Triangle Securities Wealth Management has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 214 distinct positions held by the firm.
The portfolio is diversified across various sectors and includes a mix of individual equities and exchange-traded funds (ETFs). The largest holding disclosed is the Vanguard World Fund Inf Tech ETF, which accounts for 152,375 shares. Other significant ETF positions include the Schwab Strategic Tr US LRG Cap ETF with 423,375 shares and the GMO ETF Trust US Quality ETF with 342,218 shares.
Within the individual stock categories, the filing shows significant investments in major financial institutions, including Bank of America Corp with 61,315 shares, Wells Fargo & Co with 28,879 shares, and JPMorgan Chase & Co with 22,328 shares. Technology companies are also well represented, with holdings in Microsoft Corporation (20,248 shares), Meta Platforms Inc (5,661 shares), and NVIDIA Corporation (17,628 shares).
The filing also lists positions in consumer staples and healthcare, such as Walmart Inc (12,412 shares), Procter & Gamble Co (13,228 shares), and Johnson & Johnson (18,857 shares). Additionally, the portfolio includes holdings in industrial companies like Caterpillar Inc (6,060 shares) and Emerson Electric Co (20,195 shares).
