# EDGAR Filing Document

**Accession Number:** 0002041262
**File Stem:** 0001085146-25-003879
**Filing Date:** 2025-7
**Character Count:** 15479
**Document Hash:** b3498cef436f16027cab3fe2ae5fe028
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-25-003879.hdr.sgml**: 20250716

**ACCESSION NUMBER**: 0001085146-25-003879

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250716

**DATE AS OF CHANGE**: 20250716

**EFFECTIVENESS DATE**: 20250716

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Old North State Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0002041262

**ORGANIZATION NAME:**
- **EIN:** 262681329
- **STATE OF INCORPORATION:** NC
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24402
- **FILM NUMBER:** 251126526

**BUSINESS ADDRESS:**
- **STREET 1:** 1430 COMMONWEALTH DRIVE
- **STREET 2:** SUITE 200
- **CITY:** WILMINGTON
- **STATE:** NC
- **ZIP:** 28403
- **BUSINESS PHONE:** 910-509-3800

**MAIL ADDRESS:**
- **STREET 1:** 1430 COMMONWEALTH DRIVE
- **STREET 2:** SUITE 200
- **CITY:** WILMINGTON
- **STATE:** NC
- **ZIP:** 28403

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Old North State Wealth Management LLC<br>**Address:** 1430 Commonwealth Drive<br>Suite 200<br>Wilmington, NC 28403

**Form 13F File Number:** 028-24402

**CRD Number (if applicable):** 000148659

**SEC File Number (if applicable):** 801-69690

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Danielle N. Annechiarico<br>**Title:** CCO<br>**Phone:** 910-509-3800

**Signature, Place, and Date of Signing:**

/s/Danielle N. Annechiarico  Wilmington, NC  07-16-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[ ] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[x] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 120

