Investor
Triangle Securities Wealth Management
CIK 0001541353 · filed 2026-04-20 · SEC filing
13F book
$440.6M
Positions
206
8 new · 7 sold
Largest name
4.0%
J P Morgan Exchange Traded F
Est. mark
−$6.38M
Price effect on 198 names still held. Flow −$27.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F | — | 248.2K | $17.8M | 4.0% | $7.17K | Added$547.7K |
| Schwab Strategic Tr | — | 532K | $16.5M | 3.7% | $460K | Added$930.8K |
| Vanguard World Fd | — | 19.9K | $13.9M | 3.1% | −$1.11M | Cut−$1.35M |
| Spdr Series Trust | — | 124.3K | $11.8M | 2.7% | $448.6K | Cut$400K |
| Alphabet Inc | — | 38.6K | $11.1M | 2.5% | −$1.04M | Cut−$1.57M |
| Advisors Inner Circle Fd Iii | — | 259.8K | $10.2M | 2.3% | $197.4K | Cut$187.8K |
| Ishares Tr | — | 148.6K | $10M | 2.3% | $279.4K | Cut−$8.13M |
| Tortoise Capital Series Trus | — | 227.1K | $9.62M | 2.2% | $1.6M | Added$1.61M |
| Ishares Tr | — | 74.6K | $9.27M | 2.1% | $296.4K | Added$643.9K |
| Ishares Tr | — | 199.7K | $9.22M | 2.1% | −$68.3K | Added$141.8K |
| Microsoft Corp | MSFT | 21.9K | $8.11M | 1.8% | −$2.49M | Cut−$3.46M |
| Exxon Mobil Corp | — | 46K | $7.8M | 1.8% | $2.27M | Cut$2.25M |
| Apple Inc. | AAPL | 30.1K | $7.64M | 1.7% | −$282.4K | Cut−$8.34M |
| Jpmorgan Chase & Co. | — | 23.5K | $6.91M | 1.6% | −$659.4K | Cut−$1.12M |
| Schwab Strategic Tr | — | 268.6K | $6.89M | 1.6% | −$328.8K | Added−$78K |
| Brookfield Corp | — | 154.7K | $6.26M | 1.4% | −$808.3K | Added−$582.5K |
| Janus Detroit Str Tr | — | 84.5K | $5.91M | 1.3% | −$276.9K | Added$149.9K |
| Capital Group Intl Focus Eqt | — | 195.3K | $5.76M | 1.3% | −$11.6K | Added$59.4K |
| Goldman Sachs Group Inc | — | 6.65K | $5.62M | 1.3% | −$219.5K | Cut−$245K |
| Vanguard Intl Equity Index F | — | 100.1K | $5.41M | 1.2% | $28.7K | Added$71.4K |
| Kkr & Co Inc | — | 58.4K | $5.4M | 1.2% | −$2.04M | Cut−$2.16M |
| Lowes Cos Inc | — | 22K | $5.19M | 1.2% | −$107.1K | Cut−$346.4K |
| Broadcom Inc. | AVGO | 16.7K | $5.17M | 1.2% | −$611K | Cut−$683K |
| Blackstone Inc. | BX | 43.8K | $5.04M | 1.1% | −$1.7M | Added−$1.65M |
| Fidelity Merrimack Str Tr | — | 103.7K | $4.73M | 1.1% | −$40.1K | Added$339.4K |
| Johnson & Johnson | JNJ | 19.3K | $4.71M | 1.1% | $715.7K | Added$755.3K |
| Caterpillar Inc | CAT | 6.35K | $4.5M | 1.0% | $1.17M | Cut−$2.62M |
| Gmo Etf Trust | — | 121.9K | $4.41M | 1.0% | −$268.4K | Added−$118.1K |
| Vanguard World Fd | — | 12K | $4.32M | 1.0% | −$419.9K | Cut−$458.9K |
| Vanguard Whitehall Fds | — | 28.6K | $4.24M | 1.0% | $131.3K | Cut$55.6K |
| Spdr Series Trust | — | 76.1K | $4.19M | 0.9% | −$392K | Cut−$417.7K |
