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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Carolina Wealth Advisors, LLC

Quarter ended Q4 2025 · Filed January 21, 2026 · Accession 0001437749-26-001613

Total Value
$224.3M
Positions
272
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (272)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB LONG-TERM U.S. TREASURY ETF808524680579,689$18.4M8.19%
2BNY MELLON CORE BOND ETF09661T602306,592$13.0M5.79%
3SCHWAB US TIPS ETF808524870479,844$12.7M5.67%
4BNY MELLON US LARGE CAP CORE EQUITY ETF09661T10779,581$10.4M4.64%
5STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF78468R606417,628$9.9M4.41%
6GUESS INC COM401617105543,757$9.1M4.06%
7DELL TECHNOLOGIES INC CL CDELL70,102$8.8M3.93%
8FASTENAL CO COMFAST193,907$7.8M3.47%
9DICKS SPORTING GOODS INC COM25339310235,635$7.1M3.14%
10RPC INC COMRES1,252,201$6.8M3.04%
11FORD MTR CO COM345370860469,034$6.2M2.74%
12INVESCO BULLETSHARES 2035 CORPORATE BOND ETFIVZ293,764$6.1M2.72%
13INFOSYS LTD SPONSORED ADRINFY332,726$5.9M2.64%
14MOSAIC CO NEW COMMOS238,580$5.7M2.56%
15NOVO-NORDISK A S ADRNONOF112,847$5.7M2.56%
16VERIZON COMMUNICATIONS INC COMVZ138,832$5.7M2.52%
17EMPLOYERS HLDGS INC COMEIG129,700$5.6M2.50%
18AMDOCS LTD SHSDOX68,388$5.5M2.45%
19CITY HLDG CO COMCHCO44,137$5.3M2.35%
20MOLSON COORS BEVERAGE CO CL BTAP-A90,331$4.2M1.88%
21INTERPARFUMS INC COMINTR43,920$3.7M1.66%
22IRIDIUM COMMUNICATIONS INC COMIRDM196,131$3.4M1.52%
23BLOOMIN BRANDS INC COMBLMN486,270$3.0M1.34%
24FIDELITY ENHANCED SMALL CAP ETF31609A20679,265$3.0M1.33%
25SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF80852467293,128$2.8M1.24%
26STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF81369Y30833,526$2.6M1.16%
27ELI LILLY & CO COMLLY1,730$1.9M0.83%
28CARDINAL HEALTH INC COMCAH8,970$1.8M0.82%
29CENCORA INC COMCOR5,436$1.8M0.82%
30APPLE INC COMAAPL6,552$1.8M0.79%
31HILTON WORLDWIDE HLDGS INC COMHLT5,833$1.7M0.75%
32AUTODESK INC COMADSK5,624$1.7M0.74%
33BOOKING HOLDINGS INC COMBKNG297$1.6M0.71%
34MASTERCARD INCORPORATED CL AMA2,547$1.5M0.65%
35ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETFGLTR6,942$1.4M0.64%
36NU HLDGS LTD ORD SHS CL ANU83,578$1.4M0.62%
37MSCI INC COMMSCI2,270$1.3M0.58%
38MANHATTAN ASSOCIATES INC COMMANH7,250$1.3M0.56%
39NETFLIX INC COMNFLX12,677$1.2M0.53%
40OTIS WORLDWIDE CORP COMOTIS13,047$1.1M0.51%
41SCHWAB U.S. SMALL-CAP ETF80852460738,030$1.1M0.48%
42MOTOROLA SOLUTIONS INC COM NEWMSI2,797$1.1M0.48%
43VERISK ANALYTICS INC COMVRSK4,690$1.0M0.47%
44SCHWAB U.S. LARGE-CAP ETF80852420138,321$1.0M0.46%
45BELLRING BRANDS INC COMMON STOCKBRBR37,872$1.0M0.45%
46LENNOX INTL INC COM5261071072,073$1.0M0.45%
47GODADDY INC CL AGDDY8,036$997,1070.44%
