Old North State Wealth Management, LLC filed its 13F report for Q2 2026 on July 17, 2026. The portfolio totaled 234.07 M reflecting a +8.28% change from the prior quarter, spanning 112 assets. The top 10 holdings comprised 35.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 8 new positions and 8 complete exits.
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Old North State Wealth Management submitted their Form 13F-HR for the Q2 2026 period on 07/17/2026. This was the only submission for the quarter.
In the Q2 2026 filing, Old North State Wealth Management reported a managed portfolio value of 234.07 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 Q2 2026, please visit Old North State Wealth Management's Portfolio Analysis page.