Triangle Securities Wealth Management

Registered adviser

CIK

1541353

Location

RALEIGH, NC

Portfolio Value

Small $454,851,351

Diversification

Diversified

Filing Date

Global Rank

#3,687 / 8,807 ▲ 122 · as of Jun 2026

Top Industry

Asset Management 8.6%

Period ended 20 days ago

Filed Oct 14, 2026 · 6d

27 quarters · since Mar 2020

Confidential Treatment — This manager has requested confidential treatment for one or more investments in the most recent 13F filing. The portfolio shown may be incomplete.

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 148156

Roster of Oct 1, 2026

Regulatory AUM

$1,290,721,266

Main clients

Individuals and high net worth (98% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Oct 2026	$1,290,721,266	Individuals and high net worth (98%)
Mar 2025 to Feb 2026	$1,202,394,950	Individuals and high net worth (98%)
Mar 2024 to Feb 2025	$1,109,793,157	Individuals and high net worth (99%)
May 2023 to Feb 2024	$967,800,990	Individuals and high net worth (98%)
Apr 2023	$967,800,990	Individuals and high net worth (98%)
Apr 2022 to Mar 2023	$1,096,640,298	Individuals and high net worth (98%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 41.4%, 36.8 effective positions, active share 65.0% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

12.6% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 20.6 quarters (12+), a floor since 58.9% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 65.0%; sector active share 40.1% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

