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 Management Inc (CIK 2145383) reported $217.4M across 114 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHG ($29.1M, 13.41%), SCHD ($28.8M, 13.26%), VUG ($15.8M, 7.25%), VYM ($10.0M, 4.59%), VBK ($9.4M, 4.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $29.1M | 13.41% | 861,164 | New |
| 2 | SCHD | SCHWAB STRATEGIC TR | $28.8M | 13.26% | 909,270 | New |
| 3 | VUG | VANGUARD INDEX FDS | $15.8M | 7.25% | 182,999 | New |
| 4 | VYM | VANGUARD WHITEHALL FDS | $10.0M | 4.59% | 63,179 | New |
| 5 | VBK | VANGUARD INDEX FDS | $9.4M | 4.30% | 25,579 | New |
| 6 | HEFA | ISHARES TR | $6.0M | 2.76% | 127,784 | New |
| 7 | XMHQ | INVESCO EXCHANGE TRADED FD T | $5.0M | 2.29% | 44,071 | New |
| 8 | QQQ | INVESCO QQQ TR | $4.9M | 2.25% | 6,648 | New |
| 9 | VTI | VANGUARD INDEX FDS | $4.9M | 2.23% | 13,108 | New |
| 10 | SLYG | SPDR SERIES TRUST | $4.7M | 2.17% | 39,530 | New |
| 11 | IWY | ISHARES TR | $4.6M | 2.10% | 15,714 | New |
| 12 | VBR | VANGUARD INDEX FDS | $4.5M | 2.06% | 18,431 | New |
| 13 | NVDA | NVIDIA CORPORATION | $4.5M | 2.06% | 22,357 | New |
| 14 | SLYV | SPDR SERIES TRUST | $3.9M | 1.78% | 35,453 | New |
| 15 | SCHM | SCHWAB STRATEGIC TR | $3.3M | 1.51% | 88,755 | New |
| 16 | XMMO | INVESCO EXCHANGE TRADED FD T | $3.1M | 1.41% | 17,997 | New |
| 17 | TMO | THERMO FISHER SCIENTIFIC INC | $2.9M | 1.33% | 5,782 | New |
| 18 | RWJ | INVESCO EXCH TRADED FD TR II | $2.9M | 1.32% | 48,365 | New |
| 19 | GOOGL | ALPHABET INC | $2.7M | 1.23% | 7,465 | New |
| 20 | VO | VANGUARD INDEX FDS | $2.6M | 1.18% | 31,838 | New |
| 21 | XSMO | INVESCO EXCHANGE TRADED FD T | $2.3M | 1.06% | 24,700 | New |
| 22 | MDY | STATE STR SPDR S&P MIDCAP 40 | $2.0M | 0.93% | 2,888 | New |
| 23 | VTEB | VANGUARD MUN BD FDS | $1.7M | 0.79% | 33,876 | New |
| 24 | AAPL | APPLE INC | $1.7M | 0.79% | 5,942 | New |
| 25 | VXUS | VANGUARD STAR FDS | $1.7M | 0.78% | 19,925 | New |
Source: SEC Form 13F filings · as of 2026-06-30