Triangle Securities Wealth Management ETF holdings
Raleigh, NC
Reported $243.7M in 62 ETFs in its Form 13F for June 30, 2026.
ETF value
$243.7M
ETFs held
62
Change from prior quarter
+17.3%
With price moves
ETFs as a share of its 13F
48.4%
of $503.7M
Top 10 of 62 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| JAVA | JPMorgan Active Value ETF | $20.1M | 253,006 | +4,814 shares |
| SCHM | Schwab U.S. Mid-Cap ETF | $19.6M | 530,443 | −1,596 shares |
| VGT | Vanguard Information Technology ETF | $18.7M | 156,663 | +136,784 shares |
| SLYV | State Street SPDR S&P 600 Small Cap Value ETF | $13.6M | 124,315 | +34 shares |
| SAMT | Strategas Macro Thematic Opportunities ETF | $12.2M | 256,588 | −3,210 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $11.6M | 150,450 | +1,834 shares |
| IJR | iShares Core S&P Small-Cap ETF | $11.2M | 75,467 | +910 shares |
| IUSB | iShares Core Universal USD Bond ETF | $9.6M | 207,159 | +7,495 shares |
| TPYP | Tortoise North American Pipeline Fund | $9.4M | 224,795 | −2,268 shares |
| JSML | Janus Henderson Small Cap Growth Alpha ETF | $8.3M | 89,479 | +5,023 shares |
52 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001541353. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Triangle Securities Wealth Management own?
Triangle Securities Wealth Management reported 62 ETF positions worth $243.7M in its Form 13F for June 30, 2026. The largest was JAVA, at $20.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.