Triangle Securities Wealth Management — 13F holdings

Triangle Securities Wealth Management reported 214 holdings worth $522M in its 13F filing for Q3 2026, filed October 14, 2026.

Largest positions

  1. IJH ISHARES TR — $22.6M (4.3%)
  2. JAVA J P MORGAN EXCHANGE TRADED F — $20.4M (3.9%)
  3. VGT VANGUARD WORLD FD — $19.1M (3.7%)
  4. SCHM SCHWAB STRATEGIC TR — $18.0M (3.4%)
  5. QLTY GMO ETF TRUST — $14.7M (2.8%)
  6. SCHX SCHWAB STRATEGIC TR — $12.7M (2.4%)
  7. SLYV SPDR SERIES TRUST — $12.3M (2.4%)
  8. GOOG ALPHABET INC — $12.2M (2.3%)
  9. CAT CATERPILLAR INC — $11.5M (2.2%)
  10. SAMT ADVISORS INNER CIRCLE FD III — $10.9M (2.1%)