| RTX Corp | RTX | 20.8K | $4.01M | 0.9% | $197.5K | Cut$25.1K |
| Eli Lilly & Co | LLY | 4.25K | $3.91M | 0.9% | −$658.4K | Cut−$772.3K |
| Ishares Tr | — | 38.7K | $3.9M | 0.9% | $140.9K | Added$248.6K |
| Duke Energy Corp New | — | 29K | $3.8M | 0.9% | $397.9K | Cut$381K |
| American Centy Etf Tr | — | 47.3K | $3.51M | 0.8% | $82.2K | Added$1.54M |
| Meta Platforms, Inc. | META | 6.12K | $3.5M | 0.8% | −$538.3K | Cut−$566K |
| Wabtec | — | 13.8K | $3.44M | 0.8% | $501.4K | Cut$466.2K |
| Nextera Energy Inc | — | 36.9K | $3.42M | 0.8% | $464.7K | Cut$371.4K |
| Amazon Com Inc | AMZN | 16.4K | $3.41M | 0.8% | −$369.3K | Cut−$402.5K |
| Schwab Strategic Tr | — | 113.2K | $3.29M | 0.7% | $67.9K | Cut−$38.6K |
| 2023 Etf Series Trust | — | 106.5K | $3.24M | 0.7% | −$217.3K | Held |
| Berkshire Hathaway Inc Del | — | 6.63K | $3.18M | 0.7% | −$155.6K | Cut−$247K |
| Visa Inc. | V | 10.5K | $3.16M | 0.7% | −$506.6K | Cut−$611.1K |
| Pepsico Inc | PEP | 20.2K | $3.14M | 0.7% | $235.4K | Added$266K |
| Nvidia Corp | NVDA | 17.9K | $3.12M | 0.7% | −$216.4K | Cut−$255.6K |
| Bank America Corp | — | 64K | $3.12M | 0.7% | −$399.7K | Cut−$437.6K |
| Schwab Strategic Tr | — | 120.4K | $3.02M | 0.7% | −$136.1K | Cut−$139.6K |
| Chevron Corp New | CVX | 13.7K | $2.84M | 0.6% | $746.7K | Cut$603.9K |
| Emerson Elec Co | — | 20.6K | $2.7M | 0.6% | −$35.1K | Cut−$106.5K |
| Vanguard Growth Etf | — | 6.07K | $2.65M | 0.6% | −$293.3K | Added−$150.4K |
| Ishares Tr | — | 21.8K | $2.58M | 0.6% | $102.9K | Cut$91.7K |
| Linde Plc | LIN | 5.16K | $2.56M | 0.6% | $358.2K | Cut$323.2K |
| Advisors Inner Circle Fd Iii | — | 74.5K | $2.56M | 0.6% | $32.1K | Cut$26.7K |
| Wells Fargo Co New | — | 31.7K | $2.53M | 0.6% | −$279.3K | Cut−$3.31M |
| Amgen Inc | AMGN | 6.72K | $2.36M | 0.5% | $164.8K | Cut$164.5K |
| Invesco Exchange Traded Fd T | — | 11.9K | $2.28M | 0.5% | $4.29K | Added$33.8K |
| Dimensional Etf Trust | — | 42.8K | $2.26M | 0.5% | $112.2K | Added$315.8K |
| Lam Research Corp | LRCX | 10.4K | $2.23M | 0.5% | $443.6K | Cut−$490K |
| Select Sector Spdr Tr | — | 53.9K | $2.2M | 0.5% | $24.8K | Added$120.4K |
| Garmin Ltd | GRMN | 9.46K | $2.19M | 0.5% | $275.9K | Cut$256.6K |
| Corteva, Inc. | CTVA | 26.1K | $2.19M | 0.5% | $436K | Cut$416.3K |
| Costco Whsl Corp New | — | 2.07K | $2.06M | 0.5% | $268.6K | Added$333.4K |
| Live Nation Entertainment In | — | 13.4K | $2.04M | 0.5% | $133.4K | Added$141.5K |
| ServiceNow, Inc. | NOW | 19K | $1.99M | 0.5% | −$467.9K | Added$515.2K |
