account_balance
Investment manager · 13F filer · SEC CIK 2041262
Old North State Wealth Management, LLC
Reported value$241Mas of Sep 30, 2026
Positions108 2 new, 6 sold out
Top 10 weight33.3%BRK-B alone is 5%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BRK-BBerkshire Hathaway Inc
5.3%
NVDANVIDIA Corp
3.9%
AAPLApple Inc.
3.6%Trimmed −19%
VEEVVeeva Systems Inc
3.3%Trimmed −2%
AMZNAmazon.com Inc
3.2%
BABoeing Co
3.1%Added +6%
LYBLyondellBasell Industries N.V.
2.9%
BDXBecton Dickinson & Co
2.7%Added +3%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.7%Trimmed −3%
SWKStanley Black & Decker, Inc.
2.7%
MHOM/I Homes, Inc.
2.6%
PYPLPayPal Holdings, Inc.
2.5%Added +26%
BRK-BBerkshire Hathaway Inc
5.3%
NVDANVIDIA Corp
3.9%
AAPLApple Inc.
3.6%
VEEVVeeva Systems Inc
3.3%−2%
AMZNAmazon.com Inc
3.2%
BABoeing Co
3.1%+6%
LYBLyondellBasell Industries N.V.
2.9%
BDXBecton Dickinson & Co
2.7%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.7%
SWKStanley Black & Decker, Inc.
2.7%
MHOM/I Homes, Inc.
2.6%
PYPLPayPal Holdings, Inc.
2.5%
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
BRK-B Berkshire Hathaway Inc 5.3% HeldNVDA NVIDIA Corp 3.9% HeldAAPL Apple Inc. 3.6% Trimmed −19%VEEV Veeva Systems Inc 3.3% Trimmed −2%AMZN Amazon.com Inc 3.2% HeldBA Boeing Co 3.1% Added +6%LYB LyondellBasell Industries N.V. 2.9% HeldBDX Becton Dickinson & Co 2.7% Added +3%TSM Taiwan Semiconductor Manufacturing Co Ltd 2.7% Trimmed −3%SWK Stanley Black & Decker, Inc. 2.7% HeldMHO M/I Homes, Inc. 2.6% HeldPYPL PayPal Holdings, Inc. 2.5% Added +26%
What changed
Biggest moves since Jun 30, 2026
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