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Old North State Wealth Management, LLC

Q1 2026 13F Holdings

  • Location
    wilmington, NC
  • Num holdings

    112

  • Value ($000)

    $216,175

  • Date Filed
    04/17/2026
  • Form type
    13F-HR
  • CIK
    0002041262
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$12.76M
6 %

26,627

L
LYB

LYONDELLBASELL INDUSTRIES NV

SHS - A -
N53745100
$9.62M
5 %

119,374

A
AAPL

APPLE INC

COM
037833100
$8.1M
4 %

31,857

A
AMZN

AMAZON COM INC

COM
023135106
$7.02M
3 %

33,691

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$6.88M
3 %

39,450

B
BA

BOEING CO

COM
097023105
$6.76M
3 %

33,965

E
ET

ENERGY TRANSFER L P

COM UT LTD PTN
29273V100
$5.99M
3 %

310,572

G
GLW

CORNING INC

COM
219350105
$5.53M
3 %

40,659

M
MHO

M/I HOMES INC

COM
55305B101
$5.4M
3 %

44,121

E
ENB

ENBRIDGE INC

COM
29250N105
$5.02M
2 %

92,726

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