Triangle Securities Wealth Management
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 20, 2026), Triangle Securities Wealth Management reported 206 stock positions worth $440.6 million. Its top holding was JPMorgan Active Value ETF (JAVA) at 4.0% of the portfolio, followed by Schwab US Mid Cap ETF (SCHM, 3.7%) and Vanguard Info Tech ETF (VGT, 3.1%). Compared with Q4 2025, it opened 8 new positions, sold out of 7, added to 65 and reduced 115. The biggest buy was Tortoise North American Pipe (TPYP, shares +0%) and the biggest sale Apple (AAPL, shares −50%).
- Most Recent 13F
- Q2 2026
- Location
- RALEIGH, NC
- CIK
- 0001541353
- Portfolio Value
- $440.6M (Q1 2026)
- SEC Filing
- 0001062993-26-002057 ↗ filed Apr 20, 2026
Holdings Value
Holdings 206 stocks · $440.6M
| JAVA JPMorgan Active Value ETF | 4.04% | 248,192 | $17.8M | Add +3.1% |
| SCHM Schwab US Mid Cap ETF | 3.74% | 532,039 | $16.5M | Add +2.9% |
| VGT Vanguard Info Tech ETF | 3.15% | 19,879 | $13.9M | Reduce -1.6% |
| SLYV SS SPDR S&P 600 SC Val ETF | 2.67% | 124,281 | $11.8M | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 2.51% | 38,555 | $11.1M | Reduce -4.2% |
| SAMT Strategas Macro Them Opps | 2.32% | 259,798 | $10.2M | Reduce -0.1% |
| IJH iShares Core S&P Midcap ETF | 2.28% | 148,616 | $10.0M | Reduce -46.3% |
| TPYP Tortoise North American Pipe | 2.18% | 227,063 | $9.6M | Add +0.1% |
| IJR iShares Core S&P Small-Cap E | 2.10% | 74,557 | $9.3M | Add +3.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.09% | 199,664 | $9.2M | Add +2.3% |
| MSFT Microsoft Corp. | 1.84% | 21,920 | $8.1M | Reduce -8.4% |
| XOM Exxon Mobil Corp. | 1.77% | 45,988 | $7.8M | Reduce -0.3% |
| AAPL Apple Inc. | 1.73% | 30,102 | $7.6M | Reduce -50.4% |
| JPM JPMorgan Chase & Co. | 1.57% | 23,491 | $6.9M | Reduce -5.7% |
| SCHX Schwab US Large-Cap ETF | 1.56% | 268,645 | $6.9M | Add +3.8% |
| BN Brookfield Corp. | 1.42% | 154,705 | $6.3M | Add +3.7% |
| JSML Janus Hender SM Cap GRW Alph | 1.34% | 84,456 | $5.9M | Add +7.8% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 1.31% | 195,324 | $5.8M | Add +1.3% |
| GS Goldman Sachs Group Inc. | 1.28% | 6,649 | $5.6M | Reduce -0.4% |
| VWO Vanguard Ftse Emerging Marke | 1.23% | 100,072 | $5.4M | Add +0.8% |
| KKR KKR & Co. Inc. | 1.23% | 58,407 | $5.4M | Reduce -1.6% |
| LOW Lowe's Cos Inc. | 1.18% | 21,954 | $5.2M | Reduce -4.3% |
| AVGO Broadcom Inc. | 1.17% | 16,699 | $5.2M | Reduce -1.2% |
| BX Blackstone Inc. | 1.14% | 43,807 | $5.0M | Add +1.0% |
| FBND Fidelity Total Bond ETF | 1.07% | 103,709 | $4.7M | Add +8.7% |
| JNJ Johnson & Johnson | 1.07% | 19,256 | $4.7M | Add +0.8% |
| CAT Caterpillar Inc. | 1.02% | 6,353 | $4.5M | Reduce -53.3% |
| QLTY GMO U.S. Quality ETF | 1.00% | 121,885 | $4.4M | Add +3.5% |