| Applied Matls Inc | — | 5.74K | $1.96M | 0.4% | $486.8K | Cut$474K |
| Procter And Gamble Co | PG | 13.4K | $1.93M | 0.4% | $15.1K | Cut−$139K |
| Dimensional Etf Trust | — | 51.1K | $1.79M | 0.4% | $20K | Added$1.49M |
| L3harris Technologies Inc | — | 4.95K | $1.71M | 0.4% | $255.1K | Cut$249.5K |
| Rockwell Automation, Inc | ROK | 4.72K | $1.69M | 0.4% | −$142.4K | Cut−$165.4K |
| Salesforce, Inc. | CRM | 8.75K | $1.63M | 0.4% | −$662.7K | Added−$609.7K |
| Walmart Inc. | WMT | 12.9K | $1.6M | 0.4% | $165.5K | Cut$150.3K |
| Merck & Co., Inc. | MRK | 13.3K | $1.6M | 0.4% | $199.5K | Added$200.1K |
| Vanguard Intl Equity Index F | — | 11.5K | $1.59M | 0.4% | −$31.5K | Cut−$78.3K |
| Oracle Corp | — | 10.6K | $1.56M | 0.4% | −$506.6K | Cut−$963.4K |
| Conocophillips | COP | 11.5K | $1.52M | 0.3% | $441.1K | Cut$429.8K |
| Us Foods Hldg Corp | — | 16K | $1.48M | 0.3% | $270.2K | Cut$239.7K |
| Berkshire Hathaway Inc Del | — | 2 | $1.44M | 0.3% | −$73.3K | Held |
| Ross Stores, Inc. | ROST | 6.54K | $1.42M | 0.3% | $238.7K | Cut$225K |
| Thermo Fisher Scientific Inc. | TMO | 2.85K | $1.4M | 0.3% | −$244.1K | Added−$209.7K |
| Morgan Stanley | — | 8.45K | $1.39M | 0.3% | −$109.6K | Cut−$180.9K |
| Danaher Corporation | — | 7.14K | $1.35M | 0.3% | −$280.6K | Added−$279.8K |
| Vanguard World Fd | — | 4.9K | $1.33M | 0.3% | −$72.1K | Added−$1.07K |
| Alphabet Inc | — | 4.54K | $1.31M | 0.3% | −$115.6K | Cut−$134.7K |
| Select Sector Spdr Tr | — | 9.49K | $1.26M | 0.3% | −$105.1K | Cut−$119.5K |
| Unitedhealth Group Inc | UNH | 4.59K | $1.24M | 0.3% | −$273.3K | Cut−$274.6K |
| Vanguard World Fd | — | 6.81K | $1.22M | 0.3% | −$93.8K | Cut−$118K |
| Intercontinental Exchange In | — | 7.63K | $1.2M | 0.3% | −$35.5K | Added−$30.6K |
| American Tower Corp New | — | 6.92K | $1.19M | 0.3% | −$20.8K | Cut−$32.4K |
| Tjx Cos Inc New | — | 7.42K | $1.19M | 0.3% | $45.2K | Cut$40K |
| Citigroup Inc | — | 10.4K | $1.18M | 0.3% | −$34.2K | Cut−$134K |
| Electronic Arts Inc. | EA | 5.74K | $1.17M | 0.3% | −$2.64K | Cut−$19.6K |
| General Dynamics Corp | GD | 3.36K | $1.15M | 0.3% | $22K | Cut$17.6K |
| First Ctzns Bancshares Inc D | — | 609 | $1.15M | 0.3% | −$158.7K | Added−$155K |
| Lyondellbasell Industries N | — | 13.8K | $1.11M | 0.3% | — | New |
| Ecolab Inc. | ECL | 4.17K | $1.11M | 0.3% | $14.6K | Added$15.9K |
| Vanguard Index Fds | — | 3.8K | $1.09M | 0.2% | −$11.5K | Added−$4.6K |
| Select Sector Spdr Tr | — | 23.8K | $1.09M | 0.2% | $76.1K | Added$76.3K |
| Veeva Sys Inc | — | 6.19K | $1.09M | 0.2% | −$290.7K | Added−$276.7K |
