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Manager record

Carolina Wealth Management Inc

CIK 2145383 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$233.24MReported 13F valueQ3 2026 · as filed
116Holdings listed
+7.3%vs prior quartervalue change includes market moves
2Quarters on record
Oct 29Latest filed
Reported 13F value by quarter, Q2 2026 to Q3 2026Q2 2026: $217.4M$217.4MQ2 2026114 holdingsQ3 2026: $233.2M$233.2MQ3 2026116 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 29 2026 13F-HR · period Q3 2026

$233.24M · 116 holdings listed · View original SEC filing ↗
Aug 11 2026 13F-HR · period Q2 2026

$217.38M · 114 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 29, 2026 · Change methodology