| VCR Vanguard Consumer Discre ETF | 0.98% | 12,028 | $4.3M | Reduce -0.8% |
| VYM Vanguard High DVD Yield ETF | 0.96% | 28,647 | $4.2M | Reduce -1.8% |
| KIE SS SPDR S&P Insurance ETF | 0.95% | 76,126 | $4.2M | Reduce -0.6% |
| RTX RTX Corp. | 0.91% | 20,785 | $4.0M | Reduce -4.3% |
| LLY Eli Lilly & Co. | 0.89% | 4,250 | $3.9M | Reduce -2.4% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.88% | 38,732 | $3.9M | Add +2.8% |
| DUK Duke Energy Corp. | 0.86% | 28,987 | $3.8M | Reduce -0.5% |
| AVMV Avantis US Mid Cap Val ETF | 0.80% | 47,262 | $3.5M | Add +71.3% |
| META Meta Platforms Inc. Class A | 0.79% | 6,120 | $3.5M | Reduce -0.7% |
| WAB Wabtec Corp. | 0.78% | 13,753 | $3.4M | Reduce -1.2% |
| NEE Nextera Energy Inc. | 0.78% | 36,873 | $3.4M | Reduce -3.0% |
| AMZN Amazon.com Inc. | 0.77% | 16,375 | $3.4M | Reduce -0.9% |
| SCHA Schwab US Small-Cap ETF | 0.75% | 113,215 | $3.3M | Reduce -3.2% |
| EAGL Eagle Capital Select Eqty | 0.74% | 106,500 | $3.2M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.72% | 6,634 | $3.2M | Reduce -2.7% |
| V Visa Inc. Class A | 0.72% | 10,453 | $3.2M | Reduce -2.8% |
| PEP Pepsico Inc. | 0.71% | 20,189 | $3.1M | Add +1.0% |
| NVDA Nvidia Corp. | 0.71% | 17,883 | $3.1M | Reduce -1.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.71% | 63,956 | $3.1M | Reduce -1.1% |
| SCHB Schwab US Broad Market ETF | 0.69% | 120,443 | $3.0M | Reduce -0.1% |
| CVX Chevron Corp. | 0.64% | 13,704 | $2.8M | Reduce -6.4% |
| EMR Emerson Electric Co. | 0.61% | 20,645 | $2.7M | Reduce -2.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.60% | 6,068 | $2.7M | Add +5.7% |
| IJS iShares S&P Small-Cap 600 Va | 0.58% | 21,756 | $2.6M | Reduce -0.5% |
| LIN Linde PLC | 0.58% | 5,163 | $2.6M | Reduce -1.6% |
| SAGP Strategas Global Policy Opp | 0.58% | 74,488 | $2.6M | Reduce -0.2% |
| WFC Wells Fargo & Co. | 0.57% | 31,730 | $2.5M | Reduce -51.9% |
| AMGN Amgen Inc. | 0.54% | 6,717 | $2.4M | Reduce -0.0% |
| RSP Invesco S&P 500 Equal Weight | 0.52% | 11,880 | $2.3M | Add +1.3% |
| DFIV Dimensional International Va | 0.51% | 42,807 | $2.3M | Add +9.9% |
| LRCX Lam Research Corp. | 0.51% | 10,443 | $2.2M | Reduce -34.3% |
| XLRE SS Real Estate Select Sector | 0.50% | 53,931 | $2.2M | Add +4.5% |
| GRMN Garmin Ltd. | 0.50% | 9,458 | $2.2M | Reduce -1.0% |
| CTVA Corteva Inc. | 0.50% | 26,143 | $2.2M | Reduce -1.1% |
| COST Costco Wholesale Corp. | 0.47% | 2,068 | $2.1M | Add +3.3% |
| LYV Live Nation Entertainment Inc. | 0.46% | 13,380 | $2.0M | Add +0.4% |
| NOW ServiceNow Inc. | 0.45% | 19,023 | $2.0M | Add +97.7% |
| AMAT Applied Materials Inc. | 0.45% | 5,741 | $2.0M | Reduce -0.9% |
| PG The Procter & Gamble Co. | 0.44% | 13,387 | $1.9M | Reduce -7.4% |
| DFSV Dimensional US Small Cap Val | 0.41% | 51,125 | $1.8M | Add +449.7% |