| Labcorp Holdings Inc. | LH | 3.9K | $1.04M | 0.2% | $62.1K | Cut$51.6K |
| Palo Alto Networks Inc | PANW | 6.47K | $1.04M | 0.2% | −$130.9K | Added$27.3K |
| Asml Holding N V | — | 741 | $978.7K | 0.2% | $186K | Cut$164.6K |
| Bristol-Myers Squibb Co | — | 15.8K | $958.1K | 0.2% | $105.9K | Added$107K |
| Moodys Corp | — | 2.17K | $946.4K | 0.2% | −$161.8K | Cut−$166.4K |
| Cummins Inc | CMI | 1.67K | $899K | 0.2% | $46.1K | Cut−$33.1K |
| Truist Finl Corp | — | 19.5K | $896.8K | 0.2% | −$63.2K | Cut−$139.8K |
| Wec Energy Group, Inc. | WEC | 7.73K | $895.4K | 0.2% | $79.8K | Cut$79.7K |
| Gallagher Arthur J & Co | — | 4.12K | $892.5K | 0.2% | −$169K | Added−$143.4K |
| Air Prods & Chems Inc | — | 3.01K | $874.4K | 0.2% | $130.8K | Cut$114.8K |
| Spdr S&P 500 Etf Tr | — | 1.32K | $860.4K | 0.2% | −$41.8K | Held |
| Honeywell Intl Inc | — | 3.78K | $853.9K | 0.2% | $116.9K | Cut$103.6K |
| Boeing Co | — | 4.27K | $850.3K | 0.2% | −$77.3K | Cut−$94.7K |
| Philip Morris Intl Inc | — | 5.13K | $848.2K | 0.2% | $25.3K | Cut$21K |
| T Rowe Price Etf Inc | — | 18.7K | $842K | 0.2% | −$2.7K | Added$52.3K |
| Pnc Finl Svcs Group Inc | — | 4.01K | $835.5K | 0.2% | −$2.56K | Added$561 |
| Diamondback Energy, Inc. | FANG | 4.2K | $829.9K | 0.2% | $182.2K | Added$253K |
| Otis Worldwide Corp | OTIS | 10.7K | $824.1K | 0.2% | −$109.8K | Cut−$190.3K |
| Ge Aerospace | — | 2.87K | $814.4K | 0.2% | −$64.8K | Added−$8.33K |
| Vanguard Index Fds | — | 4.08K | $801.2K | 0.2% | $21.2K | Added$25.9K |
| Schwab Strategic Tr | — | 16.3K | $799.9K | 0.2% | $60.8K | Cut$47.2K |
| Verisk Analytics, Inc. | VRSK | 4.16K | $789.4K | 0.2% | −$49.2K | Added$465K |
| Mcdonalds Corp | MCD | 2.5K | $777.9K | 0.2% | $11.5K | Added$99.4K |
| Deere & Co | DE | 1.38K | $776.2K | 0.2% | $134.4K | Added$136.1K |
| Disney Walt Co | — | 8.01K | $772.4K | 0.2% | −$139.3K | Cut−$395.3K |
| Vertex Pharmaceuticals Inc | — | 1.71K | $763.1K | 0.2% | −$11.7K | Held |
| Slb Limited/Nv | SLB | 14.7K | $757.6K | 0.2% | $191.8K | Cut$184.7K |
| Marriott Intl Inc New | — | 2.28K | $745.1K | 0.2% | $38.3K | Cut$25.9K |
| Elevation Series Trust | — | 90.6K | $711.2K | 0.2% | −$30.9K | Added−$29.4K |
| DuPont de Nemours, Inc. | DD | 15.1K | $691.4K | 0.2% | $84.5K | Cut$81.3K |
| Ishares Tr | — | 12.9K | $688.8K | 0.2% | −$113.6K | Cut−$283.4K |
| Ishares Tr | — | 1.05K | $686.5K | 0.2% | −$30.5K | Added$27.6K |
| Spdr Series Trust | — | 4.69K | $684.3K | 0.2% | $31.8K | Cut$8.99K |
| Autodesk, Inc. | ADSK | 2.85K | $683K | 0.2% | −$161.5K | Cut−$552.8K |
| GE Vernova Inc. | GEV | 741 | $646.8K | 0.1% | $162.5K | Held |
