§ 13F · FUND PROFILE
Carson Advisory Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $185M (13F)Positions · 173Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | HD | HOME DEPOT INC | 31K | $10M | 5.2% | ±0% |
| 2 | CGCV | CAPITAL GROUP CONSERVATIVE E | 292K | $9M | 4.5% | +3% |
| 3 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 237K | $8M | 4.1% | ±0% |
| 4 | TCAF | T ROWE PRICE ETF INC | 219K | $8M | 4.0% | +4% |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 15K | $7M | 3.7% | ±0% |
| 6 | SO | SOUTHERN CO | 71K | $7M | 3.6% | ±0% |
| 7 | EIX | EDISON INTL | 73K | $5M | 2.8% | −1% |
| 8 | AAPL | APPLE INC | 19K | $5M | 2.5% | +1% |
| 9 | BINC | BLACKROCK ETF TRUST II | 93K | $5M | 2.5% | +6% |
| 10 | D | DOMINION ENERGY INC | 75K | $5M | 2.4% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CARSON SIGNAL
AC read
Carson Advisory Inc. is a Other fund managing $185 million in assets. The fund runs a portfolio of 173 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed