Carolinas Wealth Consulting LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 9, 2026), Carolinas Wealth Consulting LLC reported 0 stock positions worth $0. Its holdings were unchanged from Q3 2025.
- Most Recent 13F
- Q4 2025
- Location
- CHARLOTTE, NC
- CIK
- 0001803425
- Portfolio Value
- $0 (Q4 2025)
- SEC Filing
- 0001398344-26-000461 ↗ filed Jan 9, 2026
Holdings Value
Holdings 0 stocks · $0
| None this quarter. | ||||
Portfolio Sells Q3 2025 → Q4 2025
| None this quarter. | |||
Portfolio Buys Q3 2025 → Q4 2025
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q4 2025 | 0 | $0 | |
| Q3 2025 | 0 | $0 | |
| Q2 2025 | 0 | $0 | |
| Q1 2025 | 1,010 | $464.9M | VONG, VOO, BIV, SCHD, VONV |
| Q4 2024 | 1,054 | $508.8M | VONG, VOO, BIV, IWF, VONV |
| Q3 2024 | 1,050 | $551.2M | VONG, BIV, VOO, SCHD, IWF |
| Q2 2024 | 1,038 | $518.0M | VONG, BIV, VOO, IWF, SCHD |
| Q1 2024 | 1,032 | $507.3M | VONG, BIV, VOO, IWF, SCHD |