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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 5 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MOS MOSAIC CO COM Basic Materials 10,322.0 $263K 0.11% -228K -95.7% $25.50 -12.2%
82 WU WESTERN UN CO COM Financial Services 29,940.0 $261K 0.11% NEW $8.73 -13.6%
83 IRIDIUM COMMUNICATIONS INC COM 9,380.0 $260K 0.11% -187K -95.2% $27.74
84 EIG EMPLOYERS HLDGS INC COM Financial Services 6,085.0 $250K 0.10% -124K -95.3% $41.14 +23.3%
85 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 3,854.0 $247K 0.10% $64.09 +10.1%
86 WPP WPP PLC NEW ADR Communication Services 15,462.0 $240K 0.10% NEW $15.55 +3.7%
87 FBP FIRST BANCORP CORPORATION COM NEW Financial Services 11,203.0 $239K 0.10% NEW $21.36 +23.4%
88 WMT WALMART INC COM Consumer Defensive 1,804.0 $224K 0.09% +129.0 +7.7% $124.28 -6.9%
89 SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 4,790.0 $224K 0.09% -478.0 -9.1% $46.74 +2.1%
90 CPA COPA HOLDINGS SA CL A Industrials 1,929.0 $219K 0.09% NEW $113.61 +38.4%
91 DOX AMDOCS LTD SHS Technology 3,205.0 $209K 0.09% -65K -95.3% $65.26 -20.4%
92 SCHE SCHWAB EMERGING MARKETS EQUITY ETF 6,293.0 $207K 0.09% -612.0 -8.9% $32.95 +7.8%
93 BERKSHIRE HATHAWAY INC DEL CL B NEW 428.0 $205K 0.09% -88.0 -17.1% $479.20
94 IPAR INTERPARFUMS INC COM Consumer Defensive 2,151.0 $195K 0.08% -42K -95.1% $90.84 +18.9%
95 AON AON PLC SHS CL A Financial Services 557.0 $180K 0.07% $322.78 +1.8%
96 SCHB SCHWAB U.S. BROAD MARKET ETF 6,797.0 $171K 0.07% -8K -54.7% $25.10 +12.9%
97 AMZN AMAZON COM INC COM Consumer Cyclical 808.0 $168K 0.07% +31.0 +4.0% $208.27 +11.7%
98 IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 2,964.0 $147K 0.06% -208.0 -6.6% $49.63 +1.5%
99 ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 3,089.0 $145K 0.06% $47.02 +17.5%
100 ESGV VANGUARD ESG U.S. STOCK ETF 1,205.0 $135K 0.06% $112.27 +15.0%
Page 5 of 14  ·  278 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%