Carolina Wealth Advisors, LLC ETF holdings
Myrtle Beach, SC
Reported $97.8M in 45 ETFs in its Form 13F for June 30, 2026.
ETF value
$97.8M
ETFs held
45
Change from prior quarter
+5.7%
With price moves
ETFs as a share of its 13F
38.3%
of $255.1M
Top 10 of 45 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHQ | Schwab Long-Term U.S. Treasury ETF | $18.1M | 579,543 | +15,277 shares |
| BKLC | BNY Mellon US Large Cap Core Equity ETF | $16.9M | 118,144 | +5,580 shares |
| BKAG | BNY Mellon Core Bond ETF | $12.9M | 306,994 | +5,776 shares |
| SCHP | Schwab U.S. TIPS ETF | $12.5M | 472,871 | +6,530 shares |
| SPHY | State Street SPDR Portfolio High Yield Bond Index ETF | $9.9M | 422,552 | +7,091 shares |
| BSCZ | Invesco Bulletshares 2035 Corporate Bond ETF | $6.0M | 292,847 | +5,156 shares |
| FESM | Fidelity Enhanced Small Cap Core ETF | $5.3M | 109,366 | −83 shares |
| SCHY | Schwab International Dividend Equity ETF | $4.3M | 136,901 | +6,038 shares |
| XLP | State Street Consumer Staples Select Sector SPDR ETF | $4.3M | 51,892 | +3,766 shares |
| GLTR | abrdn Physical Precious Metals Basket Shares ETF | $1.4M | 7,920 | −458 shares |
35 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001786411. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Carolina Wealth Advisors, LLC own?
Carolina Wealth Advisors, LLC reported 45 ETF positions worth $97.8M in its Form 13F for June 30, 2026. The largest was SCHQ, at $18.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.