| 3M CO | MMM | 4.45K | $646.7K | 0.1% | −$66.2K | Held |
| Cvs Health Corp | CVS | 8.89K | $638.6K | 0.1% | −$67K | Cut−$117.2K |
| Adobe Inc. | ADBE | 2.6K | $631.5K | 0.1% | −$277.8K | Cut−$567.5K |
| Mastercard Inc | MA | 1.26K | $628.1K | 0.1% | −$89.5K | Cut−$91.8K |
| American Express Co | AXP | 2.08K | $627.9K | 0.1% | −$140.1K | Cut−$349.5K |
| Northern Tr Corp | — | 4.47K | $623.9K | 0.1% | $13.3K | Cut−$2.39K |
| Ishares Tr | — | 4.08K | $617.8K | 0.1% | $39.3K | Added$77.9K |
| Schwab Strategic Tr | — | 21.2K | $617.1K | 0.1% | −$58.8K | Added$67.1K |
| Mgm Resorts International | MGM | 16.6K | $616K | 0.1% | $8.65K | Cut−$65.8K |
| Sherwin Williams Co | SHW | 1.92K | $614K | 0.1% | −$6.67K | Cut−$26.1K |
| Dimensional Etf Trust | — | 17.1K | $609.8K | 0.1% | $13.6K | Added$300.2K |
| Vanguard Index Fds | — | 1.9K | $609.4K | 0.1% | −$19K | Added$165.8K |
| Booking Holdings Inc. | BKNG | 144 | $606.3K | 0.1% | −$126K | Added$17.2K |
| On Hldg Ag | — | 17.8K | $604.9K | 0.1% | −$221.5K | Cut−$230.6K |
| Rio Tinto Plc | — | 6.27K | $584.7K | 0.1% | $83.1K | Cut$78.9K |
| Qxo Inc | — | 29.3K | $569.3K | 0.1% | $3.39K | Added$65.8K |
| Ishares Tr | — | 4.29K | $568.4K | 0.1% | $3.89K | Added$8.53K |
| Ishares Tr | — | 7K | $560.8K | 0.1% | −$166.1K | Added−$124.1K |
| Dominion Energy, Inc | D | 8.79K | $543.6K | 0.1% | $28.4K | Cut$9.73K |
| Union Pac Corp | — | 2.23K | $542.1K | 0.1% | $19.5K | Cut−$516.1K |
| Broadridge Finl Solutions In | — | 3.27K | $531.2K | 0.1% | −$198.6K | Cut−$307.1K |
| Quest Diagnostics Inc | DGX | 2.65K | $518.8K | 0.1% | $59.4K | Cut$53K |
| Colgate Palmolive Co | CL | 5.93K | $505.4K | 0.1% | $35.8K | Added$49.9K |
| Hershey Co | HSY | 2.4K | $498.9K | 0.1% | $62.2K | Cut$47.6K |
| Ishares Tr | — | 2.88K | $485.9K | 0.1% | $230 | Held |
| Qualcomm Inc | — | 3.65K | $470.1K | 0.1% | −$154.3K | Cut−$161.6K |
| Cigna Group | CI | 1.76K | $468.7K | 0.1% | −$14.9K | Cut−$44.1K |
| Ishares Tr | — | 2.18K | $465.4K | 0.1% | $6.8K | Added$36.1K |
| Royal Bk Cda | — | 2.8K | $453K | 0.1% | −$24.4K | Held |
| Ulta Beauty, Inc. | ULTA | 817 | $427.1K | 0.1% | −$67.2K | Cut−$110.2K |
| Ishares Tr | — | 7.06K | $400.7K | 0.1% | $14.7K | Held |
| Dover Corp | DOV | 1.9K | $395K | 0.1% | $25K | Held |
| Yum Brands Inc | YUM | 2.51K | $389.9K | 0.1% | $10.5K | Cut$9.02K |
| International Business Machs | — | 1.6K | $388.7K | 0.1% | −$74.7K | Cut−$557.3K |
| Wisdomtree Tr | — | 4.41K | $386.9K | 0.1% | −$7K | Cut−$19.5K |
| Intuitive Surgical Inc | ISRG | 812 | $374.3K | 0.1% | −$85.6K | Held |
