SEC Form 13F

Triangle Securities Wealth Management 13F Holdings

Report period2026-06-30
Publicly available2026-07-15
Reported value$503,736,247
Positions213

Largest disclosed positions

IssuerTickerClassReported valueReported amount
J P MORGAN EXCHANGE TRADED FJAVAACTIVE VALUE ETF$20,091,225253,006
SCHWAB STRATEGIC TRSCHMUS MID-CAP ETF$19,557,448530,443
VANGUARD WORLD FDVGTINF TECH ETF$18,724,359156,663
SPDR SERIES TRUSTSLYVST STR SP600SM C$13,563,982124,315
ALPHABET INCGOOGCAP STK CL C$12,872,92636,433
ADVISORS INNER CIRCLE FD IIISAMTSTRATEGAS MACRO$12,248,223256,588
ISHARES TRIJHCORE S&P MCP ETF$11,601,182150,450
ISHARES TRIJRCORE S&P SCP ETF$11,192,47575,467
BLACKSTONE INCBXCOM$10,322,31288,720
ISHARES TRIUSBCORE UNIVRSL USD$9,560,368207,159

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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