Triangle Securities Wealth Management
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 13, 2026), Triangle Securities Wealth Management reported 205 stock positions worth $474.3 million. Its top holding was iShares Core S&P Midcap ETF (IJH) at 3.8% of the portfolio, followed by JPMorgan Active Value ETF (JAVA, 3.6%) and Apple (AAPL, 3.4%). Compared with Q3 2025, it opened 8 new positions, sold out of 7, added to 56 and reduced 124. The biggest buy was iShares Core S&P Midcap ETF (IJH, shares +111%) and the biggest sale Microsoft (MSFT, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- RALEIGH, NC
- CIK
- 0001541353
- Portfolio Value
- $474.3M (Q4 2025)
- SEC Filing
- 0001062993-26-000212 ↗ filed Jan 13, 2026
Holdings Value
Holdings 205 stocks · $474.3M
| IJH iShares Core S&P Midcap ETF | 3.83% | 276,767 | $18.2M | Add +111.2% |
| JAVA JPMorgan Active Value ETF | 3.64% | 240,658 | $17.3M | Reduce -0.0% |
| AAPL Apple Inc. | 3.37% | 60,723 | $16.0M | Add +98.4% |
| SCHM Schwab US Mid Cap ETF | 3.28% | 516,831 | $15.5M | Reduce -0.0% |
| VGT Vanguard Info Tech ETF | 3.21% | 20,192 | $15.2M | Reduce -1.6% |
| GOOG Alphabet Inc. Class C | 2.66% | 40,244 | $12.6M | Reduce -8.4% |
| MSFT Microsoft Corp. | 2.44% | 23,924 | $11.6M | Reduce -6.8% |
| SLYV SS SPDR S&P 600 SC Val ETF | 2.39% | 124,815 | $11.4M | Add +1.2% |
| SAMT Strategas Macro Them Opps | 2.11% | 260,049 | $10.0M | Reduce -0.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.91% | 195,115 | $9.1M | Add +2.2% |
| IJR iShares Core S&P Small-Cap E | 1.82% | 71,762 | $8.6M | Add +7.7% |
| JPM JPMorgan Chase & Co. | 1.69% | 24,910 | $8.0M | Reduce -3.5% |
| TPYP Tortoise North American Pipe | 1.69% | 226,822 | $8.0M | Reduce -1.1% |
| KKR KKR & Co. Inc. | 1.59% | 59,328 | $7.6M | Reduce -2.4% |
| CAT Caterpillar Inc. | 1.50% | 13,600 | $7.1M | Add +94.9% |
| SCHX Schwab US Large-Cap ETF | 1.47% | 258,864 | $7.0M | Add +0.7% |
| BN Brookfield Corp. | 1.44% | 149,126 | $6.8M | Add +0.3% |
| BX Blackstone Inc. | 1.41% | 43,389 | $6.7M | Reduce -1.6% |
| GS Goldman Sachs Group Inc. | 1.24% | 6,678 | $5.9M | Reduce -2.9% |
| AVGO Broadcom Inc. | 1.23% | 16,907 | $5.9M | Reduce -1.7% |
| WFC Wells Fargo & Co. | 1.23% | 65,956 | $5.8M | Add +96.0% |
| JSML Janus Hender SM Cap GRW Alph | 1.22% | 78,361 | $5.8M | Add +14.2% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 1.20% | 192,918 | $5.7M | Add +0.0% |
| XOM Exxon Mobil Corp. | 1.17% | 46,131 | $5.6M | Reduce -1.1% |
| LOW Lowe's Cos Inc. | 1.17% | 22,946 | $5.5M | Reduce -1.4% |
| VWO Vanguard Ftse Emerging Marke | 1.13% | 99,283 | $5.3M | Reduce -0.6% |
| VCR Vanguard Consumer Discre ETF | 1.01% | 12,127 | $4.8M | Reduce -1.2% |
| LLY Eli Lilly & Co. | 0.99% | 4,356 | $4.7M | Reduce -4.3% |
| KIE SS SPDR S&P Insurance ETF | 0.97% | 76,553 | $4.6M | Reduce -2.2% |
| QLTY GMO U.S. Quality ETF | 0.95% | 117,730 | $4.5M | Add +86.9% |
| FBND Fidelity Total Bond ETF | 0.93% | 95,390 | $4.4M | Add +4.4% |
| VYM Vanguard High DVD Yield ETF | 0.88% | 29,174 | $4.2M | Add +2.1% |
| META Meta Platforms Inc. Class A | 0.86% | 6,162 | $4.1M | Add +18.1% |
| RTX RTX Corp. | 0.84% | 21,725 | $4.0M | Reduce -3.3% |
| JNJ Johnson & Johnson | 0.83% | 19,094 | $4.0M | Reduce -1.4% |
| AMZN Amazon.com Inc. | 0.80% | 16,519 | $3.8M | Reduce -1.9% |
| V Visa Inc. Class A | 0.79% | 10,751 | $3.8M | Reduce -2.0% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.77% | 37,661 | $3.6M | Add +14.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.75% | 64,644 | $3.6M | Reduce -4.3% |
| EAGL Eagle Capital Select Eqty | 0.73% | 106,500 | $3.5M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.72% | 6,816 | $3.4M | Reduce -2.7% |
| DUK Duke Energy Corp. | 0.72% | 29,131 | $3.4M | Reduce -2.8% |
| NVDA Nvidia Corp. | 0.71% | 18,093 | $3.4M | Reduce -4.8% |
| SCHA Schwab US Small-Cap ETF | 0.70% | 116,956 | $3.3M | Add +1.3% |
| SCHB Schwab US Broad Market ETF | 0.67% | 120,576 | $3.2M | Add +2.9% |
| NEE Nextera Energy Inc. | 0.64% | 38,034 | $3.1M | Reduce -1.0% |
| WAB Wabtec Corp. | 0.63% | 13,918 | $3.0M | Reduce -0.5% |
| PEP Pepsico Inc. | 0.60% | 19,992 | $2.9M | Reduce -1.4% |
| EMR Emerson Electric Co. | 0.59% | 21,183 | $2.8M | Reduce -2.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.59% | 5,741 | $2.8M | Add +1.9% |
| LRCX Lam Research Corp. | 0.57% | 15,897 | $2.7M | Reduce -8.9% |
| SAGP Strategas Global Policy Opp | 0.53% | 74,648 | $2.5M | Reduce -3.3% |
| ORCL Oracle Corp. | 0.53% | 12,941 | $2.5M | Reduce -15.2% |
| IJS iShares S&P Small-Cap 600 Va | 0.52% | 21,855 | $2.5M | Reduce -2.0% |
| ENB Enbridge Inc. | 0.50% | 49,548 | $2.4M | Reduce -2.3% |
| RSP Invesco S&P 500 Equal Weight | 0.47% | 11,726 | $2.2M | Reduce -0.4% |
| CRM Salesforce Inc. | 0.47% | 8,468 | $2.2M | Reduce -0.4% |
| LIN Linde PLC | 0.47% | 5,245 | $2.2M | Add +0.3% |
| CVX Chevron Corp. | 0.47% | 14,641 | $2.2M | Reduce -3.4% |
| AMGN Amgen Inc. | 0.46% | 6,718 | $2.2M | Reduce -1.0% |
| XLRE SS Real Estate Select Sector | 0.44% | 51,590 | $2.1M | Reduce -4.4% |
| PG The Procter & Gamble Co. | 0.44% | 14,462 | $2.1M | Reduce -4.6% |
| AVMV Avantis US Mid Cap Val ETF | 0.41% | 27,592 | $2.0M | Add +290.9% |
| DFIV Dimensional International Va | 0.41% | 38,950 | $1.9M | Reduce -2.9% |
| GRMN Garmin Ltd. | 0.41% | 9,553 | $1.9M | Reduce -1.3% |
| LYV Live Nation Entertainment Inc. | 0.40% | 13,327 | $1.9M | Reduce -2.8% |
| ROK Rockwell Automation Inc. | 0.39% | 4,780 | $1.9M | Reduce -3.1% |
| CTVA Corteva Inc. | 0.37% | 26,438 | $1.8M | Reduce -0.9% |
