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Portfolio (Quarterly) Guide ↗

Triangle Securities Wealth Management

· CIK 0001541353
13F Portfolio $441M AUM 206 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 53 Added 98 Reduced 7 Exited
Page 3 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VTI VANGUARD INDEX FDS 1,899.0 $609K 0.14% +576.0 +43.5% $320.88 +13.2%
42 BKNG BOOKING HOLDINGS INC Consumer Cyclical 144.0 $606K 0.14% +34.0 +30.9% $4210.32 -96.3%
43 QXO QXO INC Industrials 29,315.0 $569K 0.13% +3K +12.3% $19.42 -13.2%
44 IJJ ISHARES TR 4,290.0 $568K 0.13% +35.0 +0.8% $132.50 +5.2%
45 IGV ISHARES TR 7,005.0 $561K 0.13% +525.0 +8.1% $80.05 +15.4%
46 CL COLGATE PALMOLIVE CO Consumer Defensive 5,929.0 $505K 0.12% +165.0 +2.9% $85.24 +6.2%
47 IWD ISHARES TR 2,178.0 $465K 0.11% +137.0 +6.7% $213.67 +9.1%
48 IMCG ISHARES TR 4,679.0 $369K 0.08% +794.0 +20.4% $78.77 +13.3%
49 EFG ISHARES TR 3,288.0 $366K 0.08% +87.0 +2.7% $111.36 +7.8%
50 KO COCA COLA CO Consumer Defensive 4,145.0 $315K 0.07% +47.0 +1.1% $76.05 +8.1%
51 AMD ADVANCED MICRO DEVICES INC Technology 1,290.0 $262K 0.06% +24.0 +1.9% $203.43 +118.5%
52 USB US BANCORP Financial Services 5,000.0 $260K 0.06% +87.0 +1.8% $52.01 +4.6%
53 SCHD SCHWAB STRATEGIC TR 8,148.0 $250K 0.06% +55.0 +0.7% $30.68 +4.6%
Page 3 of 3  ·  53 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 22.1%
Technology 18.2%
Industrials 12.7%
Healthcare 10.0%
Communication Services 8.8%
Consumer Cyclical 7.0%
Consumer Defensive 6.2%
Energy 6.1%
Basic Materials 4.3%
Utilities 4.1%