SEC Form 13F

Carolina Wealth Advisors, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-10
Reported value$255,145,600
Positions278

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SCHWAB LONG-TERM U.S. TREASURY ETFSCHQETF$18,139,696579,543
BNY MELLON US LARGE CAP CORE EQUITY ETFBKLCETF$16,940,668118,144
BNY MELLON CORE BOND ETFBKAGETF$12,878,398306,994
SCHWAB US TIPS ETFSCHPETF$12,531,089472,871
STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETFSPHYETF$9,904,619422,552
CISCO SYS INC COMCSCOStock$7,384,00562,864
INVESCO BULLETSHARES 2035 CORPORATE BOND ETFBSCZETF$5,994,578292,847
FIDELITY ENHANCED SMALL CAP CORE ETFFESMETF$5,281,284109,366
TEXAS INSTRS INC COMTXNStock$5,161,38017,316
COCA COLA CO COMKOStock$4,861,81559,823

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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