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Portfolio (Quarterly) Guide ↗

Carolina Wealth Advisors, LLC

· CIK 0001786411
13F Portfolio $224M AUM 272 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 272 New
Page 3 of 14  ·  272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHA SCHWAB U.S. SMALL-CAP ETF 38,030.0 $1.1M 0.48% NEW $28.48 +24.6%
42 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 2,797.0 $1.1M 0.48% NEW $383.32 +5.1%
43 VRSK VERISK ANALYTICS INC COM Industrials 4,690.0 $1.0M 0.47% NEW $223.69 -18.6%
44 SCHX SCHWAB U.S. LARGE-CAP ETF 38,321.0 $1.0M 0.46% NEW $26.91 +7.0%
45 BRBR BELLRING BRANDS INC COMMON STOCK Consumer Defensive 37,872.0 $1.0M 0.45% NEW $26.73 -56.8%
46 LII LENNOX INTL INC COM Industrials 2,073.0 $1.0M 0.45% NEW $485.58 +16.1%
47 GDDY GODADDY INC CL A Technology 8,036.0 $997K 0.44% NEW $124.08 -31.9%
48 SCHM SCHWAB U.S. MID-CAP ETF 26,942.0 $810K 0.36% NEW $30.07 +20.4%
49 SCHF SCHWAB INTERNATIONAL EQUITY ETF 28,940.0 $696K 0.31% NEW $24.04 +14.0%
50 BLV VANGUARD LONG-TERM BOND ETF 9,954.0 $692K 0.31% NEW $69.52 -0.1%
51 TPR TAPESTRY INC COM Consumer Cyclical 4,017.0 $513K 0.23% NEW $127.77 +14.3%
52 MRK MERCK & CO INC COM Healthcare 4,791.0 $504K 0.23% NEW $105.26 +22.0%
53 MKL MARKEL GROUP INC COM Financial Services 230.0 $494K 0.22% NEW $2149.65 -10.7%
54 NVDA NVIDIA CORPORATION COM Technology 2,650.0 $494K 0.22% NEW $186.50 +3.2%
55 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 2,669.0 $474K 0.21% NEW $177.75 -36.5%
56 CSCO CISCO SYS INC COM Technology 5,854.0 $451K 0.20% NEW $77.03 +47.7%
57 GILD GILEAD SCIENCES INC COM Healthcare 3,562.0 $437K 0.20% NEW $122.74 +4.2%
58 TSLA TESLA INC COM Consumer Cyclical 930.0 $418K 0.19% NEW $449.72 -15.6%
59 KO COCA COLA CO COM Consumer Defensive 5,754.0 $402K 0.18% NEW $69.91 +18.2%
60 SCHB SCHWAB U.S. BROAD MARKET ETF 15,014.0 $394K 0.18% NEW $26.23 +8.0%
Page 3 of 14  ·  272 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
Technology 24.2%
Consumer Cyclical 17.8%
Financial Services 14.3%
Healthcare 9.3%
Industrials 9.2%
Consumer Defensive 8.8%
Communication Services 5.8%
Energy 5.6%
Basic Materials 4.8%
Utilities 0.1%