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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 3 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BAC BANK OF AMER CORP Financial Services 64,206.0 $3.7M 0.73% $56.98 +9.5%
42 DUK DUKE ENERGY CORP NEW Utilities 28,821.0 $3.6M 0.72% -166.0 -0.6% $126.58 -3.8%
43 SCHB SCHWAB STRATEGIC TR 124,085.0 $3.6M 0.71% +4K +3.0% $28.96 +2.0%
44 NVDA NVIDIA CORPORATION Technology 17,668.0 $3.5M 0.70% -215.0 -1.2% $200.09 +4.6%
45 VUG VANGUARD INDEX FDS 40,090.0 $3.5M 0.69% +34K +560.7% $86.14 +1.1%
46 V VISA INC Financial Services 10,002.0 $3.4M 0.68% -451.0 -4.3% $343.08 +11.4%
47 EAGL 2023 ETF SERIES TRUST 105,000.0 $3.4M 0.67% -2K -1.4% $32.17 +11.8%
48 BERKSHIRE HATHAWAY INC DEL 6,529.0 $3.3M 0.65% -105.0 -1.6% $500.39
49 NEE NEXTERA ENERGY INC Utilities 35,800.0 $3.1M 0.62% -1K -2.9% $87.77 -4.3%
50 META META PLATFORMS INC Communication Services 5,540.0 $3.1M 0.62% -580.0 -9.5% $563.32 -0.6%
51 IJS ISHARES TR 21,623.0 $3.0M 0.59% -133.0 -0.6% $136.68 +0.9%
52 EMR EMERSON ELEC CO Industrials 20,490.0 $2.9M 0.58% -155.0 -0.8% $143.15 +9.9%
53 PEP PEPSICO INC Consumer Defensive 19,966.0 $2.7M 0.54% -223.0 -1.1% $135.40 +6.7%
54 WFC WELLS FARGO & CO Financial Services 32,176.0 $2.7M 0.53% +446.0 +1.4% $82.64 +2.5%
55 LIN LINDE PLC Basic Materials 5,091.0 $2.6M 0.52% -72.0 -1.4% $518.96 -6.1%
56 ENB ENBRIDGE INC Energy 48,270.0 $2.6M 0.52% NEW $54.21 -7.5%
57 SAGP ADVISORS INNER CIRCLE FD III 72,141.0 $2.6M 0.51% -2K -3.1% $35.50 +7.1%
58 DFIV DIMENSIONAL ETF TRUST 47,252.0 $2.6M 0.51% +4K +10.4% $54.02 +7.8%
59 RSP INVESCO EXCHANGE TRADED FD T 11,751.0 $2.5M 0.50% -129.0 -1.1% $212.77 +4.2%
60 AMGN AMGEN INC Healthcare 6,658.0 $2.4M 0.48% -59.0 -0.9% $362.12 +22.6%
Page 3 of 11  ·  213 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%