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Showing Q2 2025 data
CAROLINAS WEALTH CONSULTING LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
CAROLINAS WEALTH CONSULTING LLC
•CIK: 1803425•Filing: Q2 2025
**CAROLINAS WEALTH CONSULTING LLC** manages $465M across a diversified portfolio of 1012 positions. The fund exhibits significant concentration in technology and dividend-focused equities, highlighted by the top holdings of VONG ($37.2M) and VOO ($31.5M). Further notable allocations include BIV ($30.9M) and SCHD ($22.0M), suggesting a core strategy focused on established market leaders and income generation. This positioning reflects a tactical overweighting toward large-cap growth and dividend yield plays.
Total AUM
$464.9M
QoQ Performance
N/A
Positions
820
Top 10 Concentration
48.5%
Latest Filing
Q2 2025
Top Holdings Allocation
VONG
VOO
BIV
VONG8.0%
VOO6.8%
BIV6.6%
SCHD4.7%
VONV4.7%
IWF4.3%
VIG3.3%
SPY2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other74.2%
ETF11.7%
Technology5.2%
Financial3.3%
Consumer2.1%
Healthcare1.6%
Utilities0.7%
Consumer Staples0.4%
🚪 Exited Positionssold since Q4 2024
+854 more exited positions
Changes from Q4 2024
NEW3 new positions
↑87 increased
↓94 decreased
Historical Filings
Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023