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Portfolio (Quarterly) Guide ↗

Triangle Securities Wealth Management

· CIK 0001541353
13F Portfolio $504M AUM 217 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 51 Added 97 Reduced 10 Exited
Page 1 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JAVA J P MORGAN EXCHANGE TRADED F 253,006.0 $20.1M 3.99% +5K +1.9% $79.41 +5.0%
2 VGT VANGUARD WORLD FD 156,663.0 $18.7M 3.72% +137K +688.1% $119.52 -2.6%
3 IJH ISHARES TR 150,450.0 $11.6M 2.30% +2K +1.2% $77.11 -1.2%
4 IJR ISHARES TR 75,467.0 $11.2M 2.22% +910.0 +1.2% $148.31 -1.0%
5 BX BLACKSTONE INC Financial Services 88,720.0 $10.3M 2.05% +45K +102.5% $116.35 +23.4%
6 IUSB ISHARES TR 207,159.0 $9.6M 1.90% +7K +3.8% $46.15 -1.4%
7 JSML JANUS DETROIT STR TR 89,479.0 $8.3M 1.65% +5K +6.0% $93.06 -3.7%
8 SCHX SCHWAB STRATEGIC TR 277,339.0 $8.2M 1.62% +9K +3.2% $29.43 +2.3%
9 CGXU CAPITAL GROUP INTL FOCUS EQT 203,073.0 $7.0M 1.40% +8K +4.0% $34.62 +0.5%
10 BN BROOKFIELD CORP Financial Services 157,329.0 $6.7M 1.33% +3K +1.7% $42.59 -1.5%
11 VWO VANGUARD INTL EQUITY INDEX F 101,607.0 $6.1M 1.20% +2K +1.5% $59.69 +0.5%
12 QLTY GMO ETF TRUST 129,775.0 $5.4M 1.07% +8K +6.5% $41.62 +3.6%
13 FBND FIDELITY MERRIMACK STR TR 113,168.0 $5.1M 1.02% +9K +9.1% $45.49 -1.1%
14 IJK ISHARES TR 41,885.0 $4.9M 0.98% +3K +8.1% $117.50 -2.7%
15 LOW LOWES COS INC Consumer Cyclical 22,294.0 $4.9M 0.98% +340.0 +1.6% $220.49 -1.6%
16 VCR VANGUARD WORLD FD 12,296.0 $4.9M 0.97% +268.0 +2.2% $396.60 +0.3%
17 AVMV AMERICAN CENTY ETF TR 60,283.0 $4.9M 0.96% +13K +27.6% $80.54 +2.7%
18 SCHB SCHWAB STRATEGIC TR 124,085.0 $3.6M 0.71% +4K +3.0% $28.96 +1.9%
19 VUG VANGUARD INDEX FDS 40,090.0 $3.5M 0.69% +34K +560.7% $86.14 +0.9%
20 WFC WELLS FARGO & CO Financial Services 32,176.0 $2.7M 0.53% +446.0 +1.4% $82.64 +2.5%
Page 1 of 3  ·  51 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 23.3%
Technology 22.5%
Industrials 13.2%
Healthcare 10.8%
Consumer Cyclical 6.6%
Energy 5.8%
Consumer Defensive 5.6%
Communication Services 4.0%
Utilities 3.9%
Basic Materials 3.8%