Triangle Securities Wealth Management
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 10, 2025), Triangle Securities Wealth Management reported 202 stock positions worth $406.4 million. Its top holding was JPMorgan Active Value ETF (JAVA) at 3.9% of the portfolio, followed by Schwab US Mid Cap ETF (SCHM, 3.6%) and Vanguard Info Tech ETF (VGT, 3.2%). Compared with Q1 2025, it opened 12 new positions, sold out of 11, added to 51 and reduced 118. The biggest buy was Goldman Sachs (GS, shares +90%) and the biggest sale Apple (AAPL, shares −20%).
- Most Recent 13F
- Q2 2026
- Location
- RALEIGH, NC
- CIK
- 0001541353
- Portfolio Value
- $406.4M (Q2 2025)
- SEC Filing
- 0001062993-25-012685 ↗ filed Jul 10, 2025
Holdings Value
Holdings 202 stocks · $406.4M
| JAVA JPMorgan Active Value ETF | 3.87% | 240,257 | $15.7M | Add +1.0% |
| SCHM Schwab US Mid Cap ETF | 3.58% | 518,427 | $14.5M | Add +1.3% |
| VGT Vanguard Info Tech ETF | 3.21% | 19,690 | $13.1M | Reduce -6.1% |
| MSFT Microsoft Corp. | 2.43% | 19,874 | $9.9M | Reduce -25.0% |
| SLYV SS SPDR S&P 600 SC Val ETF | 2.41% | 122,855 | $9.8M | Reduce -1.8% |
| SAMT Strategas Macro Them Opps | 2.35% | 276,864 | $9.5M | Add +0.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.14% | 188,144 | $8.7M | Add +0.0% |
| GS Goldman Sachs Group Inc. | 2.07% | 13,478 | $8.4M | Add +90.5% |
| TPYP Tortoise North American Pipe | 2.05% | 233,011 | $8.3M | Reduce -2.7% |
| KKR KKR & Co. Inc. | 2.05% | 62,556 | $8.3M | Reduce -2.8% |
| IJH iShares Core S&P Midcap ETF | 1.93% | 126,386 | $7.8M | Add +2.8% |
| GOOG Alphabet Inc. Class C | 1.87% | 42,844 | $7.6M | Reduce -6.3% |
| IJR iShares Core S&P Small-Cap E | 1.73% | 64,436 | $7.0M | Add +1.4% |
| BX Blackstone Inc. | 1.67% | 45,325 | $6.8M | Reduce -2.4% |
| JPM JPMorgan Chase & Co. | 1.61% | 22,631 | $6.6M | Reduce -14.1% |
| SCHX Schwab US Large-Cap ETF | 1.59% | 263,908 | $6.4M | Add +0.1% |
| BN Brookfield Corp. | 1.48% | 97,469 | $6.0M | Add +1.9% |
| AVGO Broadcom Inc. | 1.37% | 20,189 | $5.6M | Add +0.4% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 1.30% | 194,851 | $5.3M | Reduce -4.0% |
| AAPL Apple Inc. | 1.26% | 24,901 | $5.1M | Reduce -19.9% |
| VWO Vanguard Ftse Emerging Marke | 1.23% | 101,093 | $5.0M | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 1.16% | 43,875 | $4.7M | Reduce -7.7% |
| KIE SS SPDR S&P Insurance ETF | 1.15% | 77,888 | $4.7M | Reduce -3.8% |
| JSML Janus Hender SM Cap GRW Alph | 1.12% | 67,601 | $4.6M | Reduce -4.0% |
| LOW Lowe's Cos Inc. | 1.12% | 20,505 | $4.5M | Reduce -14.2% |
| VCR Vanguard Consumer Discre ETF | 1.09% | 12,254 | $4.4M | Reduce -4.3% |
| EAGL Eagle Capital Select Eqty | 1.03% | 139,000 | $4.2M | No change |
| XLRE SS Real Estate Select Sector | 1.03% | 100,260 | $4.2M | Add +100.1% |
| FBND Fidelity Total Bond ETF | 1.01% | 90,041 | $4.1M | Add +46.5% |
| V Visa Inc. Class A | 0.96% | 11,009 | $3.9M | Reduce -2.0% |
| LLY Eli Lilly & Co. | 0.91% | 4,720 | $3.7M | Reduce -1.9% |
| VYM Vanguard High DVD Yield ETF | 0.88% | 26,892 | $3.6M | Reduce -6.2% |
| AMZN Amazon.com Inc. | 0.88% | 16,309 | $3.6M | Reduce -5.8% |
| META Meta Platforms Inc. Class A | 0.87% | 4,812 | $3.6M | Add +1.5% |
| DUK Duke Energy Corp. | 0.84% | 28,943 | $3.4M | Reduce -6.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.80% | 6,669 | $3.2M | Reduce -8.9% |
| RTX RTX Corp. | 0.78% | 21,665 | $3.2M | Reduce -7.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.75% | 64,828 | $3.1M | Reduce -8.6% |
| NVDA Nvidia Corp. | 0.74% | 19,005 | $3.0M | Add +9.7% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.73% | 32,829 | $3.0M | Add +5.8% |
| WAB Wabtec Corp. | 0.72% | 14,022 | $2.9M | Reduce -3.7% |
| EMR Emerson Electric Co. | 0.72% | 21,903 | $2.9M | Add +9.3% |
| SCHA Schwab US Small-Cap ETF | 0.71% | 114,768 | $2.9M | Add +10.0% |
| SCHB Schwab US Broad Market ETF | 0.68% | 116,743 | $2.8M | Add +13.5% |
| JNJ Johnson & Johnson | 0.67% | 17,749 | $2.7M | Reduce -10.7% |
| SAGP Strategas Global Policy Opp | 0.65% | 80,519 | $2.7M | Reduce -0.7% |
| PEP Pepsico Inc. | 0.61% | 18,672 | $2.5M | Reduce -7.1% |
| LIN Linde PLC | 0.61% | 5,247 | $2.5M | Reduce -2.2% |
| CRM Salesforce Inc. | 0.60% | 8,998 | $2.5M | Add +3.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.60% | 5,555 | $2.4M | Reduce -3.2% |
| WFC Wells Fargo & Co. | 0.59% | 29,899 | $2.4M | Reduce -13.6% |
| CAT Caterpillar Inc. | 0.59% | 6,151 | $2.4M | Reduce -10.4% |
| ORCL Oracle Corp. | 0.58% | 10,825 | $2.4M | Reduce -31.8% |
| RSP Invesco S&P 500 Equal Weight | 0.55% | 12,305 | $2.2M | Add +7.0% |
| IJS iShares S&P Small-Cap 600 Va | 0.55% | 22,282 | $2.2M | Add +2.0% |
| PG The Procter & Gamble Co. | 0.54% | 13,780 | $2.2M | Reduce -10.2% |
| LYV Live Nation Entertainment Inc. | 0.52% | 13,838 | $2.1M | Reduce -4.8% |
| NEE Nextera Energy Inc. | 0.51% | 29,997 | $2.1M | Reduce -15.6% |
| GRMN Garmin Ltd. | 0.51% | 9,937 | $2.1M | Reduce -1.9% |
| ENB Enbridge Inc. | 0.49% | 43,975 | $2.0M | Reduce -16.9% |
| QLTY GMO U.S. Quality ETF | 0.48% | 56,671 | $1.9M | Add +27.4% |
| CTVA Corteva Inc. | 0.48% | 25,926 | $1.9M | Reduce -4.8% |
| CVX Chevron Corp. | 0.46% | 13,056 | $1.9M | Reduce -18.4% |
| UNH Unitedhealth Group Inc. | 0.44% | 5,722 | $1.8M | Add +16.9% |
| LRCX Lam Research Corp. | 0.42% | 17,587 | $1.7M | Add +0.3% |
| NOW ServiceNow Inc. | 0.42% | 1,641 | $1.7M | Reduce -1.2% |
| DFIV Dimensional International Va | 0.41% | 39,043 | $1.7M | New |
| VEEV Veeva Systems Inc. Class A | 0.41% | 5,782 | $1.7M | Add +0.8% |
