Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Carolina Wealth Advisors, LLC (CIK 1786411) reported $240.1M across 277 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHQ ($17.7M, 7.39%), BKLC ($14.0M, 5.85%), BKAG ($12.7M, 5.29%), SCHP ($12.4M, 5.17%), SPHY ($9.7M, 4.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHQ | SCHWAB LONG-TERM U.S. TREASURY ETF | $17.7M | 7.39% | 564,266 | Trimmed |
| 2 | BKLC | BNY MELLON US LARGE CAP CORE EQUITY ETF | $14.0M | 5.85% | 112,564 | Added |
| 3 | BKAG | BNY MELLON CORE BOND ETF | $12.7M | 5.29% | 301,218 | Trimmed |
| 4 | SCHP | SCHWAB US TIPS ETF | $12.4M | 5.17% | 466,341 | Trimmed |
| 5 | SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $9.7M | 4.03% | 415,461 | Trimmed |
| 6 | BSCZ | INVESCO BULLETSHARES 2035 CORPORATE BOND ETF | $5.9M | 2.46% | 287,691 | Trimmed |
| 7 | MRK | MERCK & CO INC COM | $5.8M | 2.41% | 48,125 | Added |
| 8 | GILD | GILEAD SCIENCES INC COM | $5.0M | 2.08% | 35,781 | Added |
| 9 | CSCO | CISCO SYS INC COM | $4.9M | 2.04% | 63,197 | Added |
| 10 | SCCO | SOUTHERN COPPER CORP COM | $4.7M | 1.95% | 27,153 | Added |
| 11 | KO | COCA COLA CO COM | $4.6M | 1.91% | 60,164 | Added |
| 12 | AMGN | AMGEN INC COM | $4.6M | 1.91% | 13,067 | Added |
| 13 | MO | ALTRIA GROUP INC COM | $4.4M | 1.83% | 66,607 | Added |
| 14 | SCHY | SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF | $4.1M | 1.73% | 130,863 | Added |
| 15 | FESM | FIDELITY ENHANCED SMALL CAP ETF | $4.2M | 1.73% | 109,449 | Added |
| 16 | PM | PHILIP MORRIS INTL INC COM | $4.1M | 1.71% | 24,908 | Added |
| 17 | TRGP | TARGA RES CORP COM | $4.0M | 1.68% | 16,108 | Added |
| 18 | XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $3.9M | 1.64% | 48,126 | Added |
| 19 | BP | BP PLC SPONSORED ADR | $3.7M | 1.56% | 79,594 | Added |
| 20 | VZ | VERIZON COMMUNICATIONS INC COM | $3.5M | 1.45% | 69,267 | Trimmed |
| 21 | BMY | BRISTOL-MYERS SQUIBB CO COM | $3.5M | 1.44% | 57,182 | Added |
| 22 | HAS | HASBRO INC COM | $3.0M | 1.24% | 31,721 | Added |
| 23 | PEP | PEPSICO INC COM | $2.9M | 1.20% | 18,596 | Added |
| 24 | TPR | TAPESTRY INC COM | $2.8M | 1.16% | 19,747 | Added |
| 25 | CL | COLGATE PALMOLIVE CO COM | $2.8M | 1.15% | 32,320 | Added |
Source: SEC Form 13F filings · as of 2026-03-31