| LHX L3HARRIS Technologies Inc. | 0.39% | 4,945 | $1.7M | Reduce -0.4% |
| ROK Rockwell Automation Inc. | 0.38% | 4,721 | $1.7M | Reduce -1.2% |
| CRM Salesforce Inc. | 0.37% | 8,752 | $1.6M | Add +3.4% |
| WMT Walmart Inc. | 0.36% | 12,862 | $1.6M | Reduce -1.1% |
| MRK Merck & Co. Inc. | 0.36% | 13,278 | $1.6M | Add +0.0% |
| VT Vanguard Tot World STK ETF | 0.36% | 11,484 | $1.6M | Reduce -2.8% |
| ORCL Oracle Corp. | 0.35% | 10,597 | $1.6M | Reduce -18.1% |
| COP Conocophillips | 0.34% | 11,489 | $1.5M | Reduce -1.0% |
| USFD US Foods Holding Corp. | 0.33% | 16,000 | $1.5M | Reduce -2.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.33% | 2 | $1.4M | No change |
| ROST Ross Stores Inc. | 0.32% | 6,541 | $1.4M | Reduce -1.1% |
| TMO Thermo Fisher Scientific Inc. | 0.32% | 2,846 | $1.4M | Add +2.5% |
| MS Morgan Stanley | 0.32% | 8,454 | $1.4M | Reduce -4.5% |
| DHR Danaher Corp. | 0.31% | 7,140 | $1.4M | Add +0.1% |
| VHT Vanguard Health Care ETF | 0.30% | 4,901 | $1.3M | Add +5.6% |
| GOOGL Alphabet Inc. Class A | 0.30% | 4,544 | $1.3M | Reduce -1.3% |
| XLK SS Technology Select Sector | 0.29% | 9,490 | $1.3M | Reduce -1.0% |
| UNH Unitedhealth Group Inc. | 0.28% | 4,591 | $1.2M | Reduce -0.1% |
| VOX Vanguard Communication Servi | 0.28% | 6,807 | $1.2M | Reduce -1.8% |
| ICE Intercontinental Exchange Inc. | 0.27% | 7,627 | $1.2M | Add +0.4% |
| AMT American Tower Corp. | 0.27% | 6,923 | $1.2M | Reduce -0.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.27% | 7,422 | $1.2M | Reduce -0.5% |
| C Citigroup Inc. | 0.27% | 10,427 | $1.2M | Reduce -7.6% |
| EA Electronic Arts Inc. | 0.27% | 5,735 | $1.2M | Reduce -1.4% |
| GD General Dynamics Corp. | 0.26% | 3,357 | $1.2M | Reduce -0.4% |
| FCNCA First Citizens Bcshs Class A | 0.26% | 609 | $1.1M | Add +0.3% |
| LYB Lyondellbasell Indu Class A | 0.25% | 13,760 | $1.1M | New |
| ECL Ecolab Inc. | 0.25% | 4,165 | $1.1M | Add +0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.25% | 3,804 | $1.1M | Add +0.6% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.25% | 23,798 | $1.1M | Add +0.0% |
| VEEV Veeva Systems Inc. Class A | 0.25% | 6,192 | $1.1M | Add +1.3% |
| LH Labcorp Holdings Inc. | 0.24% | 3,901 | $1.0M | Reduce -1.1% |
Portfolio Sells Q4 2025 → Q1 2026
| AAPL Apple Inc. | Reduce -50.4% | 1.73% | −1.64 |
| IJH iShares Core S&P Midcap ETF | Reduce -46.3% | 2.28% | −1.55 |
| WFC Wells Fargo & Co. | Reduce -51.9% | 0.57% | −0.66 |
| MSFT Microsoft Corp. | Reduce -8.4% | 1.84% | −0.60 |
| ENB Enbridge Inc. | Sold out | 0.00% | −0.50 |
| CAT Caterpillar Inc. | Reduce -53.3% | 1.02% | −0.48 |
| KKR KKR & Co. Inc. | Reduce -1.6% | 1.23% | −0.37 |
| SLYG SS SPDR S&P 600 SC GR ETF | Sold out | 0.00% | −0.35 |
| ORCL Oracle Corp. | Reduce -18.1% | 0.35% | −0.18 |
