Carter Financial, LLC - Portfolio Stock Holdings
Carter Financial, LLC disclosed 33 stock positions in a recent SEC 13F filing. $133,359,696 of stock holdings were filed, with the largest holdings including VUG, VTI, and CGDV. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $282,293,248 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
33Est. Stock Holding Value:
$133,359,696Top Stock Holdings By Sector
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Portfolio Stock Holdings - Carter Financial, LLC
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