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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 11  ·  206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHA SCHWAB STRATEGIC TR 113,215.0 $3.3M 0.75% -4K -3.2% $29.08 +10.2%
42 EAGL 2023 ETF SERIES TRUST 106,500.0 $3.2M 0.73% $30.42 +7.2%
43 BERKSHIRE HATHAWAY INC DEL 6,634.0 $3.2M 0.72% -182.0 -2.7% $479.20
44 V VISA INC Financial Services 10,453.0 $3.2M 0.72% -298.0 -2.8% $302.23 +10.1%
45 PEP PEPSICO INC Consumer Defensive 20,189.0 $3.1M 0.71% +197.0 +1.0% $155.29 -4.0%
46 NVDA NVIDIA CORPORATION Technology 17,883.0 $3.1M 0.71% -210.0 -1.2% $174.40 +27.5%
47 BAC BANK AMERICA CORP Financial Services 63,956.0 $3.1M 0.71% -688.0 -1.1% $48.75 +4.0%
48 SCHB SCHWAB STRATEGIC TR 120,443.0 $3.0M 0.69% $25.10 +12.3%
49 CVX CHEVRON CORPORATION Energy 13,704.0 $2.8M 0.64% -937.0 -6.4% $206.90 -5.2%
50 EMR EMERSON ELEC CO Industrials 20,645.0 $2.7M 0.61% -538.0 -2.5% $131.02 +0.9%
51 VUG VANGUARD INDEX FDS 6,068.0 $2.7M 0.60% +327.0 +5.7% $436.81 -80.2%
52 IJS ISHARES TR 21,756.0 $2.6M 0.58% $118.45 +5.5%
53 LIN LINDE PLC Basic Materials 5,163.0 $2.6M 0.58% -82.0 -1.6% $495.77 +3.0%
54 SAGP ADVISORS INNER CIRCLE FD III 74,488.0 $2.6M 0.58% $34.31 +1.5%
55 WFC WELLS FARGO & CO Financial Services 31,730.0 $2.5M 0.57% -34K -51.9% $79.61 -6.6%
56 AMGN AMGEN INC Healthcare 6,717.0 $2.4M 0.54% $351.85 -6.0%
57 RSP INVESCO EXCHANGE TRADED FD T 11,880.0 $2.3M 0.52% +154.0 +1.3% $191.92 +5.1%
58 DFIV DIMENSIONAL ETF TRUST 42,807.0 $2.3M 0.51% +4K +9.9% $52.78 +4.3%
59 LRCX LAM RESEARCH CORP Technology 10,443.0 $2.2M 0.51% -5K -34.3% $213.66 +30.1%
60 XLRE SELECT SECTOR SPDR TR 53,931.0 $2.2M 0.50% +2K +4.5% $40.83 +7.6%
Page 3 of 11  ·  206 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%