Carolinas Wealth Consulting LLC 13F Holdings · last filed Q1 2025
Carolinas Wealth Consulting LLC reported 1,012 securities worth $464.86M in its SEC 13F filing for Q1 2025 (period ended 2025-03-31). Top holdings: VONG (8.01%), VOO (6.77%), BIV (6.64%). Among its top 25 positions this quarter: 6 added, 19 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VONG | VANGUARD SCOTTSDALE FDS | $37.2M | 8.01% | 461,247 | Trimmed |
| 2 | VOO | VANGUARD INDEX FDS | $31.5M | 6.77% | 61,228 | Added |
| 3 | BIV | VANGUARD BD INDEX FDS | $30.9M | 6.64% | 403,218 | Trimmed |
| 4 | SCHD | SCHWAB STRATEGIC TR | $22.0M | 4.73% | 786,423 | Trimmed |
| 5 | VONV | VANGUARD SCOTTSDALE FDS | $21.8M | 4.69% | 264,410 | Trimmed |
| 6 | IWF | ISHARES TR | $19.8M | 4.27% | 54,921 | Trimmed |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | $15.3M | 3.30% | 78,995 | Trimmed |
| 8 | SPY | SPDR S&P 500 ETF TR | $13.7M | 2.95% | 24,480 | Added |
| 9 | IWD | ISHARES TR | $12.7M | 2.73% | 67,332 | Trimmed |
| 10 | JPST | J P MORGAN EXCHANGE TRADED F | $11.5M | 2.48% | 227,923 | Trimmed |
| 11 | BRKB | BERKSHIRE HATHAWAY INC DEL | $10.0M | 2.15% | 18,809 | Trimmed |
| 12 | VIOO | VANGUARD ADMIRAL FDS INC | $9.1M | 1.95% | 144,663 | Trimmed |
| 13 | IWN | ISHARES TR | $8.3M | 1.79% | 54,960 | Trimmed |
| 14 | PNFP | PINNACLE FINL PARTNERS INC | $8.3M | 1.78% | 78,194 | Trimmed |
| 15 | VTI | VANGUARD INDEX FDS | $8.0M | 1.72% | 29,020 | Trimmed |
| 16 | AAPL | APPLE INC | $7.5M | 1.61% | 33,609 | Trimmed |
| 17 | TCAF | T ROWE PRICE ETF INC | $7.3M | 1.58% | 441,362 | Added |
| 18 | IVV | ISHARES TR | $7.0M | 1.52% | 12,537 | Added |
| 19 | AMZN | AMAZON COM INC | $7.0M | 1.50% | 36,625 | Added |
| 20 | VWO | VANGUARD INTL EQUITY INDEX F | $6.5M | 1.40% | 143,818 | Trimmed |
| 21 | IWO | ISHARES TR | $6.0M | 1.30% | 23,667 | Trimmed |
| 22 | VEA | VANGUARD TAX-MANAGED FDS | $4.8M | 1.04% | 94,826 | Trimmed |
| 23 | SPHQ | INVESCO EXCHANGE TRADED FD T | $4.6M | 0.99% | 69,257 | Added |
| 24 | EFA | ISHARES TR | $4.4M | 0.95% | 54,032 | Trimmed |
| 25 | MSFT | MICROSOFT CORP | $4.3M | 0.92% | 11,434 | Trimmed |
Source: SEC Form 13F filings · as of 2025-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR