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Carolina Wealth Management Inc - Portfolio Stock Holdings

Carolina Wealth Management Inc disclosed 113 stock positions in a recent SEC 13F filing. $217,100,271 of stock holdings were filed, with the largest holdings including SCHG, SCHD, and VUG. This filing represented positions held on June 30, 2026, and was filed on Aug. 11, 2026.

Report Period:

June 30, 2026

No. of Stocks:

113

Est. Stock Holding Value:

$217,100,271

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Carolina Wealth Management Inc

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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