Triangle Securities Wealth Management
Confidential treatment requested — holdings omitted from public disclosure
Sector Allocation
- Other49.4%$257.8M
- Technology15.0%$78.4M
- Financials11.2%$58.4M
- Industrials6.5%$33.8M
- Healthcare4.9%$25.8M
- Consumer Discretionary3.0%$15.6M
- Energy2.9%$15.2M
- Consumer Staples2.4%$12.6M
- Materials1.4%$7.4M
- Utilities1.4%$7.4M
AUM History
13fpro.ai/research/fund/triangle-securities-wealth-management-1541353
Conviction and streaks
Concentrating · top 10 = 29.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$22.6M
- J$20.4M
- VANGUARD$19.1M
- SCHWAB$18.0M
- GMO$14.7M
- SCHWAB$12.7M
- SPDR$12.3M
GOOG
$12.2MCAT
$11.5M- ADVISORS$10.9M
- FIDELITY$10.7M
MSFT
$10.4M- ISHARES$10.1M
BX
$10.0MAAPL
$10.0M- FIDELITY$8.9M
- TORTOISE$8.8M
- JANUS$7.8M
JPM
$7.4MXOM.R34088
$7.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/triangle-securities-wealth-management-1541353
Triangle Securities Wealth Management 13F holdings — Q3 2026
$522.1M portfolio (+3.6% QoQ) · 206 holdings · Q3 2026 13F · top 10 are 30% of the stock portfolio
- 1
ISHARES TR - CORE S&P MCP ETF
$22.6M
4.3% of stocks
+102%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF
$20.4M
3.9% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD WORLD FD - INF TECH ETF
$19.1M
3.7% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
SCHWAB STRATEGIC TR - US MID-CAP ETF
$18.0M
3.4% of stocks
-0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
GMO ETF TRUST - US QUALITY ETF
$14.7M
2.8% of stocks
+164%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
SCHWAB STRATEGIC TR - US LRG CAP ETF
$12.7M
2.4% of stocks
+53%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SPDR SERIES TRUST - ST STR SP600SM C
$12.3M
2.4% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— $12.2M
2.3% of stocks
-1%This quarter-8.6%Since filed11+ qtrsHeld$11.5M
2.2% of stocks
+98%This quarter-7.6%Since filed11+ qtrsHeld- 10
ADVISORS INNER CIRCLE FD III - STRATEGAS MACRO
$10.9M
2.1% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE S&P MCP ETF | $22.6M | 4.3% | +102% | — | — | — | — | |
| 2 | J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF | $20.4M | 3.9% | +1% | — | — | — | — | |
| 3 | VANGUARD WORLD FD - INF TECH ETF | $19.1M | 3.7% | -3% | — | — | — | — | |
| 4 | SCHWAB STRATEGIC TR - US MID-CAP ETF | $18.0M | 3.4% | -0.4% | — | — | — | — | |
| 5 | GMO ETF TRUST - US QUALITY ETF | $14.7M | 2.8% | +164% | — | — | — | — | |
| 6 | SCHWAB STRATEGIC TR - US LRG CAP ETF | $12.7M | 2.4% | +53% | — | — | — | — | |
| 7 | SPDR SERIES TRUST - ST STR SP600SM C | $12.3M | 2.4% | -3% | — | — | — | — | |
| 8 | $12.2M | 2.3% | -1% | -8.6% | 11+ qtrsTrimmed 4 qtrs in a row | 77.7#60 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $11.5M | 2.2% | +98% | -7.6% | 11+ qtrs | 66.6#397 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | ADVISORS INNER CIRCLE FD III - STRATEGAS MACRO | $10.9M | 2.1% | +2% | — | — | — | — |
All holdings — Triangle Securities Wealth Management (Q3 2026)
206 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETFetf/fund | — | $10.7M | 2.0% | 247K | +119% | — | — | 13F |
| 12 | MICROSOFT CORP | Technology | $10.4M | 2.0% | 20K | -0.6% | 11+ qtrs | 79.8 | 13F | |
| 13 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $10.1M | 1.9% | 74K | -1% | — | — | 13F |
| 14 | Blackstone Inc. | Financials | $10.0M | 1.9% | 88K | -0.8% | 11+ qtrs | 77.5 | 13F | |
| 15 | Apple Inc. | Technology | $10.0M | 1.9% | 30K | -0.2% | 11+ qtrs | 75.7 | 13F | |