| COST Costco Wholesale Corp. | 0.36% | 2,003 | $1.7M | Add +39.6% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.35% | 17,708 | $1.7M | Add +399.7% |
| VT Vanguard Tot World STK ETF | 0.35% | 11,816 | $1.7M | Reduce -0.4% |
| DHR Danaher Corp. | 0.34% | 7,136 | $1.6M | Add +1.4% |
| TMO Thermo Fisher Scientific Inc. | 0.34% | 2,776 | $1.6M | Reduce -1.0% |
| MS Morgan Stanley | 0.33% | 8,856 | $1.6M | Reduce -2.7% |
| UNH Unitedhealth Group Inc. | 0.32% | 4,595 | $1.5M | Reduce -16.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.32% | 2 | $1.5M | No change |
| AMAT Applied Materials Inc. | 0.31% | 5,791 | $1.5M | Reduce -2.4% |
| NOW ServiceNow Inc. | 0.31% | 9,620 | $1.5M | Add +15.2% |
| LHX L3HARRIS Technologies Inc. | 0.31% | 4,964 | $1.5M | Reduce -0.7% |
| WMT Walmart Inc. | 0.31% | 12,999 | $1.4M | Reduce -1.6% |
| GOOGL Alphabet Inc. Class A | 0.30% | 4,605 | $1.4M | Reduce -3.0% |
| MRK Merck & Co. Inc. | 0.29% | 13,273 | $1.4M | Reduce -1.5% |
| XLK SS Technology Select Sector | 0.29% | 9,590 | $1.4M | Reduce -3.1% |
| VEEV Veeva Systems Inc. Class A | 0.29% | 6,112 | $1.4M | Add +6.3% |
| VOX Vanguard Communication Servi | 0.28% | 6,932 | $1.3M | Reduce -2.6% |
| VHT Vanguard Health Care ETF | 0.28% | 4,640 | $1.3M | Add +7.1% |
| C Citigroup Inc. | 0.28% | 11,282 | $1.3M | Reduce -0.8% |
| FCNCA First Citizens Bcshs Class A | 0.27% | 607 | $1.3M | Reduce -1.3% |
| ADSK Autodesk Inc. | 0.26% | 4,175 | $1.2M | Reduce -3.3% |
| USFD US Foods Holding Corp. | 0.26% | 16,405 | $1.2M | Reduce -1.5% |
| ICE Intercontinental Exchange Inc. | 0.26% | 7,596 | $1.2M | Reduce -2.2% |
| AMT American Tower Corp. | 0.26% | 6,989 | $1.2M | Add +6.5% |
| ADBE Adobe Inc. | 0.25% | 3,426 | $1.2M | Reduce -6.8% |
| ROST Ross Stores Inc. | 0.25% | 6,617 | $1.2M | Reduce -0.6% |
| EA Electronic Arts Inc. | 0.25% | 5,818 | $1.2M | Reduce -22.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.25% | 10,264 | $1.2M | Reduce -8.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.24% | 7,456 | $1.1M | Reduce -3.8% |
| GD General Dynamics Corp. | 0.24% | 3,370 | $1.1M | Reduce -1.0% |
| MCO Moody's Corp. | 0.23% | 2,178 | $1.1M | Add +1.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.23% | 3,780 | $1.1M | Reduce -2.5% |
Portfolio Sells Q3 2025 → Q4 2025
| MSFT Microsoft Corp. | Reduce -6.8% | 2.44% | −0.57 |
| ORCL Oracle Corp. | Reduce -15.2% | 0.53% | −0.44 |
| BX Blackstone Inc. | Reduce -1.6% | 1.41% | −0.29 |
| VGT Vanguard Info Tech ETF | Reduce -1.6% | 3.21% | −0.26 |
| KMX Carmax Inc. | Sold out | 0.00% | −0.22 |
| TPYP Tortoise North American Pipe | Reduce -1.1% | 1.69% | −0.21 |
| KKR KKR & Co. Inc. | Reduce -2.4% | 1.59% | −0.19 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.0% | 3.28% | −0.19 |
| CPRT Copart Inc. | Reduce -65.1% | 0.08% | −0.19 |
| CLX Clorox Company | Sold out | 0.00% | −0.16 |
| LOW Lowe's Cos Inc. | Reduce -1.4% | 1.17% | −0.16 |
| JPM JPMorgan Chase & Co. | Reduce -3.5% | 1.69% | −0.15 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -41.4% | 0.19% | −0.15 |
| DD Dupont DE Nemours Inc. | Reduce -2.1% | 0.13% | −0.14 |
| GRMN Garmin Ltd. | Reduce -1.3% | 0.41% | −0.13 |
| DUK Duke Energy Corp. | Reduce -2.8% | 0.72% | −0.12 |
| JAVA JPMorgan Active Value ETF | Reduce -0.0% | 3.64% | −0.12 |
| UNH Unitedhealth Group Inc. | Reduce -16.5% | 0.32% | −0.11 |
| KMB Kimberly-Clark Corp. | Reduce -41.2% | 0.09% | −0.11 |
| LYV Live Nation Entertainment Inc. | Reduce -2.8% | 0.40% | −0.11 |
| SAMT Strategas Macro Them Opps | Reduce -0.9% | 2.11% | −0.10 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.6% | 1.13% | −0.10 |
| ROP Roper Technologies Inc. | Reduce -29.4% | 0.14% | −0.10 |
| VCR Vanguard Consumer Discre ETF | Reduce -1.2% | 1.01% | −0.09 |
| NVDA Nvidia Corp. | Reduce -4.8% | 0.71% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -4.6% | 0.44% | −0.09 |
| EA Electronic Arts Inc. | Reduce -22.0% | 0.25% | −0.09 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.09 |
| BRO Brown & Brown Inc. | Sold out | 0.00% | −0.08 |
| KIE SS SPDR S&P Insurance ETF | Reduce -2.2% | 0.97% | −0.08 |
| ENB Enbridge Inc. | Reduce -2.3% | 0.50% | −0.08 |
| XLRE SS Real Estate Select Sector | Reduce -4.4% | 0.44% | −0.08 |
| EFX Equifax Inc. | Reduce -24.4% | 0.11% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.7% | 0.72% | −0.07 |
| SAGP Strategas Global Policy Opp | Reduce -3.3% | 0.53% | −0.07 |
| CVX Chevron Corp. | Reduce -3.4% | 0.47% | −0.06 |
| LH Labcorp Holdings Inc. | Reduce -2.4% | 0.21% | −0.05 |
| SYY Sysco Corp. | Sold out | 0.00% | −0.05 |
| V Visa Inc. Class A | Reduce -2.0% | 0.79% | −0.05 |
| OTIS Otis Worldwide Corp. | Reduce -9.7% | 0.21% | −0.05 |
| AVGO Broadcom Inc. | Reduce -1.7% | 1.23% | −0.05 |
| ADSK Autodesk Inc. | Reduce -3.3% | 0.26% | −0.05 |
| EMR Emerson Electric Co. | Reduce -2.0% | 0.59% | −0.05 |
| CCI Crown Castle Inc. | Sold out | 0.00% | −0.05 |
| DIS The Walt Disney Co. | Reduce -8.6% | 0.25% | −0.04 |
| PANW Palo Alto Networks Inc. | Reduce -1.6% | 0.21% | −0.04 |
| PM Philip Morris International | Reduce -13.0% | 0.17% | −0.04 |
| HON Honeywell International Inc. | Reduce -8.2% | 0.16% | −0.04 |
| ADBE Adobe Inc. | Reduce -6.8% | 0.25% | −0.04 |
| PEP Pepsico Inc. | Reduce -1.4% | 0.60% | −0.04 |
Portfolio Buys Q3 2025 → Q4 2025
| IJH iShares Core S&P Midcap ETF | Add +111.2% | 3.83% | +1.89 |
| AAPL Apple Inc. | Add +98.4% | 3.37% | +1.61 |
| CAT Caterpillar Inc. | Add +94.9% | 1.50% | +0.75 |
| WFC Wells Fargo & Co. | Add +96.0% | 1.23% | +0.59 |
| QLTY GMO U.S. Quality ETF | Add +86.9% | 0.95% | +0.44 |
