Triangle Securities Wealth Management - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 13, 2026, for the 2025 Q4 period, Triangle Securities Wealth Management held in its portfolio 202 assets valued at $474,322,064 (i.e. $474.32M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($18.30M), ISHARES TR ($18.17M), and J P MORGAN EXCHANGE TRADED F ($17.26M).
The chart below shows the top 10 valuable assets, and the table below shows the top 202 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Triangle Securities Wealth Management - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 223929 | 18302332 | STATE STREET SPD |
| ISHARES TR | 276767 | 18169638 | CORE S&P MCP ETF |
| J P MORGAN EXCHANGE TRADED F | 240658 | 17260007 | ACTIVE VALUE ETF |
| APPLE INC | 60723 | 15980642 | COM |
| SCHWAB STRATEGIC TR | 516831 | 15541101 | US MID-CAP ETF |
| VANGUARD WORLD FD | 20192 | 15220462 | INF TECH ETF |
| ALPHABET INC | 40244 | 12628599 | CAP STK CL C |
| MICROSOFT CORP | 23924 | 11570084 | COM |
| ADVISORS INNER CIRCLE FD III | 260049 | 10014499 | STRATEGAS MACRO |
| ISHARES TR | 195115 | 9080664 | CORE UNIVRSL USD |
| ISHARES TR | 71762 | 8624335 | CORE S&P SCP ETF |
| JPMORGAN CHASE & CO. | 24910 | 8026576 | COM |
| TORTOISE CAPITAL SERIES TRUS | 226822 | 8005420 | NORTH AMERN PIPE |
| KKR & CO INC | 59328 | 7563180 | COM |
| CATERPILLAR INC | 13600 | 7123192 | COM |
| SCHWAB STRATEGIC TR | 258864 | 6966027 | US LRG CAP ETF |
| BROOKFIELD CORP | 149126 | 6843400 | CL A LTD VT SH |
| BLACKSTONE INC | 43389 | 6687997 | COM |
| GOLDMAN SACHS GROUP INC | 6678 | 5869962 | COM |
| BROADCOM INC | 16907 | 5851513 | COM |
| WELLS FARGO CO NEW | 65956 | 5831453 | COM |
| JANUS DETROIT STR TR | 78361 | 5764562 | HENDERSN CAP ETF |
| CAPITAL GROUP INTL FOCUS EQT | 192918 | 5700725 | SHS CREATION UNI |
| EXXON MOBIL CORP | 46131 | 5551389 | COM |
| LOWES COS INC | 22946 | 5533657 | COM |
| VANGUARD INTL EQUITY INDEX F | 99283 | 5337474 | FTSE EMR MKT ETF |
| VANGUARD WORLD FD | 12127 | 4777174 | CONSUM DIS ETF |
| ELI LILLY & CO | 4356 | 4681306 | COM |
| GMO ETF TRUST | 117730 | 4527913 | GMO US QUALITY E |
| FIDELITY MERRIMACK STR TR | 95390 | 4391777 | TOTAL BD ETF |
| VANGUARD WHITEHALL FDS | 29174 | 4186999 | HIGH DIV YLD |
| META PLATFORMS INC | 6162 | 4067615 | CL A |
| RTX CORPORATION | 21725 | 3984340 | COM |
| JOHNSON & JOHNSON | 19094 | 3951491 | COM |
| AMAZON COM INC | 16519 | 3812916 | COM |
| VISA INC | 10751 | 3770323 | COM CL A |
| ISHARES TR | 37661 | 3648562 | S&P MC 400GR ETF |
| BANK AMERICA CORP | 64644 | 3555420 | COM |
| 2023 ETF SERIES TRUST | 106500 | 3456990 | EAGLE CAPITAL SE |