| ROK Rockwell Automation Inc. | 0.40% | 4,944 | $1.6M | Reduce -0.6% |
| VT Vanguard Tot World STK ETF | 0.39% | 12,389 | $1.6M | Add +1.3% |
| AMGN Amgen Inc. | 0.39% | 5,660 | $1.6M | Reduce -17.1% |
| ADBE Adobe Inc. | 0.38% | 4,033 | $1.6M | Reduce -3.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.36% | 2,389 | $1.5M | Reduce -8.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.36% | 2 | $1.5M | No change |
| ICE Intercontinental Exchange Inc. | 0.35% | 7,813 | $1.4M | Reduce -2.9% |
| AMT American Tower Corp. | 0.35% | 6,473 | $1.4M | Reduce -1.6% |
| KMX Carmax Inc. | 0.34% | 20,613 | $1.4M | Add +1.9% |
| ADSK Autodesk Inc. | 0.34% | 4,408 | $1.4M | Reduce -1.2% |
| DHR Danaher Corp. | 0.32% | 6,613 | $1.3M | Add +17.5% |
| ROP Roper Technologies Inc. | 0.32% | 2,291 | $1.3M | Reduce -0.4% |
| USFD US Foods Holding Corp. | 0.32% | 16,823 | $1.3M | Reduce -2.2% |
| XLK SS Technology Select Sector | 0.31% | 4,950 | $1.3M | Add +2.6% |
| MS Morgan Stanley | 0.31% | 8,894 | $1.3M | Reduce -2.3% |
| OTIS Otis Worldwide Corp. | 0.30% | 12,335 | $1.2M | Reduce -6.7% |
| EA Electronic Arts Inc. | 0.30% | 7,576 | $1.2M | Reduce -2.6% |
| FCNCA First Citizens Bcshs Class A | 0.30% | 617 | $1.2M | Add +118.8% |
| VOX Vanguard Communication Servi | 0.29% | 6,804 | $1.2M | Add +0.5% |
| PANW Palo Alto Networks Inc. | 0.28% | 5,632 | $1.2M | Add +0.5% |
| CPRT Copart Inc. | 0.28% | 23,042 | $1.1M | Add +1.4% |
| LHX L3HARRIS Technologies Inc. | 0.28% | 4,462 | $1.1M | Reduce -14.0% |
| STZ Constellation Brands Inc. Class A | 0.27% | 6,849 | $1.1M | Reduce -3.7% |
| WMT Walmart Inc. | 0.27% | 11,255 | $1.1M | Reduce -17.5% |
| VHT Vanguard Health Care ETF | 0.27% | 4,419 | $1.1M | Add +6.1% |
| DD Dupont DE Nemours Inc. | 0.27% | 15,884 | $1.1M | Reduce -13.9% |
| MCO Moody's Corp. | 0.27% | 2,167 | $1.1M | Reduce -1.8% |
| COP Conocophillips | 0.27% | 12,084 | $1.1M | Reduce -1.2% |
| TMO Thermo Fisher Scientific Inc. | 0.27% | 2,666 | $1.1M | Add +34.3% |
| AMAT Applied Materials Inc. | 0.26% | 5,869 | $1.1M | Add +1.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.26% | 3,830 | $1.1M | Reduce -0.4% |
| TFC Truist Financial Corp. | 0.26% | 24,868 | $1.1M | Reduce -51.0% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -19.9% | 1.26% | −0.52 |
| LOW Lowe's Cos Inc. | Reduce -14.2% | 1.12% | −0.31 |
| XOM Exxon Mobil Corp. | Reduce -7.7% | 1.16% | −0.29 |
| BDX Becton Dickinson and Co. | Reduce -45.4% | 0.18% | −0.29 |
| TFC Truist Financial Corp. | Reduce -51.0% | 0.26% | −0.27 |
| CVX Chevron Corp. | Reduce -18.4% | 0.46% | −0.23 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -8.9% | 0.80% | −0.21 |
| TPYP Tortoise North American Pipe | Reduce -2.7% | 2.05% | −0.19 |
| MCD McDonald's Corp. | Reduce -61.5% | 0.10% | −0.19 |
| JNJ Johnson & Johnson | Reduce -10.7% | 0.67% | −0.18 |
| PEP Pepsico Inc. | Reduce -7.1% | 0.61% | −0.17 |
| AMGN Amgen Inc. | Reduce -17.1% | 0.39% | −0.16 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.14 |
| NEE Nextera Energy Inc. | Reduce -15.6% | 0.51% | −0.14 |
| PG The Procter & Gamble Co. | Reduce -10.2% | 0.54% | −0.13 |
| DUK Duke Energy Corp. | Reduce -6.1% | 0.84% | −0.13 |
| USB US Bancorp | Reduce -63.8% | 0.07% | −0.13 |
| MSFT Microsoft Corp. | Reduce -25.0% | 2.43% | −0.12 |
| MRK Merck & Co. Inc. | Reduce -24.6% | 0.21% | −0.12 |
| LLY Eli Lilly & Co. | Reduce -1.9% | 0.91% | −0.12 |
| KIE SS SPDR S&P Insurance ETF | Reduce -3.8% | 1.15% | −0.12 |
| ENB Enbridge Inc. | Reduce -16.9% | 0.49% | −0.11 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -1.8% | 2.41% | −0.11 |
| SWK Stanley Black & Decker Inc. | Reduce -61.2% | 0.05% | −0.11 |
| CMCSA Comcast Corp. Class A | Reduce -63.2% | 0.05% | −0.10 |
| IHI iShares U.S. Medical Devices | Reduce -40.2% | 0.14% | −0.09 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.09 |
| BMY Bristol-Myers Squibb Co. | Reduce -9.0% | 0.18% | −0.09 |
| DD Dupont DE Nemours Inc. | Reduce -13.9% | 0.27% | −0.09 |
| TGT Target Corp. | Reduce -48.1% | 0.08% | −0.09 |
| BIIB Biogen Inc. | Sold out | 0.00% | −0.08 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.08 |
| CL Colgate-Palmolive Co. | Reduce -34.0% | 0.12% | −0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -42.7% | 0.12% | −0.07 |
| RVTY Revvity Inc. | Sold out | 0.00% | −0.07 |
| VYM Vanguard High DVD Yield ETF | Reduce -6.2% | 0.88% | −0.07 |
| CB Chubb Ltd. | Sold out | 0.00% | −0.07 |
| COP Conocophillips | Reduce -1.2% | 0.27% | −0.06 |
| STZ Constellation Brands Inc. Class A | Reduce -3.7% | 0.27% | −0.06 |
| PM Philip Morris International | Reduce -27.3% | 0.24% | −0.06 |
| MO Altria Group Inc. | Sold out | 0.00% | −0.06 |
| SLB SLB Ltd. | Reduce -8.3% | 0.15% | −0.06 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.06 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.06 |
| SCHD Schwab US DVD Equity ETF | Reduce -46.8% | 0.05% | −0.06 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.06 |
| GRMN Garmin Ltd. | Reduce -1.9% | 0.51% | −0.06 |
| MKC McCormick & Co.-Non VTG SHRS | Sold out | 0.00% | −0.05 |
| UNP Union Pacific Corp. | Reduce -29.4% | 0.10% | −0.05 |
| V Visa Inc. Class A | Reduce -2.0% | 0.96% | −0.05 |
Portfolio Buys Q1 2025 → Q2 2025
| GS Goldman Sachs Group Inc. | Add +90.5% | 2.07% | +1.07 |
| AVGO Broadcom Inc. | Add +0.4% | 1.37% | +0.50 |
| XLRE SS Real Estate Select Sector | Add +100.1% | 1.03% | +0.49 |
| DFIV Dimensional International Va | New | 0.41% | +0.41 |
| FBND Fidelity Total Bond ETF | Add +46.5% | 1.01% | +0.29 |
