Carolina Wealth Management Inc: summary
Carolina Wealth Management Inc reported 116 positions with a reported value of $233.24M in its 13F for Q3 2026. Compared with Q2 2026: 17 new positions, 15 exited.
Top positions
- SCHWAB U.S. LARGE-CAP GROWTH ETF
- SCHWAB US DIVIDEND EQUITY ETF
- VANGUARD MORNINGSTAR GROWTH ETF
- VANGUARD HIGH DIVIDEND YIELD INDEX ETF
- VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF
- ISHARES RUSSELL TOP 200 GROWTH ETF
- NVIDIA CORPORATION
- ISHARES TR
- INVESCO S&P MIDCAP QUALITY ETF
- VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF