Carter Financial Group, INC. - Portfolio Stock Holdings
Carter Financial Group, INC. disclosed 144 stock positions in a recent SEC 13F filing. $192,881,464 of stock holdings were filed, with the largest holdings including BRK.B, QQQM, and DBEF. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $382,228,531 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
144Est. Stock Holding Value:
$192,881,464Top Stock Holdings By Sector
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Portfolio Stock Holdings - Carter Financial Group, INC.
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