Triangle Securities Wealth Management
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 15, 2025), Triangle Securities Wealth Management reported 203 stock positions worth $441.8 million. Its top holding was JPMorgan Active Value ETF (JAVA) at 3.8% of the portfolio, followed by Schwab US Mid Cap ETF (SCHM, 3.5%) and Vanguard Info Tech ETF (VGT, 3.5%). Compared with Q2 2025, it opened 5 new positions, sold out of 4, added to 102 and reduced 77. The biggest buy was Microsoft (MSFT, shares +29%) and the biggest sale Goldman Sachs (GS, shares −49%).
- Most Recent 13F
- Q2 2026
- Location
- RALEIGH, NC
- CIK
- 0001541353
- Portfolio Value
- $441.8M (Q3 2025)
- SEC Filing
- 0001062993-25-016081 ↗ filed Oct 15, 2025
Holdings Value
Holdings 203 stocks · $441.8M
| JAVA JPMorgan Active Value ETF | 3.76% | 240,720 | $16.6M | Add +0.2% |
| SCHM Schwab US Mid Cap ETF | 3.47% | 516,968 | $15.3M | Reduce -0.3% |
| VGT Vanguard Info Tech ETF | 3.47% | 20,518 | $15.3M | Add +4.2% |
| MSFT Microsoft Corp. | 3.01% | 25,679 | $13.3M | Add +29.2% |
| SLYV SS SPDR S&P 600 SC Val ETF | 2.48% | 123,384 | $10.9M | Add +0.4% |
| GOOG Alphabet Inc. Class C | 2.42% | 43,958 | $10.7M | Add +2.6% |
| SAMT Strategas Macro Them Opps | 2.21% | 262,393 | $9.8M | Reduce -5.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.02% | 190,931 | $8.9M | Add +1.5% |
| IJH iShares Core S&P Midcap ETF | 1.94% | 131,060 | $8.6M | Add +3.7% |
| TPYP Tortoise North American Pipe | 1.89% | 229,410 | $8.4M | Reduce -1.6% |
| JPM JPMorgan Chase & Co. | 1.84% | 25,822 | $8.1M | Add +14.1% |
| IJR iShares Core S&P Small-Cap E | 1.79% | 66,651 | $7.9M | Add +3.4% |
| KKR KKR & Co. Inc. | 1.79% | 60,807 | $7.9M | Reduce -2.8% |
| AAPL Apple Inc. | 1.76% | 30,601 | $7.8M | Add +22.9% |
| BX Blackstone Inc. | 1.70% | 44,073 | $7.5M | Reduce -2.8% |
| BN Brookfield Corp. | 1.54% | 99,119 | $6.8M | Add +1.7% |
| SCHX Schwab US Large-Cap ETF | 1.53% | 257,019 | $6.8M | Reduce -2.6% |
| LOW Lowe's Cos Inc. | 1.32% | 23,259 | $5.8M | Add +13.4% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 1.29% | 192,896 | $5.7M | Reduce -1.0% |
| AVGO Broadcom Inc. | 1.28% | 17,196 | $5.7M | Reduce -14.8% |
| GS Goldman Sachs Group Inc. | 1.24% | 6,880 | $5.5M | Reduce -49.0% |
| VWO Vanguard Ftse Emerging Marke | 1.22% | 99,838 | $5.4M | Reduce -1.2% |
| XOM Exxon Mobil Corp. | 1.19% | 46,649 | $5.3M | Add +6.3% |
| JSML Janus Hender SM Cap GRW Alph | 1.16% | 68,627 | $5.1M | Add +1.5% |
| VCR Vanguard Consumer Discre ETF | 1.10% | 12,277 | $4.9M | Add +0.2% |
| KIE SS SPDR S&P Insurance ETF | 1.05% | 78,257 | $4.6M | Add +0.5% |
| ORCL Oracle Corp. | 0.97% | 15,261 | $4.3M | Add +41.0% |
| FBND Fidelity Total Bond ETF | 0.96% | 91,352 | $4.2M | Add +1.5% |
