Carolina Wealth Advisors, LLC: 13F holdings
CIK 17864112026Q2
| Positions | 278 |
|---|---|
| Reported value | $255.1m |
| Filed | 2026-07-09 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHWAB LONG-TERM U.S. TREASURY ETF | 579,543 | $18.1m | 7.1% |
| BKLC BNY MELLON US LARGE CAP CORE EQUITY ETF | 118,144 | $16.9m | 6.6% |
| BNY MELLON CORE BOND ETF | 306,994 | $12.9m | 5.0% |
| SCHP SCHWAB US TIPS ETF | 472,871 | $12.5m | 4.9% |
| SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | 422,552 | $9.9m | 3.9% |
| CSCO CISCO SYS INC COM | 62,864 | $7.4m | 2.9% |
| INVESCO BULLETSHARES 2035 CORPORATE BOND ETF | 292,847 | $6.0m | 2.3% |
| FIDELITY ENHANCED SMALL CAP CORE ETF | 109,366 | $5.3m | 2.1% |
| TXN TEXAS INSTRS INC COM | 17,316 | $5.2m | 2.0% |
| KO COCA COLA CO COM | 59,823 | $4.9m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1786411")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.