206 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

8.7%

−0.5 pts

Top 5

26.4%

−3.6 pts

Top 10

38.3%

−3.1 pts

HHI

243

Diversified−29

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	43.4%	$197,322,104	59
Financial Services	13.4%	$61,134,857	29
Technology	12.4%	$56,341,313	25
Industrials	7.4%	$33,440,120	25
Healthcare	5.9%	$26,806,225	16
Communication Services	4.7%	$21,179,442	7
Energy	3.3%	$15,161,413	7
Consumer Cyclical	3.0%	$13,694,296	11
Consumer Defensive	2.7%	$12,251,432	13
Basic Materials	2.0%	$9,235,928	9
Utilities	1.6%	$7,361,337	4
Real Estate	0.2%	$922,884	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		+212,443	342,218	$0
IJH	iShares Core S&P Mid-Cap ETF	+153,081	303,531	$0
SCHX	Schwab U.S. Large-Cap ETF	+146,036	423,375	$12,701,250
FBND	Fidelity Total Bond ETF	+134,274	247,442	$10,714,238
DFIV	Dimensional International Value ETF	+7,024	54,276	$3,031,857
VUG	VANGUARD GROWTH INDEX FUND	+6,631	46,721	$4,210,029
CAT	Caterpillar Inc	+6,060	12,221	$9,908,664
SAMT	Strategas Macro Thematic Opportunities ETF	+4,480	261,068	$10,881,314
AVMV	Avantis U.S. Mid Cap Value ETF	+4,300	64,583	$4,929,620
BN	BROOKFIELD Corp /ON/	+4,090	161,419	$5,885,336
CGXU	Capital Group International Focus Equity ETF	+3,718	206,791	$7,090,863
KIE	State Street(R) SPDR(R) S&P(R) Insurance ETF	+3,508	78,600	$4,598,100
JAVA	JPMorgan Active Value ETF	+3,276	256,282	$20,430,801
IMCG	iShares Morningstar Mid-Cap Growth ETF	+2,637	7,461	$0
QXO	QXO, Inc.	+2,275	38,015	$444,395
CEFZ	Ubs AG	+2,184	92,880	$0
DFSV	Dimensional US Small Cap Value ETF	+2,095	54,723	$2,050,470
NFLX	Netflix Inc	+2,025	6,670	$464,098
IBM	International Business Machines Corp	+1,554	4,821	$1,060,281
JSML	Janus Henderson Small Cap Growth Alpha ETF	+1,290	90,769	$7,799,598
WEC	Wec Energy Group, Inc.	+1,195	8,934	$900,368
KKR	KKR & Co. Inc.	+1,042	58,822	$5,370,448
GILD	Gilead Sciences, Inc.	+745	4,155	$619,302
NOW	ServiceNow, Inc.	+697	20,045	$2,686,230
FNDF	Schwab Fundamental International Equity ETF	+541	16,814	$903,752
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	−4,288	152,375	$19,148,966
SLYV	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF	−3,535	120,780	$12,337,677
WFC	Wells Fargo & Company/Mn	−3,297	28,879	$2,311,763
TPYP	Tortoise North American Pipeline ETF	−2,956	221,839	$8,843,611
BAC	Bank Of America Corp /De/	−2,891	61,315	$3,337,375
SCHG	Schwab U.S. Large-Cap Growth ETF	−2,598	21,115	$758,661
FNB	Fnb Corp/Pa/	−2,160	10,908	$187,726
NEE	Nextera Energy Inc	−2,080	33,720	$2,553,952
CRM	Salesforce, Inc.	−2,055	6,293	$1,444,684
SCHM	Schwab U.S. Mid-Cap ETF	−2,013	528,430	$17,977,188
ORCL	Oracle Corp	−2,008	6,232	$855,653
TEQI	T. Rowe Price Equity Income ETF	−1,823	18,040	$912,842
ENB	Enbridge Inc	−1,620	46,650	$2,168,758
SAGP	Strategas Global Policy Opportunities ETF	−1,419	70,722	$2,474,916
AMT	American Tower Corp /Ma/	−1,246	5,638	$922,884
XOM	ExxonMobil Holdings Corp	−1,109	44,357	$7,219,101
IJR	iShares Core S&P Small-Cap ETF	−1,092	74,375	$0
SCHB	Schwab U.S. Broad Market ETF	−1,062	123,023	$3,605,804
JPM	Jpmorgan Chase & Co	−988	22,328	$7,386,772
TFC	Truist Financial Corp	−893	15,188	$703,204
PEP	Pepsico Inc	−808	19,158	$2,427,701
BMY	Bristol Myers Squibb Co	−719	14,296	$892,070
BX	Blackstone Inc.	−699	88,021	$9,866,273
LOW	Lowes Companies Inc	−646	21,648	$3,989,509
RTX	RTX Corp	−639	19,731	$3,663,060
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
FELG	Fidelity Enhanced Large Cap Growth ETF	196,332	$8,852,609
MSI	Motorola Solutions, Inc.	1,007	$449,091
RDDT	Reddit, Inc.	2,483	$353,678
LNC	Lincoln National Corp	8,071	$324,938
XYL	Xylem Inc.	3,175	$321,532
DGII	Digi International Inc	4,024	$306,748
AON	Aon plc	1,074	$297,250
FCX	Freeport-Mcmoran Inc	3,020	$211,400
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
IUSB	iShares Core Universal USD Bond ETF	207,159	$9,560,387
—		105,000	$3,377,850
DFLV	Dimensional US Large Cap Value ETF	29,373	$1,161,408
—		5,655	$1,159,501
BA	Boeing Co	4,272	$924,759
DIS	Walt Disney Co	6,260	$602,525
ONON	On Holding AG	14,430	$511,110
OTIS	Otis Worldwide Corp	4,786	$342,677
ISRG	Intuitive Surgical Inc	812	$322,916
AEIS	Advanced Energy Industries Inc	602	$224,467
Q	Qnity Electronics, Inc.	1,333	$217,692
TSN	Tyson Foods, Inc.	3,750	$214,687
CPRT	Copart Inc	7,555	$212,975
SYY	Sysco Corp	2,436	$203,600
IWR	iShares Russell Mid-Cap ETF	1,833	$202,216
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

