CIK: 0001803425
Total reported value
—
Reporting period: 2025-12-31 · Number of holdings: 1
CAROLINAS WEALTH CONSULTING LLC disclosed 1 holdings in its latest 13F filing for the period ending 2025-12-31, with total reported value of — and a quarterly turnover rate of 0.0%.
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Unchanged 000000000
$0.0
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Ikena Oncology INC | Stock-Other | — | — | — |
Performance for Q3 2026
—
Performance Last 4 Quarters
+2.5%
Based on 80% of reported portfolio value with available pricing
Not enough sector-mapped data yet
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2025-12-31 | 1 | — | 0 | |
| 2025-09-30 | 1 | — | 0 | |
| 2025-06-30 | 1 | — | 0 | |
| 2025-03-31 | 1012 | $464.9M | 0 | |
| 2024-12-31 | 1056 | $508.8M | 0 | |
| 2024-09-30 | 1052 | $551.2M | 0 | |
| 2024-06-30 | 1040 | $518.0M | 0 | |
| 2024-03-31 | 1034 | $507.3M | 0 | |
| 2023-12-31 | 997 | $459.8M | 0 | |
| 2023-09-30 | 1017 | $401.2M | 0 | |
| 2023-06-30 | 1059 | $504.4M | 0 | |
| 2023-03-31 | 1060 | $469.9M | 0 | |
| 2022-12-31 | 1067 | $441.9M | 0 | |
| 2022-09-30 | 926 | $395.4M | 0 | |
| 2022-06-30 | 923 | $402.6M | 0 | |
| 2022-03-31 | 952 | $452.5M | 0 | |
| 2021-12-31 | 995 | $459.0M | 0 | |
| 2021-09-30 | 965 | $429.3M | 0 | |
| 2021-06-30 | 986 | $455.0M | 15 | |
| 2021-03-31 | 978 | $411.1M | 16 | |
| 2020-12-31 | 910 | $371.8M | 26 | |
| 2020-09-30 | 1002 | $297.2M | 20 | |
| 2020-06-30 | 733 | $253.9M | 36 | |
| 2020-03-31 | 168 | $184.8M | 69 | |
| 2019-12-31 | 1019 | $96.0M | 0 |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | Ikena Oncology INC | — | — | Unchanged |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2025-12-31 | 2026-01-09 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-20 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-05 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-08-14 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-27 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-12 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-12 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-15 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-13 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-14 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-16 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-16 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-17 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-17 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-17 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-12 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-13 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-11 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-14 | 13F-HR | View on EDGAR |
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