Carolina Wealth Management Inc
Carolina Wealth Management Inc reported 114 positions worth $217.4M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: SCHG (13.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHG | SH | $29.1M | 13.41% | 861,164 | — | — | |
| ▸ 2 | SCHD | SH | $28.8M | 13.26% | 909,270 | — | — | |
| ▸ 3 | VUG | SH | $15.8M | 7.25% | 182,999 | — | — | |
| ▸ 4 | VYM | SH | $10.0M | 4.59% | 63,179 | — | — | |
| ▸ 5 | VBK | SH | $9.4M | 4.30% | 25,579 | — | — | |
| ▸ 6 | HEFA | SH | $6.0M | 2.76% | 127,784 | — | — | |
| ▸ 7 | XMHQ | SH | $5.0M | 2.29% | 44,071 | — | — | |
| ▸ 8 | QQQ | SH | $4.9M | 2.25% | 6,648 | — | — | |
| ▸ 9 | VTI | SH | $4.9M | 2.23% | 13,108 | — | — | |
| ▸ 10 | SLYG | SH | $4.7M | 2.17% | 39,530 | — | — |
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Frequently Asked Questions
What stocks does Carolina Wealth Management Inc hold as of Q2 2026?
Carolina Wealth Management Inc reported 114 positions worth $217.4M in its Q2 2026 13F filing. Largest positions: SCHG (13.4%), SCHD (13.3%), VUG (7.3%), VYM (4.6%) and VBK (4.3%).
What did Carolina Wealth Management Inc buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Carolina Wealth Management Inc sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.