48SCHWAB U.S. MID-CAP ETF80852450826,942$810,1550.36%
49SCHWAB INTERNATIONAL EQUITY ETF80852480528,940$695,7180.31%
50VANGUARD LONG-TERM BOND ETF9219377939,954$692,0020.31%
51TAPESTRY INC COMTPR4,017$513,2520.23%
52MERCK & CO INC COMMRK4,791$504,3010.22%
53MARKEL GROUP INC COMMKL230$494,4200.22%
54NVIDIA CORPORATION COMNVDA2,650$494,2250.22%
55PALANTIR TECHNOLOGIES INC CL APLTR2,669$474,4150.21%
56CISCO SYS INC COMCSCO5,854$450,9340.20%
57GILEAD SCIENCES INC COMGILD3,562$437,2000.19%
58TESLA INC COMTSLA930$418,2400.19%
59COCA COLA CO COMKO5,754$402,2620.18%
60SCHWAB U.S. BROAD MARKET ETF80852410215,014$393,8090.18%
61LAM RESEARCH CORP COM NEWLRCX2,296$393,0290.18%
62EXPEDIA GROUP INC COM NEWEXPE1,367$387,2850.17%
63APPLOVIN CORP COM CL AAPP554$373,2960.17%
64JOHNSON & JOHNSON COMJNJ1,777$367,7500.16%
65ALTRIA GROUP INC COMMO6,216$358,4150.16%
66PHILIP MORRIS INTL INC COM7181721092,219$355,9280.16%
67AMGEN INC COMAMGN1,078$352,8400.16%
68QUALCOMM INC COMQCOM2,055$351,5080.16%
69LAS VEGAS SANDS CORP COMLVS5,370$349,5330.16%
70VANGUARD S&P 500 ETF922908363514$322,3450.14%
71HOME DEPOT INC COMHD818$281,4740.13%
72BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A516$259,3670.12%
73VANGUARD FTSE DEVELOPED MARKETS ETF9219438583,848$240,3630.11%
74SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF8085248885,268$239,8520.11%
75SCHWAB EMERGING MARKETS EQUITY ETF8085247066,905$226,1390.10%
76AON PLC SHS CL AAON557$196,5540.09%
77WALMART INC COMWMT1,675$186,6120.08%
78AMAZON COM INC COMAMZN777$179,3470.08%
79ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF4642895113,172$160,0270.07%
80VANGUARD ESG U.S. STOCK ETF9219107331,205$145,7570.06%
81ISHARES ESG AWARE MSCI USA SMALL-CAP ETF46435U6633,089$142,0320.06%
82ABBVIE INC COMABBV605$138,2360.06%
83PEPSICO INC COMPEP886$127,1590.06%
84PROCTER AND GAMBLE CO COM742718109868$124,3930.06%
85VANGUARD SMALL-CAP ETF922908751444$114,5300.05%
86ISHARES CORE MSCI EMERGING MARKETS ETF46434G1031,603$107,7540.05%
87MICROSOFT CORP COMMSFT197$95,2730.04%
88JPMORGAN ACTIVE GROWTH ETF46654Q609974$90,3870.04%
89INVESCO BULLETSHARES 2033 CORPORATE BOND ETFIVZ4,133$88,6940.04%
90SOUTHERN COPPER CORP COMSCCO608$87,2300.04%
91VANGUARD INFORMATION TECHNOLOGY ETF92204A702103$77,6390.03%
92ALPHABET INC CAP STK CL CGOOG247$77,5090.03%
93AVANTIS INTERNATIONAL SMALL CAP VALUE ETF025072802805$75,6460.03%
94US FOODS HLDG CORP COMUSFD1,000$75,3200.03%
95PUBLIC SVC ENTERPRISE GRP INC COM744573106900$72,2700.03%
96MCDONALDS CORP COMMCD224$68,4610.03%
97BRISTOL-MYERS SQUIBB CO COMCELG-RI1,250$67,4250.03%
98MILLICOM INTL CELLULAR S A COM STKL6388F1101,213$67,2490.03%
99VANGUARD MID-CAP VALUE ETF922908512375$66,5140.03%
