Carolina Wealth Advisors, LLC
All 13F Filings
- Location
- Myrtle Beach, SC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 255,146
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 278 | 255,146 | 13F-HR | Carolina Wealth Advisors, LLC |
| Q1 2026 | 4/7/2026 | 278 | 240,138 | 13F-HR | Carolina Wealth Advisors, LLC |
| Q4 2025 | 1/21/2026 | 272 | 224,341 | 13F-HR | Carolina Wealth Advisors, LLC |
| Q3 2025 | 10/7/2025 | 232 | 231,518 | 13F-HR | Carolina Wealth Advisors, LLC |
| Q2 2025 | 7/22/2025 | 270 | 202,674 | 13F-HR | Carolina Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 157.3 K | 61.7% | 9.708 K | 0 | 9.708 K |
| ETFs | 97.81 K | 38.3% | 5.31 K | 0 | 5.31 K |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
255,146
Holdings
278
QoQ value change ($000)
15,008
(6.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.