| SAMT Strategas Macro Them Opps | Add +0.9% | 2.35% | +0.29 |
| NVDA Nvidia Corp. | Add +9.7% | 0.74% | +0.26 |
| BN Brookfield Corp. | Add +1.9% | 1.48% | +0.19 |
| BR Broadridge Financial Solutio | New | 0.19% | +0.19 |
| ONON On Holding AG Class A | New | 0.19% | +0.19 |
| META Meta Platforms Inc. Class A | Add +1.5% | 0.87% | +0.17 |
| FCNCA First Citizens Bcshs Class A | Add +118.8% | 0.30% | +0.16 |
| EMR Emerson Electric Co. | Add +9.3% | 0.72% | +0.15 |
| APD Air Products & Chemicals Inc. | New | 0.15% | +0.15 |
| SCHM Schwab US Mid Cap ETF | Add +1.3% | 3.58% | +0.13 |
| QLTY GMO U.S. Quality ETF | Add +27.4% | 0.48% | +0.12 |
| SCHB Schwab US Broad Market ETF | Add +13.5% | 0.68% | +0.11 |
| SCHG Schwab US Large-Cap Growth | New | 0.11% | +0.11 |
| LRCX Lam Research Corp. | Add +0.3% | 0.42% | +0.09 |
| SCHX Schwab US Large-Cap ETF | Add +0.1% | 1.59% | +0.09 |
| SCHA Schwab US Small-Cap ETF | Add +10.0% | 0.71% | +0.09 |
| IJH iShares Core S&P Midcap ETF | Add +2.8% | 1.93% | +0.08 |
| IVV iShares Core S&P 500 ETF | Add +101.6% | 0.15% | +0.08 |
| BRO Brown & Brown Inc. | New | 0.08% | +0.08 |
| TEQI T Rowe Price Equity Income E | Add +109.8% | 0.15% | +0.08 |
| SLYG SS SPDR S&P 600 SC GR ETF | New | 0.08% | +0.08 |
| FLEX Flex Ltd. | New | 0.07% | +0.07 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +5.8% | 0.73% | +0.07 |
| VEEV Veeva Systems Inc. Class A | Add +0.8% | 0.41% | +0.07 |
| EFG iShares MSCI Eafe Growth ETF | New | 0.07% | +0.07 |
| DFSV Dimensional US Small Cap Val | New | 0.06% | +0.06 |
| CCI Crown Castle Inc. | New | 0.05% | +0.05 |
| XLK SS Technology Select Sector | Add +2.6% | 0.31% | +0.05 |
| AMAT Applied Materials Inc. | Add +1.7% | 0.26% | +0.05 |
| GEV GE Vernova Inc. | Add +0.7% | 0.10% | +0.04 |
| RSP Invesco S&P 500 Equal Weight | Add +7.0% | 0.55% | +0.04 |
| PANW Palo Alto Networks Inc. | Add +0.5% | 0.28% | +0.04 |
| C Citigroup Inc. | Add +1.4% | 0.26% | +0.04 |
| AVMV Avantis US Mid Cap Val ETF | Add +54.7% | 0.10% | +0.04 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +34.6% | 0.12% | +0.03 |
| ASML ASML Holding NV-NY Reg SHS | Add +5.6% | 0.16% | +0.03 |
| VOX Vanguard Communication Servi | Add +0.5% | 0.29% | +0.03 |
| VT Vanguard Tot World STK ETF | Add +1.3% | 0.39% | +0.03 |
| DHR Danaher Corp. | Add +17.5% | 0.32% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Add +1.4% | 1.73% | +0.02 |
| MAR Marriott International Class A | Add +2.9% | 0.16% | +0.02 |
| TMO Thermo Fisher Scientific Inc. | Add +34.3% | 0.27% | +0.01 |
| SABR Sabre Corp. | New | 0.01% | +0.01 |
| EEM iShares MSCI Emerging Market | Add +0.0% | 0.09% | +0.00 |
| SJM The JM Smucker Co. | Add +30.5% | 0.06% | +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 |