StockDriftsStockDriftsTop 50 Carolina Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 13.41% | 861.2K | $29.1M | new | $30.97(+15.52%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 13.26% | 909.3K | $28.8M | new | $31.09(+10.26%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 7.25% | 183.0K | $15.8M | new | $78.07(+14.08%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 4.59% | 63.2K | $10.0M | new | $151.75(+9.76%) | 2026-06-30 | |
| VBK | VANGUARD INDEX FDS | 4.3% | 25.6K | $9.4M | new | $327.65(+10.18%) | 2026-06-30 | |
| HEFA | ISHARES TR | 2.76% | 127.8K | $6.0M | new | $44.22(+8.08%) | 2026-06-30 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 2.29% | 44.1K | $5.0M | new | $106.72(+11.59%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.25% | 6.6K | $4.9M | new | $647.34(+11.35%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.23% | 13.1K | $4.9M | new | $340.86(+12.08%) | 2026-06-30 | |
| SLYG | SPDR SERIES TRUST | 2.17% | 39.5K | $4.7M | new | $106.24(+11.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Carolina Wealth Management INC reports $217.38M in US-listed equity holdings across 114 positions in its most recent 13F filing. Its largest disclosed positions are SCHG (13.4%), SCHD (13.3%) and VUG (7.3%). The top 20 holdings account for 70.49% of reported assets. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Carolina Wealth Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2145383). View Carolina Wealth Management INC’s 13F filings on SEC