Carter Financial Group, INC. - Portfolio Stock Holdings
Carter Financial Group, INC. disclosed 145 stock positions in a recent SEC 13F filing. $196,277,522 of stock holdings were filed, with the largest holdings including BRK.B, QQQM, and DBEF. This filing represented positions held on Sept. 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:
Sept. 30, 2026No. of Stocks:
145Est. Stock Holding Value:
$196,277,522Top Stock Holdings By Sector
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Portfolio Stock Holdings - Carter Financial Group, INC.
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