Carter Financial Group, INC.: 13F holdings
CIK 19197492026Q2
| Positions | 134 |
|---|
| Reported value | $192.9m |
|---|
| Filed | 2026-07-30 |
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Change since last quarter
| Positions | 134 (+8 vs prior quarter) |
|---|
| Reported value | $192.9m (+19.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BRK-B BERKSHIRE HATHAWAY INC DEL | 41,693 | $20.9m | 10.8% |
| QQQM INVESCO EXCH TRADED FD TR II | 44,132 | $13.4m | 6.9% |
| DBEF DBX ETF TR | 159,889 | $8.7m | 4.5% |
| DIVO AMPLIFY ETF TR | 181,372 | $8.3m | 4.3% |
| BALT INNOVATOR ETFS TRUST | 241,453 | $8.3m | 4.3% |
| BLOK AMPLIFY ETF TR | 120,017 | $7.5m | 3.9% |
| TIDAL TRUST III | 78,482 | $6.7m | 3.5% |
| AAPL APPLE INC | 22,405 | $6.5m | 3.4% |
| NVDA NVIDIA CORPORATION | 28,527 | $5.7m | 3.0% |
| AVUV AMERICAN CENTY ETF TR | 40,465 | $5.0m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1919749")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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