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Portfolio (Quarterly) Guide ↗

Carolina Wealth Advisors, LLC

· CIK 0001786411
13F Portfolio $240M AUM 278 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 69 New 75 Added 54 Reduced 63 Exited
Page 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AAOI APPLIED OPTOELECTRONICS INC COM Technology 35.0 $3K 0.00% NEW $84.60 +60.4%
62 GLW CORNING INC COM Technology 19.0 $3K 0.00% NEW $135.95 +64.0%
63 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 64.0 $2K 0.00% NEW $37.02 -2.4%
64 KEYS KEYSIGHT TECHNOLOGIES INC COM Technology 8.0 $2K 0.00% NEW $282.38 +16.4%
65 CVX CHEVRON CORPORATION COM Energy 10.0 $2K 0.00% NEW $206.90 -17.3%
66 QGRO AMERICAN CENTURY U.S. QUALITY GROWTH ETF 19.0 $2K 0.00% NEW $105.05 +9.2%
67 GLD SPDR GOLD SHARES Financial Services 4.0 $2K 0.00% NEW $430.25 -13.2%
68 CLS CELESTICA INC COM Technology 2.0 $563.0 NEW $281.50 +19.9%
69 FUBO FUBOTV INC COM NEW CL A Communication Services 3.0 $28.0 NEW $9.33 +6.2%
Page 4 of 4  ·  69 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 20.4%
Technology 17.3%
Consumer Defensive 16.3%
Consumer Cyclical 15.5%
Industrials 7.0%
Basic Materials 7.0%
Financial Services 6.2%
Energy 5.8%
Communication Services 4.3%
Utilities 0.1%