Triangle Securities Wealth Management

Q3 2026 13F-HR Holdings

Location
Raleigh, NC
Holdings as of
9/30/2026
Date filed
10/14/2026
Form type
13F-HR
Num holdings
206
Total value ($000)
$522,106
Net value change ($000)
+18,370 (3.6%)
New positions
10
Sold out positions
17
Turnover %
9.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
IJH 11,014 94.9%
QLTY 9,249 171.2%
FELG 8,853 NEW
EXXONMOBIL HOLDINGS CORP 7,219 NEW
FBND 5,566 108.1%
CAT 4,914 74.9%
SCHX 4,539 55.6%
MSFT 2,789 36.7%
DFA INVT DIMENSIONS GROUP IN 2,050 NEW
AAPL 1,291 14.9%
Top Reduces (Value $000, Stocks/ETFs)
IUSB -9,560 -100.0%
XOM -6,216 -100.0%
EAGL -3,378 -100.0%
DFSV -2,041 -100.0%
SCHM -1,580 -8.1%
SAMT -1,367 -11.2%
AMAT -1,277 -33.3%
SLYV -1,226 -9.0%
DFLV -1,161 -100.0%
EA -1,160 -100.0%
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