⏳
Showing Q2 2025 data
HedgeTrack has imported Q4 2025 data overall, but CAROLINAS WEALTH CONSULTING LLC's latest available filing here is Q2 2025.
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
Other76.0%
ETF11.7%
Technology5.2%
Consumer2.1%
Healthcare1.6%
Financial1.0%
Consumer Staples0.7%
Utilities0.7%
🚪 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 2023Q3 2023Q2 2023Q1 2023Q4 2022