§ 13F · FUND PROFILE
Carter Financial Group, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $152.9T (13F)Positions · 116Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$168.6T 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 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | Berkshire Hathaway Inc Class B | 43K | $21.4T | 12.7% | NEW |
| 2 | QQQM | Invesco NASDAQ 100 ETF | 47K | $12.0T | 7.1% | NEW |
| 3 | DIVO | Amplify CWP Enhanced Dividend Income ETF | 182K | $8.1T | 4.8% | NEW |
| 4 | BLOK | Amplify Blockchain Technology ETF | 130K | $7.4T | 4.4% | NEW |
| 5 | AAPL | Apple Inc | 25K | $6.8T | 4.1% | NEW |
| 6 | DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | 135K | $6.5T | 3.8% | NEW |
| 7 | BITB | Bitwise Bitcoin ETF | 135K | $6.4T | 3.8% | NEW |
| 8 | NVDA | NVIDIA Corp | 29K | $5.3T | 3.2% | NEW |
| 9 | CALF | Pacer US Small Cap Cash Cows 100 ETF | 106K | $4.8T | 2.8% | NEW |
| 10 | BNDI | NEOS Enhanced Income Aggregate Bond ETF | 96K | $4.6T | 2.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CARTER SIGNAL
AC read
Carter Financial Group, INC. is a Other fund managing $152902.1 trillion in assets. The fund runs a portfolio of 116 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed