Triangle Securities Wealth Management
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 10, 2025), Triangle Securities Wealth Management reported 201 stock positions worth $388.8 million. Its top holding was JPMorgan Active Value ETF (JAVA) at 3.9% of the portfolio, followed by Schwab US Mid Cap ETF (SCHM, 3.4%) and Vanguard Info Tech ETF (VGT, 2.9%). Compared with Q4 2024, it opened 8 new positions, sold out of 5, added to 77 and reduced 97. The biggest buy was Cap Group Intl Focus (CGXU, shares +526%) and the biggest sale Vanguard Info Tech ETF (VGT, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- RALEIGH, NC
- CIK
- 0001541353
- Portfolio Value
- $388.8M (Q1 2025)
- SEC Filing
- 0001062993-25-007294 ↗ filed Apr 10, 2025
Holdings Value
Holdings 201 stocks · $388.8M
| JAVA JPMorgan Active Value ETF | 3.89% | 237,946 | $15.1M | Add +1.4% |
| SCHM Schwab US Mid Cap ETF | 3.45% | 511,700 | $13.4M | Add +1.2% |
| VGT Vanguard Info Tech ETF | 2.92% | 20,965 | $11.4M | Reduce -3.0% |
| MSFT Microsoft Corp. | 2.56% | 26,484 | $9.9M | Reduce -0.3% |
| SLYV SS SPDR S&P 600 SC Val ETF | 2.52% | 125,137 | $9.8M | Add +0.7% |
| TPYP Managed Portfolio Series | 2.24% | 239,459 | $8.7M | Reduce -2.7% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.23% | 188,082 | $8.7M | Reduce -0.9% |
| SAMT Strategas Macro Them Opps | 2.06% | 274,361 | $8.0M | Reduce -2.0% |
| KKR KKR & Co. Inc. | 1.91% | 64,333 | $7.4M | Add +5.7% |
| IJH iShares Core S&P Midcap ETF | 1.85% | 122,968 | $7.2M | Add +6.8% |
| GOOG Alphabet Inc. Class C | 1.84% | 45,746 | $7.1M | Reduce -3.5% |
| AAPL Apple Inc. | 1.78% | 31,078 | $6.9M | Add +0.7% |
| IJR iShares Core S&P Small-Cap E | 1.71% | 63,541 | $6.6M | Add +6.5% |
| BX Blackstone Inc. | 1.67% | 46,416 | $6.5M | Reduce -2.5% |
| JPM JPMorgan Chase & Co. | 1.66% | 26,340 | $6.5M | Reduce -2.4% |
| SCHX Schwab US Large-Cap ETF | 1.50% | 263,709 | $5.8M | Add +2.8% |
| XOM Exxon Mobil Corp. | 1.45% | 47,558 | $5.7M | Add +0.1% |
| LOW Lowe's Cos Inc. | 1.43% | 23,907 | $5.6M | Reduce -0.6% |
| BN Brookfield Corp. | 1.29% | 95,604 | $5.0M | Add +6.1% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 1.28% | 203,022 | $5.0M | Add +525.8% |
| KIE SS SPDR S&P Insurance ETF | 1.26% | 80,922 | $4.9M | Reduce -1.8% |
| VWO Vanguard Ftse Emerging Marke | 1.18% | 101,166 | $4.6M | Add +2.1% |
| JSML Janus Hender SM Cap GRW Alph | 1.10% | 70,446 | $4.3M | Add +261.1% |
| VCR Vanguard Consumer Discre ETF | 1.07% | 12,810 | $4.2M | Reduce -3.2% |
| LLY Eli Lilly & Co. | 1.02% | 4,814 | $4.0M | Add +30.3% |
| V Visa Inc. Class A | 1.01% | 11,229 | $3.9M | Reduce -2.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.00% | 7,324 | $3.9M | Reduce -1.9% |
| EAGL Eagle Capital Select Eqty | 1.00% | 139,000 | $3.9M | Reduce -1.0% |
| GS Goldman Sachs Group Inc. | 0.99% | 7,077 | $3.9M | Reduce -5.0% |
| DUK Duke Energy Corp. | 0.97% | 30,824 | $3.8M | Add +0.8% |
| VYM Vanguard High DVD Yield ETF | 0.95% | 28,675 | $3.7M | Add +1.6% |
| AVGO Broadcom Inc. | 0.87% | 20,117 | $3.4M | Reduce -2.7% |
| AMZN Amazon.com Inc. | 0.85% | 17,316 | $3.3M | Add +0.5% |
| JNJ Johnson & Johnson | 0.85% | 19,865 | $3.3M | Reduce -0.7% |
| RTX RTX Corp. | 0.80% | 23,346 | $3.1M | Reduce -1.4% |
| PEP Pepsico Inc. | 0.78% | 20,108 | $3.0M | Add +1.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.76% | 70,936 | $3.0M | Reduce -2.2% |
| FBND Fidelity Total Bond ETF | 0.72% | 61,467 | $2.8M | Add +46.1% |
| META Meta Platforms Inc. Class A | 0.70% | 4,741 | $2.7M | Add +1.5% |
| CVX Chevron Corp. | 0.69% | 15,993 | $2.7M | Reduce -1.4% |
| WAB Wabtec Corp. | 0.68% | 14,567 | $2.6M | Reduce -2.1% |
| PG The Procter & Gamble Co. | 0.67% | 15,348 | $2.6M | Reduce -0.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.66% | 31,023 | $2.6M | Add +7.1% |
| UNH Unitedhealth Group Inc. | 0.66% | 4,893 | $2.6M | Add +0.1% |
| NEE Nextera Energy Inc. | 0.65% | 35,544 | $2.5M | Add +5.5% |
| LIN Linde PLC | 0.64% | 5,364 | $2.5M | Reduce -0.6% |
| WFC Wells Fargo & Co. | 0.64% | 34,607 | $2.5M | Reduce -1.3% |
| SAGP Strategas Global Policy Opp | 0.63% | 81,078 | $2.4M | Add +1.8% |
| SCHA Schwab US Small-Cap ETF | 0.63% | 104,326 | $2.4M | Add +2.5% |
| ENB Enbridge Inc. | 0.60% | 52,903 | $2.3M | Reduce -0.8% |
| CRM Salesforce Inc. | 0.60% | 8,719 | $2.3M | Reduce -0.6% |
| CAT Caterpillar Inc. | 0.58% | 6,869 | $2.3M | Add +3.0% |
| ORCL Oracle Corp. | 0.57% | 15,871 | $2.2M | Add +1.5% |
| SCHB Schwab US Broad Market ETF | 0.57% | 102,891 | $2.2M | Add +4.8% |
| GRMN Garmin Ltd. | 0.57% | 10,127 | $2.2M | Reduce -5.7% |
| EMR Emerson Electric Co. | 0.56% | 20,034 | $2.2M | Reduce -2.5% |
| IJS iShares S&P Small-Cap 600 Va | 0.55% | 21,850 | $2.1M | Add +1.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.55% | 5,740 | $2.1M | Add +7.1% |
| AMGN Amgen Inc. | 0.55% | 6,823 | $2.1M | Reduce -0.9% |
| XLRE SS Real Estate Select Sector | 0.54% | 50,097 | $2.1M | Add +6.7% |
| TFC Truist Financial Corp. | 0.54% | 50,801 | $2.1M | Reduce -10.1% |
| RSP Invesco S&P 500 Equal Weight | 0.51% | 11,501 | $2.0M | Reduce -1.3% |
| LYV Live Nation Entertainment Inc. | 0.49% | 14,543 | $1.9M | Add +0.1% |
| NVDA Nvidia Corp. | 0.48% | 17,328 | $1.9M | Add +6.0% |
| BDX Becton Dickinson and Co. | 0.47% | 7,995 | $1.8M | Add +0.8% |
| CTVA Corteva Inc. | 0.44% | 27,241 | $1.7M | Reduce -0.7% |
| ADBE Adobe Inc. | 0.41% | 4,181 | $1.6M | Reduce -0.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.41% | 2 | $1.6M | New |
| KMX Carmax Inc. | 0.41% | 20,218 | $1.6M | Add +42.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.38% | 2,609 | $1.5M | Reduce -5.0% |
| AMT American Tower Corp. | 0.37% | 6,578 | $1.4M | Add +8.2% |
| VT Vanguard Tot World STK ETF | 0.36% | 12,232 | $1.4M | Add +2.4% |
| QLTY GMO U.S. Quality ETF | 0.36% | 44,473 | $1.4M | Add +20.9% |
| ICE Intercontinental Exchange Inc. | 0.36% | 8,048 | $1.4M | Reduce -1.6% |
| DD Dupont DE Nemours Inc. | 0.35% | 18,446 | $1.4M | Add +0.8% |
| OTIS Otis Worldwide Corp. | 0.35% | 13,217 | $1.4M | Reduce -4.0% |
| ROP Roper Technologies Inc. | 0.35% | 2,301 | $1.4M | Reduce -1.2% |
| VEEV Veeva Systems Inc. Class A | 0.34% | 5,737 | $1.3M | Reduce -0.9% |
| NOW ServiceNow Inc. | 0.34% | 1,661 | $1.3M | Add +10.4% |
| STZ Constellation Brands Inc. Class A | 0.34% | 7,110 | $1.3M | Reduce -7.9% |
| MRK Merck & Co. Inc. | 0.33% | 14,338 | $1.3M | Add +5.6% |
| CPRT Copart Inc. | 0.33% | 22,717 | $1.3M | Add +19.7% |
| COP Conocophillips | 0.33% | 12,234 | $1.3M | Reduce -2.2% |
| ROK Rockwell Automation Inc. | 0.33% | 4,972 | $1.3M | Reduce -0.2% |
| LRCX Lam Research Corp. | 0.33% | 17,541 | $1.3M | Reduce -5.2% |
| WMT Walmart Inc. | 0.31% | 13,642 | $1.2M | Reduce -0.1% |
| PM Philip Morris International | 0.30% | 7,372 | $1.2M | Reduce -0.3% |
| ADSK Autodesk Inc. | 0.30% | 4,460 | $1.2M | Reduce -0.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.30% | 11,825 | $1.2M | Add +6.6% |
| DHR Danaher Corp. | 0.30% | 5,628 | $1.2M | Add +50.2% |
| MCD McDonald's Corp. | 0.29% | 3,627 | $1.1M | Reduce -4.1% |
| USFD US Foods Holding Corp. | 0.29% | 17,198 | $1.1M | Reduce -6.2% |
| EA Electronic Arts Inc. | 0.29% | 7,776 | $1.1M | Reduce -8.8% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.29% | 3,246 | $1.1M | Reduce -0.5% |
| ECL Ecolab Inc. | 0.29% | 4,419 | $1.1M | Add +0.8% |
| VHT Vanguard Health Care ETF | 0.28% | 4,166 | $1.1M | Add +1.4% |
| LHX L3HARRIS Technologies Inc. | 0.28% | 5,187 | $1.1M | Reduce -8.1% |
| MS Morgan Stanley | 0.27% | 9,099 | $1.1M | Reduce -3.6% |
| BMY Bristol-Myers Squibb Co. | 0.27% | 17,180 | $1.0M | Add +2.5% |
| MCO Moody's Corp. | 0.26% | 2,207 | $1.0M | Reduce -1.1% |
Portfolio Sells Q4 2024 → Q1 2025
| VGT Vanguard Info Tech ETF | Reduce -3.0% | 2.92% | −0.52 |
| GOOG Alphabet Inc. Class C | Reduce -3.5% | 1.84% | −0.48 |
| BX Blackstone Inc. | Reduce -2.5% | 1.67% | −0.44 |
| AVGO Broadcom Inc. | Reduce -2.7% | 0.87% | −0.36 |
| MSFT Microsoft Corp. | Reduce -0.3% | 2.56% | −0.32 |
| VCR Vanguard Consumer Discre ETF | Reduce -3.2% | 1.07% | −0.20 |
| CRM Salesforce Inc. | Reduce -0.6% | 0.60% | −0.15 |
| STZ Constellation Brands Inc. Class A | Reduce -7.9% | 0.34% | −0.10 |
| GS Goldman Sachs Group Inc. | Reduce -5.0% | 0.99% | −0.10 |
| TFC Truist Financial Corp. | Reduce -10.1% | 0.54% | −0.09 |
| EMR Emerson Electric Co. | Reduce -2.5% | 0.56% | −0.09 |
| LOW Lowe's Cos Inc. | Reduce -0.6% | 1.43% | −0.09 |
| CMCSA Comcast Corp. Class A | Reduce -34.7% | 0.15% | −0.08 |
| AMD Advanced Micro Devices | Reduce -39.8% | 0.08% | −0.08 |
| ADBE Adobe Inc. | Reduce -0.3% | 0.41% | −0.07 |
| TGT Target Corp. | Reduce -8.2% | 0.16% | −0.07 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.06 |
| FLEX Flex Ltd. | Sold out | 0.00% | −0.06 |
| LUV Southwest Airlines Co. | Sold out | 0.00% | −0.06 |
| BAC Bank of America Corp. | Reduce -2.2% | 0.76% | −0.06 |
| WTW Willis Towers Watson PLC | Sold out | 0.00% | −0.05 |
| SWK Stanley Black & Decker Inc. | Reduce -19.4% | 0.16% | −0.05 |
| WAB Wabtec Corp. | Reduce -2.1% | 0.68% | −0.04 |
| ADSK Autodesk Inc. | Reduce -0.2% | 0.30% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.0% | 0.38% | −0.04 |
| ROK Rockwell Automation Inc. | Reduce -0.2% | 0.33% | −0.03 |
| SAMT Strategas Macro Them Opps | Reduce -2.0% | 2.06% | −0.03 |
| MS Morgan Stanley | Reduce -3.6% | 0.27% | −0.03 |
| EA Electronic Arts Inc. | Reduce -8.8% | 0.29% | −0.03 |
| USFD US Foods Holding Corp. | Reduce -6.2% | 0.29% | −0.03 |
| LHX L3HARRIS Technologies Inc. | Reduce -8.1% | 0.28% | −0.03 |
| BKNG Booking Holdings Inc. | Reduce -8.2% | 0.15% | −0.03 |
| MAR Marriott International Class A | Reduce -1.1% | 0.14% | −0.03 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -19.3% | 0.11% | −0.02 |
| CMI Cummins Inc. | Reduce -2.0% | 0.16% | −0.02 |
| PNC PNC Financial Services Group | Reduce -1.2% | 0.19% | −0.02 |
| HON Honeywell International Inc. | Reduce -1.5% | 0.25% | −0.02 |
| ULTA Ulta Beauty Inc. | Reduce -0.9% | 0.10% | −0.02 |
| PANW Palo Alto Networks Inc. | Reduce -0.5% | 0.25% | −0.02 |
| LRCX Lam Research Corp. | Reduce -5.2% | 0.33% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.5% | 0.26% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Reduce -1.3% | 0.51% | −0.01 |
| NTRS Northern Trust Corp. | Reduce -3.6% | 0.14% | −0.01 |
| MDT Medtronic PLC | Reduce -25.4% | 0.06% | −0.01 |
| BIIB Biogen Inc. | Reduce -0.8% | 0.08% | −0.01 |
| RVTY Revvity Inc. | Reduce -8.3% | 0.07% | −0.01 |
| SABR Sabre Corp. | Sold out | 0.00% | −0.01 |
| FANG Diamondback Energy Inc. | Reduce -4.0% | 0.14% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -12.5% | 0.06% | −0.01 |
| C Citigroup Inc. | Reduce -4.7% | 0.22% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| CGXU Cap Group Intl Focus | Add +525.8% | 1.28% | +1.07 |
| JSML Janus Hender SM Cap GRW Alph | Add +261.1% | 1.10% | +0.77 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.41% | +0.41 |
| LLY Eli Lilly & Co. | Add +30.3% | 1.02% | +0.29 |
| FBND Fidelity Total Bond ETF | Add +46.1% | 0.72% | +0.24 |
| XOM Exxon Mobil Corp. | Add +0.1% | 1.45% | +0.14 |
| IWM iShares Russell 2000 ETF | New | 0.14% | +0.14 |
| DUK Duke Energy Corp. | Add +0.8% | 0.97% | +0.12 |
| KMX Carmax Inc. | Add +42.0% | 0.41% | +0.11 |
| AMT American Tower Corp. | Add +8.2% | 0.37% | +0.08 |
| JAVA JPMorgan Active Value ETF | Add +1.4% | 3.89% | +0.08 |
