Carolina Wealth Management Inc: 13F holdings
CIK 21453832026Q2
| Positions | 114 |
|---|---|
| Reported value | $217.4m |
| Filed | 2026-08-11 |
First 13F filing in our history this quarter.
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHG SCHWAB STRATEGIC TR | 861,164 | $29.1m | 13.4% |
| SCHD SCHWAB STRATEGIC TR | 909,270 | $28.8m | 13.3% |
| VUG VANGUARD INDEX FDS | 182,999 | $15.8m | 7.3% |
| VYM VANGUARD WHITEHALL FDS | 63,179 | $10.0m | 4.6% |
| VBK VANGUARD INDEX FDS | 25,579 | $9.4m | 4.3% |
| HEFA ISHARES TR | 127,784 | $6.0m | 2.8% |
| XMHQ INVESCO EXCHANGE TRADED FD T | 44,071 | $5.0m | 2.3% |
| QQQ INVESCO QQQ TR | 6,648 | $4.9m | 2.3% |
| VTI VANGUARD INDEX FDS | 13,108 | $4.9m | 2.2% |
| SLYG SPDR SERIES TRUST | 39,530 | $4.7m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2145383")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.