| 16 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | — | $8.9M | 1.7% | 196K | New | — | — | 13F |
| 17 | — | TORTOISE CAPITAL SERIES TRUS - NORTH AMRCN PIPE | — | $8.8M | 1.7% | 222K | -1% | — | — | 13F |
| 18 | — | JANUS DETROIT STR TR - HENDERSN CAP ETFetf/fund | — | $7.8M | 1.5% | 91K | +1% | — | — | 13F |
| 19 | JPMORGAN CHASE & CO | Financials | $7.4M | 1.4% | 22K | -4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | EXXON MOBIL CORP | Energy | $7.2M | 1.4% | 44K | -2% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNITlp unit | — | $7.1M | 1.4% | 207K | +2% | — | — | 13F |
| 22 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETFetf/fund | — | $6.0M | 1.1% | 102K | -0.1% | — | — | 13F |
| 23 | BROOKFIELD Corp /ON/ | Real Estate | $5.9M | 1.1% | 161K | +3% | 10 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | GOLDMAN SACHS GROUP INC | Financials | $5.6M | 1.1% | 6,221 | -5% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Broadcom Inc. | Technology | $5.5M | 1.1% | 16K | -0.6% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $KKR | KKR & Co. Inc. | Financials | $5.4M | 1.0% | 59K | +2% | |||
| 27 | $JNJ | JOHNSON & JOHNSON | Healthcare | $5.0M | 1.0% | 19K | -1% | |||
| 28 | — | AMERICAN CENTY ETF TR - AVAN US VALU ETF | — | $4.9M | 0.9% | 65K | +7% | |||
| 29 | $LLY | ELI LILLY & Co | Healthcare | $4.8M | 0.9% | 4,128 | -2% | |||
| 30 | — | VANGUARD WORLD FD - CONSUM DIS ETF | — | $4.6M | 0.9% | 13K | +3% | |||
| 31 | — | SPDR SERIES TRUST - ST STR SP INS | — | $4.6M | 0.9% | 79K | +5% | |||
| 32 | — | ISHARES TR - S&P MC 400GR ETF | — | $4.6M | 0.9% | 42K | -0.3% | |||
| 33 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $4.3M | 0.8% | 28K | -2% | |||
| 34 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $4.2M | 0.8% | 47K | +17% | |||
| 35 | $META | Meta Platforms, Inc. | Technology | $4.1M | 0.8% | 5,661 | +2% | |||
| 36 | $AMZN | AMAZON COM INC | Consumer Discretionary | $4.1M | 0.8% | 16K | +1% | |||
| 37 | $NVDA | NVIDIA CORP | Technology | $4.0M | 0.8% | 18K | -0.2% | |||
| 38 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $4.0M | 0.8% | 22K | -3% | |||
| 39 | $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | Industrials | $3.7M | 0.7% | 13K | -5% | |||
| 40 | $RTX | RTX Corp | Industrials | $3.7M | 0.7% | 20K | -3% | |||
| 41 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $3.6M | 0.7% | 123K | -0.9% | |||
| 42 | $V | VISA INC. | Financials | $3.5M | 0.7% | 9,827 | -2% | |||
| 43 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $3.5M | 0.7% | 108K | -0.4% | |||
| 44 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $3.3M | 0.6% | 61K | -5% | |||
| 45 | $DUK | Duke Energy CORP | Utilities | $3.3M | 0.6% | 29K | +0.3% | |||
| 46 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $3.2M | 0.6% | 6,500 | -0.4% | |||
| 47 | $LRCX | LAM RESEARCH CORP | Technology | $3.2M | 0.6% | 9,774 | -2% | |||
| 48 | $EMR | EMERSON ELECTRIC CO | Industrials | $3.1M | 0.6% | 20K | -1% | |||
| 49 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $3.0M | 0.6% | 54K | +15% | |||
| 50 | $AMGN | AMGEN INC | Healthcare | $2.7M | 0.5% | 6,458 | -3% | |||
| 51 | $CVX | CHEVRON CORP | Energy | $2.7M | 0.5% | 13K | -2% | |||
| 52 | — | ISHARES TR - SP SMCP600VL ETF | — | $2.7M | 0.5% | 21K | -2% | |||
| 53 | $NOW | ServiceNow, Inc. | Technology | $2.7M | 0.5% | 20K | +4% | |||
| 54 | $GRMN | GARMIN LTD | Technology | $2.7M | 0.5% | 9,278 | -1% | |||
| 55 | $PANW | Palo Alto Networks Inc | Technology | $2.6M | 0.5% | 6,514 | -0.4% | |||
