account_balance

Investment manager · 13F filer · SEC CIK 1786411

Carolina Wealth Advisors, LLC

Reported value$263Mas of Sep 30, 2026
Positions373 127 new, 32 sold out
Top 10 weight38.6%BKLC alone is 7%
FiledOct 2323 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
BKLC Bny Mellon US Large Cap Core Equity ETF 7.2% Added +10%
SCHQ Schwab Long-Term U.S. Treasury ETF 6.9% Added +9%
BKAG Bny Mellon Core Bond ETF 5.0% Added +7%
SCHP Schwab US Tips ETF 4.6% Held
SPHY State Street SPDR Portfolio High Yield Bond ETF 3.8% Added +6%
CSCO Cisco Systems, Inc. 2.6% Held
BSCZ Invesco Bulletshares 2035 Corporate Bond ETF 2.3% Added +7%
AMGN Amgen Inc 2.1% HeldSCCO Southern Copper Corp 2.1% HeldKO Coca-Cola Co 2.0% HeldABBV AbbVie Inc. 1.9% Added +3%
FESM Fidelity Enhanced Small Cap Core ETF 1.9% Added +2%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 23, 2026, compared with the Jul 9, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • VAC −33%
  • SCHA −14%
  • SCHX −13%
  • SCHM −12%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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