Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Triangle Securities Wealth Management (CIK 1541353) reported $440.6M across 206 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JAVA ($17.8M, 4.04%), SCHM ($16.5M, 3.74%), VGT ($13.9M, 3.15%), SLYV ($11.8M, 2.67%), GOOG ($11.1M, 2.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JAVA | J P MORGAN EXCHANGE TRADED F | $17.8M | 4.04% | 248,192 | Added |
| 2 | SCHM | SCHWAB STRATEGIC TR | $16.5M | 3.74% | 532,039 | Added |
| 3 | VGT | VANGUARD WORLD FD | $13.9M | 3.15% | 19,879 | Trimmed |
| 4 | SLYV | SPDR SERIES TRUST | $11.8M | 2.67% | 124,281 | Trimmed |
| 5 | GOOG | ALPHABET INC | $11.1M | 2.51% | 38,555 | Trimmed |
| 6 | SAMT | ADVISORS INNER CIRCLE FD III | $10.2M | 2.32% | 259,798 | Trimmed |
| 7 | IJH | ISHARES TR | $10.0M | 2.28% | 148,616 | Trimmed |
| 8 | TPYP | TORTOISE CAPITAL SERIES TRUS | $9.6M | 2.18% | 227,063 | Added |
| 9 | IJR | ISHARES TR | $9.3M | 2.10% | 74,557 | Added |
| 10 | IUSB | ISHARES TR | $9.2M | 2.09% | 199,664 | Added |
| 11 | MSFT | MICROSOFT CORP | $8.1M | 1.84% | 21,920 | Trimmed |
| 12 | XOM | EXXON MOBIL CORP | $7.8M | 1.77% | 45,988 | Trimmed |
| 13 | AAPL | APPLE INC | $7.6M | 1.73% | 30,102 | Trimmed |
| 14 | JPM | JPMORGAN CHASE & CO | $6.9M | 1.57% | 23,491 | Trimmed |
| 15 | SCHX | SCHWAB STRATEGIC TR | $6.9M | 1.56% | 268,645 | Added |
| 16 | BN | BROOKFIELD CORP | $6.3M | 1.42% | 154,705 | Added |
| 17 | JSML | JANUS DETROIT STR TR | $5.9M | 1.34% | 84,456 | Added |
| 18 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $5.8M | 1.31% | 195,324 | Added |
| 19 | GS | GOLDMAN SACHS GROUP INC | $5.6M | 1.28% | 6,649 | Trimmed |
| 20 | KKR | KKR & CO INC | $5.4M | 1.23% | 58,407 | Trimmed |
| 21 | VWO | VANGUARD INTL EQUITY INDEX F | $5.4M | 1.23% | 100,072 | Added |
| 22 | LOW | LOWES COS INC | $5.2M | 1.18% | 21,954 | Trimmed |
| 23 | AVGO | BROADCOM INC | $5.2M | 1.17% | 16,699 | Trimmed |
| 24 | BX | BLACKSTONE INC | $5.0M | 1.14% | 43,807 | Added |
| 25 | JNJ | JOHNSON & JOHNSON | $4.7M | 1.07% | 19,256 | Added |
Source: SEC Form 13F filings · as of 2026-03-31