| 56 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $2.6M | 0.5% | 4,995 | -6% | |||
| 57 | $NEE | NEXTERA ENERGY INC | Utilities | $2.6M | 0.5% | 34K | -6% | |||
| 58 | $IVZ | Invesco Ltd. | Financials | $2.5M | 0.5% | 12K | +2% | |||
| 59 | — | ADVISORS INNER CIRCLE FD III - STRATEGAS GBL PO | — | $2.5M | 0.5% | 71K | -2% | |||
| 60 | $LIN | LINDE PLC | Materials | $2.4M | 0.5% | 5,149 | +1% | |||
| 61 | $ANET | Arista Networks, Inc. | Technology | $2.4M | 0.5% | 12K | +3% | |||
| 62 | $PEP | PEPSICO INC | Consumer Staples | $2.4M | 0.5% | 19K | -4% | |||
| 63 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $2.3M | 0.4% | 29K | -10% | |||
| 64 | $ENB | ENBRIDGE INC | Energy | $2.2M | 0.4% | 47K | -3% | |||
| 65 | $LYV | Live Nation Entertainment, Inc. | Communication Services | $2.2M | 0.4% | 13K | -0.5% | |||
| 66 | — | DFA INVT DIMENSIONS GROUP IN - U.S. SML CP VAL | — | $2.1M | 0.4% | 55K | New | |||
| 67 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $2.0M | 0.4% | 4,619 | -0.7% | |||
| 68 | $CTVA | Corteva, Inc. | Consumer Staples | $2.0M | 0.4% | 26K | -1.0% | |||
| 69 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.9M | 0.4% | 13K | -0.0% | |||
| 70 | — | SPDR SERIES TRUST - ST STR SP600GRWO | — | $1.9M | 0.4% | 18K | -2% | |||
| 71 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $1.9M | 0.4% | 2,811 | -0.2% | |||
| 72 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.9M | 0.4% | 2,082 | +0.8% | |||
| 73 | $MRK | Merck & Co., Inc. | Healthcare | $1.9M | 0.4% | 13K | -2% | |||
| 74 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $1.8M | 0.3% | 9,390 | -0.7% | |||
| 75 | $DOV | DOVER Corp | Industrials | $1.7M | 0.3% | 11K | -3% | |||
| 76 | $VEEV | VEEVA SYSTEMS INC | Technology | $1.7M | 0.3% | 5,997 | -2% | |||
| 77 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.7M | 0.3% | 4,575 | +0.4% | |||
| 78 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $1.6M | 0.3% | 4,998 | +4% | |||
| 79 | $GOOGL | Alphabet Inc. | Technology | $1.5M | 0.3% | 4,490 | -0.2% | |||
| 80 | $MS | MORGAN STANLEY | Financials | $1.5M | 0.3% | 8,214 | -1.0% | |||
| 81 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 0.3% | 2 | — | |||
| 82 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $1.5M | 0.3% | 6,222 | -3% | |||
| 83 | $CRM | Salesforce, Inc. | Technology | $1.4M | 0.3% | 6,293 | -25% | |||
| 84 | $DHR | DANAHER CORP /DE/ | Healthcare | $1.4M | 0.3% | 6,485 | -3% | |||
| 85 | $USFD | US Foods Holding Corp. | Consumer Discretionary | $1.4M | 0.3% | 15K | -3% | |||
| 86 | $FLEX | FLEX LTD. | Technology | $1.4M | 0.3% | 13K | -0.9% | |||
| 87 | $COP | CONOCOPHILLIPS | Energy | $1.4M | 0.3% | 11K | -3% | |||
| 88 | $ASML | ASML HOLDING NV | Technology | $1.3M | 0.3% | 737 | -0.4% | |||
| 89 | $WMT | Walmart Inc. | Consumer Staples | $1.3M | 0.3% | 12K | -0.5% | |||
| 90 | $C | CITIGROUP INC | Financials | $1.3M | 0.3% | 9,951 | -3% | |||
| 91 | $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | Financials | $1.3M | 0.3% | 624 | -0.6% | |||
| 92 | — | VANGUARD WORLD FD - COMM SRVC ETF | — | $1.3M | 0.2% | 6,638 | -1% | |||
| 93 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.2M | 0.2% | 4,821 | +48% | |||
| 94 | $LH | LABCORP HOLDINGS INC. | Healthcare | $1.2M | 0.2% | 3,869 | -0.8% | |||
| 95 | $ICE | Intercontinental Exchange, Inc. | Financials | $1.2M | 0.2% | 7,770 | +2% | |||
| 96 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $1.2M | 0.2% | 15K | — | |||
