Carson Advisory Inc.: 13F holdings
CIK 19093042026Q2
| Positions | 204 |
|---|---|
| Reported value | $217.7m |
| Filed | 2026-08-11 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| HD HOME DEPOT INC | 31,235 | $11.0m | 5.1% |
| CGGO CAPITAL GROUP GBL GROWTH EQT | 242,812 | $10.3m | 4.7% |
| CAPITAL GROUP CONSERVATIVE E | 301,168 | $9.9m | 4.5% |
| T ROWE PRICE EXCHANGE-TRADED | 227,419 | $9.3m | 4.3% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 15,373 | $7.7m | 3.5% |
| SO SOUTHERN CO | 70,389 | $6.7m | 3.1% |
| AAPL APPLE INC | 19,641 | $5.7m | 2.6% |
| EIX EDISON INTL | 71,827 | $5.3m | 2.5% |
| D DOMINION ENERGY INC | 74,040 | $5.1m | 2.3% |
| BINC BLACKROCK ETF TRUST II | 94,424 | $4.9m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1909304")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.