CarsonAllaria Wealth Management, Ltd.
CarsonAllaria Wealth Management, Ltd. reported 71 positions worth $230.8M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: SPYG (12.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYG | SH | $29.7M | 12.87% | 249,537 | — | — | |
| ▸ 2 | SPYV | SH | $27.0M | 11.68% | 443,527 | — | — | |
| ▸ 3 | DFUS | SH | $23.2M | 10.07% | 283,672 | — | — | |
| ▸ 4 | IDEV | SH | $15.0M | 6.49% | 168,393 | — | — | |
| ▸ 5 | SLYV | SH | $14.1M | 6.13% | 129,564 | — | — | |
| ▸ 6 | DFAS | SH | $10.3M | 4.48% | 125,618 | — | — | |
| ▸ 7 | SPMD | SH | $7.8M | 3.39% | 115,961 | — | — | |
| ▸ 8 | IEMG | SH | $7.6M | 3.31% | 92,245 | — | — | |
| ▸ 9 | DFUV | SH | $7.6M | 3.29% | 137,923 | — | — | |
| ▸ 10 | BOND | SH | $7.5M | 3.27% | 81,818 | — | — |
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Frequently Asked Questions
What stocks does CarsonAllaria Wealth Management, Ltd. hold as of Q2 2026?
CarsonAllaria Wealth Management, Ltd. reported 71 positions worth $230.8M in its Q2 2026 13F filing. Largest positions: SPYG (12.9%), SPYV (11.7%), DFUS (10.1%), IDEV (6.5%) and SLYV (6.1%).
What did CarsonAllaria Wealth Management, Ltd. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did CarsonAllaria Wealth Management, Ltd. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.