Carolinas Wealth Consulting LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 5, 2025), Carolinas Wealth Consulting LLC reported 0 stock positions worth $0.
- Most Recent 13F
- Q4 2025
- Location
- CHARLOTTE, NC
- CIK
- 0001803425
- Portfolio Value
- $0 (Q2 2025)
- SEC Filing
- 0001398344-25-014459 ↗ filed Aug 5, 2025
Holdings Value
Holdings 0 stocks · $0
| None this quarter. | ||||
Portfolio Sells Q2 2025
No earlier filing to compare with.
Portfolio Buys Q2 2025
No earlier filing to compare with.
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 |