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Christy Horlacher

Carolina Wealth Advisors, Llc

Assets Managed
$255.146M
Holdings
278
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
6.25%(2Q avg: 6.65%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Carolina Wealth Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 278 positions.

Assets under management

The assets under management (AUM) of Carolina Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 255.146M in assets, with a quarterly growth rate of 6.25% and a 2-quarter average growth rate of 6.65%. The portfolio is managed by Christy Horlacher, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHQ
Schwab Long-term Us Treasury
Recent Activity
Increased 2.71%
7.11%
$18.14M
579,543 shares@ $31.31 avg price
BKLC
Bny Mellon Us Lrg Cap Cor
Recent Activity
Increased 4.96%
6.64%
$16.941M
118,144 shares@ $143.39 avg price
BKAG
Bny Mellon Core Bond Etf
Recent Activity
Increased 1.92%
5.05%
$12.878M
306,994 shares@ $41.95 avg price
SCHP
Schwab U.s. Tips Etf
Recent Activity
Increased 1.41%
4.92%
$12.531M
472,871 shares@ $26.51 avg price
SPHY
Spdr Portfolio High Yield Bo
Recent Activity
Increased 1.71%
3.89%
$9.905M
422,552 shares@ $23.45 avg price
CSCO
Cisco Systems Inc
Recent Activity
Decreased -0.52%
2.9%
$7.384M
62,864 shares@ $117.46 avg price
BSCZ
Invesco Bulletshares 2035 Cb
Recent Activity
Increased 1.8%
2.35%
$5.995M
292,847 shares@ $20.47 avg price
FESM
Fidelity Enhncd Smll Cp Etf
Recent Activity
Decreased -0.07%
2.07%
$5.281M
109,366 shares@ $48.29 avg price
TXN
Texas Instruments Inc
Recent Activity
Increased 57.9%
2.03%
$5.161M
17,316 shares@ $298.07 avg price
KO
Coca-cola Co The
Recent Activity
Decreased -0.56%
1.91%
$4.862M
59,823 shares@ $81.27 avg price

1-10 of 278