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Portfolio (Quarterly) Guide ↗

Carolina Wealth Management Inc

· CIK 0002145383
13F Portfolio $217M AUM 114 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 114 New
Page 4 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VEU VANGUARD INTL EQUITY INDEX F 6,440.0 $539K 0.25% NEW $83.75 +1.4%
62 SCHO SCHWAB STRATEGIC TR 21,922.0 $529K 0.24% NEW $24.14 -0.6%
63 DUK DUKE ENERGY CORP NEW Utilities 4,050.0 $513K 0.24% NEW $126.57 -5.1%
64 AVGO BROADCOM INC Technology 1,343.0 $507K 0.23% NEW $377.75 -2.5%
65 VB VANGUARD INDEX FDS 1,528.0 $463K 0.21% NEW $303.12 -1.8%
66 MCK MCKESSON CORP Healthcare 604.0 $456K 0.21% NEW $755.60 +22.1%
67 BHF BRIGHTHOUSE FINL INC Financial Services 7,035.0 $445K 0.20% NEW $63.30 -15.0%
68 VDC VANGUARD WORLD FD 1,946.0 $439K 0.20% NEW $225.49 +2.3%
69 EQWL INVESCO EXCHANGE TRADED FD T 3,349.0 $432K 0.20% NEW $129.01 +4.3%
70 DOC HEALTHPEAK PROPERTIES INC Real Estate 20,106.0 $430K 0.20% NEW $21.40 -3.3%
71 WINN HARBOR ETF TRUST 13,248.0 $430K 0.20% NEW $32.47 +2.6%
72 FBNC FIRST BANCORP N C Financial Services 6,586.0 $421K 0.19% NEW $63.93 +0.5%
73 DVY ISHARES TR 2,582.0 $404K 0.19% NEW $156.32 +5.1%
74 NFLX NETFLIX INC. Communication Services 5,495.0 $392K 0.18% NEW $71.40 +15.8%
75 GOOG ALPHABET INC 1,060.0 $375K 0.17% NEW $353.45
76 VXF VANGUARD INDEX FDS 1,466.0 $361K 0.17% NEW $246.15 -2.9%
77 IBM INTERNATIONAL BUSINESS MACHS Technology 1,250.0 $352K 0.16% NEW $281.21 -17.7%
78 GIS GENERAL MILLS INC Consumer Defensive 10,000.0 $348K 0.16% NEW $34.80 +18.2%
79 IVV ISHARES TR 451.0 $338K 0.15% NEW $748.89 +2.7%
80 JNJ JOHNSON & JOHNSON Healthcare 1,328.0 $337K 0.15% NEW $254.05 +8.2%
Page 4 of 6  ·  114 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 26.0%
Financial Services 25.3%
Healthcare 13.5%
Communication Services 13.2%
Industrials 7.3%
Consumer Cyclical 6.6%
Consumer Defensive 3.8%
Utilities 2.5%
Real Estate 1.1%
Energy 0.7%