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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 5 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TSLA TESLA INC Consumer Cyclical 754.0 $317K 0.15% NEW $420.60 -16.5%
82 JCPB J P MORGAN EXCHANGE TRADED F 6,458.0 $303K 0.14% NEW $46.94 -2.3%
83 SUB ISHARES TR 2,832.0 $302K 0.14% NEW $106.47 -0.5%
84 WMT WALMART INC Consumer Defensive 2,611.0 $296K 0.14% NEW $113.28 -6.3%
85 PFE PFIZER INC Healthcare 11,835.0 $285K 0.13% NEW $24.08 +19.7%
86 MUB ISHARES TR 2,628.0 $283K 0.13% NEW $107.62 -3.0%
87 CGDV CAPITAL GROUP DIVIDEND VALUE 5,680.0 $280K 0.13% NEW $49.28 +1.1%
88 XOM EXXON MOBIL CORP Energy 2,029.0 $277K 0.13% NEW $136.73 +19.5%
89 DAL DELTA AIR LINES INC Industrials 2,895.0 $271K 0.12% NEW $93.66 -15.6%
90 PLTR PALANTIR TECHNOLOGIES INC Technology 2,243.0 $262K 0.12% NEW $116.67 +47.7%
91 SMH VANECK ETF TRUST 398.0 $261K 0.12% NEW $655.89 -16.4%
92 BNDX VANGUARD CHARLOTTE FDS 5,337.0 $258K 0.12% NEW $48.43 -2.4%
93 SGOL ETFS GOLD TR Financial Services 6,718.0 $257K 0.12% NEW $38.23 +9.0%
94 SCHV SCHWAB STRATEGIC TR 7,360.0 $256K 0.12% NEW $34.81 -0.8%
95 ETN EATON CORP PLC Industrials 586.0 $250K 0.12% NEW $426.12 -7.8%
96 BHC BAUSCH HEALTH COS INC Healthcare 50,110.0 $247K 0.11% NEW $4.93 +33.6%
97 UPS UNITED PARCEL SVCS INC Industrials 2,289.0 $246K 0.11% NEW $107.50 -3.3%
98 VEA VANGUARD TAX-MANAGED FDS 3,431.0 $244K 0.11% NEW $71.25 +1.7%
99 LOW LOWES COS INC Consumer Cyclical 1,102.0 $243K 0.11% NEW $220.57 -8.4%
100 VV VANGUARD INDEX FDS 700.0 $241K 0.11% NEW $343.91 +2.5%
Page 5 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%