Carolina Wealth Advisors, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by member N. Christy Horlacher on October 22, 2026, lists a total of 373 distinct equity positions held by the firm.
The portfolio is diversified across a wide range of sectors and market capitalizations. Major technology holdings include shares in Microsoft Corporation, Apple Inc., NVIDIA Corporation, and Alphabet Inc. The portfolio also includes significant positions in healthcare, such as Eli Lilly & Co. and Johnson & Johnson, as well as substantial stakes in consumer staples companies like Procter & Gamble Co. and Coca-Cola Co.
Financial sector exposure is represented by holdings in JPMorgan Chase & Co., Bank of America Corp., and Berkshire Hathaway Inc. Additionally, the filing lists several exchange-traded funds (ETFs) and other investment vehicles, including the iShares Core S&P 500 ETF and various bond-focused ETFs, which make up a portion of the total holdings.
