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Manager record

Old North State Wealth Management, LLC

Wilmington, NC · CIK 2041262 · 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.

$241.05MReported 13F valueQ3 2026 · as filed
108Holdings listed
+3.0%vs prior quartervalue change includes market moves
6Quarters on record
Oct 22Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $191.9M$191.9MQ2 2025120 holdingsQ3 2025: $213.8M$213.8MQ3 2025123 holdingsQ4 2025: $212.8M$212.8MQ4 2025118 holdingsQ1 2026: $216.2M$216.2MQ1 2026112 holdingsQ2 2026: $234.1M$234.1MQ2 2026112 holdingsQ3 2026: $241.0M$241.0MQ3 2026108 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 22 2026 13F-HR · period Q3 2026

$241.05M · 108 holdings listed · View original SEC filing ↗
Jul 17 2026 13F-HR · period Q2 2026

$234.07M · 112 holdings listed · View original SEC filing ↗
Apr 17 2026 13F-HR · period Q1 2026

$216.17M · 112 holdings listed · View original SEC filing ↗
Jan 23 2026 13F-HR · period Q4 2025

$212.79M · 118 holdings listed · View original SEC filing ↗
Oct 17 2025 13F-HR · period Q3 2025

$213.76M · 123 holdings listed · View original SEC filing ↗
Jul 16 2025 13F-HR · period Q2 2025

$191.92M · 120 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 22, 2026 · Change methodology