§ 13F · FUND PROFILE
Old North State Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $191.9T (13F)Positions · 120Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$212.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 27K | $13.4T | 6.3% | NEW |
| 2 | AAPL | APPLE INC | 32K | $8.7T | 4.1% | NEW |
| 3 | AMZN | AMAZON COM INC | 35K | $8.0T | 3.8% | NEW |
| 4 | NVDA | NVIDIA CORPORATION | 36K | $6.8T | 3.2% | NEW |
| 5 | HII | HUNTINGTON INGALLS INDS INC | 19K | $6.6T | 3.1% | NEW |
| 6 | GILD | GILEAD SCIENCES INC | 50K | $6.2T | 2.9% | NEW |
| 7 | BA | BOEING CO | 27K | $6.0T | 2.8% | NEW |
| 8 | MHO | M/I HOMES INC | 43K | $5.5T | 2.6% | NEW |
| 9 | SWK | STANLEY BLACK & DECKER INC | 74K | $5.5T | 2.6% | NEW |
| 10 | BDX | BECTON DICKINSON & CO | 26K | $5.1T | 2.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OLD SIGNAL
AC read
Old North State Wealth Management, LLC is a Other fund managing $191922.2 trillion in assets. The fund runs a portfolio of 120 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed