Triangle Securities Wealth Management
Triangle Securities Wealth Management reported 213 positions worth $503.7M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: JAVA (4.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | JAVA | SH | $20.1M | 3.99% | 253,006 | — | — | |
| ▸ 2 | SCHM | SH | $19.6M | 3.88% | 530,443 | — | — | |
| ▸ 3 | VGT | SH | $18.7M | 3.72% | 156,663 | — | — | |
| ▸ 4 | SLYV | SH | $13.6M | 2.69% | 124,315 | — | — | |
| ▸ 5 | GOOG | SH | $12.9M | 2.56% | 36,433 | — | — | |
| ▸ 6 | SAMT | SH | $12.2M | 2.43% | 256,588 | — | — | |
| ▸ 7 | IJH | SH | $11.6M | 2.30% | 150,450 | — | — | |
| ▸ 8 | IJR | SH | $11.2M | 2.22% | 75,467 | — | — | |
| ▸ 9 | BX | SH | $10.3M | 2.05% | 88,720 | — | — | |
| ▸ 10 | IUSB | SH | $9.6M | 1.90% | 207,159 | — | — |
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Frequently Asked Questions
What stocks does Triangle Securities Wealth Management hold as of Q2 2026?
Triangle Securities Wealth Management reported 213 positions worth $503.7M in its Q2 2026 13F filing. Largest positions: JAVA (4.0%), SCHM (3.9%), VGT (3.7%), SLYV (2.7%) and GOOG (2.6%).
What did Triangle Securities Wealth Management buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Triangle Securities Wealth Management sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.