CAROLINAS WEALTH CONSULTING LLC
Follow13F filer, CIK 1803425, CHARLOTTE, NC
CAROLINAS WEALTH CONSULTING LLC reported $0 across 1 holding for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-05.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001398344-25-014459
- Period
- 2025-06-30
- Reported value
- $0
- Holdings
- 1
- Top 10 weight
- New
- 1
- Sold out
- 1,012
Largest buys vs the previous quarter
None.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VONGexited | -461,247 | -$37.2M |
| VOOexited | -61,228 | -$31.5M |
| BIVexited | -403,218 | -$30.9M |
| SCHDexited | -786,423 | -$22M |
| VONVexited | -264,410 | -$21.8M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q2 2025
Share positions as resolved from 13F-HR 0001398344-25-014459, largest first. % of portfolio is the value over $0, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| 00 | 0 | $0 | new | Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios. |
Sold out in Q2 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
The largest 100 of 1,012. All 1,012
| Security | Shares before | Value before | Type |
|---|---|---|---|
| VONGVANGUARD SCOTTSDALE FDS | 461,247 | $37.2M | shares |
| VOOVANGUARD INDEX FDS | 61,228 | $31.5M | shares |
| BIVVANGUARD BD INDEX FDS | 403,218 | $30.9M | shares |
| SCHDSCHWAB STRATEGIC TR | 786,423 | $22M | shares |
| VONVVANGUARD SCOTTSDALE FDS | 264,410 | $21.8M | shares |
| IWFISHARES TR | 54,921 | $19.8M | shares |
| VIGVANGUARD SPECIALIZED FUNDS | 78,995 | $15.3M | shares |
| SPYSTATE STR SPDR S&P 500 ETF T | 24,480 | $13.7M | shares |
| IWDISHARES TR | 67,332 | $12.7M | shares |
| JPSTJ P MORGAN EXCHANGE TRADED F | 227,923 | $11.5M | shares |
| BRK-BBERKSHIRE HATHAWAY INC DEL | 18,809 | $10M | shares |
| VIOOVANGUARD ADMIRAL FDS INC | 144,663 | $9.07M | shares |
| IWNISHARES TR | 54,960 | $8.3M | shares |
| PNFPPINNACLE FINANCIAL PARTNERS | 78,194 | $8.29M | shares |
| VTIVANGUARD INDEX FDS | 29,020 | $7.98M | shares |
| AAPLAPPLE INC | 33,609 | $7.47M | shares |
| TCAFT ROWE PRICE EXCHANGE-TRADED | 441,362 | $7.34M | shares |
| IVVISHARES TR | 12,537 | $7.04M | shares |
| AMZNAMAZON COM INC | 36,625 | $6.97M | shares |
| VWOVANGUARD INTL EQUITY INDEX F | 143,818 | $6.51M | shares |
| IWOISHARES TR | 23,667 | $6.05M | shares |
| VEAVANGUARD TAX-MANAGED FDS | 94,826 | $4.82M | shares |
| SPHQINVESCO EXCHANGE TRADED FD T | 69,257 | $4.59M | shares |
| EFAISHARES TR | 54,032 | $4.42M | shares |
| MSFTMICROSOFT CORP | 11,434 | $4.29M | shares |
| VTVVANGUARD INDEX FDS | 24,415 | $4.22M | shares |
| COWZPACER FDS TR | 77,007 | $4.22M | shares |
| NVDANVIDIA CORPORATION | 31,481 | $3.41M | shares |
| IWMISHARES TR | 16,577 | $3.31M | shares |
| VTWVVANGUARD SCOTTSDALE FDS | 20,013 | $2.66M | shares |
| RSPINVESCO EXCHANGE TRADED FD T | 15,181 | $2.63M | shares |
| CGDVCAPITAL GROUP DIVIDEND VALUE | 66,406 | $2.37M | shares |
| PRFINVESCO EXCHANGE TRADED FD T | 167,735 | $2.36M | shares |
| DUKDUKE ENERGY CORP NEW | 18,483 | $2.25M | shares |
| FBCGFIDELITY COVINGTON TRUST | 55,235 | $2.21M | shares |
| ABTABBOTT LABORATORIES | 16,321 | $2.17M | shares |
| AVGOBROADCOM INC | 12,754 | $2.14M | shares |
| IVEISHARES TR | 10,911 | $2.08M | shares |
| IVWISHARES TR | 22,002 | $2.04M | shares |
| VUGVANGUARD INDEX FDS | 5,259 | $1.95M | shares |