100UNION PAC CORP COMUNP287$66,3890.03%
101HASBRO INC COMHAS808$66,2560.03%
102TARGA RES CORP COMTRGP347$64,0220.03%
103MEDTRONIC PLC SHSMDT661$63,4960.03%
1043M CO COMMMM388$62,1190.03%
105COSTCO WHSL CORP NEW COM22160K10572$62,0880.03%
106COLGATE PALMOLIVE CO COMCL782$61,7940.03%
107BP PLC SPONSORED ADRBPPFF1,728$60,0130.03%
108PRICE T ROWE GROUP INC COMTROW578$59,1760.03%
109XTRACKERS S&P 500 SCORED & SCREENED ETF233051143941$58,7650.03%
110ALPHABET INC CAP STK CL AGOOG187$58,5310.03%
111INTERNATIONAL BUSINESS MACHS COMINTR197$58,3530.03%
112EQUITABLE HLDGS INC COMEQH-PC1,222$58,2280.03%
113SCHWAB CHARLES CORP COMSCHW-PJ565$56,4490.03%
114SCOTTS MIRACLE-GRO CO CL ASMG963$56,1910.03%
115LOCKHEED MARTIN CORP COMLMT113$54,6550.02%
116UNILEVER PLC SPON ADR NEWUNLYF826$54,0200.02%
117BEST BUY INC COMBBY803$53,7450.02%
118COMCAST CORP NEW CL ACCZ1,746$52,1880.02%
119ARTISAN PARTNERS ASSET MGMT IN CL A04316A1081,272$51,8210.02%
120JPMORGAN CHASE & CO. COMVYLD158$50,9110.02%
121FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUNDFLEX247$50,7030.02%
122BLOCK H & R INC COMBSQKZ1,151$50,1610.02%
123TEXAS INSTRS INC COM882508104283$49,0980.02%
124ILLINOIS TOOL WKS INC COM452308109198$48,7670.02%
125NUCOR CORP COMNUE289$47,1390.02%
126HP INC COMHPQ2,105$46,8990.02%
127DARDEN RESTAURANTS INC COMDRI249$45,8210.02%
128BLACKSTONE INC COMBX295$45,4710.02%
129PAYCHEX INC COMPAYX400$44,8720.02%
130KIMBERLY-CLARK CORP COMKMB442$44,5930.02%
131T. ROWE PRICE U.S. EQUITY RESEARCH ETF87283Q5031,032$44,1490.02%
132META PLATFORMS INC CL AMETA64$42,2460.02%
133BATH & BODY WORKS INC COMBBWI2,100$42,1680.02%
134ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF464286533647$41,4340.02%
135ISHARES S&P 500 GROWTH ETF464287309290$35,7450.02%
136EVERGY INC COMEVRG478$34,6500.02%
137CLOROX CO DEL COMCLX328$33,0720.01%
138FIRST EAGLE GLOBAL EQUITY ETF75526L886653$30,0560.01%
139ISHARES NATIONAL MUNI BOND ETF464288414265$28,3840.01%
140PRUDENTIAL FINL INC COMPUKPF235$26,5270.01%
141TRUMP MEDIA & TECHNOLOGY GROUP WT EXP 032529DJTWW3,775$26,4620.01%
142VISA INC COM CL AV75$26,3030.01%
143WASTE MGMT INC DEL COM94106L109115$25,2670.01%
144INVESCO S&P GLOBAL WATER INDEX ETFIVZ395$24,8890.01%
145RTX CORPORATION COMRTX131$24,0250.01%
146VANGUARD VALUE ETF922908744123$23,4920.01%
147ISHARES GLOBAL CLEAN ENERGY ETF4642882241,409$23,1500.01%
148TARGET CORP COMTGT225$21,9940.01%
149AVANTIS U.S. SMALL CAP VALUE ETF025072877211$21,5180.01%
150ISHARES ESG SELECT SCREENED S&P 500 ETF46436E569403$21,2380.01%
151HOLOGIC INC COMHOLX285$21,2300.01%
152CONAGRA BRANDS INC COMCAG1,136$19,6640.01%
153BWX TECHNOLOGIES INC COMBWXT112$19,3580.01%
154LOWES COS INC COM54866110780$19,2930.01%
