Institutional filer · SEC 13F · Q4 2024
CAROLINAS WEALTH CONSULTING LLC
The reported 13F portfolio of CAROLINAS WEALTH CONSULTING LLC (CIK 1803425) - top holdings, how concentrated the book is, and what changed last quarter.
- $508.8M
- Reported book
- 1,056
- Positions
- #102
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, CAROLINAS WEALTH CONSULTING LLC ranks #102 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2024 the reported book is $508.8M across 1,056 positions, a moderately concentrated portfolio.
- $508.8M
- reported 13F value
- 1,056
- disclosed positions
- 8.5%
- in VANGUARD SCOTTSDALE FD
- #102
- of 360 filers
Top-5 share 29.8% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, CAROLINAS WEALTH CONSULTING LLC ranks #102 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where CAROLINAS WEALTH CONSULTING LLC sits by disclosed position count
CAROLINAS WEALTH CONSULTING LLC reports 1,056 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
CAROLINAS WEALTH CONSULTING LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
1,056 23rd of 360 higher than 337 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
CAROLINAS WEALTH CONSULTING LLC reports $0.51B across 1,056 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1803425 · Q4 2024 $509M book
BOOK-MID · POS-WIDE · CONC-MID · LEAD-HEAVY · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-MID #102/360
- POS-WIDE 1,056 names
- CONC-MID 30% top-5
- LEAD-HEAVY 8.5% top
- PHOTO-FINISH United ,
- TREND-FLAT Book steady
- FY-SNAPSHOT Q4 2024
Photo-finish peer on reported book: United Advisor Group, LLC
Read with: How to read 13F filings - 1,056 disclosed names — large books need filing mechanics context before position-level reads.
Reported-book neighbourhood · CAROLINAS WEALTH CONSULTING LLC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$508.8M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | $43.5M | 8.5% |
| 2 | VANGUARD INDEX FDS | $32.6M | 6.4% |
| 3 | VANGUARD BD INDEX FDS | $30.3M | 6.0% |
| 4 | ISHARES TR | $23.7M | 4.7% |
| 5 | VANGUARD SCOTTSDALE FDS | $21.7M | 4.3% |
| 6 | SCHWAB STRATEGIC TR | $21.6M | 4.2% |
| 7 | VANGUARD SPECIALIZED FUNDS | $16.4M | 3.2% |
| 8 | APPLE INC | $14.7M | 2.9% |
| 9 | SPDR S&P 500 ETF TR | $14.2M | 2.8% |
| 10 | ISHARES TR | $12.6M | 2.5% |
| 11 | J P MORGAN EXCHANGE TRADED F | $11.6M | 2.3% |
| 12 | VANGUARD ADMIRAL FDS INC | $10.4M | 2.0% |
| 13 | ISHARES TR | $9.5M | 1.9% |
| 14 | BERKSHIRE HATHAWAY INC DEL | $9.3M | 1.8% |
| 15 | VANGUARD INDEX FDS | $9.0M | 1.8% |
| 16 | PINNACLE FINL PARTNERS INC | $9.0M | 1.8% |
| 17 | AMAZON COM INC | $8.0M | 1.6% |
| 18 | T ROWE PRICE ETF INC | $7.5M | 1.5% |
| 19 | ISHARES TR | $7.3M | 1.4% |
| 20 | T ROWE PRICE ETF INC | $7.3M | 1.4% |
| 21 | ISHARES TR | $7.0M | 1.4% |
| 22 | VANGUARD INTL EQUITY INDEX F | $6.5M | 1.3% |
| 23 | MICROSOFT CORP | $6.0M | 1.2% |
| 24 | VANGUARD TAX-MANAGED FDS | $4.7M | 0.9% |
| 25 | NVIDIA CORPORATION | $4.5M | 0.9% |
Latest Quarter Trades · Q4 2024
New positions (200)
Frequently Asked Questions
- How big is CAROLINAS WEALTH CONSULTING LLC's 13F portfolio?
- CAROLINAS WEALTH CONSULTING LLC reports $508.8M of long US-equity positions across 1,056 securities as of Q4 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does CAROLINAS WEALTH CONSULTING LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, CAROLINAS WEALTH CONSULTING LLC ranks #102 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is CAROLINAS WEALTH CONSULTING LLC's largest position?
- CAROLINAS WEALTH CONSULTING LLC's largest reported position is VANGUARD SCOTTSDALE FDS at $43.5M, about 8.5% of its reported book as of Q4 2024.
- What did CAROLINAS WEALTH CONSULTING LLC trade last quarter?
- In its Q4 2024 filing, CAROLINAS WEALTH CONSULTING LLC opened 200 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for CAROLINAS WEALTH CONSULTING LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($508.8M here).
Similar holding count
Nearest filers by number of disclosed positions (1,056 here).
Using this filing
- The rankings sort every tracked filer the same way CAROLINAS WEALTH CONSULTING LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- United Advisor Group, LLC reported the nearest book value ($505.6M) this quarter, a useful scale comparison for CAROLINAS WEALTH CONSULTING LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.