| 97 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $1.1M | 0.2% | 4,835 | -1% | |||
| 98 | — | ISHARES TR - U.S. MED DVC ETF | — | $1.1M | 0.2% | 22K | — | |||
| 99 | $ECL | ECOLAB INC. | Materials | $1.1M | 0.2% | 4,115 | -1% | |||
| 100 | $GD | GENERAL DYNAMICS CORP | Industrials | $1.1M | 0.2% | 3,287 | -2% | |||
| 101 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.0M | 0.2% | 7,647 | +3% | |||
| 102 | $MCO | MOODYS CORP /DE/ | Financials | $1000K | 0.2% | 2,201 | -0.3% | |||
| 103 | $SPY | SPDR S&P 500 ETF TRUST | — | $994K | 0.2% | 1,304 | -1% | |||
| 104 | $DE | DEERE & CO | Industrials | $935K | 0.2% | 1,393 | — | |||
| 105 | $PM | Philip Morris International Inc. | Consumer Staples | $933K | 0.2% | 4,888 | — | |||
| 106 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $923K | 0.2% | 5,638 | -18% | |||
| 107 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $920K | 0.2% | 23K | -2% | |||
| 108 | — | T ROWE PRICE EXCHANGE-TRADED - PRICE EQT INCOME | — | $913K | 0.2% | 18K | -9% | |||
| 109 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $904K | 0.2% | 17K | +3% | |||
| 110 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $900K | 0.2% | 8,934 | +15% | |||
| 111 | — | ISHARES TR - EXPANDED TECH | — | $899K | 0.2% | 8,440 | -0.1% | |||
| 112 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $892K | 0.2% | 14K | -5% | |||
| 113 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $891K | 0.2% | 1,704 | -0.3% | |||
| 114 | $AJG | Arthur J. Gallagher & Co. | Financials | $877K | 0.2% | 3,846 | +0.1% | |||
| 115 | $GE | GENERAL ELECTRIC CO | Industrials | $871K | 0.2% | 2,790 | -3% | |||
| 116 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $865K | 0.2% | 4,002 | -0.8% | |||
| 117 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $857K | 0.2% | 3,854 | -4% | |||
| 118 | $ORCL | ORACLE CORP | Technology | $856K | 0.2% | 6,232 | -24% | |||
| 119 | $APD | Air Products & Chemicals, Inc. | Materials | $842K | 0.2% | 3,025 | +0.8% | |||
| 120 | — | ISHARES TR - CORE S&P500 ETF | — | $828K | 0.2% | 1,081 | +0.9% | |||
| 121 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $806K | 0.1% | 2,267 | — | |||
| 122 | $LYB | LyondellBasell Industries N.V. | Materials | $806K | 0.1% | 14K | +0.5% | |||
| 123 | $CMI | CUMMINS INC | Industrials | $800K | 0.1% | 1,548 | -3% | |||
| 124 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $759K | 0.1% | 21K | -11% | |||
| 125 | $FANG | Diamondback Energy, Inc. | Energy | $755K | 0.1% | 4,108 | -2% | |||
| 126 | — | ELEVATION SERIES TRUST - RIVE ACTI IN ETF | — | $731K | 0.1% | 93K | +2% | |||
| 127 | $NTRS | NORTHERN TRUST CORP | Financials | $730K | 0.1% | 4,313 | -1% | |||
| 128 | $CVS | CVS HEALTH Corp | Healthcare | $728K | 0.1% | 8,497 | -0.7% | |||
| 129 | $DDOG | Datadog, Inc. | Technology | $724K | 0.1% | 2,645 | — | |||
| 130 | $MMM | 3M CO | Healthcare | $715K | 0.1% | 4,353 | — | |||
| 131 | $VRSK | Verisk Analytics, Inc. | Technology | $714K | 0.1% | 4,255 | +1% | |||
| 132 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $712K | 0.1% | 1,901 | -0.3% | |||
| 133 | $SLB | SLB LIMITED/NV | Energy | $709K | 0.1% | 15K | -0.7% | |||
| 134 | $TFC | TRUIST FINANCIAL CORP | Financials | $703K | 0.1% | 15K | -6% | |||
| 135 | — | ISHARES TR - MRGSTR MD CP GRW | — | $700K | 0.1% | 7,461 | +55% | |||
| 136 | $GEV | GE Vernova Inc. | Industrials | $699K | 0.1% | 735 | — | |||
| 137 | $MA | Mastercard Inc | Financials | $686K | 0.1% | 1,244 | -2% | |||