| VYM Vanguard High DVD Yield ETF | 0.91% | 28,584 | $4.0M | Add +6.3% |
| META Meta Platforms Inc. Class A | 0.87% | 5,219 | $3.8M | Add +8.5% |
| RTX RTX Corp. | 0.85% | 22,460 | $3.8M | Add +3.7% |
| V Visa Inc. Class A | 0.85% | 10,967 | $3.7M | Reduce -0.4% |
| DUK Duke Energy Corp. | 0.84% | 29,976 | $3.7M | Add +3.6% |
| AMZN Amazon.com Inc. | 0.84% | 16,837 | $3.7M | Add +3.2% |
| JNJ Johnson & Johnson | 0.81% | 19,360 | $3.6M | Add +9.1% |
| NVDA Nvidia Corp. | 0.80% | 19,008 | $3.5M | Add +0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.80% | 7,004 | $3.5M | Add +5.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.79% | 67,535 | $3.5M | Add +4.2% |
| LLY Eli Lilly & Co. | 0.79% | 4,554 | $3.5M | Reduce -3.5% |
| EAGL Eagle Capital Select Eqty | 0.75% | 106,500 | $3.3M | Reduce -23.4% |
| CAT Caterpillar Inc. | 0.75% | 6,977 | $3.3M | Add +13.4% |
| SCHA Schwab US Small-Cap ETF | 0.73% | 115,428 | $3.2M | Add +0.6% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.71% | 32,863 | $3.2M | Add +0.1% |
| SCHB Schwab US Broad Market ETF | 0.68% | 117,174 | $3.0M | Add +0.4% |
| NEE Nextera Energy Inc. | 0.66% | 38,417 | $2.9M | Add +28.1% |
| PEP Pepsico Inc. | 0.64% | 20,272 | $2.8M | Add +8.6% |
| EMR Emerson Electric Co. | 0.64% | 21,606 | $2.8M | Reduce -1.4% |
| WFC Wells Fargo & Co. | 0.64% | 33,649 | $2.8M | Add +12.5% |
| WAB Wabtec Corp. | 0.63% | 13,983 | $2.8M | Reduce -0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.61% | 5,633 | $2.7M | Add +1.4% |
| SAGP Strategas Global Policy Opp | 0.60% | 77,227 | $2.7M | Reduce -4.1% |
| ENB Enbridge Inc. | 0.58% | 50,710 | $2.6M | Add +15.3% |
| LIN Linde PLC | 0.56% | 5,230 | $2.5M | Reduce -0.3% |
| IJS iShares S&P Small-Cap 600 Va | 0.56% | 22,297 | $2.5M | Add +0.1% |
| GRMN Garmin Ltd. | 0.54% | 9,680 | $2.4M | Reduce -2.6% |
| CVX Chevron Corp. | 0.53% | 15,153 | $2.4M | Add +16.1% |
| LRCX Lam Research Corp. | 0.53% | 17,452 | $2.3M | Reduce -0.8% |
| PG The Procter & Gamble Co. | 0.53% | 15,166 | $2.3M | Add +10.1% |
| QLTY GMO U.S. Quality ETF | 0.52% | 62,989 | $2.3M | Add +11.2% |
| XLRE SS Real Estate Select Sector | 0.51% | 53,985 | $2.3M | Reduce -46.1% |
| LYV Live Nation Entertainment Inc. | 0.51% | 13,707 | $2.2M | Reduce -0.9% |
| RSP Invesco S&P 500 Equal Weight | 0.51% | 11,776 | $2.2M | Reduce -4.3% |
| CRM Salesforce Inc. | 0.46% | 8,501 | $2.0M | Reduce -5.5% |
| AMGN Amgen Inc. | 0.43% | 6,783 | $1.9M | Add +19.8% |
| UNH Unitedhealth Group Inc. | 0.43% | 5,504 | $1.9M | Reduce -3.8% |
| DFIV Dimensional International Va | 0.42% | 40,130 | $1.9M | Add +2.8% |
| CTVA Corteva Inc. | 0.41% | 26,672 | $1.8M | Add +2.9% |
| ROK Rockwell Automation Inc. | 0.39% | 4,935 | $1.7M | Reduce -0.2% |
