Carolina Wealth Advisors, LLC

DOSSIER · 13F-HR · Q2 2026

Carolina Wealth Advisors, LLC

$255M in tracked AUM across 278 positions as of Q2 2026.

CW

CIK 0001786411 · last filed Jun 30, 2026

Total AUM

$255M

as of Q2 2026

Holdings

278

—

positions

Whale Score

48

48

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Carolina Wealth Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

SCHQ

SCHWAB LONG-TERM U.S. TREASURY ETF

$18M580K7.1%02

BKLC

BNY MELLON US LARGE CAP CORE EQUITY ETF

$17M118K6.6%03

BKAG

BNY MELLON CORE BOND ETF

$13M307K5.0%04

SCHP

SCHWAB US TIPS ETF

$13M473K4.9%05

SPHY

STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF

$10M423K3.9%06

CSCO

CISCO SYS INC COM

$7M63K2.9%07

BSCZ

INVESCO BULLETSHARES 2035 CORPORATE BOND ETF

$6M293K2.3%08

FESM

FIDELITY ENHANCED SMALL CAP CORE ETF