§ 13F · FUND PROFILE
Carson Advisory Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $157.4T (13F)Positions · 171Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | HD | HOME DEPOT INC | 30K | $10.5T | 5.5% | +1% |
| 2 | CGCV | CAPITAL GROUP CONSERVATIVE E | 283K | $8.6T | 4.5% | +2% |
| 3 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 237K | $8.2T | 4.3% | +3% |
| 4 | TCAF | T ROWE PRICE ETF INC | 210K | $8.0T | 4.2% | +13% |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 15K | $7.4T | 3.9% | +1% |
| 6 | SO | SOUTHERN CO | 71K | $6.2T | 3.2% | +2% |
| 7 | AAPL | APPLE INC | 19K | $5.1T | 2.6% | −3% |
| 8 | BINC | BLACKROCK ETF TRUST II | 87K | $4.6T | 2.4% | +10% |
| 9 | IBM | INTERNATIONAL BUSINESS MACHS | 15K | $4.5T | 2.4% | +4% |
| 10 | EIX | EDISON INTL | 74K | $4.4T | 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 $157362.1 trillion in assets. The fund runs a portfolio of 171 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed