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Portfolio (Quarterly) Guide ↗

Triangle Securities Wealth Management

· CIK 0001541353
13F Portfolio $474M AUM 214 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 205 New
Page 2 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WFC WELLS FARGO CO NEW Financial Services 65,956.0 $5.8M 1.23% NEW $88.41 -14.3%
22 JSML JANUS DETROIT STR TR 78,361.0 $5.8M 1.22% NEW $73.56 +11.7%
23 CGXU CAPITAL GROUP INTL FOCUS EQT 192,918.0 $5.7M 1.20% NEW $29.55 +11.8%
24 XOM EXXON MOBIL CORP Energy 46,131.0 $5.6M 1.17% NEW $120.34 +31.6%
25 LOW LOWES COS INC Consumer Cyclical 22,946.0 $5.5M 1.17% NEW $241.16 -8.9%
26 VWO VANGUARD INTL EQUITY INDEX F 99,283.0 $5.3M 1.12% NEW $53.76 +8.9%
27 VCR VANGUARD WORLD FD 12,127.0 $4.8M 1.01% NEW $393.93 -1.9%
28 LLY ELI LILLY & CO Healthcare 4,356.0 $4.7M 0.99% NEW $1074.68 -6.3%
29 KIE SPDR SERIES TRUST 76,553.0 $4.6M 0.97% NEW $60.15 -4.1%
30 QLTY GMO ETF TRUST 117,730.0 $4.5M 0.95% NEW $38.46 +5.2%
31 FBND FIDELITY MERRIMACK STR TR 95,390.0 $4.4M 0.93% NEW $46.04 -1.7%
32 VYM VANGUARD WHITEHALL FDS 29,174.0 $4.2M 0.88% NEW $143.52 +9.2%
33 META META PLATFORMS INC Communication Services 6,162.0 $4.1M 0.86% NEW $660.11 -8.4%
34 RTX RTX CORPORATION Industrials 21,725.0 $4.0M 0.84% NEW $183.40 -4.7%
35 JNJ JOHNSON & JOHNSON Healthcare 19,094.0 $4.0M 0.83% NEW $206.95 +11.0%
36 AMZN AMAZON COM INC Consumer Cyclical 16,519.0 $3.8M 0.80% NEW $230.82 +14.0%
37 V VISA INC Financial Services 10,751.0 $3.8M 0.80% NEW $350.70 -6.0%
38 IJK ISHARES TR 37,661.0 $3.6M 0.77% NEW $96.88 +13.7%
39 BAC BANK AMERICA CORP Financial Services 64,644.0 $3.6M 0.75% NEW $55.00 -6.7%
40 EAGL 2023 ETF SERIES TRUST 106,500.0 $3.5M 0.73% NEW $32.46 +0.7%
Page 2 of 11  ·  205 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 24.1%
Technology 22.4%
Industrials 12.6%
Healthcare 9.2%
Communication Services 8.8%
Consumer Cyclical 6.4%
Consumer Defensive 5.0%
Energy 4.9%
Utilities 3.2%
Basic Materials 2.9%