Carroll Advisory Group, LLC - Portfolio Stock Holdings
Carroll Advisory Group, LLC disclosed 86 stock positions in a recent SEC 13F filing. $316,579,717 of stock holdings were filed, with the largest holdings including VOO, RSP, and HAWX. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $341,058,157 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
86Est. Stock Holding Value:
$316,579,717Top Stock Holdings By Sector
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Portfolio Stock Holdings - Carroll Advisory Group, LLC
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Portfolio Options Holdings - Carroll Advisory Group, LLC
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