DOSSIER · 13F-HR · Q2 2026

Carolina Wealth Management Inc

$217M in tracked AUM across 114 positions as of Q2 2026.

CW
CIK 0002145383 · last filed Jun 30, 2026
Total AUM
$217M
as of Q2 2026
Holdings
114
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Carolina Wealth Management Inc 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
SCHG
SCHWAB STRATEGIC TR
$29M861K13.4%
02
SCHD
SCHWAB STRATEGIC TR
$29M909K13.3%
03
VUG
VANGUARD INDEX FDS
$16M183K7.3%
04
VYM
VANGUARD WHITEHALL FDS
$10M63K4.6%
05
VBK
VANGUARD INDEX FDS
$9M26K4.3%
06
HEFA
ISHARES TR
$6M128K2.8%
07
XMHQ
INVESCO EXCHANGE TRADED FD T
$5M44K2.3%
08
QQQ
INVESCO QQQ TR
$5M7K2.3%
09
VTI
VANGUARD INDEX FDS
$5M13K2.2%
10
SLYG
SPDR SERIES TRUST
$5M40K2.2%

Filing history

2026Q2Jun 30
$217M
114 positionsView →