155ADVANCED MICRO DEVICES INC COMAMD90$19,2740.01%
156TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF210322756399$19,0150.01%
157AMERICAN EXPRESS CO COMAXP48$17,7580.01%
158WISDOMTREE CLOUD COMPUTING FUNDWT506$17,7150.01%
159SCHWAB U.S. LARGE-CAP VALUE ETF808524409565$16,7300.01%
160TRUIST FINL CORP COM89832Q109333$16,3870.01%
161GRAYSCALE BITCOIN TRUST ETFGBTC235$16,0650.01%
162HEICO CORP NEW CL AHEI-A61$15,3980.01%
163STARBUCKS CORP COMSBUX182$15,3260.01%
164CUMMINS INC COMCMI30$15,3140.01%
165VANGUARD REAL ESTATE ETF922908553162$14,3350.01%
166PROGRESSIVE CORP COM74331510361$13,8910.01%
167GENERAL DYNAMICS CORP COMGD40$13,4660.01%
168MORGAN STANLEY COM NEWMS-PQ73$12,9600.01%
169OREILLY AUTOMOTIVE INC COM67103H107135$12,3130.01%
170MCKESSON CORP COMMCK15$12,3040.01%
171UNITEDHEALTH GROUP INC COMUNH36$11,8840.01%
172NORTHROP GRUMMAN CORP COMNOC20$11,4040.01%
173KLA CORP COM NEWKLAC9$10,9360.00%
174HOWMET AEROSPACE INC COMHWM52$10,6610.00%
175TRANSDIGM GROUP INC COMTDG8$10,6390.00%
176CONSTELLATION ENERGY CORP COMCEG30$10,5980.00%
177WELLS FARGO CO NEW COM949746101113$10,5320.00%
178ARISTA NETWORKS INC COM SHSANET72$9,4340.00%
179MONSTER BEVERAGE CORP NEW COMMNST122$9,3540.00%
180SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSSE33$9,0880.00%
181VULCAN MATLS CO COM92916010929$8,2710.00%
182COHERENT CORP COMCOHR44$8,1210.00%
183ORACLE CORP COMORCL-PD40$7,7960.00%
184COPART INC COMCPRT198$7,7520.00%
185IQVIA HLDGS INC COMIQV33$7,4390.00%
186THE CIGNA GROUP COM12552310027$7,4310.00%
187NASDAQ INC COMNDAQ74$7,1880.00%
188SOUTHERN CO COMSOMN81$7,0630.00%
189DRAFTKINGS INC NEW COM CL ADKNG200$6,8920.00%
190LIVE NATION ENTERTAINMENT INC COMLYV48$6,8400.00%
191BROWN & BROWN INC COMBRO84$6,6950.00%
192TERADYNE INC COMTER34$6,5810.00%
193EXELON CORP COMEXC150$6,5390.00%
194ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRBUDFF100$6,4040.00%
195SUPER MICRO COMPUTER INC COM NEWSMCI200$5,8540.00%
196ROPER TECHNOLOGIES INC COMROP13$5,7870.00%
197SONOCO PRODS CO COM835495102128$5,5860.00%
198ENERGY TRANSFER L P COM UT LTD PTNET-PI336$5,5410.00%
199EATON CORP PLC SHSETN17$5,4150.00%
200EDISON INTL COM28102010789$5,3420.00%
201PROSPERITY BANCSHARES INC COMPB75$5,1830.00%
202PPG INDS INC COM69350610750$5,1230.00%
203BANK OZK LITTLE ROCK ARK COMOZKAP110$5,0620.00%
204UNITED PARCEL SERVICE INC CL BUPS50$4,9600.00%
205NNN REIT INC COMNNN120$4,7560.00%
206DUKE ENERGY CORP NEW COM NEWDUKB40$4,6880.00%
207AXCELIS TECHNOLOGIES INC COM NEWACLS57$4,5790.00%
208VERTEX PHARMACEUTICALS INC COMVRTX10$4,5340.00%
209BROADCOM INC COMAVGO13$4,4990.00%
210FLOWERS FOODS INC COMFLO400$4,3520.00%
211DOMINION ENERGY INC COMD70$4,1010.00%
212STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF78464A84770$4,0540.00%
