CIK 1786411
Carolina Wealth Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
272
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 272
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TPR | TAPESTRY INC COM | 4K | $500K+ | SH |
| MRK | MERCK & CO INC COM | 5K | $500K+ | SH |
| MKL | MARKEL GROUP INC COM | 230 | $100K–$500K | SH |
| NVDA | NVIDIA CORPORATION COM | 3K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 3K | $100K–$500K | SH |
| CSCO | CISCO SYS INC COM | 6K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC COM | 4K | $100K–$500K | SH |
| TSLA | TESLA INC COM | 930 | $100K–$500K | SH |
| KO | COCA COLA CO COM | 6K | $100K–$500K | SH |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | 15K | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP COM NEW | 2K | $100K–$500K | SH |
| EXPE | EXPEDIA GROUP INC COM NEW | 1K | $100K–$500K | SH |
| APP | APPLOVIN CORP COM CL A | 554 | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON COM | 2K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC COM | 6K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC COM | 2K | $100K–$500K | SH |
| AMGN | AMGEN INC COM | 1K | $100K–$500K | SH |
| QCOM | QUALCOMM INC COM | 2K | $100K–$500K | SH |
| LVS | LAS VEGAS SANDS CORP COM | 5K | $100K–$500K | SH |
| VOO | VANGUARD S&P 500 ETF | 514 | $100K–$500K | SH |
| HD | HOME DEPOT INC COM | 818 | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 516 | $100K–$500K | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 4K | $100K–$500K | SH |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 5K | $100K–$500K | SH |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | 7K | $100K–$500K | SH |
| AON | AON PLC SHS CL A | 557 | $100K–$500K | SH |
| WMT | WALMART INC COM | 2K | $100K–$500K | SH |
| AMZN | AMAZON COM INC COM | 777 | $100K–$500K | SH |
| IGLB | ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 3K | $100K–$500K | SH |
| ESGV | VANGUARD ESG U.S. STOCK ETF | 1K | $100K–$500K | SH |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | 3K | $100K–$500K | SH |
| ABBV | ABBVIE INC COM | 605 | $100K–$500K | SH |
| PEP | PEPSICO INC COM | 886 | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO COM | 868 | $100K–$500K | SH |
| VB | VANGUARD SMALL-CAP ETF | 444 | $100K–$500K | SH |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 2K | $100K–$500K | SH |
| MSFT | MICROSOFT CORP COM | 197 | $50K–$100K | SH |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | 974 | $50K–$100K | SH |
| BSCX | INVESCO BULLETSHARES 2033 CORPORATE BOND ETF | 4K | $50K–$100K | SH |
| SCCO | SOUTHERN COPPER CORP COM | 608 | $50K–$100K | SH |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 103 | $50K–$100K | SH |
| GOOG | ALPHABET INC CAP STK CL C | 247 | $50K–$100K | SH |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 805 | $50K–$100K | SH |
| USFD | US FOODS HLDG CORP COM | 1K | $50K–$100K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COM | 900 | $50K–$100K | SH |
| MCD | MCDONALDS CORP COM | 224 | $50K–$100K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 1K | $50K–$100K | SH |
| TIGO | MILLICOM INTL CELLULAR S A COM STK | 1K | $50K–$100K | SH |
| VOE | VANGUARD MID-CAP VALUE ETF | 375 | $50K–$100K | SH |
| UNP | UNION PAC CORP COM | 287 | $50K–$100K | SH |