Titelia

Holdings of Triangle Securities Wealth Management

186 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 28.4 % of the equity sleeve

Sector breakdown

  • Financials 12.2 %
  • Technology 10.7 %
  • Industrials 7.6 %
  • Funds 7.1 %
  • Health care 5.5 %
  • Communication 5.4 %
  • Consumer discretionary 4.3 %
  • Consumer staples 3.5 %
  • Energy 2.7 %
  • Utilities 2.3 %
  • Materials 1.4 %
  • Real estate 0.3 %
  • Unattributed 36.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.7 %
  • NL 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US185373.7M $99.74 %
2NL1978.7K $0.26 %

Positions

RankCompanySharesValueWeight
1J.P. MORGAN EXCHANGE-TRADED FUND TRUST 248,19217.8M $
2Vanguard Information Technology ETF 19,87913.9M $
3SPDR SERIES TRUST 124,28111.8M $
4Alphabet Inc 38,55511.1M $
5iShares Core S&P Mid-Cap ETF 148,61610M $
6iShares Core S&P Small-Cap ETF 74,5579.3M $
7iShares Trust 199,6649.2M $
8Microsoft Corp 21,9208.1M $
9Exxon Mobil Corp 45,9887.8M $
10Apple Inc 30,1027.6M $
11JPMorgan Chase & Co 23,4916.9M $
12Schwab U.S. Large-Cap ETF 268,6456.9M $
13Capital Group International Focus Equity ETF 195,3245.8M $
14Goldman Sachs Group Inc/The 6,6495.6M $
15Vanguard International Equity Index Funds 100,0725.4M $
16KKR & Co Inc 58,4075.4M $
17Lowe's Cos Inc 21,9545.2M $
18Broadcom Inc 16,6995.2M $
19Blackstone Inc 43,8075M $
20Fidelity Total Bond ETF 103,7094.7M $
21Johnson & Johnson 19,2564.7M $
22Caterpillar Inc 6,3534.5M $
23GMO US Quality ETF 121,8854.4M $
24VANGUARD WORLD FUND 12,0284.3M $
25Vanguard High Dividend Yield E 28,6474.2M $
26SPDR Series Trust 76,1264.2M $
27RTX Corp 20,7854M $
28Eli Lilly & Co 4,2503.9M $
29iShares S&P Mid-Cap 400 Growth ETF 38,7323.9M $
30Duke Energy Corp 28,9873.8M $
31Avantis US Mid Cap Value ETF 47,2623.5M $
32Meta Platforms Inc 6,1203.5M $
33Westinghouse Air Brake Technologies Corp 13,7533.4M $
34NextEra Energy Inc 36,8733.4M $
35Amazon.com Inc 16,3753.4M $
36Schwab U.S. Small-Cap ETF 113,2153.3M $
37Berkshire Hathaway Inc 6,6343.2M $
38Visa Inc 10,4533.2M $
39PepsiCo Inc 20,1893.1M $
40NVIDIA Corp 17,8833.1M $
41Bank of America Corp 63,9563.1M $
42Schwab US Broad Market ETF 120,4433M $
43Chevron Corp 13,7042.8M $
44Emerson Electric Co. 20,6452.7M $
45Vanguard Growth ETF 6,0682.7M $
46iShares Trust 21,7562.6M $
47Wells Fargo & Co 31,7302.5M $
48Amgen Inc 6,7172.4M $
49Invesco S&P 500 Equal Weight ETF 11,8802.3M $
50Dimensional International Value ETF 42,8072.3M $
51Lam Research Corp 10,4432.2M $
52Select Sector Spdr Trust 53,9312.2M $
53Corteva Inc 26,1432.2M $
54Costco Wholesale Corp 2,0682.1M $
55Live Nation Entertainment Inc 13,3802M $
56ServiceNow Inc 19,0232M $
57Applied Materials Inc 5,7412M $
58Procter & Gamble Co/The 13,3871.9M $
59L3Harris Technologies Inc 4,9451.7M $
60Rockwell Automation Inc 4,7211.7M $
61Salesforce Inc 8,7521.6M $
62Walmart Inc 12,8621.6M $
63Merck & Co Inc 13,2781.6M $
64Vanguard Total World Stock ETF 11,4841.6M $
65Oracle Corp 10,5971.6M $
66ConocoPhillips 11,4891.5M $
67US Foods Holding Corp 16,0001.5M $
68Berkshire Hathaway Inc 21.4M $
69Ross Stores Inc 6,5411.4M $
70Thermo Fisher Scientific Inc 2,8461.4M $
71Morgan Stanley 8,4541.4M $
72Danaher Corp 7,1401.4M $
73Vanguard World Fund 4,9011.3M $
74Alphabet Inc 4,5441.3M $
75SELECT SECTOR SPDR TRUST (THE) 9,4901.3M $
76UnitedHealth Group Inc 4,5911.2M $
77Vanguard World Fund 6,8071.2M $
78Intercontinental Exchange Inc 7,6271.2M $
79American Tower Corp 6,9231.2M $
80TJX Cos Inc/The 7,4221.2M $
81Citigroup Inc 10,4271.2M $
82Electronic Arts Inc 5,7351.2M $
83General Dynamics Corp 3,3571.2M $
84First Citizens BancShares Inc/NC 6091.1M $
85Ecolab Inc 4,1651.1M $
86Vanguard Mid-Cap ETF 3,8041.1M $
87State Street Utilities Select Sector SPDR ETF 23,7981.1M $
88Veeva Systems Inc 6,1921.1M $
89Labcorp Holdings Inc 3,9011M $
90Palo Alto Networks Inc 6,4691M $
91ASML Holding NV 741978.7K $
92Bristol-Myers Squibb Co 15,798958.1K $
93Moody's Corp 2,169946.4K $
94Cummins Inc 1,671899K $
95Truist Financial Corp 19,508896.8K $
96WEC Energy Group Inc 7,734895.4K $
97Arthur J Gallagher & Co 4,121892.5K $
98Air Products and Chemicals Inc 3,010874.4K $
99State Street SPDR S&P 500 ETF Trust 1,323860.4K $
100Honeywell International Inc 3,778853.9K $