Carolina Wealth Advisors, LLC has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $213 Million distributed in 272 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Long Term with a value of $18.6M, Bny Mellon ETF Tr Core Bond Et with a value of $13M, Schwab Strategic Us Tips ETF with a value of $12.9M, Bny Mellon ETF Tr Us Large Cap with a value of $10.3M, and Spdr Ser Tr Spdr Portfolio Hig with a value of $9.85M.
Examining the 13F form we can see an decrease of $7.48M in the current position value, from $221M to 213M.
Below you can find more details about Carolina Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$213 Million
ETFs: $78 Million
Consumer Cyclical: $31.8 Million
Technology: $29.2 Million
Financial Services: $15.8 Million
Healthcare: $12 Million
Industrials: $11.4 Million
Consumer Defensive: $10.9 Million
Communication Services: $10.6 Million
Other: $13.4 Million
Stock Holdings Table Market Cap. of $200 Billions or more
