Triangle Securities Wealth Management 13F Holdings · Q2 2026
Triangle Securities Wealth Management reported 213 securities worth $503.74M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: JAVA (3.99%), SCHM (3.88%), VGT (3.72%). Among its top 25 positions this quarter: 13 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JAVA | J P MORGAN EXCHANGE TRADED F | $20.1M | 3.99% | 253,006 | Added |
| 2 | SCHM | SCHWAB STRATEGIC TR | $19.6M | 3.88% | 530,443 | Trimmed |
| 3 | VGT | VANGUARD WORLD FD | $18.7M | 3.72% | 156,663 | Added |
| 4 | SLYV | SPDR SERIES TRUST | $13.6M | 2.69% | 124,315 | Added |
| 5 | GOOG | ALPHABET INC | $12.9M | 2.56% | 36,433 | Trimmed |
| 6 | SAMT | ADVISORS INNER CIRCLE FD III | $12.2M | 2.43% | 256,588 | Trimmed |
| 7 | IJH | ISHARES TR | $11.6M | 2.30% | 150,450 | Added |
| 8 | IJR | ISHARES TR | $11.2M | 2.22% | 75,467 | Added |
| 9 | BX | BLACKSTONE INC | $10.3M | 2.05% | 88,720 | Added |
| 10 | IUSB | ISHARES TR | $9.6M | 1.90% | 207,159 | Added |
| 11 | TPYP | TORTOISE CAPITAL SERIES TRUS | $9.4M | 1.87% | 224,795 | Trimmed |
| 12 | AAPL | APPLE INC | $8.7M | 1.72% | 29,961 | Trimmed |
| 13 | JSML | JANUS DETROIT STR TR | $8.3M | 1.65% | 89,479 | Added |
| 14 | SCHX | SCHWAB STRATEGIC TR | $8.2M | 1.62% | 277,339 | Added |
| 15 | JPM | JPMORGAN CHASE & CO | $7.6M | 1.52% | 23,316 | Trimmed |
| 16 | MSFT | MICROSOFT CORP | $7.6M | 1.51% | 20,364 | Trimmed |
| 17 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $7.0M | 1.40% | 203,073 | Added |
| 18 | BN | BROOKFIELD CORP | $6.7M | 1.33% | 157,329 | Added |
| 19 | GS | GOLDMAN SACHS GROUP INC | $6.6M | 1.31% | 6,529 | Trimmed |
| 20 | CAT | CATERPILLAR INC | $6.6M | 1.30% | 6,161 | Trimmed |
| 21 | XOM | EXXON MOBIL CORP | $6.2M | 1.23% | 45,466 | Trimmed |
| 22 | VWO | VANGUARD INTL EQUITY INDEX F | $6.1M | 1.20% | 101,607 | Added |
| 23 | AVGO | BROADCOM INC | $6.0M | 1.19% | 15,889 | Trimmed |
| 24 | QLTY | GMO ETF TRUST | $5.4M | 1.07% | 129,775 | Added |
| 25 | KKR | KKR & CO INC | $5.3M | 1.05% | 57,780 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR