1y return+18.9%S&P 500 +20.9%
3y return+54.6%S&P 500 +68.5%
5y return+53.1%S&P 500 +74.5%
10y return+181.8%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $282 against $357 in the S&P 500.2
Triangle Securities Wealth ManagementS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| JAVAJ P Morgan Exchange Traded F | $20.1M | 4.0% | +1.9% |
| SCHMSchwab Strategic Tr | $19.6M | 3.9% | |
| VGTVanguard World Fd | $18.7M | 3.7% | −1.5% |
| SLYVSpdr Series Trust | $13.6M | 2.7% | |
| GOOGAlphabet Inc | $12.9M | 2.6% | −5.5% |
| SAMTAdvisors Inner Circle Fd III | $12.2M | 2.4% | −1.2% |
| IJHIshares Tr | $11.6M | 2.3% | +1.2% |
| IJRIshares Tr | $11.2M | 2.2% | +1.2% |
| BXBlackstone Inc | $10.3M | 2.0% | +102.5% |
| IUSBIshares Tr | $9.6M | 1.9% | +3.8% |
| TPYPTortoise Capital Series Trus | $9.4M | 1.9% | |
| AAPLApple Inc | $8.7M | 1.7% | |
| JSMLJanus Detroit Str Tr | $8.3M | 1.7% | +5.9% |
| SCHXSchwab Strategic Tr | $8.2M | 1.6% | +3.2% |
| JPMJpmorgan Chase & Co | $7.6M | 1.5% | |
| MSFTMicrosoft Corp | $7.6M | 1.5% | −7.1% |
| CGXUCapital Group Intl Focus Eqt | $7.0M | 1.4% | +4.0% |
| BNBrookfield Corp | $6.7M | 1.3% | +1.7% |
| GSGoldman Sachs Group Inc | $6.6M | 1.3% | −1.8% |
| CATCaterpillar Inc | $6.6M | 1.3% | −3.0% |
| Exxon Mobil CorpCUSIP 30231G102 | $6.2M | 1.2% | −1.1% |
| VWOVanguard Intl Equity Index F | $6.1M | 1.2% | +1.5% |
| AVGOBroadcom Inc | $6.0M | 1.2% | −4.9% |
| QLTYGmo Etf Trust | $5.4M | 1.1% | +6.5% |
| KKRKkr & Co Inc | $5.3M | 1.1% | −1.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMATApplied Matls Inc | September 30, 2020 | +1116.2% | $3.8M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $6.0M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $6.6M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $5.0M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $4.3M |
| GSGoldman Sachs Group Inc | June 30, 2020 | +411.8% | $6.6M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $12.9M |
| WABWabtec | June 30, 2020 | +368.4% | $3.7M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $7.6M |
| VGTVanguard World Fd | June 30, 2020 | +243.1% | $18.7M |
Sold off last quarter
- XLRESelect Sector Spdr Tr was $2.2M
- Honeywell Intl IncCUSIP 438516106 was $854K
- MCDMcdonalds Corp was $778K
- Dupont De Nemours IncCUSIP 26614N102 was $691K
- ADBEAdobe Inc was $632K
- BDXBecton Dickinson & Co was $352K
- TYLTyler Technologies Inc was $335K
- MDLZMondelez Intl Inc was $229K
- LMTLockheed Martin Corp was $224K
- DARDarling Ingredients Inc was $209K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.7% | +14.8% |
| March 31, 2026 | −1.5% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +6.7% | +7.8% |
| June 30, 2025 | +7.3% | +10.5% |
| March 31, 2025 | −3.6% | −4.6% |
| December 31, 2024 | +0.8% | +2.1% |
| September 30, 2024 | +7.2% | +5.4% |
| June 30, 2024 | +0.4% | +4.0% |
| March 31, 2024 | +8.2% | +10.0% |
| December 31, 2023 | +11.0% | +11.2% |
| September 30, 2023 | −3.4% | −3.6% |
| June 30, 2023 | +5.7% | +8.3% |
| March 31, 2023 | +3.4% | +7.0% |
| December 31, 2022 | +9.2% | +7.1% |
| September 30, 2022 | −6.2% | −5.3% |
| June 30, 2022 | −14.2% | −16.5% |
| March 31, 2022 | −4.0% | −4.9% |
| December 31, 2021 | +7.9% | +10.7% |
| September 30, 2021 | −0.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Triangle Securities Wealth Management Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1541353&type=13F-HR&dateb=&owner=include&count=40CIK 1541353
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1541353/000106299326003647/Filed July 14, 2026 · accession 0001062993-26-003647