CarsonAllaria Wealth Management, Ltd.: 13F holdings
CIK 19009462026Q2
| Positions | 71 |
|---|
| Reported value | $230.8m |
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| Filed | 2026-07-28 |
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Change since last quarter
| Positions | 71 (+2 vs prior quarter) |
|---|
| Reported value | $230.8m (+14.0%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYG SPDR SERIES TRUST | 249,537 | $29.7m | 12.9% |
| SPYV SPDR SERIES TRUST | 443,527 | $27.0m | 11.7% |
| DFUS DIMENSIONAL ETF TRUST | 283,672 | $23.2m | 10.1% |
| VGK ISHARES TR | 168,393 | $15.0m | 6.5% |
| SLYV SPDR SERIES TRUST | 129,564 | $14.1m | 6.1% |
| DIMENSIONAL ETF TRUST | 125,618 | $10.3m | 4.5% |
| SPMD SPDR SERIES TRUST | 115,961 | $7.8m | 3.4% |
| IEMG ISHARES INC | 92,245 | $7.6m | 3.3% |
| YM=F DIMENSIONAL ETF TRUST | 137,923 | $7.6m | 3.3% |
| BOND PIMCO ETF TR | 81,818 | $7.5m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1900946")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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