| 138 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $686K | 0.1% | 4,208 | -1% | |||
| 139 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $683K | 0.1% | 4,661 | -0.6% | |||
| 140 | $QCOM | QUALCOMM INC/DE | Technology | $647K | 0.1% | 3,516 | -3% | |||
| 141 | $SHW | SHERWIN WILLIAMS CO | Materials | $629K | 0.1% | 1,946 | +0.1% | |||
| 142 | — | ISHARES TR - SELECT DIVID ETF | — | $620K | 0.1% | 4,080 | — | |||
| 143 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $619K | 0.1% | 4,155 | +22% | |||
| 144 | $D | DOMINION ENERGY, INC | Utilities | $611K | 0.1% | 10K | +1% | |||
| 145 | $DD | DuPont de Nemours, Inc. | Materials | $609K | 0.1% | 4,685 | -5% | |||
| 146 | $UNP | UNION PACIFIC CORP | Industrials | $608K | 0.1% | 2,235 | +0.0% | |||
| 147 | $DGX | QUEST DIAGNOSTICS INC | Healthcare | $604K | 0.1% | 2,592 | -1.0% | |||
| 148 | — | ISHARES TR - ISHARES BIOTECH | — | $602K | 0.1% | 2,858 | -0.3% | |||
| 149 | $ADSK | Autodesk, Inc. | Technology | $599K | 0.1% | 2,866 | +2% | |||
| 150 | $AXP | AMERICAN EXPRESS CO | Financials | $588K | 0.1% | 1,933 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 9 new, 50 added to, 118 trimmed, 16 sold out. Share-count changes; largest moves by dollar size first.
New positions (9)
- FIDELITY COVINGTON TRUST - ENHANCED LARGE$8.9M
first bought this quarter
- DFA INVT DIMENSIONS GROUP IN - U.S. SML CP VAL$2.1M
first bought this quarter
$MSIMotorola Solutions, Inc.$449K
first bought this quarter
$RDDTReddit, Inc.$354K
first bought this quarter
$LNCLINCOLN NATIONAL CORP$325K
first bought this quarter
$XYLXylem Inc.$322K
first bought this quarter
+3 more in the Excel export
Added to (50)
- ISHARES TR - CORE S&P MCP ETF+102%
now $22.6M
- GMO ETF TRUST - US QUALITY ETF+164%
now $14.7M
- FIDELITY MERRIMACK STR TR - TOTAL BD ETF+119%
now $10.7M
now $11.5M · held 11+ qtrs
- SCHWAB STRATEGIC TR - US LRG CAP ETF+53%
now $12.7M
- VANGUARD INDEX FDS - MRNGSTR GRWT ETF+17%
now $4.2M
+44 more in the Excel export
Trimmed (118)
- VANGUARD WORLD FD - INF TECH ETF-3%
now $19.1M
$CRMSalesforce, Inc.-25%
now $1.4M · held 11+ qtrs, 2 trims in a row
- SPDR SERIES TRUST - ST STR SP600SM C-3%
now $12.3M
now $7.4M · held 11+ qtrs
$GSGOLDMAN SACHS GROUP INC-5%
now $5.6M · held 11+ qtrs, 2 trims in a row
$ORCLORACLE CORP-24%
now $856K · held 11+ qtrs, 4 trims in a row
+112 more in the Excel export
Holdings by quarter
Every 13F Triangle Securities Wealth Management has filed, 41 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Triangle Securities Wealth Management's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-0.7%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter; 14% over the last 4
Top 10 weight
30%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Triangle Securities Wealth Management disclosed 206 positions worth $522.1M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 9 new positions and exited 16. The portfolio is most concentrated in Other (49.4% of disclosed assets). All figures are sourced directly from Triangle Securities Wealth Management’s Form 13F-HR filing with the SEC under CIK 1541353.
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AI-Powered Hedge Fund Analysis: Triangle Securities Wealth Management
13F Pro is an AI hedge fund tracker and stock research platform. For Triangle Securities Wealth Management (SEC CIK: 1541353), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Triangle Securities Wealth Management's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.