| GOOG Alphabet Inc. Class C | Reduce -4.2% | 2.51% | −0.15 |
| ROP Roper Technologies Inc. | Sold out | 0.00% | −0.14 |
| JPM JPMorgan Chase & Co. | Reduce -5.7% | 1.57% | −0.12 |
| Q Qnity Electronics Inc. | Sold out | 0.00% | −0.12 |
| IBM Intl Business Machines Corp. | Reduce -51.0% | 0.09% | −0.11 |
| EFX Equifax Inc. | Sold out | 0.00% | −0.11 |
| ADBE Adobe Inc. | Reduce -24.2% | 0.14% | −0.11 |
| ADSK Autodesk Inc. | Reduce -31.7% | 0.15% | −0.11 |
| TYL Tyler Technologies Inc. | Reduce -47.4% | 0.08% | −0.10 |
| UNP Union Pacific Corp. | Reduce -50.6% | 0.12% | −0.10 |
| LLY Eli Lilly & Co. | Reduce -2.4% | 0.89% | −0.10 |
| V Visa Inc. Class A | Reduce -2.8% | 0.72% | −0.08 |
| DIS The Walt Disney Co. | Reduce -21.9% | 0.18% | −0.07 |
| LRCX Lam Research Corp. | Reduce -34.3% | 0.51% | −0.07 |
| AXP American Express Co. | Reduce -21.4% | 0.14% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -0.7% | 0.79% | −0.06 |
| VGT Vanguard Info Tech ETF | Reduce -1.6% | 3.15% | −0.06 |
| AVGO Broadcom Inc. | Reduce -1.2% | 1.17% | −0.06 |
| BR Broadridge Financial Solutio | Reduce -12.9% | 0.12% | −0.06 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.05 |
| IHI iShares U.S. Medical Devices | Reduce -17.5% | 0.16% | −0.05 |
| TT Trane Technologies PLC | Reduce -50.0% | 0.06% | −0.04 |
| RSPT Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.04 |
| BAC Bank of America Corp. | Reduce -1.1% | 0.71% | −0.04 |
| ONON On Holding AG Class A | Reduce -1.1% | 0.14% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -0.1% | 0.28% | −0.04 |
| KMB Kimberly-Clark Corp. | Reduce -42.6% | 0.05% | −0.04 |
| EPD Enterprise Products Partners | Reduce -52.7% | 0.05% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -0.9% | 0.77% | −0.03 |
| VCR Vanguard Consumer Discre ETF | Reduce -0.8% | 0.98% | −0.03 |
| OTIS Otis Worldwide Corp. | Reduce -7.9% | 0.19% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -1.2% | 0.11% | −0.03 |
| BDX Becton Dickinson and Co. | Reduce -13.0% | 0.08% | −0.03 |
| KIE SS SPDR S&P Insurance ETF | Reduce -0.6% | 0.95% | −0.02 |
| MCO Moody's Corp. | Reduce -0.4% | 0.21% | −0.02 |
| CPRT Copart Inc. | Reduce -15.7% | 0.06% | −0.02 |
| ULTA Ulta Beauty Inc. | Reduce -8.0% | 0.10% | −0.02 |
| MS Morgan Stanley | Reduce -4.5% | 0.32% | −0.02 |
| TFC Truist Financial Corp. | Reduce -7.4% | 0.20% | −0.01 |
| CVS CVS Health Corp. | Reduce -6.6% | 0.14% | −0.01 |
| CG The Carlyle Group Inc. | Reduce -0.6% | 0.07% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| TPYP Tortoise North American Pipe | Add +0.1% | 2.18% | +0.50 |
| SCHM Schwab US Mid Cap ETF | Add +2.9% | 3.74% | +0.46 |
| JAVA JPMorgan Active Value ETF | Add +3.1% | 4.04% | +0.40 |
| AVMV Avantis US Mid Cap Val ETF | Add +71.3% | 0.80% | +0.38 |
