Carolina Wealth Management Inc
All 13F Filings
- Location
- Greenville, NC
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 233,243
- 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 | 10/29/2026 | 116 | 233,243 | 13F-HR | Carolina Wealth Management Inc |
| Q2 2026 | 8/11/2026 | 114 | 217,378 | 13F-HR | Carolina Wealth Management Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 44.2 K | 18.9% | 7.965 K | 0 | 7.965 K |
| ETFs | 189.1 K | 81.1% | 7.907 K | 0 | 7.907 K |
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Fund Snapshot
Q3 2026
Latest filed
10/29/2026
Total value ($000)
233,243
Holdings
116
QoQ value change ($000)
15,865
(7.3%)
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.