| VEEV Veeva Systems Inc. Class A | 0.39% | 5,750 | $1.7M | Reduce -0.6% |
| VT Vanguard Tot World STK ETF | 0.37% | 11,861 | $1.6M | Reduce -4.3% |
| NOW ServiceNow Inc. | 0.35% | 1,670 | $1.5M | Add +1.8% |
| LHX L3HARRIS Technologies Inc. | 0.35% | 4,998 | $1.5M | Add +12.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.34% | 2 | $1.5M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.34% | 2,259 | $1.5M | Reduce -5.4% |
| EA Electronic Arts Inc. | 0.34% | 7,461 | $1.5M | Reduce -1.5% |
| MS Morgan Stanley | 0.33% | 9,099 | $1.4M | Add +2.3% |
| XLK SS Technology Select Sector | 0.32% | 4,950 | $1.4M | No change |
| DHR Danaher Corp. | 0.32% | 7,036 | $1.4M | Add +6.4% |
| ADSK Autodesk Inc. | 0.31% | 4,316 | $1.4M | Reduce -2.1% |
| WMT Walmart Inc. | 0.31% | 13,205 | $1.4M | Add +17.3% |
| TMO Thermo Fisher Scientific Inc. | 0.31% | 2,805 | $1.4M | Add +5.2% |
| VOX Vanguard Communication Servi | 0.30% | 7,120 | $1.3M | Add +4.6% |
| COST Costco Wholesale Corp. | 0.30% | 1,435 | $1.3M | Add +126.0% |
| ICE Intercontinental Exchange Inc. | 0.30% | 7,769 | $1.3M | Reduce -0.6% |
| ADBE Adobe Inc. | 0.29% | 3,674 | $1.3M | Reduce -8.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.29% | 11,225 | $1.3M | Add +33.5% |
| USFD US Foods Holding Corp. | 0.29% | 16,653 | $1.3M | Reduce -1.0% |
| AMT American Tower Corp. | 0.29% | 6,564 | $1.3M | Add +1.4% |
| AMAT Applied Materials Inc. | 0.28% | 5,936 | $1.2M | Add +1.1% |
| DD Dupont DE Nemours Inc. | 0.27% | 15,498 | $1.2M | Reduce -2.4% |
| CPRT Copart Inc. | 0.27% | 26,307 | $1.2M | Add +14.2% |
| OTIS Otis Worldwide Corp. | 0.27% | 12,867 | $1.2M | Add +4.3% |
| ECL Ecolab Inc. | 0.26% | 4,263 | $1.2M | Add +8.9% |
| GD General Dynamics Corp. | 0.26% | 3,403 | $1.2M | Reduce -1.7% |
| LH Labcorp Holdings Inc. | 0.26% | 4,041 | $1.2M | No change |
| C Citigroup Inc. | 0.26% | 11,375 | $1.2M | Reduce -8.5% |
| GOOGL Alphabet Inc. Class A | 0.26% | 4,749 | $1.2M | Add +72.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.26% | 3,879 | $1.1M | Add +1.3% |
| PANW Palo Alto Networks Inc. | 0.26% | 5,572 | $1.1M | Reduce -1.1% |
| MRK Merck & Co. Inc. | 0.26% | 13,476 | $1.1M | Add +24.6% |
Portfolio Sells Q2 2025 → Q3 2025
| GS Goldman Sachs Group Inc. | Reduce -49.0% | 1.24% | −0.83 |
| XLRE SS Real Estate Select Sector | Reduce -46.1% | 0.51% | −0.51 |
| EAGL Eagle Capital Select Eqty | Reduce -23.4% | 0.75% | −0.28 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.27 |
| KKR KKR & Co. Inc. | Reduce -2.8% | 1.79% | −0.26 |
| TPYP Tortoise North American Pipe | Reduce -1.6% | 1.89% | −0.16 |
| CRM Salesforce Inc. | Reduce -5.5% | 0.46% | −0.15 |
| SAMT Strategas Macro Them Opps | Reduce -5.2% | 2.21% | −0.13 |