**Form 13F Information Table Value Total:** $191922226

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

|   No. | Name          | Form 13F File Number   | CRD Number   | SEC File Number   |
|---:|:---|:---|:---|:---|
|     1 | ASSETMARK INC | 028-11546              |  |  |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 231319 | 1700 | SH |  | SOLE |  | 0 | 0 | 1700 |
| ADOBE INC | COM | 00724F101 |  | 581492 | 1503 | SH |  | SOLE |  | 0 | 0 | 1503 |
| ALBEMARLE CORP | COM | 012653101 |  | 1864308 | 29709 | SH |  | SOLE |  | 0 | 0 | 29709 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2132704 | 12077 | SH |  | SOLE |  | 0 | 0 | 12077 |
| AMAZON COM INC | COM | 023135106 |  | 8080800 | 36832 | SH |  | SOLE |  | 0 | 0 | 36832 |
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 |  | 513240 | 7461 | SH |  | SOLE |  | 0 | 0 | 7461 |
| APPLE INC | COM | 037833100 |  | 6422172 | 31244 | SH |  | SOLE |  | 0 | 0 | 31244 |
| AT INC | COM | 00206R102 |  | 297451 | 10273 | SH |  | SOLE |  | 0 | 0 | 10273 |
| AXSOME THERAPEUTICS INC | COM | 05464T104 |  | 360146 | 3450 | SH |  | SOLE |  | 0 | 0 | 3450 |
| BANK AMERICA CORP | COM | 060505104 |  | 392209 | 8286 | SH |  | SOLE |  | 0 | 0 | 8286 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 3783023 | 21918 | SH |  | SOLE |  | 0 | 0 | 21918 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 12296333 | 25309 | SH |  | SOLE |  | 0 | 0 | 25309 |
| BIOGEN INC | COM | 09062X103 |  | 2540021 | 20224 | SH |  | SOLE |  | 0 | 0 | 20224 |
| BOEING CO | COM | 097023105 |  | 4483380 | 21396 | SH |  | SOLE |  | 0 | 0 | 21396 |
| BORGWARNER INC | COM | 099724106 |  | 2961959 | 88429 | SH |  | SOLE |  | 0 | 0 | 88429 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 446929 | 9640 | SH |  | SOLE |  | 0 | 0 | 9640 |
| BROADCOM INC | COM | 11135F101 |  | 495811 | 1792 | SH |  | SOLE |  | 0 | 0 | 1792 |
| CHEVRON CORP NEW | COM | 166764100 |  | 574507 | 4006 | SH |  | SOLE |  | 0 | 0 | 4006 |
| COCA COLA CONS INC | COM | 191098102 |  | 221147 | 1980 | SH |  | SOLE |  | 0 | 0 | 1980 |
| CORNING INC | COM | 219350105 |  | 2120875 | 40325 | SH |  | SOLE |  | 0 | 0 | 40325 |
| CORTEVA INC | COM | 22052L104 |  | 665494 | 8919 | SH |  | SOLE |  | 0 | 0 | 8919 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 245002 | 245 | SH |  | SOLE |  | 0 | 0 | 245 |
| COTERRA ENERGY INC | COM | 127097103 |  | 321715 | 12666 | SH |  | SOLE |  | 0 | 0 | 12666 |
| CVS HEALTH CORP | COM | 126650100 |  | 6689003 | 96896 | SH |  | SOLE |  | 0 | 0 | 96896 |
| DTE ENERGY CO | COM | 233331107 |  | 453080 | 3414 | SH |  | SOLE |  | 0 | 0 | 3414 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 3278766 | 27755 | SH |  | SOLE |  | 0 | 0 | 27755 |
| ENBRIDGE INC | COM | 29250N105 |  | 4243524 | 93594 | SH |  | SOLE |  | 0 | 0 | 93594 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 |  | 5224414 | 288126 | SH |  | SOLE |  | 0 | 0 | 288126 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 584754 | 18852 | SH |  | SOLE |  | 0 | 0 | 18852 |
| EOG RES INC | COM | 26875P101 |  | 212933 | 1776 | SH |  | SOLE |  | 0 | 0 | 1776 |
| EVERSOURCE ENERGY | COM | 30040W108 |  | 450578 | 7076 | SH |  | SOLE |  | 0 | 0 | 7076 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1355346 | 12558 | SH |  | SOLE |  | 0 | 0 | 12558 |
| FIRSTENERGY CORP | COM | 337932107 |  | 454017 | 11270 | SH |  | SOLE |  | 0 | 0 | 11270 |
| FMC CORP | COM NEW | 302491303 |  | 4843552 | 115939 | SH |  | SOLE |  | 0 | 0 | 115939 |
| FORD MTR CO | COM | 345370860 |  | 5904926 | 544156 | SH |  | SOLE |  | 0 | 0 | 544156 |
| GALLAGHER ARTHUR J  CO | COM | 363576109 |  | 475138 | 1479 | SH |  | SOLE |  | 0 | 0 | 1479 |
| GE AEROSPACE | COM NEW | 369604301 |  | 542128 | 2101 | SH |  | SOLE |  | 0 | 0 | 2101 |
| GE VERNOVA INC | COM | 36828A101 |  | 749620 | 1416 | SH |  | SOLE |  | 0 | 0 | 1416 |
| GENERAL MLS INC | COM | 370334104 |  | 724422 | 13969 | SH |  | SOLE |  | 0 | 0 | 13969 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 6207608 | 55935 | SH |  | SOLE |  | 0 | 0 | 55935 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 |  | 819589 | 6749 | SH |  | SOLE |  | 0 | 0 | 6749 |
| GSK PLC | SPONSORED ADR | 37733W204 |  | 567636 | 14769 | SH |  | SOLE |  | 0 | 0 | 14769 |
| HERSHEY CO | COM | 427866108 |  | 765315 | 4598 | SH |  | SOLE |  | 0 | 0 | 4598 |
| HONEYWELL INTL INC | COM | 438516106 |  | 217668 | 933 | SH |  | SOLE |  | 0 | 0 | 933 |
| HUNTINGTON INGALLS INDS INC | COM | 446413106 |  | 3797893 | 15695 | SH |  | SOLE |  | 0 | 0 | 15695 |
| INGERSOLL RAND INC | COM | 45687V106 |  | 239404 | 2877 | SH |  | SOLE |  | 0 | 0 | 2877 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 202626 | 684 | SH |  | SOLE |  | 0 | 0 | 684 |
| INTERPUBLIC GROUP COS INC | COM | 460690100 |  | 381762 | 15586 | SH |  | SOLE |  | 0 | 0 | 15586 |
| INVESCO EXCHANGE TRADED FD T | S 500 GARP ETF | 46137V431 |  | 242722 | 2252 | SH |  | SOLE |  | 0 | 0 | 2252 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 295063 | 532 | SH |  | SOLE |  | 0 | 0 | 532 |
| ISHARES TR | CORE S ETF | 464287200 |  | 252043 | 404 | SH |  | SOLE |  | 0 | 0 | 404 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 768468 | 2263 | SH |  | SOLE |  | 0 | 0 | 2263 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 571742 | 3293 | SH |  | SOLE |  | 0 | 0 | 3293 |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 |  | 787004 | 15513 | SH |  | SOLE |  | 0 | 0 | 15513 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 919300 | 6013 | SH |  | SOLE |  | 0 | 0 | 6013 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 962221 | 3311 | SH |  | SOLE |  | 0 | 0 | 3311 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 258397 | 2003 | SH |  | SOLE |  | 0 | 0 | 2003 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 2313977 | 78688 | SH |  | SOLE |  | 0 | 0 | 78688 |
| KRAFT HEINZ CO | COM | 500754106 |  | 2604101 | 100805 | SH |  | SOLE |  | 0 | 0 | 100805 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 490289 | 1052 | SH |  | SOLE |  | 0 | 0 | 1052 |
| LOWES COS INC | COM | 548661107 |  | 281364 | 1266 | SH |  | SOLE |  | 0 | 0 | 1266 |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 |  | 2646147 | 45677 | SH |  | SOLE |  | 0 | 0 | 45677 |
| M/I HOMES INC | COM | 55305B101 |  | 4991133 | 44516 | SH |  | SOLE |  | 0 | 0 | 44516 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 1544311 | 5652 | SH |  | SOLE |  | 0 | 0 | 5652 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 363642 | 644 | SH |  | SOLE |  | 0 | 0 | 644 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 3596728 | 41214 | SH |  | SOLE |  | 0 | 0 | 41214 |
| MERCK  CO INC | COM | 58933Y105 |  | 1452480 | 18328 | SH |  | SOLE |  | 0 | 0 | 18328 |
| META PLATFORMS INC | CL A | 30303M102 |  | 816849 | 1104 | SH |  | SOLE |  | 0 | 0 | 1104 |
| MICROSOFT CORP | COM | 594918104 |  | 3890458 | 7797 | SH |  | SOLE |  | 0 | 0 | 7797 |
| NETFLIX INC | COM | 64110L106 |  | 401740 | 300 | SH |  | SOLE |  | 0 | 0 | 300 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 646565 | 1285 | SH |  | SOLE |  | 0 | 0 | 1285 |
| NUCOR CORP | COM | 670346105 |  | 396755 | 3061 | SH |  | SOLE |  | 0 | 0 | 3061 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 5617787 | 35547 | SH |  | SOLE |  | 0 | 0 | 35547 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 |  | 568573 | 2595 | SH |  | SOLE |  | 0 | 0 | 2595 |
| OCCIDENTAL PETE CORP | COM | 674599105 |  | 217023 | 5161 | SH |  | SOLE |  | 0 | 0 | 5161 |
| OMNICOM GROUP INC | COM | 681919106 |  | 1667411 | 23158 | SH |  | SOLE |  | 0 | 0 | 23158 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 317680 | 2330 | SH |  | SOLE |  | 0 | 0 | 2330 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 3297727 | 44372 | SH |  | SOLE |  | 0 | 0 | 44372 |
| PEPSICO INC | COM | 713448108 |  | 583090 | 4408 | SH |  | SOLE |  | 0 | 0 | 4408 |
| PFIZER INC | COM | 717081103 |  | 2442615 | 100720 | SH |  | SOLE |  | 0 | 0 | 100720 |
| PHINIA INC | COMMON STOCK | 71880K101 |  | 443179 | 9957 | SH |  | SOLE |  | 0 | 0 | 9957 |
| RTX CORPORATION | COM | 75513E101 |  | 1745806 | 11953 | SH |  | SOLE |  | 0 | 0 | 11953 |
| SALESFORCE INC | COM | 79466L302 |  | 236517 | 864 | SH |  | SOLE |  | 0 | 0 | 864 |
| SCHLUMBERGER LTD | COM STK | 806857108 |  | 311207 | 9204 | SH |  | SOLE |  | 0 | 0 | 9204 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 421832 | 17699 | SH |  | SOLE |  | 0 | 0 | 17699 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 345850 | 13050 | SH |  | SOLE |  | 0 | 0 | 13050 |
| SMURFIT WESTROCK PLC | SHS | G8267P108 |  | 3452337 | 79962 | SH |  | SOLE |  | 0 | 0 | 79962 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 376443 | 604 | SH |  | SOLE |  | 0 | 0 | 604 |
| SPDR SERIES TRUST | S DIVID ETF | 78464A763 |  | 259026 | 1905 | SH |  | SOLE |  | 0 | 0 | 1905 |
| SPDR SERIES TRUST | S HOMEBUILD | 78464A888 |  | 270726 | 2746 | SH |  | SOLE |  | 0 | 0 | 2746 |
| STANLEY BLACK  DECKER INC | COM | 854502101 |  | 4056460 | 59798 | SH |  | SOLE |  | 0 | 0 | 59798 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 3113776 | 13728 | SH |  | SOLE |  | 0 | 0 | 13728 |
| TESLA INC | COM | 88160R101 |  | 554388 | 1745 | SH |  | SOLE |  | 0 | 0 | 1745 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 326593 | 804 | SH |  | SOLE |  | 0 | 0 | 804 |
| THOMSON REUTERS CORP | COM | 884903808 |  | 202292 | 1005 | SH |  | SOLE |  | 0 | 0 | 1005 |
| THOR INDS INC | COM | 885160101 |  | 1328671 | 14951 | SH |  | SOLE |  | 0 | 0 | 14951 |
| TOPBUILD CORP | COM | 89055F103 |  | 349640 | 1080 | SH |  | SOLE |  | 0 | 0 | 1080 |
| TORONTO DOMINION BK ONT | COM NEW | 891160509 |  | 265164 | 3609 | SH |  | SOLE |  | 0 | 0 | 3609 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 561194 | 1279 | SH |  | SOLE |  | 0 | 0 | 1279 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 205060 | 654 | SH |  | SOLE |  | 0 | 0 | 654 |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 921932703 |  | 217676 | 1153 | SH |  | SOLE |  | 0 | 0 | 1153 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 530999 | 1863 | SH |  | SOLE |  | 0 | 0 | 1863 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 584308 | 3545 | SH |  | SOLE |  | 0 | 0 | 3545 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 215195 | 767 | SH |  | SOLE |  | 0 | 0 | 767 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1645200 | 2893 | SH |  | SOLE |  | 0 | 0 | 2893 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 367189 | 1879 | SH |  | SOLE |  | 0 | 0 | 1879 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 3070372 | 12942 | SH |  | SOLE |  | 0 | 0 | 12942 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1702829 | 5601 | SH |  | SOLE |  | 0 | 0 | 5601 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 3722119 | 21042 | SH |  | SOLE |  | 0 | 0 | 21042 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 |  | 353245 | 3233 | SH |  | SOLE |  | 0 | 0 | 3233 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 1524152 | 7440 | SH |  | SOLE |  | 0 | 0 | 7440 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 831547 | 12034 | SH |  | SOLE |  | 0 | 0 | 12034 |
| VEEVA SYS INC | CL A COM | 922475108 |  | 4389391 | 15241 | SH |  | SOLE |  | 0 | 0 | 15241 |
| VENTAS INC | COM | 92276F100 |  | 1380109 | 21837 | SH |  | SOLE |  | 0 | 0 | 21837 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 2018126 | 46606 | SH |  | SOLE |  | 0 | 0 | 46606 |
| VIATRIS INC | COM | 92556V106 |  | 704174 | 78843 | SH |  | SOLE |  | 0 | 0 | 78843 |
| WALMART INC | COM | 931142103 |  | 235793 | 2408 | SH |  | SOLE |  | 0 | 0 | 2408 |
| WEC ENERGY GROUP INC | COM | 92939U106 |  | 352314 | 3376 | SH |  | SOLE |  | 0 | 0 | 3376 |
| WHIRLPOOL CORP | COM | 963320106 |  | 300040 | 2953 | SH |  | SOLE |  | 0 | 0 | 2953 |
| WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 |  | 1328143 | 41811 | SH |  | SOLE |  | 0 | 0 | 41811 |

---