account_balance
Investment manager · 13F filer · SEC CIK 1541353
Triangle Securities Wealth Management
Reported value$522Mas of Sep 30, 2026
Positions206 8 new, 15 sold out
Top 10 weight29.6%IJH alone is 4%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IJHiShares Tr
4.3%Added +102%
JAVAJ P Morgan Exchange Traded F
3.9%
VGTVanguard World Fd
3.7%Trimmed −3%
SCHMSchwab Strategic Tr
3.4%
QLTYGmo ETF Trust
2.8%Added +164%
SCHXSchwab Strategic Tr
2.4%Added +53%
SLYVSPDR Series Trust
2.4%Trimmed −3%
GOOGAlphabet Inc.
2.3%
CATCaterpillar Inc
2.2%Added +98%
SAMTAdvisors Inner Circle Fd III
2.1%
FBNDFidelity Merrimack STR Tr
2.1%Added +119%
MSFTMicrosoft Corp
2.0%
IJHiShares Tr
4.3%+102%
JAVAJ P Morgan Exchange Traded F
3.9%
VGTVanguard World Fd
3.7%
SCHMSchwab Strategic Tr
3.4%
QLTYGmo ETF Trust
2.8%
SCHXSchwab Strategic Tr
2.4%+53%
SLYVSPDR Series Trust
2.4%−3%
GOOGAlphabet Inc.
2.3%
CATCaterpillar Inc
2.2%
SAMT
FBND
MSFT2.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IJH iShares Tr 4.3% Added +102%
JAVA J P Morgan Exchange Traded F 3.9% Held
VGT Vanguard World Fd 3.7% Trimmed −3%
SCHM Schwab Strategic Tr 3.4% Held
QLTY Gmo ETF Trust 2.8% Added +164%
SCHX Schwab Strategic Tr 2.4% Added +53%
SLYV SPDR Series Trust 2.4% Trimmed −3%
GOOG Alphabet Inc. 2.3% HeldCAT Caterpillar Inc 2.2% Added +98%SAMT Advisors Inner Circle Fd III 2.1% Held
FBND Fidelity Merrimack STR Tr 2.1% Added +119%
MSFT Microsoft Corp 2.0% HeldWhat changed
Biggest moves since Jun 30, 2026
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