Triangle Securities Wealth Management

Institutional manager (13F) · CIK 1541353

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $301M

#	Issuer	Value	Shares
1	J P MORGAN EXCHANGE TRADED F	$18M	248,192
2	SCHWAB STRATEGIC TR	$16M	532,039
3	VANGUARD WORLD FD	$14M	19,879
4	SPDR SERIES TRUST	$12M	124,281
5	ALPHABET INC	$11M	38,555
6	ADVISORS INNER CIRCLE FD III	$10M	259,798
7	ISHARES TR	$10M	148,616
8	TORTOISE CAPITAL SERIES TRUS	$10M	227,063
9	ISHARES TR	$9M	74,557
10	ISHARES TR	$9M	199,664
11	MICROSOFT CORP	$8M	21,920
12	EXXON MOBIL CORP	$8M	45,988
13	APPLE INC	$8M	30,102
14	JPMORGAN CHASE & CO	$7M	23,491
15	SCHWAB STRATEGIC TR	$7M	268,645
16	BROOKFIELD CORP	$6M	154,705
17	JANUS DETROIT STR TR	$6M	84,456
18	CAPITAL GROUP INTL FOCUS EQT	$6M	195,324
19	GOLDMAN SACHS GROUP INC	$6M	6,649
20	VANGUARD INTL EQUITY INDEX F	$5M	100,072
21	KKR & CO INC	$5M	58,407
22	LOWES COS INC	$5M	21,954
23	BROADCOM INC	$5M	16,699
24	BLACKSTONE INC	$5M	43,807
25	FIDELITY MERRIMACK STR TR	$5M	103,709
26	JOHNSON & JOHNSON	$5M	19,256
27	CATERPILLAR INC	$5M	6,353
28	GMO ETF TRUST	$4M	121,885
29	VANGUARD WORLD FD	$4M	12,028
30	VANGUARD WHITEHALL FDS	$4M	28,647
31	SPDR SERIES TRUST	$4M	76,126
32	RTX CORPORATION	$4M	20,785
33	ELI LILLY & CO	$4M	4,250
34	ISHARES TR	$4M	38,732
35	DUKE ENERGY CORP NEW	$4M	28,987
36	AMERICAN CENTY ETF TR	$4M	47,262
37	META PLATFORMS INC	$4M	6,120
38	WABTEC	$3M	13,753
39	NEXTERA ENERGY INC	$3M	36,873
40	AMAZON COM INC	$3M	16,375
41	SCHWAB STRATEGIC TR	$3M	113,215
42	2023 ETF SERIES TRUST	$3M	106,500
43	BERKSHIRE HATHAWAY INC DEL	$3M	6,634
44	VISA INC	$3M	10,453
45	PEPSICO INC	$3M	20,189
46	NVIDIA CORPORATION	$3M	17,883
47	BANK AMERICA CORP	$3M	63,956
48	SCHWAB STRATEGIC TR	$3M	120,443
49	CHEVRON CORPORATION	$3M	13,704
50	EMERSON ELEC CO	$3M	20,645

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.