Carolina Wealth Advisors Q2 2026 Portfolio Activity

As of June 30th, 2026, Carolina Wealth Advisors LLC's portfolio shows a total value exceeding $243 million. The firm maintains a diversified approach with holdings across numerous sectors.

Among the most notable actions this quarter, Technology sector stocks appear to be favored by the investor. A significant increase was observed in shares of Texas Instruments (TXN), which rose by 57.89% or a net gain of over 6,300 shares during Q2. Similarly, AbbVie Inc (ABBV) saw substantial buying interest with an approximate 68.61% jump in its share count.

In the Healthcare sector, Merck & Co Inc (MRK) also experienced a considerable increase in allocation, growing by about 33.15%. Conversely, within Healthcare and other sectors, there were notable exits from positions considered less critical or perhaps divested entirely.

The firm demonstrated activity across several ETFs as well. The SCHWAB LONG-TERM U.S. TREASURY ETF (SCHQ) allocation increased slightly by 2.71%, while the SCHWAB US TIPS ETF (SCHP) and BNY MELLON CORE BOND ETF (BKAG) also saw modest share growth of about 1.4% and 1.92% respectively.

However, significant reductions were noted in other areas. Ford Motor Company (F), for instance, experienced a near-total exit (-87.34%) from its position during the quarter. Similarly, Gilead Sciences Inc (GILD) saw an almost complete divestment (-99.56%). Other stocks like Palantir Technologies Inc (PLTR) and Ford Motor Company (F) also showed substantial decreases.

Overall portfolio changes indicate both strategic additions and removals. The investor appears to have bolstered positions in established Technology names while reducing exposure in certain cyclical sectors or exiting specific holdings entirely, reflecting a dynamic management style focused on quarterly adjustments based on market conditions.