Triangle Securities Wealth Management
Q3 2026 13F filing
Updated 22 days ago214 disclosed positions worth $522.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A J P MORGAN EXCHANGE TRADED F | $20.4M | 256.3K | 3.91% | Added(+1.3%) |
| 2 | V VANGUARD WORLD FD | $19.1M | 152.4K | 3.67% | Trimmed(-2.7%) |
| 3 | S SCHWAB STRATEGIC TR | $18M | 528.4K | 3.44% | Trimmed(-0.4%) |
| 4 | U GMO ETF TRUST | $14.7M | 342.2K | 2.81% | Added(+163.7%) |
| 5 | S SCHWAB STRATEGIC TR | $12.7M | 423.4K | 2.43% | Added(+52.7%) |
| 6 | S SPDR SERIES TRUST | $12.3M | 120.8K | 2.36% | Trimmed(-2.8%) |
| 7 | G ALPHABET INC | $12.2M | 35.9K | 2.34% | Trimmed(-1.5%) |
| 8 | E ISHARES TR | $11.6M | 150.4K | 2.22% | Unchanged |
| 9 | E ISHARES TR | $11M | 153.1K | 2.11% | Added(+1.8%) |
| 10 | ? N/A ADVISORS INNER CIRCLE FD III | $10.9M | 261.1K | 2.08% | Added(+1.8%) |
| 11 | F FIDELITY MERRIMACK STR TR | $10.7M | 247.4K | 2.05% | Added(+118.7%) |
| 12 | M MICROSOFT CORP | $10.4M | 20.2K | 1.99% | Trimmed(-0.6%) |
| 13 | E ISHARES TR | $10.1M | 74.4K | 1.94% | Trimmed(-1.4%) |
| 14 | A APPLE INC | $10M | 29.9K | 1.91% | Trimmed(-0.2%) |
| 15 | E FIDELITY COVINGTON TRUST | $8.9M | 196.3K | 1.70% | — |
| 16 | T TORTOISE CAPITAL SERIES TRUS | $8.8M | 221.8K | 1.69% | Trimmed(-1.3%) |
| 17 | ? N/A JANUS DETROIT STR TR | $7.8M | 90.8K | 1.49% | Added(+1.4%) |
| 18 | J JPMORGAN CHASE & CO | $7.4M | 22.3K | 1.41% | Trimmed(-4.2%) |
| 19 | X EXXONMOBIL HOLDINGS CORP | $7.2M | 44.4K | 1.38% | — |
| 20 | C CAPITAL GROUP INTL FOCUS EQT | $7.1M | 206.8K | 1.36% | Added(+1.8%) |
| 21 | C CATERPILLAR INC | $6.6M | 6.2K | 1.26% | Unchanged |
| 22 | V VANGUARD INTL EQUITY INDEX F | $6M | 101.5K | 1.15% | Trimmed(-0.1%) |
| 23 | B BROOKFIELD CORP | $5.9M | 161.4K | 1.13% | Added(+2.6%) |
| 24 | G GOLDMAN SACHS GROUP INC | $5.6M | 6.2K | 1.07% | Trimmed(-4.7%) |
| 25 | A BROADCOM INC | $5.5M | 15.8K | 1.06% | Trimmed(-0.6%) |
| 26 | K KKR & CO INC | $5.4M | 58.8K | 1.03% | Added(+1.8%) |
| 27 | B BLACKSTONE INC | $5M | 43.8K | 0.96% | Unchanged |
| 28 | J JOHNSON & JOHNSON | $5M | 18.9K | 0.96% | Trimmed(-1.0%) |
| 29 | B BLACKSTONE INC | $5M | 44.2K | 0.95% | Added(+0.9%) |
| 30 | ? N/A AMERICAN CENTY ETF TR | $4.9M | 64.6K | 0.94% | Added(+7.1%) |
| 31 | C CATERPILLAR INC | $4.9M | 6.1K | 0.94% | Trimmed(-1.6%) |
| 32 | L ELI LILLY & CO | $4.8M | 4.1K | 0.91% | Trimmed(-1.6%) |
| 33 | V VANGUARD WORLD FD | $4.6M | 12.6K | 0.88% | Added(+2.8%) |
| 34 | M SPDR SERIES TRUST | $4.6M | 78.6K | 0.88% | Added(+4.7%) |
| 35 | E ISHARES TR | $4.6M | 41.8K | 0.88% | Trimmed(-0.3%) |
| 36 | V VANGUARD WHITEHALL FDS | $4.3M | 27.8K | 0.83% | Trimmed(-1.9%) |
| 37 | V VANGUARD INDEX FDS | $4.2M | 46.7K | 0.81% | Added(+16.5%) |
| 38 | M META PLATFORMS INC | $4.1M | 5.7K | 0.79% | Added(+2.2%) |
| 39 | A AMAZON COM INC | $4.1M | 16.3K | 0.78% | Added(+1.1%) |
| 40 | N NVIDIA CORPORATION | $4M | 17.6K | 0.77% | Trimmed(-0.2%) |
| 41 | L LOWES COS INC | $4M | 21.6K | 0.76% | Trimmed(-2.9%) |
| 42 | W WABTEC | $3.7M | 13.0K | 0.71% | Trimmed(-4.7%) |
| 43 | R RTX CORPORATION | $3.7M | 19.7K | 0.70% | Trimmed(-3.1%) |
| 44 | S SCHWAB STRATEGIC TR | $3.6M | 123.0K | 0.69% | Trimmed(-0.9%) |
| 45 | V VISA INC | $3.5M | 9.8K | 0.68% | Trimmed(-1.8%) |
| 46 | S SCHWAB STRATEGIC TR | $3.5M | 107.5K | 0.67% | Trimmed(-0.4%) |
| 47 | B BANK OF AMER CORP | $3.3M | 61.3K | 0.64% | Trimmed(-4.5%) |
| 48 | D DUKE ENERGY CORP NEW | $3.3M | 28.9K | 0.63% | Added(+0.3%) |
| 49 | B BERKSHIRE HATHAWAY INC DEL | $3.2M | 6.5K | 0.62% | Trimmed(-0.4%) |
| 50 | L LAM RESEARCH CORP | $3.2M | 9.8K | 0.61% | Trimmed(-2.1%) |