Carolina Wealth Advisors, LLC - Portfolio overview

Carolina Wealth Advisors, LLC has 317 reported holdings in this dataset, with the latest filing dated 2026-04-07.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Consumer Defensive and Healthcare.

Largest reported holdings by portfolio allocation

1. SCHQ - SCHWAB LONG-TERM U.S. TREASURY ETF, 6.48%
2. BKLC - BNY MELLON US LARGE CAP CORE EQUITY ETF, 5.13%
3. BKAG - BNY MELLON CORE BOND ETF, 4.64%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.