CAROLINA WEALTH ADVISORS LLC
Q1 2023 Form 13-F
MYRTLE BEACH, SOUTH CAROLINA
CIK 0001786411
· CRD 288837
· SEC-registered investment adviser
$170.8M Reported Value Total
CAROLINA WEALTH ADVISORS reports 1,248 total accounts under management (AUM). There are 1,209 discretionary accounts valued at $233,411,040, and 39 non-discretionary accounts valued at $1,608,694.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-03-25
Reported value
$170.8M
Quarter over quarter
+0.8%
Holdings
274
Top-10 concentration
51.2%
Key People
Form ADV owners & control persons
Christy Lee Horlacher
MEMBER
Matthew Radcliff Lowery
MEMBER
Christopher David St. John
SHAREHOLDER
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Q1 2023 13F record
Q1 2023 13F filing summary
| Period of report | March 31, 2023 |
|---|---|
| Filed | April 14, 2023 |
| Form | 13F-HR |
| Reported value | $170.8M |
| Positions | 274 |
| Change in reported value | +7.6% |
| New positions | 59 |
| Exited positions | 13 |
| Position turnover | 25.1% |
| Top-10 concentration | 51.2% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 23, 2026
|
373 | $262.8M |
|
Q2 2026 13F
Filed Jul 9, 2026
|
278 | $255.1M |
|
Q1 2026 13F
Filed Apr 7, 2026
|
277 | $240.1M |
|
Q4 2025 13F
Filed Jan 21, 2026
|
271 | $224.3M |
|
Q3 2025 13F
Filed Oct 7, 2025
|
232 | $231.5M |
|
Q2 2025 13F
Filed Jul 22, 2025
|
270 | $202.7M |
|
Q1 2025 13F
Filed Apr 24, 2025
|
284 | $185.4M |
|
Q4 2024 13F
Filed Jan 14, 2025
|
298 | $185.8M |
|
Q3 2024 13F
Filed Oct 21, 2024
|
338 | $196.6M |
|
Q2 2024 13F
Filed Jul 12, 2024
|
225 | $203.9M |
|
Q1 2024 13F
Filed Apr 5, 2024
|
221 | $184.5M |
|
Q4 2023 13F
Filed Jan 23, 2024
|
246 | $193.0M |
|
Q3 2023 13F
Filed Oct 17, 2023
|
266 | $177.1M |
|
Q2 2023 13F
Filed Jul 17, 2023
|
255 | $166.2M |
|
Q1 2023 13F
Filed Apr 14, 2023
|
274 | $170.8M |
|
Q4 2022 13F
Filed Jan 10, 2023
|
210 | $158.8M |
|
Q3 2022 13F
Filed Oct 14, 2022
|
219 | $127.4M |
|
Q2 2022 13F
Filed Jul 19, 2022
|
242 | $151.3M |
|
Q1 2022 13F
Filed Apr 18, 2022
|
254 | $158.3M |
|
Q4 2021 13F
Filed Jan 24, 2022
|
253 | $176.9M |
8 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q1 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | BLV VANGUARD LONG-TERM BOND ETF | $22.0M | 12.89% |
| 2 | SCHP SCHWAB US TIPS ETF | $17.0M | 9.96% |
| 3 | ABBV ABBVIE INC COM | $6.5M | 3.81% |
| 4 | MRK MERCK & CO INC COM | $6.5M | 3.78% |
| 5 | AVGO BROADCOM INC COM | $6.4M | 3.75% |
| 6 | TXN TEXAS INSTRS INC COM | $6.3M | 3.66% |
| 7 | LOGI LOGITECH INTL S A SHS | $6.2M | 3.65% |
| 8 | IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $5.6M | 3.3% |
| 9 | BKE BUCKLE INC COM | $5.6M | 3.27% |
| 10 | FAST FASTENAL CO COM | $5.3M | 3.11% |
| 11 | BSCO INVESCO BULLETSHARES 2024 CORPORATE BOND ETF | $4.9M | 2.86% |
| 12 | SCHA SCHWAB U.S. SMALL-CAP ETF | $4.5M | 2.63% |
| 13 | SCHX SCHWAB U.S. LARGE-CAP ETF | $4.4M | 2.6% |
| 14 | PINC PREMIER INC CL A | $4.2M | 2.49% |
| 15 | CHCO CITY HLDG CO COM | $4.1M | 2.4% |
| 16 | INFY INFOSYS LTD SPONSORED ADR | $3.8M | 2.24% |
| 17 | BG BUNGE LIMITED COM | $3.7M | 2.17% |
| 18 | CAG CONAGRA BRANDS INC COM | $3.7M | 2.14% |
| 19 | SCHM SCHWAB U.S. MID-CAP ETF | $3.6M | 2.12% |
| 20 | WSM WILLIAMS SONOMA INC COM | $3.4M | 2.01% |
Values as reported on the Q1 2023 Form 13F. Every position is in the holdings table below.