Managers / Q4 2025
CAROLINAS WEALTH CONSULTING LLC
CIK 0001803425 · 5605 CARNEGIE BLVD, SUITE 400, CHARLOTTE, NC, 28209 · 704-643-2455
Reported Value
$0
Q4 2025
Positions
1
Filings on Record
25
2019–present window
Filed
Jan 9, 2026
original filing
Summary
Compared with Q3 2025, the fund opened 1 new position and exited 0.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
vs Q3 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| NONE | NEW | +0 | 0 | +$0 | $0 |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q4 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q4 2025 | $0 | 1 | Jan 9, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $0 | 1 | Nov 20, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $465M | 1,012 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $509M | 1,056 | Feb 27, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $551M | 1,052 | Nov 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $518M | 1,040 | Aug 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $507M | 1,034 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $460M | 997 | Feb 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $401M | 1,017 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $504M | 1,059 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $470M | 1,060 | May 16, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $442M | 1,067 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $395M | 926 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $403M | 923 | Aug 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $452M | 952 | May 17, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $459M | 995 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $429M | 965 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $455M | 986 | Aug 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $411M | 978 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $372M | 910 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $297M | 1,002 | Nov 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $254M | 733 | Aug 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $185M | 168 | May 11, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $96M | 1,019 | Feb 14, 2020 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.