Carolina Wealth Advisors, LLC - Portfolio Stock Holdings

Carolina Wealth Advisors, LLC disclosed 294 stock positions in a recent SEC 13F filing. $255,080,053 of stock holdings were filed, with the largest holdings including SCHQ, BKLC, and BKAG. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $313,415,083 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.