| LLY Eli Lilly & Co. | Reduce -3.5% | 0.79% | −0.12 |
| V Visa Inc. Class A | Reduce -0.4% | 0.85% | −0.11 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.3% | 3.47% | −0.11 |
| ADBE Adobe Inc. | Reduce -8.9% | 0.29% | −0.09 |
| WAB Wabtec Corp. | Reduce -0.3% | 0.63% | −0.09 |
| AVGO Broadcom Inc. | Reduce -14.8% | 1.28% | −0.09 |
| ROP Roper Technologies Inc. | Reduce -8.9% | 0.24% | −0.08 |
| EMR Emerson Electric Co. | Reduce -1.4% | 0.64% | −0.08 |
| HON Honeywell International Inc. | Reduce -7.3% | 0.20% | −0.06 |
| ICE Intercontinental Exchange Inc. | Reduce -0.6% | 0.30% | −0.06 |
| SCHX Schwab US Large-Cap ETF | Reduce -2.6% | 1.53% | −0.05 |
| BALL Ball Corp. | Sold out | 0.00% | −0.05 |
| SWK Stanley Black & Decker Inc. | Sold out | 0.00% | −0.05 |
| SAGP Strategas Global Policy Opp | Reduce -4.1% | 0.60% | −0.05 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.05 |
| MGM MGM Resorts International | Reduce -18.7% | 0.15% | −0.05 |
| ISRG Intuitive Surgical Inc. | Reduce -17.1% | 0.08% | −0.05 |
| FCNCA First Citizens Bcshs Class A | Reduce -0.3% | 0.25% | −0.05 |
| RSP Invesco S&P 500 Equal Weight | Reduce -4.3% | 0.51% | −0.04 |
| LIN Linde PLC | Reduce -0.3% | 0.56% | −0.04 |
| TT Trane Technologies PLC | Reduce -34.9% | 0.06% | −0.04 |
| BDX Becton Dickinson and Co. | Reduce -21.8% | 0.14% | −0.04 |
| DE Deere & Co. | Reduce -4.4% | 0.14% | −0.04 |
| MCO Moody's Corp. | Reduce -0.6% | 0.23% | −0.04 |
| CL Colgate-Palmolive Co. | Reduce -9.2% | 0.09% | −0.03 |
| USFD US Foods Holding Corp. | Reduce -1.0% | 0.29% | −0.03 |
| TFC Truist Financial Corp. | Reduce -9.3% | 0.23% | −0.03 |
| PANW Palo Alto Networks Inc. | Reduce -1.1% | 0.26% | −0.03 |
| SLB SLB Ltd. | Reduce -12.5% | 0.12% | −0.03 |
| ADSK Autodesk Inc. | Reduce -2.1% | 0.31% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.4% | 0.34% | −0.02 |
| VEEV Veeva Systems Inc. Class A | Reduce -0.6% | 0.39% | −0.02 |
| VT Vanguard Tot World STK ETF | Reduce -4.3% | 0.37% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -5.2% | 0.11% | −0.02 |
| MAR Marriott International Class A | Reduce -0.3% | 0.14% | −0.02 |
| AMD Advanced Micro Devices | Reduce -27.4% | 0.06% | −0.02 |
| EFX Equifax Inc. | Reduce -0.3% | 0.19% | −0.02 |
| USB US Bancorp | Reduce -21.8% | 0.06% | −0.02 |
| TGT Target Corp. | Reduce -6.5% | 0.06% | −0.02 |
| VHT Vanguard Health Care ETF | Reduce -2.0% | 0.25% | −0.02 |
| DOV Dover Corp. | Reduce -1.6% | 0.07% | −0.02 |
| ROK Rockwell Automation Inc. | Reduce -0.2% | 0.39% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| MSFT Microsoft Corp. | Add +29.2% | 3.01% | +0.58 |
| GOOG Alphabet Inc. Class C | Add +2.6% | 2.42% | +0.55 |
| AAPL Apple Inc. | Add +22.9% | 1.76% | +0.51 |
| ORCL Oracle Corp. | Add +41.0% | 0.97% | +0.39 |
| VGT Vanguard Info Tech ETF | Add +4.2% | 3.47% | +0.25 |
| JPM JPMorgan Chase & Co. | Add +14.1% | 1.84% | +0.23 |
| LOW Lowe's Cos Inc. | Add +13.4% | 1.32% | +0.20 |
| CEFZ Rivernorth Active Income ETF | New | 0.17% | +0.17 |
| CAT Caterpillar Inc. | Add +13.4% | 0.75% | +0.17 |
| COST Costco Wholesale Corp. | Add +126.0% | 0.30% | +0.15 |
| JNJ Johnson & Johnson | Add +9.1% | 0.81% | +0.15 |
| NEE Nextera Energy Inc. | Add +28.1% | 0.66% | +0.14 |
| GOOGL Alphabet Inc. Class A | Add +72.4% | 0.26% | +0.14 |
| ENB Enbridge Inc. | Add +15.3% | 0.58% | +0.09 |
| IHI iShares U.S. Medical Devices | Add +75.3% | 0.21% | +0.08 |
| CVX Chevron Corp. | Add +16.1% | 0.53% | +0.07 |
| RTX RTX Corp. | Add +3.7% | 0.85% | +0.07 |
| LHX L3HARRIS Technologies Inc. | Add +12.0% | 0.35% | +0.07 |
| SLYV SS SPDR S&P 600 SC Val ETF | Add +0.4% | 2.48% | +0.06 |
| NVDA Nvidia Corp. | Add +0.0% | 0.80% | +0.06 |
| KO The Coca-Cola Co. | New | 0.06% | +0.06 |
| MCD McDonald's Corp. | Add +70.4% | 0.16% | +0.06 |
| IJR iShares Core S&P Small-Cap E | Add +3.4% | 1.79% | +0.06 |
| MO Altria Group Inc. | New | 0.06% | +0.06 |
| CB Chubb Ltd. | New | 0.06% | +0.06 |
| BN Brookfield Corp. | Add +1.7% | 1.54% | +0.06 |
| WFC Wells Fargo & Co. | Add +12.5% | 0.64% | +0.05 |
| IMCG iShares Morningstar Mid-Cap | New | 0.05% | +0.05 |
| BA The Boeing Co. | Add +52.4% | 0.15% | +0.05 |
| MRK Merck & Co. Inc. | Add +24.6% | 0.26% | +0.05 |
| AXP American Express Co. | Add +34.5% | 0.20% | +0.05 |
| AMGN Amgen Inc. | Add +19.8% | 0.43% | +0.04 |
| TMO Thermo Fisher Scientific Inc. | Add +5.2% | 0.31% | +0.04 |
| JSML Janus Hender SM Cap GRW Alph | Add +1.5% | 1.16% | +0.04 |
| QLTY GMO U.S. Quality ETF | Add +11.2% | 0.52% | +0.04 |
| PEP Pepsico Inc. | Add +8.6% | 0.64% | +0.04 |
| WMT Walmart Inc. | Add +17.3% | 0.31% | +0.04 |
| DIS The Walt Disney Co. | Add +33.5% | 0.29% | +0.03 |
| BAC Bank of America Corp. | Add +4.2% | 0.79% | +0.03 |
| GE General Electric | Add +11.9% | 0.18% | +0.03 |
| VYM Vanguard High DVD Yield ETF | Add +6.3% | 0.91% | +0.03 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +16.5% | 0.23% | +0.03 |
| APD Air Products & Chemicals Inc. | Add +33.4% | 0.17% | +0.03 |
| XOM Exxon Mobil Corp. | Add +6.3% | 1.19% | +0.03 |
| UNP Union Pacific Corp. | Add +30.1% | 0.12% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +15.9% | 0.17% | +0.02 |
| D Dominion Energy Inc. | Add +19.4% | 0.13% | +0.02 |
| MS Morgan Stanley | Add +2.3% | 0.33% | +0.02 |
| MDLZ Mondelez International Inc. Class A | Add +46.7% | 0.09% | +0.02 |
| VOX Vanguard Communication Servi | Add +4.6% | 0.30% | +0.02 |
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 |