| AVMV Avantis US Mid Cap Val ETF | Add +290.9% | 0.41% | +0.30 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +399.7% | 0.35% | +0.28 |
| TYL Tyler Technologies Inc. | Add +227.2% | 0.18% | +0.11 |
| QXO Qxo Inc. | New | 0.11% | +0.11 |
| UNP Union Pacific Corp. | Add +97.5% | 0.22% | +0.10 |
| IBM Intl Business Machines Corp. | Add +96.0% | 0.20% | +0.09 |
| EPD Enterprise Products Partners | New | 0.08% | +0.08 |
| VRSK Verisk Analytics Inc. | New | 0.07% | +0.07 |
| DFLV Dim US Large Cap Value ETF | New | 0.07% | +0.07 |
| COST Costco Wholesale Corp. | Add +39.6% | 0.36% | +0.06 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +14.6% | 0.77% | +0.06 |
| FDX FedEx Corp. | New | 0.05% | +0.05 |
| JSML Janus Hender SM Cap GRW Alph | Add +14.2% | 1.22% | +0.05 |
| BA The Boeing Co. | Add +42.8% | 0.20% | +0.05 |
| AEIS Advanced Energy Industries | New | 0.05% | +0.05 |
| TT Trane Technologies PLC | Add +100.0% | 0.10% | +0.04 |
| BALL Ball Corp. | New | 0.04% | +0.04 |
| RSPT Invesco S&P 500 Equal Weight | New | 0.04% | +0.04 |
| DHR Danaher Corp. | Add +1.4% | 0.34% | +0.03 |
| VHT Vanguard Health Care ETF | Add +7.1% | 0.28% | +0.03 |
| IJR iShares Core S&P Small-Cap E | Add +7.7% | 1.82% | +0.03 |
| IMCG iShares Morningstar Mid-Cap | Add +51.0% | 0.07% | +0.02 |
| ONON On Holding AG Class A | Add +6.2% | 0.18% | +0.01 |
| TEQI T Rowe Price Equity Income E | Add +12.8% | 0.17% | +0.01 |
| CI The Cigna Group | Add +26.9% | 0.11% | +0.01 |
| FANG Diamondback Energy Inc. | Add +12.3% | 0.12% | +0.01 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +8.5% | 0.16% | +0.01 |
| EFG iShares MSCI Eafe Growth ETF | Add +21.9% | 0.08% | +0.01 |
| CL Colgate-Palmolive Co. | Add +14.8% | 0.10% | +0.01 |
| SCHG Schwab US Large-Cap Growth | Add +8.6% | 0.12% | +0.00 |
| DFSV Dimensional US Small Cap Val | Add +9.9% | 0.06% | +0.00 |
| CB Chubb Ltd. | Add +2.3% | 0.06% | +0.00 |
| MCO Moody's Corp. | Add +1.1% | 0.23% | +0.00 |
| IWS iShares Russell Mid-Cap Valu | Add +0.8% | 0.05% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +0.1% | 0.05% | −0.00 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +2.8% | 0.12% | −0.00 |
| AJG Arthur J Gallagher & Co. | Add +23.9% | 0.22% | −0.01 |
| GE General Electric | Add +0.0% | 0.17% | −0.01 |
| META Meta Platforms Inc. Class A | Add +18.1% | 0.86% | −0.01 |
| CEFZ Rivernorth Active Income ETF | Add +0.4% | 0.16% | −0.01 |
| BR Broadridge Financial Solutio | Add +7.4% | 0.18% | −0.01 |
| D Dominion Energy Inc. | Add +0.0% | 0.11% | −0.01 |
| CARR Carrier Global Corp. | Add +1.8% | 0.07% | −0.01 |
| APD Air Products & Chemicals Inc. | Add +8.8% | 0.16% | −0.01 |
| HD Home Depot Inc. | Add +3.8% | 0.07% | −0.01 |
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 |