Old North State Wealth Management, LLC
Old North State Wealth Management, LLC reported 112 positions worth $234.1M as of June 30, 2026 (13F filed July 17, 2026). Largest holding: BRK-B (5.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BRK-B | SH | $13.1M | 5.60% | 26,186 | — | — | |
| ▸ 2 | AAPL | SH | $9.4M | 4.00% | 32,267 | — | — | |
| ▸ 3 | GLW | SH | $8.6M | 3.66% | 33,561 | — | — | |
| ▸ 4 | BA | SH | $8.2M | 3.49% | 37,790 | — | — | |
| ▸ 5 | NVDA | SH | $8.2M | 3.49% | 40,735 | — | — | |
| ▸ 6 | MHO | SH | $7.3M | 3.13% | 45,526 | — | — | |
| ▸ 7 | AMZN | SH | $7.2M | 3.08% | 30,219 | — | — | |
| ▸ 8 | TSM | SH | $6.9M | 2.94% | 14,393 | — | — | |
| ▸ 9 | SWK | SH | $6.8M | 2.92% | 72,496 | — | — | |
| ▸ 10 | LYB | SH | $6.2M | 2.67% | 118,499 | — | — |
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Frequently Asked Questions
What stocks does Old North State Wealth Management, LLC hold as of Q2 2026?
Old North State Wealth Management, LLC reported 112 positions worth $234.1M in its Q2 2026 13F filing. Largest positions: BRK-B (5.6%), AAPL (4.0%), GLW (3.7%), BA (3.5%) and NVDA (3.5%).
What did Old North State Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Old North State Wealth Management, LLC 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.