Triangle Securities Wealth Management
Triangle Securities Wealth Management reported 206 stocks worth $522M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are IJH (4.3%), JAVA (3.9%) and VGT (3.7%). Compared with Q2 2026, the fund opened new positions in FELG, XOM and DFSV, added to IJH, JAVA and QLTY, trimmed VGT, SCHM and SLYV and sold out of IUSB, XOM and EAGL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IJH Ishares TR | $22.6M | 4.3% | 304K | +153K (+102%) | 8 of 8 | |
| 2 |  JAVA J P Morgan Exchange Traded F | $20.4M | 3.9% | 256K | +3,276 (+1%) | 8 of 8 | |
| 3 |  VGT Vanguard World FD | $19.1M | 3.7% | 152K | −4,288 (−3%) | 8 of 8 | |
| 4 |  SCHM Schwab Strategic TR | $18M | 3.4% | 528K | −2,013 (−0%) | 8 of 8 | |
| 5 |  QLTY Gmo ETF Trust | $14.7M | 2.8% | 342K | +212K (+164%) | 8 of 8 | |
| 6 |  SCHX Schwab US Large Cap ETF | $12.7M | 2.4% | 423K | +146K (+53%) | 8 of 8 | |
| 7 |  SLYV Spdr Series Trust | $12.3M | 2.4% | 121K | −3,535 (−3%) | 8 of 8 | |
| 8 |  GOOG Alphabet Inc | $12.2M | 2.3% | 36K | −543 (−1%) | 8 of 8 | |
| 9 |  CAT Caterpillar Inc | $11.5M | 2.2% | 12K | +6,060 (+98%) | 8 of 8 | |
| 10 |  SAMT Advisors Inner Circle FD III | $10.9M | 2.1% | 261K | +4,480 (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IUSB Ishares Core | $9.6M | 207K |
 XOM Exxon Mobil Corp | $6.2M | 45K |
 EAGL 2023 ETF Series Trust | $3.4M | 105K |
DIMENSIONAL ETF TRUST | $2M | 53K |
 DFLV Dimensional ETF Trust | $1.2M | 29K |
🔒 Free account: see all 17.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Triangle Securities Wealth Management 13F FAQ
What does Triangle Securities Wealth Management own?
Triangle Securities Wealth Management reported 206 stocks worth $522M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are IJH (4.3%), JAVA (3.9%) and VGT (3.7%). The table above lists every position in the filing (the top 10 without an account).
What did Triangle Securities Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 10 new positions, 48 added to, 115 trimmed and 17 sold out. New positions include FELG, XOM and DFSV. It sold all of IUSB, XOM and EAGL.
When will Triangle Securities Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Triangle Securities Wealth Management's portfolio worth?
The Q3 2026 filing reports $522M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.