Old North State Wealth Management, LLC filed a Form 13F-HR on October 22, 2026, disclosing its equity holdings as of the close of business on September 30, 2026. The filing reports that the firm manages a total of 108 separate securities.
The portfolio is diversified across various sectors and market capitalizations. The largest position disclosed is in Adobe Inc., where the firm holds 21,975 shares. Other significant holdings include shares of Berkshire Hathaway Inc. Class B, with 25,750 shares, and Apple Inc., with 26,274 shares. The firm also holds a substantial position in Kinder Morgan Inc., with 85,651 shares.
The filing lists a wide array of other holdings, including shares in major technology companies such as Microsoft, NVIDIA, and Palantir Technologies. It also includes positions in energy companies like Kinder Morgan and Enbridge, and consumer staples companies such as Procter & Gamble and PepsiCo. Additionally, the portfolio includes various exchange-traded funds, including funds tracking the S&P 500 and the Russell 1000.
The report lists Danielle N. Annechiarico as the Chief Compliance Officer of the firm and indicates she is responsible for the preparation of the filing.
