CAROLINAS WEALTH CONSULTING LLC
Q2 2025 Form 13-F
CHARLOTTE, NORTH CAROLINA
CIK 0001803425
· CRD 300003
· SEC-registered investment adviser
$0 Reported Value Total
CAROLINAS WEALTH CONSULTING LLC reports 2,252 total accounts under management (AUM). There are 1,845 discretionary accounts valued at $1,138,559,521, and 407 non-discretionary accounts valued at $313,206,105.
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.
SEC Registered
Discretionary & Non-Discretionary
Source: Form ADV filed 2025-03-26
Reported value
$0
Quarter over quarter
0.0%
Holdings
0
Top-10 concentration
0.0%
Key People
Form ADV owners & control persons
George Harrell Edmiston
CEO, PRESIDENT, MANAGING MEMBER
Jeanne Kelsey Fritchley
MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER
Christopher Kevin Grogan
MEMBER, SECRETARY
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Q2 2025 13F record
Q2 2025 13F filing summary
| Period of report | June 30, 2025 |
|---|---|
| Filed | August 05, 2025 |
| Form | 13F-HR |
| Reported value | $0 |
| Positions | 0 |
| Change in reported value | -100.0% |
| New positions | 0 |
| Exited positions | 1,012 |
| Position turnover | 100.0% |
| Top-10 concentration | 0.0% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2025 13F
Filed Aug 5, 2025
|
0 | $0 |
|
Q1 2025 13F
Filed Aug 14, 2025
|
1,012 | $464.9M |
|
Q4 2024 13F
Filed Feb 27, 2025
|
1,056 | $508.8M |
|
Q3 2024 13F
Filed Nov 12, 2024
|
1,052 | $551.2M |
|
Q2 2024 13F
Filed Aug 12, 2024
|
1,040 | $518.0M |
|
Q1 2024 13F
Filed May 15, 2024
|
1,033 | $507.3M |
|
Q4 2023 13F
Filed Feb 13, 2024
|
996 | $459.8M |
|
Q3 2023 13F
Filed Nov 14, 2023
|
1,015 | $401.2M |
|
Q2 2023 13F
Filed Aug 14, 2023
|
1,059 | $504.4M |
|
Q1 2023 13F
Filed May 16, 2023
|
1,060 | $469.9M |
|
Q4 2022 13F
Filed Feb 14, 2023
|
1,067 | $441.9M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
787 | $395.3M |
|
Q2 2022 13F
Filed Aug 16, 2022
|
791 | $402.5M |
|
Q1 2022 13F
Filed May 17, 2022
|
820 | $452.4M |
|
Q4 2021 13F
Filed Feb 14, 2022
|
858 | $458.9M |
|
Q3 2021 13F
Filed Nov 15, 2021
|
827 | $429.2M |
|
Q2 2021 13F
Filed Aug 17, 2021
|
837 | $454.9M |
|
Q1 2021 13F
Filed May 17, 2021
|
844 | $411.0M |
|
Q4 2020 13F
Filed Feb 16, 2021
|
770 | $371.7M |
|
Q3 2020 13F
Filed Nov 12, 2020
|
776 | $297.1M |
3 earlier quarters on file — choose one from the quarter menu above.