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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 6 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ED CONSOLIDATED EDISON INC Utilities 2,155.0 $238K 0.11% NEW $110.63 -2.9%
102 SPYG SPDR SERIES TRUST 2,000.0 $238K 0.11% NEW $118.99 +1.1%
103 XLK SELECT SECTOR SPDR TR 1,240.0 $236K 0.11% NEW $190.52 -3.9%
104 SMMU PIMCO ETF TR 4,506.0 $228K 0.10% NEW $50.50 -0.8%
105 HD HOME DEPOT INC Consumer Cyclical 639.0 $225K 0.10% NEW $352.48 -8.8%
106 MU MICRON TECHNOLOGY INC Technology 195.0 $225K 0.10% NEW $1154.29 -18.8%
107 VGK VANGUARD INTL EQUITY INDEX F 2,395.0 $212K 0.10% NEW $88.54 +2.6%
108 VNQ VANGUARD INDEX FDS 2,160.0 $208K 0.10% NEW $96.43 -0.6%
109 GARP ISHARES TR 2,500.0 $206K 0.10% NEW $82.55 -0.3%
110 IMCG ISHARES TR 2,086.0 $205K 0.09% NEW $98.30 -2.9%
111 VIG VANGUARD SPECIALIZED FUNDS 858.0 $203K 0.09% NEW $236.62 +2.4%
112 D DOMINION ENERGY INC Utilities 2,954.0 $202K 0.09% NEW $68.30 -3.6%
113 WVE WAVE LIFE SCIENCES LTD Healthcare 32,500.0 $189K 0.09% NEW $5.81 -18.9%
114 OPUS GENETICS INC 10,000.0 $41K 0.02% NEW $4.11
Page 6 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%