§ 13F · FUND PROFILE
Carson Advisory Inc..
AUM · $218M (13F)Positions · 204Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | HD | HOME DEPOT INC | 31K | $11M | 5.1% | +2% |
| 2 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 243K | $10M | 4.7% | +2% |
| 3 | CGCV | CAPITAL GROUP CONSERVATIVE E | 301K | $10M | 4.5% | +3% |
| 4 | TCAF | T ROWE PRICE EXCHANGE-TRADED | 227K | $9M | 4.3% | +4% |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 15K | $8M | 3.5% | +4% |
| 6 | SO | SOUTHERN CO | 70K | $7M | 3.1% | −2% |
| 7 | AAPL | APPLE INC | 20K | $6M | 2.6% | +4% |
| 8 | EIX | EDISON INTL | 72K | $5M | 2.5% | −2% |
| 9 | D | DOMINION ENERGY INC | 74K | $5M | 2.3% | −2% |
| 10 | BINC | BLACKROCK ETF TRUST II | 94K | $5M | 2.3% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CARSON SIGNAL
AC read
Carson Advisory Inc. is a Other fund managing $218 million in assets. The fund runs a broad portfolio of 204 positions.
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