SEC Form 13F

Old North State Wealth Management, LLC 13F Holdings

Inspect Old North State Wealth Management, LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-18T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-18
Reported value
$234,069,475
Positions
112

Read this manager's filing book

Step 1 of 3

Disclosed positions

Old North State Wealth Management, LLC: source evidence dated 2026-07-18T03:59:59.999Z.

Issuer
BERKSHIRE HATHAWAY INC DEL
Ticker
BRK.B
Class
CL B NEW
Reported value
$13,105,534
Reported amount
26,186
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0002041262-26-000003
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

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Disclosed positions

See the complete disclosed positions
Show the table · 50 rows, 7 columns

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BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$13,105,53426,186SHNone
APPLE INCAAPLCOM$9,354,88532,267SHNone
CORNING INCGLWCOM$8,573,30433,561SHNone
BOEING COBACOM$8,180,55837,790SHNone
NVIDIA CORPORATIONNVDACOM$8,160,23440,735SHNone
M/I HOMES INCMHOCOM$7,320,13145,526SHNone
AMAZON COM INCAMZNCOM$7,203,39230,219SHNone
TAIWAN SEMICONDUCTOR MANUFACTSMSPONSORED ADS$6,886,80214,393SHNone
STANLEY BLACK & DECKER INCSWKCOM$6,828,73872,496SHNone
LYONDELLBASELL INDUSTRIES NVLYBSHS - A -$6,242,596118,499SHNone
ENERGY TRANSFER L PETCOM UT LTD PTN$5,959,617311,656SHNone
BECTON DICKINSON & COBDXCOM$5,411,84635,708SHNone
BIOGEN INCBIIBCOM$5,341,14624,720SHNone
VEEVA SYS INCVEEVCL A COM$5,066,83528,550SHNone
ENBRIDGE INCENBCOM$4,972,70191,685SHNone
VANGUARD INDEX FDSVTVVALUE ETF$4,551,07120,864SHNone
SMURFIT WESTROCK PLCSWSHS$4,373,43394,495SHNone
ALPHABET INCGOOGLCAP STK CL A$4,312,55612,033SHNone
GE VERNOVA INCGEVCOM$4,303,8313,657SHNone
ALBEMARLE CORPALBCOM$4,122,54930,485SHNone
ADOBE INCADBECOM$4,100,40520,000SHNone
MEDTRONIC PLCMDTSHS$4,056,90051,798SHNone
PAYPAL HLDGS INCPYPLCOM$3,993,71392,435SHNone
VANGUARD INDEX FDSVTITOTAL STK MKT$3,993,36710,786SHNone
DUKE ENERGY CORP NEWDUKCOM NEW$3,867,38430,519SHNone
VENTAS INCVTRCOM$3,810,46142,875SHNone
VANGUARD INDEX FDSVBSMALL CP ETF$3,799,01112,520SHNone
KRAFT HEINZ COKHCCOM$3,793,108160,537SHNone
MICROSOFT CORPMSFTCOM$3,417,9689,132SHNone
GILEAD SCIENCES INCGILDCOM$3,147,80024,892SHNone
PFIZER INCPFECOM$2,995,609124,354SHNone
KINDER MORGAN INC DELKMICOM$2,698,92884,403SHNone
OMNICOM GROUP INCOMCCOM$2,308,52431,670SHNone
HEALTHPEAK PROPERTIES INCDOCCOM$2,278,001106,428SHNone
MERCK & CO INCMRKCOM$2,269,29717,648SHNone
RTX CORPORATIONRTXCOM$2,209,15411,640SHNone
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$1,898,7642,760SHNone
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$1,834,0017,743SHNone
MARRIOTT INTL INC NEWMARCL A$1,742,2304,701SHNone
WISDOMTREE TRDESUS SMALLCAP DIVD$1,654,37740,663SHNone
THOR INDS INCTHOCOM$1,370,61918,220SHNone
TOWNEBANK PORTSMOUTH VATOWNCOM$1,314,95236,284SHNone
ISHARES TRIYWU.S. TECH ETF$1,308,1865,177SHNone
VANGUARD STAR FDSVXUSVG TL INTL STK F$1,259,34014,726SHNone
HERSHEY COHSYCOM$1,247,2317,092SHNone
EXXON MOBIL CORPXOMCOM$1,235,0529,028SHNone
GENERAL DYNAMICS CORPGDCOM$1,221,0833,432SHNone
GENERAL MILLS INCGISCOM$1,136,92932,654SHNone
JOHNSON & JOHNSONJNJCOM$1,130,8754,447SHNone
JPMORGAN CHASE & COJPMCOM$1,128,6223,437SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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