StockDriftsStockDriftsTop 50 Triangle Securities Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JAVA | J P MORGAN EXCHANGE TRADED F | 3.99% | 253.0K | $20.1M | +1.94%(+4.81K) | $61.27(+35.59%) | 2026-06-30 | |
| SCHM | SCHWAB STRATEGIC TR | 3.88% | 530.4K | $19.6M | -0.30%(-1.60K) | $17.07(+115.06%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 3.72% | 156.7K | $18.7M | -1.49%(-2.37K) | $12.67(+867.47%) | 2026-06-30 | |
| SLYV | SPDR SERIES TRUST | 2.69% | 124.3K | $13.6M | +0.03%(+34) | $56.19(+98.28%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.56% | 36.4K | $12.9M | -5.50%(-2.12K) | $67.84(+405.05%) | 2026-06-30 | |
| SAMT | ADVISORS INNER CIRCLE FD III | 2.43% | 256.6K | $12.2M | -1.24%(-3.21K) | $22.43(+95.88%) | 2026-06-30 | |
| IJH | ISHARES TR | 2.3% | 150.4K | $11.6M | +1.23%(+1.83K) | $57.38(+36.89%) | 2026-06-30 | |
| IJR | ISHARES TR | 2.22% | 75.5K | $11.2M | +1.22%(+910) | $91.73(+63.48%) | 2026-06-30 | |
| BX | BLACKSTONE INC | 2.05% | 88.7K | $10.3M | +102.52%(+44.91K) | $89.28(+56.55%) | 2026-06-30 | |
| IUSB | ISHARES TR | 1.9% | 207.2K | $9.6M | +3.75%(+7.50K) | $45.24(+0.48%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.18% | +65.05% | +10.50% | +64.77% |
| Top 20 Holdings Unweighted | +18.37% | +65.87% | +10.84% | +67.30% |
Triangle Securities Wealth Management reports $503.74M in US-listed equity holdings across 213 positions in its most recent 13F filing. Its largest disclosed positions are JAVA (4.0%), SCHM (3.9%) and VGT (3.7%). The top 20 holdings account for 42.97% of reported assets. Its disclosed equity book has returned +65.05% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Triangle Securities Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1541353). View Triangle Securities Wealth Management’s 13F filings on SEC