| BERKSHIRE HATHAWAY INC DEL | 6816 | 3426062 | CL B NEW |
| DUKE ENERGY CORP NEW | 29131 | 3414502 | COM NEW |
| NVIDIA CORPORATION | 18093 | 3374376 | COM |
| SCHWAB STRATEGIC TR | 116956 | 3330912 | US SML CAP ETF |
| SCHWAB STRATEGIC TR | 120576 | 3162718 | US BRD MKT ETF |
| NEXTERA ENERGY INC | 38034 | 3053330 | COM |
| WABTEC | 13918 | 2970797 | COM |
| PEPSICO INC | 19992 | 2869180 | COM |
| EMERSON ELEC CO | 21183 | 2811448 | COM |
| VANGUARD INDEX FDS | 5741 | 2801027 | GROWTH ETF |
| LAM RESEARCH CORP | 15897 | 2721228 | COM NEW |
| ADVISORS INNER CIRCLE FD III | 74648 | 2529243 | STRATEGAS GBL PO |
| ORACLE CORP | 12941 | 2522292 | COM |
| ISHARES TR | 21855 | 2485317 | SP SMCP600VL ETF |
| ENBRIDGE INC | 49548 | 2369881 | COM |
| INVESCO EXCHANGE TRADED FD T | 11726 | 2246179 | S&P500 EQL WGT |
| SALESFORCE INC | 8468 | 2243363 | COM |
| LINDE PLC | 5245 | 2236458 | SHS |
| CHEVRON CORP NEW | 14641 | 2231391 | COM |
| AMGEN INC | 6718 | 2198869 | COM |
| SELECT SECTOR SPDR TR | 51590 | 2081651 | STATE STREET REA |
| PROCTER AND GAMBLE CO | 14462 | 2072583 | COM |
| AMERICAN CENTY ETF TR | 27592 | 1964552 | AVANTIS US MID C |
| DIMENSIONAL ETF TRUST | 38950 | 1943581 | INTERNATNAL VAL |
| GARMIN LTD | 9553 | 1937800 | SHS |
| LIVE NATION ENTERTAINMENT IN | 13327 | 1899098 | COM |
| ROCKWELL AUTOMATION INC | 4780 | 1859785 | COM |
| CORTEVA INC | 26438 | 1772146 | COM |
| COSTCO WHSL CORP NEW | 2003 | 1727267 | COM |
| VANGUARD INTL EQUITY INDEX F | 11816 | 1666769 | TT WRLD ST ETF |
| DANAHER CORPORATION | 7136 | 1633573 | COM |
| THERMO FISHER SCIENTIFIC INC | 2776 | 1608553 | COM |
| MORGAN STANLEY | 8856 | 1572206 | COM NEW |
| UNITEDHEALTH GROUP INC | 4595 | 1516855 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| APPLIED MATLS INC | 5791 | 1488229 | COM |
| SERVICENOW INC | 9620 | 1473688 | COM |
| L3HARRIS TECHNOLOGIES INC | 4964 | 1457281 | COM |
| WALMART INC | 12999 | 1448172 | COM |
| ALPHABET INC | 4605 | 1441365 | CAP STK CL A |
| MERCK & CO INC | 13273 | 1397121 | COM |
| SELECT SECTOR SPDR TR | 9590 | 1380672 | STATE STREET TEC |
| VEEVA SYS INC | 6112 | 1364382 | CL A COM |
| VANGUARD WORLD FD | 6932 | 1342262 | COMM SRVC ETF |
| VANGUARD WORLD FD | 4640 | 1335703 | HEALTH CAR ETF |
| CITIGROUP INC | 11282 | 1316515 | COM NEW |
| FIRST CTZNS BANCSHARES INC D | 607 | 1302731 | CL A |
| AUTODESK INC | 4175 | 1235842 | COM |
| US FOODS HLDG CORP | 16405 | 1235625 | COM |
| INTERCONTINENTAL EXCHANGE IN | 7596 | 1230251 | COM |
| AMERICAN TOWER CORP NEW | 6989 | 1227130 | COM |
| ADOBE INC | 3426 | 1199066 | COM |
| ROSS STORES INC | 6617 | 1191986 | COM |
| ELECTRONIC ARTS INC | 5818 | 1188792 | COM |
| DISNEY WALT CO | 10264 | 1167699 | COM |
| TJX COS INC NEW | 7456 | 1145316 | COM |
| GENERAL DYNAMICS CORP | 3370 | 1134544 | COM |
| MOODYS CORP | 2178 | 1112830 | COM |
| VANGUARD INDEX FDS | 3780 | 1097032 | MID CAP ETF |
| ECOLAB INC | 4160 | 1092083 | COM |
| CONOCOPHILLIPS | 11609 | 1086718 | COM |
| UNION PAC CORP | 4524 | 1058135 | COM |
| TRUIST FINL CORP | 21066 | 1036653 | COM |
| GALLAGHER ARTHUR J & CO | 4003 | 1035936 | COM |
| SELECT SECTOR SPDR TR | 23795 | 1015814 | STATE STREET UTI |
| OTIS WORLDWIDE CORP | 11614 | 1014483 | COM |
| PALO ALTO NETWORKS INC | 5482 | 1009784 | COM |
| LABCORP HOLDINGS INC | 3943 | 989220 | COM SHS |
| AMERICAN EXPRESS CO | 2642 | 977408 | COM |
| ISHARES TR | 15643 | 972212 | U.S. MED DVC ETF |
| INTERNATIONAL BUSINESS MACHS | 3273 | 945988 | COM |
| BOEING CO | 4352 | 944906 | COM |
| CUMMINS INC | 1826 | 932082 | COM |
| SPDR S&P 500 ETF TR | 1323 | 902167 | TR UNIT |
| BRISTOL-MYERS SQUIBB CO | 15779 | 851119 | COM |
| TYLER TECHNOLOGIES INC | 1862 | 845255 | COM |
| BROADRIDGE FINL SOLUTIONS IN | 3756 | 838300 | COM |
| ON HLDG AG | 17975 | 835478 | NAMEN AKT A |
| PNC FINL SVCS GROUP INC | 4000 | 834920 | COM |
| PHILIP MORRIS INTL INC | 5157 | 827183 | COM |
| GE AEROSPACE | 2671 | 822748 | COM NEW |
| WEC ENERGY GROUP INC | 7735 | 815739 | COM |
| ASML HOLDING N V | 761 | 814163 | N Y REGISTRY SHS |
| T ROWE PRICE ETF INC | 17483 | 789720 | PRICE EQT INCOME |
| VANGUARD INDEX FDS | 4060 | 775358 | VALUE ETF |
| VERTEX PHARMACEUTICALS INC | 1709 | 774792 | COM |
| AIR PRODS & CHEMS INC | 3075 | 759587 | COM |
| CVS HEALTH CORP | 9524 | 755825 | COM |
| SCHWAB STRATEGIC TR | 16648 | 752636 | FUNDAMENTAL INTL |
| HONEYWELL INTL INC | 3846 | 750316 | COM |
| ELEVATION SERIES TRUST | 90428 | 740603 | RIVERNORTH ACTIV |
| MASTERCARD INCORPORATED | 1261 | 719880 | CL A |
| MARRIOTT INTL INC NEW | 2318 | 719136 | CL A |
| 3M CO | 4453 | 712969 | COM |
| ISHARES TR | 6480 | 684871 | EXPANDED TECH |
| MGM RESORTS INTERNATIONAL | 18684 | 681779 | COM |
| MCDONALDS CORP | 2220 | 678499 | COM |
| ISHARES TR | 962 | 658912 | CORE S&P500 ETF |
| ROPER TECHNOLOGIES INC | 1473 | 655676 | COM |
| DEERE & CO | 1375 | 640159 | COM |
| SHERWIN WILLIAMS CO | 1976 | 640150 | COM |
| QUALCOMM INC | 3693 | 631716 | COM |
| NORTHERN TR CORP | 4585 | 626265 | COM |
| DUPONT DE NEMOURS INC | 15175 | 610035 | COM |
| BOOKING HOLDINGS INC | 110 | 589086 | COM |
| DIAMONDBACK ENERGY INC | 3838 | 576967 | COM |
| SLB LIMITED | 14928 | 572937 | COM STK |
| QNITY ELECTRONICS INC | 6950 | 567469 | COMMON STOCK |
