Old North State Wealth Management, LLC filed its 13F report for Q1 2026 on April 17, 2026. The portfolio totaled 216.17 M reflecting a +1.59% change from the prior quarter, spanning 112 assets. The top 10 holdings comprised 33.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 6 new positions and 12 complete exits.
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Old North State Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 04/17/2026. This was the only submission for the quarter.
In the Q1 2026 filing, Old North State Wealth Management reported a managed portfolio value of 216.17 M, consisting of 112 individual positions.
This page displays the raw filing documents. To see which stocks Old North State Wealth Management bought or sold during Q1 2026, please visit Old North State Wealth Management's Portfolio Analysis page.