206 tracked positions · $454,851,351 total · filing declares 214 positions · $522,106,041 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 206 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
JAVA	JPMorgan Active Value ETF	Added	256,282	+3,276	$20,430,801	+1.7%	4.49%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Reduced	152,375	-4,288	$19,148,966	+2.3%	4.21%
SCHM	Schwab U.S. Mid-Cap ETF	Reduced	528,430	-2,013	$17,977,188	−8.1%	3.95%
SCHX	Schwab U.S. Large-Cap ETF	Added	423,375	+146,036	$12,701,250	+55.6%	2.79%
SLYV	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF	Reduced	120,780	-3,535	$12,337,677	−9.0%	2.71%
GOOG	Alphabet Inc. Communication Services	Reduced	35,890	-543	$12,229,158	−5.0%	2.69%
SAMT	Strategas Macro Thematic Opportunities ETF	Added	261,068	+4,480	$10,881,314	−11.2%	2.39%
FBND	Fidelity Total Bond ETF	Added	247,442	+134,274	$10,714,238	+108.1%	2.36%
MSFT	Microsoft Corp Technology	Reduced	20,248	-116	$10,385,199	+36.7%	2.28%
AAPL	Apple Inc. Technology	Reduced	29,911	-50	$9,960,961	+14.9%	2.19%
CAT	Caterpillar Inc Industrials	Added	12,221	+6,060	$9,908,664	+51.0%	2.18%
BX	Blackstone Inc. Financial Services	Reduced	88,021	-699	$9,866,273	−5.5%	2.17%
FELG	Fidelity Enhanced Large Cap Growth ETF	NEW	196,332	NEW	$8,852,609	NEW	1.95%
TPYP	Tortoise North American Pipeline ETF	Reduced	221,839	-2,956	$8,843,611	−6.2%	1.94%
JSML	Janus Henderson Small Cap Growth Alpha ETF	Added	90,769	+1,290	$7,799,598	−6.3%	1.71%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	22,328	-988	$7,386,772	−3.2%	1.62%
XOM	ExxonMobil Holdings Corp Energy	Reduced	44,357	-1,109	$7,219,101	+16.1%	1.59%
CGXU	Capital Group International Focus Equity ETF	Added	206,791	+3,718	$7,090,863	+0.9%	1.56%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	101,542	-65	$6,022,456	−0.7%	1.32%
BN	BROOKFIELD Corp /ON/ Financial Services	Added	161,419	+4,090	$5,885,336	−12.2%	1.29%
GS	Goldman Sachs Group Inc Financial Services	Reduced	6,221	-308	$5,601,139	−15.2%	1.23%
AVGO	Broadcom Inc. Technology	Reduced	15,794	-95	$5,546,694	−7.6%	1.22%
KKR	KKR & Co. Inc. Financial Services	Added	58,822	+1,042	$5,370,448	+1.3%	1.18%
JNJ	Johnson & Johnson Healthcare	Reduced	18,857	-191	$4,992,202	+3.2%	1.10%
AVMV	Avantis U.S. Mid Cap Value ETF	Added	64,583	+4,300	$4,929,620	+1.5%	1.08%
LLY	ELI LILLY & Co Healthcare	Reduced	4,128	-69	$4,776,426	−5.1%	1.05%
VCR	VANGUARD CONSUMER DISCRETIONARY INDEX FUND	Added	12,644	+348	$4,611,013	−5.4%	1.01%
KIE	State Street(R) SPDR(R) S&P(R) Insurance ETF	Added	78,600	+3,508	$4,598,100	+0.4%	1.01%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Reduced	27,812	-545	$4,316,422	−3.7%	0.95%
VUG	VANGUARD GROWTH INDEX FUND	Added	46,721	+6,631	$4,210,029	+21.9%	0.93%
META	Meta Platforms, Inc. Communication Services	Added	5,661	+121	$4,105,243	+31.6%	0.90%
AMZN	Amazon Com Inc Consumer Cyclical	Added	16,349	+183	$4,073,353	+5.7%	0.90%
NVDA	Nvidia Corp Technology	Reduced	17,628	-40	$4,025,882	+13.9%	0.89%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	21,648	-646	$3,989,509	−18.8%	0.88%
WAB	Westinghouse Air Brake Technologies Corp Industrials	Reduced	12,977	-635	$3,726,734	+1.6%	0.82%
RTX	RTX Corp Industrials	Reduced	19,731	-639	$3,663,060	−5.2%	0.81%
SCHB	Schwab U.S. Broad Market ETF	Reduced	123,023	-1,062	$3,605,804	+0.3%	0.79%
V	Visa Inc. Financial Services	Reduced	9,827	-175	$3,531,135	+2.9%	0.78%
SCHA	Schwab U.S. Small-Cap ETF	Reduced	107,519	-445	$3,508,344	−10.1%	0.77%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	61,315	-2,891	$3,337,375	−8.8%	0.73%
DUK	Duke Energy CORP Utilities	Added	28,913	+92	$3,296,371	−9.6%	0.72%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	6,500	-29	$3,236,675	−0.9%	0.71%
LRCX	Lam Research Corp Technology	Reduced	9,774	-211	$3,210,856	−25.8%	0.71%
EMR	Emerson Electric Co Industrials	Reduced	20,195	-295	$3,132,244	+6.8%	0.69%
DFIV	Dimensional International Value ETF	Added	54,276	+7,024	$3,031,857	+18.8%	0.67%
AMGN	Amgen Inc Healthcare	Reduced	6,458	-200	$2,722,111	+12.9%	0.60%
CVX	Chevron Corp Energy	Reduced	13,277	-300	$2,711,296	+20.5%	0.60%
NOW	ServiceNow, Inc. Technology	Added	20,045	+697	$2,686,230	+39.8%	0.59%
GRMN	Garmin Ltd Technology	Reduced	9,278	-131	$2,661,301	+19.1%	0.59%
PANW	Palo Alto Networks Inc Technology	Reduced	6,514	-25	$2,588,077	+16.1%	0.57%

Showing the top 50 of 206 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.