| DFSV Dimensional US Small Cap Val | Add +449.7% | 0.41% | +0.34 |
| IJR iShares Core S&P Small-Cap E | Add +3.9% | 2.10% | +0.29 |
| LYB Lyondellbasell Indu Class A | New | 0.25% | +0.25 |
| JNJ Johnson & Johnson | Add +0.8% | 1.07% | +0.24 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +2.3% | 2.09% | +0.18 |
| FBND Fidelity Total Bond ETF | Add +8.7% | 1.07% | +0.15 |
| NOW ServiceNow Inc. | Add +97.7% | 0.45% | +0.14 |
| JSML Janus Hender SM Cap GRW Alph | Add +7.8% | 1.34% | +0.13 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +2.8% | 0.88% | +0.12 |
| VRSK Verisk Analytics Inc. | Add +186.9% | 0.18% | +0.11 |
| PEP Pepsico Inc. | Add +1.0% | 0.71% | +0.11 |
| CGXU Cap Group Intl Focus | Add +1.3% | 1.31% | +0.11 |
| COST Costco Wholesale Corp. | Add +3.3% | 0.47% | +0.10 |
| DFIV Dimensional International Va | Add +9.9% | 0.51% | +0.10 |
| VWO Vanguard Ftse Emerging Marke | Add +0.8% | 1.23% | +0.10 |
| SCHX Schwab US Large-Cap ETF | Add +3.8% | 1.56% | +0.09 |
| DFLV Dim US Large Cap Value ETF | Add +88.7% | 0.14% | +0.07 |
| MRK Merck & Co. Inc. | Add +0.0% | 0.36% | +0.07 |
| FANG Diamondback Energy Inc. | Add +9.3% | 0.19% | +0.07 |
| LYV Live Nation Entertainment Inc. | Add +0.4% | 0.46% | +0.06 |
| XLRE SS Real Estate Select Sector | Add +4.5% | 0.50% | +0.06 |
| FORM Formfactor Inc. | New | 0.05% | +0.05 |
| MDLZ Mondelez International Inc. Class A | New | 0.05% | +0.05 |
| LMT Lockheed Martin Corp. | New | 0.05% | +0.05 |
| DDOG Datadog Inc. Class A | New | 0.05% | +0.05 |
| MOG.A Moog Inc. Class A | New | 0.05% | +0.05 |
| ENS Enersys | New | 0.05% | +0.05 |
| DAR Darling Ingredients Inc. | New | 0.05% | +0.05 |
| QLTY GMO U.S. Quality ETF | Add +3.5% | 1.00% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +43.5% | 0.14% | +0.04 |
| RSP Invesco S&P 500 Equal Weight | Add +1.3% | 0.52% | +0.04 |
| DE Deere & Co. | Add +0.2% | 0.18% | +0.04 |
| BMY Bristol-Myers Squibb Co. | Add +0.1% | 0.22% | +0.04 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +0.0% | 0.25% | +0.03 |
| MCD McDonald's Corp. | Add +12.8% | 0.18% | +0.03 |
| DVY iShares Select Dividend ETF | Add +6.7% | 0.14% | +0.03 |
| TEQI T Rowe Price Equity Income E | Add +7.0% | 0.19% | +0.02 |
| SCHG Schwab US Large-Cap Growth | Add +25.6% | 0.14% | +0.02 |
| QXO Qxo Inc. | Add +12.3% | 0.13% | +0.02 |
| PANW Palo Alto Networks Inc. | Add +18.0% | 0.24% | +0.02 |
| VHT Vanguard Health Care ETF | Add +5.6% | 0.30% | +0.02 |
| ECL Ecolab Inc. | Add +0.1% | 0.25% | +0.02 |
| CL Colgate-Palmolive Co. | Add +2.9% | 0.11% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.6% | 0.18% | +0.02 |
| IMCG iShares Morningstar Mid-Cap | Add +20.4% | 0.08% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +9.3% | 0.16% | +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 |