| Ishares Tr | — | 4.68K | $368.6K | 0.1% | −$4.11K | Added$58.4K |
| Ishares Tr | — | 3.29K | $366.1K | 0.1% | −$8.16K | Added$1.53K |
| Verizon Communications Inc | VZ | 7.24K | $363.6K | 0.1% | $68.6K | Held |
| CARRIER GLOBAL Corp | CARR | 6.31K | $355.5K | 0.1% | $21.9K | Cut$11.6K |
| Tyson Foods, Inc. | TSN | 5.5K | $352.4K | 0.1% | $30K | Held |
| Becton Dickinson & Co | BDX | 2.24K | $351.9K | 0.1% | −$82.4K | Cut−$147.5K |
| Tyler Technologies Inc | TYL | 979 | $335.2K | 0.1% | −$109.2K | Cut−$510.1K |
| Coca Cola Co | KO | 4.14K | $315.2K | 0.1% | $25.2K | Added$28.7K |
| Carlyle Group Inc | — | 6.43K | $311.1K | 0.1% | −$68.9K | Cut−$71.2K |
| Target Corp | TGT | 2.5K | $302.9K | 0.1% | $58.6K | Cut$40.5K |
| Canadian Pacific Kansas City | — | 3.81K | $299.3K | 0.1% | $19.1K | Held |
| Home Depot, Inc. | HD | 903 | $297K | 0.1% | −$13.6K | Cut−$28.8K |
| Chubb Limited | — | 892 | $290.7K | 0.1% | $12.3K | Held |
| Advanced Energy Inds | — | 851 | $274.6K | 0.1% | $96.5K | Cut$46.4K |
| Norfolk Southn Corp | — | 952 | $273.2K | 0.1% | −$1.64K | Held |
| Flex Ltd. | FLEX | 4.15K | $271.9K | 0.1% | $20.9K | Cut−$38.5K |
| Advanced Micro Devices Inc | AMD | 1.29K | $262.4K | 0.1% | −$13.6K | Added−$8.7K |
| Us Bancorp Del | — | 5K | $260K | 0.1% | −$6.65K | Added−$2.13K |
| Copart Inc | CPRT | 7.75K | $257.4K | 0.1% | −$46.1K | Cut−$102.5K |
| Schwab Strategic Tr | — | 8.15K | $250K | 0.1% | $26.3K | Added$28K |
| Vanguard Specialized Funds | — | 1.14K | $245.3K | 0.1% | −$5.48K | Cut−$10.5K |
| Trane Technologies Plc | TT | 583 | $243K | 0.1% | $6.51K | Cut−$229.9K |
| Smucker J M Co | — | 2.5K | $240.8K | 0.1% | −$3.42K | Cut−$29.8K |
| Altria Group, Inc. | MO | 3.61K | $238.3K | 0.1% | $30.1K | Cut$28.5K |
| Formfactor Inc | FORM | 2.44K | $236.8K | 0.1% | — | New |
| Ishares Tr | — | 1.57K | $229.5K | 0.1% | $7.42K | Cut−$756 |
| Ball Corp | BALL | 3.88K | $229.1K | 0.1% | $23.8K | Held |
| Kimberly Clark Corp | KMB | 2.37K | $229K | 0.1% | −$10.5K | Cut−$188.6K |
| Mondelez Intl Inc | — | 3.97K | $229K | 0.1% | — | New |
| Enterprise Prods Partners L | — | 5.96K | $225.5K | 0.1% | $36.8K | Cut−$173.1K |
| Lockheed Martin Corp | LMT | 371 | $224.2K | 0.1% | — | New |
| Datadog, Inc. | DDOG | 1.87K | $220.8K | 0.1% | — | New |
| Moog Inc | — | 721 | $211K | 0.0% | — | New |
| Enersys | ENS | 1.21K | $210.4K | 0.0% | — | New |
| Darling Ingredients Inc. | DAR | 3.37K | $208.7K | 0.0% | — | New |
| Sabre Corp | SABR | 10.6K | $15.3K | 0.0% | $953 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.