Carson Advisory Inc. - Portfolio Stock Holdings
Carson Advisory Inc. disclosed 208 stock positions in a recent SEC 13F filing. $208,213,377 of stock holdings were filed, with the largest holdings including TCAF, CGCV, and CGGO. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $864,880,656 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:
208Est. Stock Holding Value:
$208,213,377Top Stock Holdings By Sector
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Portfolio Stock Holdings - Carson Advisory Inc.
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Stock
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% of Portfolio
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