| DHR Danaher Corp. | Add +50.2% | 0.30% | +0.08 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +63.4% | 0.17% | +0.08 |
| TEQI T Rowe Price Equity Income E | New | 0.07% | +0.07 |
| IVV iShares Core S&P 500 ETF | New | 0.07% | +0.07 |
| CLX Clorox Company | Add +75.6% | 0.17% | +0.06 |
| AVMV Avantis US Mid Cap Val ETF | New | 0.06% | +0.06 |
| SJM The JM Smucker Co. | New | 0.06% | +0.06 |
| VWO Vanguard Ftse Emerging Marke | Add +2.1% | 1.18% | +0.06 |
| VOO Vanguard S&P 500 ETF | New | 0.06% | +0.06 |
| QLTY GMO U.S. Quality ETF | Add +20.9% | 0.36% | +0.06 |
| MKC McCormick & Co.-Non VTG SHRS | New | 0.05% | +0.05 |
| CPRT Copart Inc. | Add +19.7% | 0.33% | +0.05 |
| XLRE SS Real Estate Select Sector | Add +6.7% | 0.54% | +0.05 |
| SAGP Strategas Global Policy Opp | Add +1.8% | 0.63% | +0.05 |
| WEC WEC Energy Group Inc. | Add +6.2% | 0.22% | +0.04 |
| TMO Thermo Fisher Scientific Inc. | Add +21.2% | 0.25% | +0.04 |
| NEE Nextera Energy Inc. | Add +5.5% | 0.65% | +0.03 |
| VYM Vanguard High DVD Yield ETF | Add +1.6% | 0.95% | +0.03 |
| GE General Electric | Add +3.6% | 0.14% | +0.03 |
| BMY Bristol-Myers Squibb Co. | Add +2.5% | 0.27% | +0.03 |
| CI The Cigna Group | Add +8.0% | 0.12% | +0.03 |
| UNH Unitedhealth Group Inc. | Add +0.1% | 0.66% | +0.03 |
| ECL Ecolab Inc. | Add +0.8% | 0.29% | +0.02 |
| DE Deere & Co. | Add +3.4% | 0.18% | +0.02 |
| D Dominion Energy Inc. | Add +12.5% | 0.15% | +0.02 |
| KMB Kimberly-Clark Corp. | Add +0.8% | 0.25% | +0.02 |
| VHT Vanguard Health Care ETF | Add +1.4% | 0.28% | +0.02 |
| MDLZ Mondelez International Inc. Class A | Add +2.3% | 0.11% | +0.01 |
| IBM Intl Business Machines Corp. | Add +1.1% | 0.11% | +0.01 |
| UNP Union Pacific Corp. | Add +5.8% | 0.15% | +0.01 |
| COST Costco Wholesale Corp. | Add +4.4% | 0.15% | +0.01 |
| CB Chubb Ltd. | Add +8.1% | 0.07% | +0.01 |
| HSY The Hershey Co. | Add +8.1% | 0.12% | +0.01 |
| BDX Becton Dickinson and Co. | Add +0.8% | 0.47% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +6.8% | 1.85% | +0.01 |
| FCNCA First Citizens Bcshs Class A | Add +19.0% | 0.13% | +0.01 |
| LYV Live Nation Entertainment Inc. | Add +0.1% | 0.49% | +0.01 |
| VT Vanguard Tot World STK ETF | Add +2.4% | 0.36% | +0.00 |
| SCHD Schwab US DVD Equity ETF | Add +0.8% | 0.11% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 213 | $503.7M | JAVA, SCHM, VGT, SLYV, GOOG |
| Q1 2026 | 206 | $440.6M | JAVA, SCHM, VGT, SLYV, GOOG |
| Q4 2025 | 205 | $474.3M | IJH, JAVA, AAPL, SCHM, VGT |
| Q3 2025 | 203 | $441.8M | JAVA, SCHM, VGT, MSFT, SLYV |
| Q2 2025 | 202 | $406.4M | JAVA, SCHM, VGT, MSFT, SLYV |
| Q1 2025 | 201 | $388.8M | JAVA, SCHM, VGT, MSFT, SLYV |
| Q4 2024 | 198 | $389.9M | JAVA, SCHM, VGT, MSFT, SLYV |
| Q3 2024 | 199 | $386.9M | JAVA, SCHM, VGT, MSFT, SLYV |
| Q2 2024 | 195 | $354.1M | SCHM, VGT, MSFT, SLYV, GOOG |
| Q1 2024 | 193 | $350.8M | SCHM, MSFT, VGT, SLYV, KKR |