What does Carolina Wealth Advisors, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Carolina Wealth Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

SCHWAB LONG-TERM U.S. TREASURY ETF

$18M564K7.4%

BNY MELLON US LARGE CAP CORE EQUITY ETF

$14M113K5.9%

BNY MELLON CORE BOND ETF

$13M301K5.3%

SCHWAB US TIPS ETF

$12M466K5.2%

STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF

$10M415K4.0%

INVESCO BULLETSHARES 2035 CORPORATE BOND ETF

$6M288K2.5%

MERCK & CO INC COM

$6M48K2.4%

GILEAD SCIENCES INC COM

$5M36K2.1%

CISCO SYS INC COM

$5M63K2.0%

SOUTHERN COPPER CORP COM

$5M27K1.9%

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