Carolina Wealth Management Inc

13F Portfolio Filings

Most recent 13F
Q2 2026
Location
Greenville, NC
CIK
0002145383
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2026 114 217,377 SCHG, SCHD, VUG, VYM 13F-HR 8/11/2026 000117266126003231