Old North State Wealth Management, LLC filed its 13F report for Q4 2025 on January 23, 2026. The portfolio totaled 212.79 M reflecting a -0.45% change from the prior quarter, spanning 118 assets. The top 10 holdings comprised 33.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 9 complete exits.
Items:
Total Value:
| Issuer Name | Class | Value | Shares | Option Type |
|---|
Old North State Wealth Management submitted their Form 13F-HR for the Q4 2025 period on 01/23/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Old North State Wealth Management reported a managed portfolio value of 212.79 M, consisting of 118 individual positions.
This page displays the raw filing documents. To see which stocks Old North State Wealth Management bought or sold during Q4 2025, please visit Old North State Wealth Management's Portfolio Analysis page.