Carolina Wealth Management Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 116 distinct positions held by the firm.
The portfolio includes a mix of individual common stocks and exchange-traded funds. Major technology holdings include Apple Inc., Microsoft Corporation, NVIDIA Corporation, and Palantir Technologies Inc. The firm also holds significant positions in Berkshire Hathaway Inc. Class A and Class B shares.
Among the exchange-traded funds listed in the filing are iShares products such as the MSCI EAFE ETF and the S&P Small-Cap 600 ETF. The portfolio also includes various Vanguard funds, including the Total Stock Market ETF and the High Dividend Yield ETF.
Other notable individual stock positions include Johnson & Johnson, United Parcel Service Inc., and Tesla Inc. The filing indicates that all positions are held in a sole voting capacity.