| ISHARES TR | 4255 | 559877 | S&P MC 400VL ETF |
| SCHWAB STRATEGIC TR | 16861 | 550003 | US LCAP GR ETF |
| ISHARES TR | 3825 | 539861 | SELECT DIVID ETF |
| ULTA BEAUTY INC | 888 | 537249 | COM |
| DOMINION ENERGY INC | 9111 | 533841 | COM |
| EQUIFAX INC | 2418 | 524658 | COM |
| THE CIGNA GROUP | 1863 | 512753 | COM |
| RIO TINTO PLC | 6319 | 505736 | SPONSORED ADR |
| QXO INC | 26100 | 503469 | COM NEW |
| BECTON DICKINSON & CO | 2573 | 499342 | COM |
| ISHARES TR | 2878 | 485720 | ISHARES BIOTECH |
| GE VERNOVA INC | 741 | 484295 | COM |
| ROYAL BK CDA | 2800 | 477372 | COM |
| TRANE TECHNOLOGIES PLC | 1166 | 472907 | SHS |
| QUEST DIAGNOSTICS INC | 2684 | 465755 | COM |
| INTUITIVE SURGICAL INC | 812 | 459884 | COM NEW |
| COLGATE PALMOLIVE CO | 5764 | 455505 | COM |
| HERSHEY CO | 2480 | 451310 | COM |
| VANGUARD INDEX FDS | 1323 | 443528 | TOTAL STK MKT |
| ISHARES TR | 2041 | 429304 | RUS 1000 VAL ETF |
| KIMBERLY-CLARK CORP | 4139 | 417584 | COM |
| WISDOMTREE TR | 4545 | 406459 | US QTLY DIV GRT |
| ENTERPRISE PRODS PARTNERS L | 12587 | 398571 | COM |
| ISHARES TR | 7056 | 386053 | MSCI EMG MKT ETF |
| CARLYLE GROUP INC | 6468 | 382323 | COM |
| YUM BRANDS INC | 2518 | 380923 | COM |
| DOVER CORP | 1895 | 369980 | COM |
| ISHARES TR | 3201 | 364619 | EAFE GRWTH ETF |
| COPART INC | 9192 | 359867 | COM |
| CARRIER GLOBAL CORPORATION | 6508 | 343883 | COM |
| HOME DEPOT INC | 947 | 325739 | COM |
| VERISK ANALYTICS INC | 1450 | 324351 | COM |
| TYSON FOODS INC | 5500 | 322410 | CL A |
| FLEX LTD | 5137 | 310378 | ORD |
| ISHARES TR | 3885 | 310146 | MRGSTR MD CP GRW |
| DIMENSIONAL ETF TRUST | 9050 | 309601 | US LARGE CAP VAL |
| DIMENSIONAL ETF TRUST | 9301 | 305898 | US SMALL CAP VAL |
| VERIZON COMMUNICATIONS INC | 7243 | 295007 | COM |
| COCA COLA CO | 4098 | 286491 | COM |
| CANADIAN PACIFIC KANSAS CITY | 3805 | 280162 | COM |
| CHUBB LIMITED | 892 | 278411 | COM |
| NORFOLK SOUTHN CORP | 952 | 274861 | COM |
| ADVANCED MICRO DEVICES INC | 1266 | 271127 | COM |
| SMUCKER J M CO | 2767 | 270640 | COM NEW |
| TARGET CORP | 2684 | 262361 | COM |
| US BANCORP DEL | 4913 | 262175 | COM NEW |
| FEDEX CORP | 1000 | 259099 | COM |
| VANGUARD SPECIALIZED FUNDS | 1164 | 255831 | DIV APP ETF |
| ISHARES TR | 1633 | 230276 | RUS MDCP VAL ETF |
| ADVANCED ENERGY INDS | 1090 | 228213 | COM |
| SCHWAB STRATEGIC TR | 8093 | 221992 | US DIVIDEND EQ |
| ALTRIA GROUP INC | 3638 | 209767 | COM |
| BALL CORP | 3875 | 205259 | COM |
| INVESCO EXCHANGE TRADED FD T | 4405 | 200472 | S&P500 EQL TEC |
| SABRE CORP | 10579 | 14387 | COM |
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