| CGGRCAPITAL GROUP GROWTH ETF | 54,043 | $1.85M | shares |
| METAMETA PLATFORMS INC | 3,129 | $1.8M | shares |
| IJRISHARES TR | 16,405 | $1.72M | shares |
| ABBVABBVIE INC | 7,907 | $1.66M | shares |
| BACBANK OF AMER CORP | 39,590 | $1.65M | shares |
| BXBLACKSTONE INC | 11,627 | $1.63M | shares |
| QQQINVESCO QQQ TR | 48,772 | $1.57M | shares |
| GOOGALPHABET INC | 9,820 | $1.53M | shares |
| PMPHILIP MORRIS INTL INC | 9,432 | $1.5M | shares |
| BSVVANGUARD BD INDEX FDS | 19,055 | $1.49M | shares |
| GLDSPDR GOLD TR | 5,124 | $1.48M | shares |
| IWBISHARES TR | 4,651 | $1.43M | shares |
| VBVANGUARD INDEX FDS | 6,062 | $1.34M | shares |
| IXUSISHARES TR | 18,822 | $1.31M | shares |
| GOOGLALPHABET INC | 8,102 | $1.25M | shares |
| IJHISHARES TR | 20,767 | $1.21M | shares |
| SCHVSCHWAB STRATEGIC TR | 42,646 | $1.13M | shares |
| JPMJPMORGAN CHASE & CO | 4,590 | $1.13M | shares |
| GSSTGOLDMAN SACHS ETF TR | 22,241 | $1.12M | shares |
| CGXUCAPITAL GROUP INTL FOCUS EQT | 43,822 | $1.07M | shares |
| UNHUNITEDHEALTH GROUP INC | 2,046 | $1.07M | shares |
| VNQVANGUARD INDEX FDS | 11,813 | $1.07M | shares |
| FNDBSCHWAB STRATEGIC TR | 44,811 | $1.03M | shares |
| VOVANGUARD INDEX FDS | 3,737 | $966K | shares |
| COSTCOSTCO WHOLESALE CORPORATION | 1,018 | $962K | shares |
| MDYSTATE STR SPDR S&P MIDCAP 40 | 1,739 | $928K | shares |
| XOMEXXON MOBIL CORP | 7,495 | $891K | shares |
| AVIDXCHANGE HOLDINGS INCAVIDXCHANGE HOLDINGS INC | 104,586 | $887K | shares |
| IEFAISHARES TR | 11,699 | $885K | shares |
| ITOTISHARES TR | 7,149 | $872K | shares |
| XLVSELECT SECTOR SPDR TR | 5,857 | $855K | shares |
| PDPINVESCO EXCHANGE TRADED FD T | 8,282 | $828K | shares |
| JNJJOHNSON & JOHNSON | 4,950 | $821K | shares |
| EEMISHARES TR | 18,218 | $796K | shares |
| VTWGVANGUARD SCOTTSDALE FDS | 3,983 | $742K | shares |
| ACNACCENTURE PLC IRELAND | 2,282 | $712K | shares |
| VTEBVANGUARD MUN BD FDS | 14,207 | $705K | shares |
| FTLSFIRST TR EXCH TRADED FD III | 10,471 | $671K | shares |
| HDHOME DEPOT INC | 1,774 | $650K | shares |
| CGCPCAPITAL GRP FIXED INCM ETF T | 28,843 | $648K | shares |
| SYKSTRYKER CORPORATION | 1,735 | $646K | shares |
| XLGINVESCO EXCHANGE TRADED FD T | 13,867 | $638K | shares |
| VVISA INC | 1,819 | $637K | shares |
| VGTVANGUARD WORLD FD | 1,166 | $632K | shares |
| LEUCENTRUS ENERGY CORP | 10,000 | $622K | shares |
| MOALTRIA GROUP INC | 10,296 | $618K | shares |
| IUSGISHARES TR | 4,846 | $616K | shares |
| SCHGSCHWAB STRATEGIC TR | 24,199 | $606K | shares |
| SOFISOFI TECHNOLOGIES INC | 50,000 | $582K | shares |
| KKRKKR & CO INC | 4,991 | $577K | shares |
| SKXSKECHERS U S A INC | 10,000 | $568K | shares |
| IEMGISHARES INC | 10,401 | $561K | shares |
| CVSCVS HEALTH CORP | 8,122 | $550K | shares |
| PGPROCTER & GAMBLE CO | 82,783 | $536K | shares |
| BNDVANGUARD BD INDEX FDS | 7,093 | $521K | shares |
| DSTLETF SER SOLUTIONS | 9,594 | $520K | shares |
| MRSHMARSH & MCLENNAN COS INC | 2,117 | $517K | shares |
| VBKVANGUARD INDEX FDS | 2,038 | $513K | shares |
| LMATLEMAITRE VASCULAR INC | 6,040 | $507K | shares |
| RTXRTX CORPORATION | 3,817 | $506K | shares |
How Q2 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001398344-25-014459 | base | 2025-08-05 | acceptance time not in the bulk data set |