	0.6%	0.8%	5,540	-9.5%	$3.1M

What Triangle Securities Wealth Management bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VGT Vanguard Info Tech+688.1% shares
BX Blackstone Inc Com+102.5% shares
AVMV American Centy ETF Tr+27.6% shares
FBND Fidelity Merrimack Str Tr+9.1% shares
IJK Ishares S&p Mid-Cap 400 Growth ETF+8.1% shares
QLTY Gmo ETF Trust+6.5% shares
JSML Janus Henderson Small Cap Growth Alpha E+5.9% shares

Reduced

META Meta Platforms Inc Class A-9.5% shares
MSFT Microsoft Corp-7.1% shares
GOOG Alphabet Inc-5.5% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.2% /yr; S&P 500 +20.1%
3 years: +19.0% /yr; S&P 500 +20.4%
5 years: +10.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$503.7M	213
Q1 2026	$440.6M	206
Q4 2025	$474.3M	205
Q3 2025	$441.8M	203
Q2 2025	$406.4M	202
Q1 2025	$388.8M	201
Q4 2024	$389.9M	198
Q3 2024	$386.9M	199
Q2 2024	$354.1M	195
Q1 2024	$350.8M	193
Q4 2023	$321.6M	192
Q3 2023	$281.2M	184

Questions about Triangle Securities Wealth Management's portfolio

What stocks does Triangle Securities Wealth Management own?

Triangle Securities Wealth Management's latest 13F, for Q2 2026 and filed Jul 14, 2026, lists 213 positions worth $503.7M. The largest are J P Morgan Exchange Traded F (JAVA) at 4.0%, Schwab Strategic Tr (SCHM) at 3.9%, Vanguard Info Tech (VGT) at 3.7%, Spdr Series Trust (SLYV) at 2.7% and Alphabet Inc (GOOG) at 2.6%.

What did Triangle Securities Wealth Management buy last quarter?

In Q2 2026, Triangle Securities Wealth Management added Vanguard Info Tech (VGT) (+688.1% shares), Blackstone Inc Com (BX) (+102.5% shares) and American Centy ETF Tr (AVMV) (+27.6% shares), compared with its Q1 2026 filing.

What did Triangle Securities Wealth Management sell last quarter?

In Q2 2026, Triangle Securities Wealth Management cut from its top 50 Pepsico Inc (PEP), cut from its top 50 Chevron Corp New (CVX), cut from its top 50 Emerson Elec Co Com (EMR), Meta Platforms Inc Class A (META) (-9.5% shares), Microsoft Corp (MSFT) (-7.1% shares) and Alphabet Inc (GOOG) (-5.5% shares), compared with its Q1 2026 filing.

How has Triangle Securities Wealth Management's portfolio performed?

A portfolio copying Triangle Securities Wealth Management's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.2% against +20.1%. Over 5 years: +10.6% a year against +11.6%.

When is Triangle Securities Wealth Management's next 13F filing due?

13F filings are due 45 days after each quarter ends. Triangle Securities Wealth Management's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Triangle Securities Wealth Management manage?

Triangle Securities Wealth Management reported $1.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $503.7M.