Old North State Wealth Management, LLC
All 13F Filings
- Location
- Wilmington, NC
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 241,048
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/22/2026 | 108 | 241,048 | 13F-HR | Old North State Wealth Management, LLC |
| Q2 2026 | 7/17/2026 | 112 | 234,069 | 13F-HR | Old North State Wealth Management, LLC |
| Q1 2026 | 4/17/2026 | 112 | 216,175 | 13F-HR | Old North State Wealth Management, LLC |
| Q4 2025 | 1/23/2026 | 118 | 212,787 | 13F-HR | Old North State Wealth Management, LLC |
| Q3 2025 | 10/17/2025 | 123 | 213,757 | 13F-HR | Old North State Wealth Management, LLC |
| Q2 2025 | 7/16/2025 | 120 | 191,922 | 13F-HR | Old North State Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 215.6 K | 89.4% | 8.438 K | 0 | 8.438 K |
| ETFs | 25.47 K | 10.6% | 0 | 1.465 K | -1.465 K |
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Fund Snapshot
Q3 2026
Latest filed
10/22/2026
Total value ($000)
241,048
Holdings
108
QoQ value change ($000)
6,979
(3.0%)
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.