Carolina Wealth Advisors, LLC 13F Holdings

CIK 0001786411 · MYRTLE BEACH, SC

As of Sep 30, 2025, Carolina Wealth Advisors, LLC reported 232 positions worth $231.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SCHWAB LONG-TERM US TREASURY ETFSCHQ—585,782 8.9M8.18%
BNY MELLON CORE BOND ETFBKAG—310,417 3.2M5.71%
SCHWAB US TIPS ETFSCHP—486,139 3.1M5.66%
DELL TECHNOLOGIES INCDELLTechnology71,497 0.1M4.38%
STATE STREET(R) SPDR(R) PORTFOLIO HIGH YIELD BOND ETFSPHY—421,335 0.1M4.36%
BNY MELLON US LARGE CAP CORE EQUITY ETFBKLC—77,182$9.9M4.28%
FASTENAL COFASTIndustrials198,328$9.7M4.20%
GUESS INCGESConsumer Cyclical554,691$9.3M4.00%
MOSAIC COMOSBasic Materials243,489$8.4M3.65%
DICK'S SPORTING GOODS INCDKSConsumer Cyclical36,426$8.1M3.50%
NOVO NORDISK A SNVOHealthcare116,973$6.5M2.80%
VERIZON COMMUNICATIONS INCBACCommunication Services141,848$6.2M2.69%
INVESCO EXCH TRD SLF IDX FDBSCZ—297,044$6.2M2.67%
RPC INCRESEnergy1,277,544$6.1M2.63%
FORD MOTOR COFConsumer Cyclical479,186$5.7M2.48%
AMDOCS LTDDOXTechnology69,743$5.7M2.47%
EMPLOYERS HOLDINGS INCEIGFinancial Services132,289$5.6M2.43%
CITY HOLDING COCHCOFinancial Services45,103$5.6M2.41%
INFOSYS LTDINFYTechnology338,613$5.5M2.38%
INTERPARFUMS INCIPARConsumer Defensive46,326$4.6M1.97%
MOLSON COORS BEVERAGE COTAPConsumer Defensive94,792$4.3M1.85%
BLOOMIN' BRANDS INCBLMNConsumer Cyclical511,089$3.7M1.58%
IRIDIUM COMMUNICATIONS INCIRDMCommunication Services205,534$3.6M1.55%
FIDELITY COVINGTON TRUSTFESM—79,327$2.9M1.25%
SCHWAB STRATEGIC TR——91,428$2.6M1.10%