Institutional Manager · CIK 0001803425
CAROLINAS WEALTH CONSULTING LLC
CHARLOTTE, NC · File #028-20139
Latest AUM
$0
Positions
1
Top-10 Concentration
0.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-06
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | NONE | 000000000 | 0 | $0 | $0 |
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20251 pos · $0
- 13F HOLDINGS REPORTQ/E Sep 20251 pos · $0
- 13F HOLDINGS REPORTQ/E Jun 20251,012 pos · $464.9M
- 13F HOLDINGS REPORTQ/E Jun 20251 pos · $0
- 13F HOLDINGS REPORTQ/E Dec 20241,056 pos · $508.8M
- 13F HOLDINGS REPORTQ/E Sep 20241,052 pos · $551.2M
- 13F HOLDINGS REPORTQ/E Jun 20241,040 pos · $518.0M
- 13F HOLDINGS REPORTQ/E Mar 20241,034 pos · $507.3M
- 13F HOLDINGS REPORTQ/E Dec 20231,017 pos · $401.2M
Top 1 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NONE | 000000000 | 0 | $0 | 0.00% |