account_balance
Investment manager · 13F filer · SEC CIK 2145383
Carolina Wealth Management Inc
Reported value$233Mas of Sep 30, 2026
Positions116 15 new, 13 sold out
Top 10 weight55.4%SCHG alone is 14%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHGSchwab Strategic Tr
14.2%Added +7%
SCHDSchwab Strategic Tr
13.2%Added +4%
VUGVanguard Index FDS
7.0%
VYMVanguard Whitehall FDS
4.2%
VBKVanguard Index FDS
3.8%Added +4%
IWYiShares Tr
2.9%Added +48%
NVDANVIDIA Corp
2.9%Added +30%
HEFAiShares Tr
2.8%Added +8%
XMHQInvesco Exchange Traded Fd T
2.3%Added +9%
VTIVanguard Index FDS
2.1%
QQQInvesco QQQ Tr
1.9%Trimmed −8%
VBRVanguard Index FDS
1.7%Trimmed −5%
SCHGSchwab Strategic Tr
14.2%Added +7%
SCHDSchwab Strategic Tr
13.2%Added +4%
VUGVanguard Index FDS
7.0%
VYMVanguard Whitehall FDS
4.2%
VBK3.8%
IWY2.9%
NVDA2.9%HEFA2.8%
XMHQ
VTI2.1%
QQQ1.9%
VBR1.7%
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
SCHG Schwab Strategic Tr 14.2% Added +7%
SCHD Schwab Strategic Tr 13.2% Added +4%
VUG Vanguard Index FDS 7.0% Held
VYM Vanguard Whitehall FDS 4.2% Held
VBK Vanguard Index FDS 3.8% Added +4%
IWY iShares Tr 2.9% Added +48%
NVDA NVIDIA Corp 2.9% Added +30%HEFA iShares Tr 2.8% Added +8%
XMHQ Invesco Exchange Traded Fd T 2.3% Added +9%
VTI Vanguard Index FDS 2.1% Held
QQQ Invesco QQQ Tr 1.9% Trimmed −8%
VBR Vanguard Index FDS 1.7% Trimmed −5%
What changed
Biggest moves since Jun 30, 2026
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