StockDriftsStockDriftsTop 50 Triangle Securities Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TR | 4.33% | 303.5K | $22.6M | +101.75%(+153.08K) | $66.03(+9.62%) | 2026-09-30 | |
| JAVA | J P MORGAN EXCHANGE TRADED F | 3.91% | 256.3K | $20.4M | +1.29%(+3.28K) | $61.51(+33.27%) | 2026-09-30 | |
| VGT | VANGUARD WORLD FD | 3.67% | 152.4K | $19.1M | -2.74%(-4.29K) | $12.67(+849.73%) | 2026-09-30 | |
| SCHM | SCHWAB STRATEGIC TR | 3.44% | 528.4K | $18.0M | -0.38%(-2.01K) | $17.07(+100.17%) | 2026-09-30 | |
| QLTY | GMO ETF TRUST | 2.81% | 342.2K | $14.7M | +163.70%(+212.44K) | $39.46(+11.47%) | 2026-09-30 | |
| SCHX | SCHWAB STRATEGIC TR | 2.43% | 423.4K | $12.7M | +52.66%(+146.04K) | $18.72(+61.04%) | 2026-09-30 | |
| SLYV | SPDR SERIES TRUST | 2.36% | 120.8K | $12.3M | -2.84%(-3.54K) | $56.19(+82.14%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 2.34% | 35.9K | $12.2M | -1.49%(-543) | $66.81(+409.13%) | 2026-09-30 | |
| CAT | CATERPILLAR INC | 2.2% | 12.2K | $11.5M | +98.36%(+6.06K) | $638.14(+13.73%) | 2026-09-30 | |
| SAMT | ADVISORS INNER CIRCLE FD III | 2.08% | 261.1K | $10.9M | +1.75%(+4.48K) | $22.63(+81.15%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.33% | +61.54% | +9.64% | +58.43% |
| Top 20 Holdings Unweighted | +17.24% | +61.17% | +10.04% | +61.35% |
Triangle Securities Wealth Management reports $522.11M in US-listed equity holdings across 206 positions in its most recent 13F filing. Its largest disclosed positions are IJH (4.3%), JAVA (3.9%) and VGT (3.7%). The top 20 holdings account for 47.02% of reported assets. Its disclosed equity book has returned +61.54% on a three-year cumulative basis. Figures reflect the Q3 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