Triangle Securities Wealth Management
CIK 1541353
13F filing for Q2 2026・No. 3,877
- Holdings
- US$503.74M
- Quarter change
- +US$63.12M
- Entries
- 217
- Net bought (estimate)
- +US$11.07M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 17
- Sold out 10
- Cut 116
- Added 55
- Corporate actions 2
- Unchanged 25
Largest holdings
213 stocks worth US$503.74M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED FACTIVE VALUE ETF | Added | 253,006 | US$20.09M | 3.99% |
| SCHWAB STRATEGIC TRUS MID-CAP ETF | Cut | 530,443 | US$19.56M | 3.88% |
| VANGUARD WORLD FDINF TECH ETF | CutSplit 8:1 | 156,663 | US$18.72M | 3.72% |
| SPDR SERIES TRUSTST STR SP600SM C | Added | 124,315 | US$13.56M | 2.69% |
| GOOGALPHABET INCCAP STK CL C | Cut | 36,433 | US$12.87M | 2.56% |
| ADVISORS INNER CIRCLE FD IIISTRATEGAS MACRO | Cut | 256,588 | US$12.25M | 2.43% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 150,450 | US$11.6M | 2.30% |
| ISHARES TRCORE S&P SCP ETF | Added | 75,467 | US$11.19M | 2.22% |
| BXBLACKSTONE INCCOM | Added | 88,720 | US$10.32M | 2.05% |
| ISHARES TRCORE UNIVRSL USD | Added | 207,159 | US$9.56M | 1.90% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.