Carolinas Wealth Consulting LLC
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsQuarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Why follow Carolinas Wealth Consulting LLC right now?
Carolinas Wealth Consulting LLC's most recent 13F shows a portfolio concentrated in microcap equities, with semiconductor holdings representing a disproportionate share of disclosed positions relative to peer managers of comparable AUM. The filing reflects a narrow position count, amplifying single-stock exposure across the book. Semiconductor names appear across multiple tiers of the portfolio by weight, with limited diversification into adjacent technology subsectors.
The overall portfolio structure carries elevated idiosyncratic risk by construction. Microcap liquidity constraints and sector concentration compound one another in stress scenarios, a dynamic the filing data makes structurally visible without inferring outcome.
Past performance is not indicative of future results.
Generated from public SEC filings. Not investment advice.…
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Unlock with Pro — $9.99/moTop holdings · current snapshot
Source: 13F-HRNo holdings snapshot on file for this fund.
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Carolinas Wealth Consulting LLC
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 13:32 UTC.