213BJS WHSL CLUB HLDGS INC COM05550J10142$3,7810.00%
214ELEVANCE HEALTH INC FORMERLY A COMELV9$3,1550.00%
215EMCOR GROUP INC COMEME5$3,0590.00%
216FOX CORP CL A COMFOX40$2,9230.00%
217CONSTELLATION BRANDS INC CL ASTZ20$2,7590.00%
218CURTISS WRIGHT CORP COMCW5$2,7560.00%
219ASSURANT INC COMAIZN11$2,6490.00%
220ENSIGN GROUP INC COMENSG15$2,6130.00%
221CBOE GLOBAL MKTS INC COM12503M10810$2,5100.00%
222STERLING INFRASTRUCTURE INC COMSTRL8$2,4500.00%
223FORTUNA MNG CORP COM NEW349942102245$2,4030.00%
224UNIVERSAL HLTH SVCS INC CL B91390310011$2,3980.00%
225WINTRUST FINL CORP COM97650W10817$2,3770.00%
226PAYPAL HLDGS INC COMPYPL40$2,3350.00%
227DISNEY WALT CO COM25468710619$2,1620.00%
228CACI INTL INC CL A1271903044$2,1310.00%
229RALPH LAUREN CORP CL ARL6$2,1220.00%
230NEWMONT CORP COMNEMCL21$2,0970.00%
231LULULEMON ATHLETICA INC COMLULU10$2,0780.00%
232OSI SYSTEMS INC COMOSIS8$2,0400.00%
233WILLIAMS COS INC COM96945710032$1,9240.00%
234GRAYSCALE BITCOIN MINI TRUST ETF38993020747$1,8200.00%
235ACUITY INC COMAYI5$1,8000.00%
236DOCUSIGN INC COMDOCU26$1,7780.00%
237PARKER-HANNIFIN CORP COMPH2$1,7580.00%
238ADOBE INC COMADBE5$1,7500.00%
239GOLD FIELDS LTD SPONSORED ADRGFIOF40$1,7460.00%
240JPMORGAN LIMITED DURATION BOND ETF46654Q77333$1,7270.00%
241ATMOS ENERGY CORP COMATO10$1,6760.00%
242NATIONAL FUEL GAS CO COMNFG20$1,6010.00%
243BRIXMOR PPTY GROUP INC COM11120U10559$1,5470.00%
244ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF46428715010$1,4870.00%
245HALLIBURTON CO COMHAL50$1,4130.00%
246SEI INVTS CO COM78411710317$1,3940.00%
247CARMAX INC COMKMX33$1,2750.00%
248T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF87283Q86731$1,1850.00%
249QUALYS INC COMQLYS8$1,0630.00%
250UBER TECHNOLOGIES INC COMUBER13$1,0620.00%
251DORMAN PRODS INC COM2582781008$9860.00%
252SOLAREDGE TECHNOLOGIES INC COMSEDG32$9230.00%
253MICRON TECHNOLOGY INC COMMU3$8560.00%
254ANTERO MIDSTREAM CORP COMAM47$8360.00%
255STRIDE INC COMLRN12$7790.00%
256UNDER ARMOUR INC CL AUA120$5960.00%
257ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF46428863811$5930.00%
258UNDER ARMOUR INC CL CUA120$5760.00%
259DT MIDSTREAM INC COMMON STOCKDTM3$3590.00%
260VANGUARD TOTAL STOCK MARKET ETF9229087691$3350.00%
261TJX COS INC NEW COM8725401092$3070.00%
262RUMBLE INC COM CL ARUMBW40$2530.00%
263INVESCO NASDAQ 100 ETFIVZ1$2530.00%
264HERSHEY CO COMHSY1$1820.00%
265UPSTART HLDGS INC COMUPST4$1750.00%
266CEVA INC COMCEVA8$1720.00%
267PFIZER INC COMPFE5$1250.00%
268FUBOTV INC CLASS A COM SHSFUBO42$1060.00%
269GENERAL MLS INC COM3703341041$470.00%
270PAYSAFE LIMITED SHSPSFE3$240.00%
271OCCIDENTAL PETE CORP WT EXP 0803276745991621$190.00%
272JET AI INC COM NEWJTAI1$10.00%