Back to fundsView filing
Carolina Wealth Management Inc
Updated 7 days agoManaged by Carolina Wealth Management Inc • Latest filing Q3 2026
Portfolio value
$233.2M
Q3 2026
Filings
2
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Top holdings
116 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $33.1M | 922.1K | 14.21% | — | |
| 2 | $30.9M | 948.6K | 13.23% | — | |
| 3 | $16.4M | 181.6K | 7.02% | — | |
| 4 | $9.8M | 63.3K | 4.21% | — | |
| 5 | $9M | 26.5K | 3.84% | — | |
| 6 | $6.8M | 23.2K | 2.94% | — | |
| 7 | $6.7M | 29.1K | 2.85% | — | |
| 8 | $6.4M | 138.6K | 2.76% | — | |
| 9 | $5.4M | 48.2K | 2.31% | — | |
| 10 | $4.9M | 13.0K | 2.09% | — | |
| 11 | $4.5M | 6.1K | 1.95% | — | |
| 12 | $4.1M | 17.6K | 1.74% | — | |
| 13 | $4M | 37.5K | 1.72% | — | |
| 14 | $3.6M | 24.0K | 1.56% | — | |
| 15 | $3.6M | 34.8K | 1.52% | — | |
| 16 | $3.3M | 21.8K | 1.41% | — | |
| 17 | $3.1M | 91.4K | 1.33% | — | |
| 18 | $2.9M | 20.1K | 1.26% | — | |
| 19 | $2.8M | 35.4K | 1.19% | — | |
| 20 | ? N/A INVESCO EXCH TRADED FD TR II | $2.7M | 47.9K | 1.16% | — |