Triangle Securities Wealth Management

Q1 2026 13F-HR Holdings

Location
Raleigh, NC
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
206
Total value ($000)
$440,615
Net value change ($000)
-33,707 (-7.1%)
New positions
8
Sold out positions
7
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XOM 2,251 40.6%
TPYP 1,613 20.1%
AVMV 1,541 78.4%
DFSV 1,485 485.3%
LYB 1,109 NEW
SCHM 931 6.0%
JNJ 756 19.1%
IJR 644 7.5%
CVX 604 27.1%
JAVA 548 3.2%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -8,341 -52.2%
IJH -8,134 -44.8%
MSFT -3,456 -29.9%
WFC -3,305 -56.7%
CAT -2,622 -36.8%
ENB -2,370 -100.0%
KKR -2,160 -28.6%
SLYG -1,668 -100.0%
BX -1,651 -24.7%
GOOGL -1,569 -12.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type