Triangle Securities Wealth Management

Est. AUM

$440.6M

13F long equity, this entity only

Positions

206

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$17.8M	248192	4.04%	SOLE
2	SCHWAB STRATEGIC TR	US MID-CAP ETF	$16.5M	532039	3.74%	SOLE
3	VANGUARD WORLD FD	INF TECH ETF	$13.9M	19879	3.15%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$11.8M	124281	2.67%	SOLE
5	ALPHABET INC	CAP STK CL C	$11.1M	38555	2.51%	SOLE
6	ADVISORS INNER CIRCLE FD III	STRATEGAS MACRO	$10.2M	259798	2.32%	SOLE
7	ISHARES TR	CORE S&P MCP ETF	$10.0M	148616	2.28%	SOLE
8	TORTOISE CAPITAL SERIES TRUS	NORTH AMRCN PIPE	$9.6M	227063	2.18%	SOLE
9	ISHARES TR	CORE S&P SCP ETF	$9.3M	74557	2.10%	SOLE
10	ISHARES TR	CORE UNIVRSL USD	$9.2M	199664	2.09%	SOLE
11	MICROSOFT CORP	COM	$8.1M	21920	1.84%	SOLE
12	EXXON MOBIL CORP	COM	$7.8M	45988	1.77%	SOLE
13	APPLE INC	COM	$7.6M	30102	1.73%	SOLE
14	JPMORGAN CHASE & CO	COM	$6.9M	23491	1.57%	SOLE
15	SCHWAB STRATEGIC TR	US LRG CAP ETF	$6.9M	268645	1.56%	SOLE
16	BROOKFIELD CORP	CL A LTD VT SH	$6.3M	154705	1.42%	SOLE
17	JANUS DETROIT STR TR	HENDERSN CAP ETF	$5.9M	84456	1.34%	SOLE
18	CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$5.8M	195324	1.31%	SOLE
19	GOLDMAN SACHS GROUP INC	COM	$5.6M	6649	1.28%	SOLE
20	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$5.4M	100072	1.23%	SOLE
21	KKR & CO INC	COM	$5.4M	58407	1.23%	SOLE
22	LOWES COS INC	COM	$5.2M	21954	1.18%	SOLE
23	BROADCOM INC	COM	$5.2M	16699	1.17%	SOLE
24	BLACKSTONE INC	COM	$5.0M	43807	1.14%	SOLE
25	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$4.7M	103709	1.07%	SOLE
26	JOHNSON & JOHNSON	COM	$4.7M	19256	1.07%	SOLE
27	CATERPILLAR INC	COM	$4.5M	6353	1.02%	SOLE
28	GMO ETF TRUST	GMO US QUALITY E	$4.4M	121885	1.00%	SOLE
29	VANGUARD WORLD FD	CONSUM DIS ETF	$4.3M	12028	0.98%	SOLE
30	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$4.2M	28647	0.96%	SOLE
31	SPDR SERIES TRUST	STATE STREET SPD	$4.2M	76126	0.95%	SOLE
32	RTX CORPORATION	COM	$4.0M	20785	0.91%	SOLE
33	ELI LILLY & CO	COM	$3.9M	4250	0.89%	SOLE
34	ISHARES TR	S&P MC 400GR ETF	$3.9M	38732	0.88%	SOLE
35	DUKE ENERGY CORP NEW	COM NEW	$3.8M	28987	0.86%	SOLE
36	AMERICAN CENTY ETF TR	AVANTIS US MID C	$3.5M	47262	0.80%	SOLE
37	META PLATFORMS INC	CL A	$3.5M	6120	0.79%	SOLE
38	WABTEC	COM	$3.4M	13753	0.78%	SOLE
39	NEXTERA ENERGY INC	COM	$3.4M	36873	0.78%	SOLE
40	AMAZON COM INC	COM	$3.4M	16375	0.77%	SOLE
41	SCHWAB STRATEGIC TR	US SML CAP ETF	$3.3M	113215	0.75%	SOLE
42	2023 ETF SERIES TRUST	EAGLE CAPITAL SE	$3.2M	106500	0.74%	SOLE
43	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.2M	6634	0.72%	SOLE
44	VISA INC	COM CL A	$3.2M	10453	0.72%	SOLE
45	PEPSICO INC	COM	$3.1M	20189	0.71%	SOLE
46	NVIDIA CORPORATION	COM	$3.1M	17883	0.71%	SOLE
47	BANK AMERICA CORP	COM	$3.1M	63956	0.71%	SOLE
48	SCHWAB STRATEGIC TR	US BRD MKT ETF	$3.0M	120443	0.69%	SOLE
49	CHEVRON CORPORATION	COM	$2.8M	13704	0.64%	SOLE
50	EMERSON ELEC CO	COM	$2.7M	20645	0.61%	SOLE

1–50 of 206

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.