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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 8 of 11  ·  206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DVY ISHARES TR 4,080.0 $618K 0.14% +255.0 +6.7% $151.41 +2.6%
142 SCHG SCHWAB STRATEGIC TR 21,183.0 $617K 0.14% +4K +25.6% $29.13 +18.7%
143 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 16,644.0 $616K 0.14% -2K -10.9% $37.01 +13.3%
144 SHW SHERWIN WILLIAMS CO Basic Materials 1,916.0 $614K 0.14% -60.0 -3.0% $320.48 -3.3%
145 DFLV DIMENSIONAL ETF TRUST 17,075.0 $610K 0.14% +8K +88.7% $35.71 +9.4%
146 VTI VANGUARD INDEX FDS 1,899.0 $609K 0.14% +576.0 +43.5% $320.88 +15.1%
147 BKNG BOOKING HOLDINGS INC Consumer Cyclical 144.0 $606K 0.14% +34.0 +30.9% $4210.32 -96.0%
148 ONON ON HLDG AG Consumer Cyclical 17,780.0 $605K 0.14% -195.0 -1.1% $34.02 +16.5%
149 RIO RIO TINTO PLC Basic Materials 6,267.0 $585K 0.13% -52.0 -0.8% $93.29 +14.3%
150 QXO QXO INC Industrials 29,315.0 $569K 0.13% +3K +12.3% $19.42 -10.4%
151 IJJ ISHARES TR 4,290.0 $568K 0.13% +35.0 +0.8% $132.50 +7.4%
152 IGV ISHARES TR 7,005.0 $561K 0.13% +525.0 +8.1% $80.05 +16.2%
153 D DOMINION ENERGY INC Utilities 8,793.0 $544K 0.12% -318.0 -3.5% $61.82 +8.7%
154 UNP UNION PAC CORP Industrials 2,234.0 $542K 0.12% -2K -50.6% $242.64 +15.1%
155 BR BROADRIDGE FINL SOLUTIONS IN Technology 3,270.0 $531K 0.12% -486.0 -12.9% $162.46 -9.5%
156 DGX QUEST DIAGNOSTICS INC Healthcare 2,647.0 $519K 0.12% -37.0 -1.4% $195.98 -1.0%
157 CL COLGATE PALMOLIVE CO Consumer Defensive 5,929.0 $505K 0.12% +165.0 +2.9% $85.24 +7.1%
158 HSY HERSHEY CO Consumer Defensive 2,400.0 $499K 0.11% -80.0 -3.2% $207.89 -4.8%
159 IBB ISHARES TR 2,878.0 $486K 0.11% $168.85 +0.6%
160 QCOM QUALCOMM INC Technology 3,650.0 $470K 0.11% -43.0 -1.2% $128.80 +81.2%
Page 8 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%