Carter Financial Group, INC.
Carter Financial Group, INC. reported 134 positions worth $192.9M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: BRK-B (10.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BRK-B | SH | $20.9M | 10.81% | 41,693 | — | — | |
| ▸ 2 | QQQM | SH | $13.4M | 6.93% | 44,132 | — | — | |
| ▸ 3 | DBEF | SH | $8.7M | 4.53% | 159,889 | — | — | |
| ▸ 4 | DIVO | SH | $8.3M | 4.30% | 181,372 | — | — | |
| ▸ 5 | BALT | SH | $8.3M | 4.29% | 241,453 | — | — | |
| ▸ 6 | BLOK | SH | $7.5M | 3.90% | 120,017 | — | — | |
| ▸ 7 | AIS | SH | $6.7M | 3.47% | 78,482 | — | — | |
| ▸ 8 | AAPL | SH | $6.5M | 3.36% | 22,405 | — | — | |
| ▸ 9 | NVDA | SH | $5.7M | 2.96% | 28,527 | — | — | |
| ▸ 10 | AVUV | SH | $5.0M | 2.62% | 40,465 | — | — |
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Frequently Asked Questions
What stocks does Carter Financial Group, INC. hold as of Q2 2026?
Carter Financial Group, INC. reported 134 positions worth $192.9M in its Q2 2026 13F filing. Largest positions: BRK-B (10.8%), QQQM (6.9%), DBEF (4.5%), DIVO (4.3%) and BALT (4.3%).
What did Carter Financial Group, INC. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Carter Financial Group, INC. 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.