§ 13F · FUND PROFILE
Carter Financial Group, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $153M (13F)Positions · 116Turnover · — · Q1Filed · Apr 27, 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 APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | Berkshire Hathaway Inc Class B | 42K | $20M | 12.4% | −2% |
| 2 | QQQM | Invesco NASDAQ 100 ETF | 47K | $11M | 6.8% | −2% |
| 3 | DIVO | Amplify CWP Enhanced Dividend Income ETF | 180K | $8M | 5.0% | −1% |
| 4 | DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | 138K | $7M | 4.2% | +3% |
| 5 | AAPL | Apple Inc | 26K | $6M | 4.0% | +1% |
| 6 | BLOK | Amplify Blockchain Technology ETF | 129K | $6M | 4.0% | −1% |
| 7 | BITB | Bitwise Bitcoin ETF | 136K | $5M | 3.1% | +1% |
| 8 | NVDA | NVIDIA Corp | 28K | $5M | 3.1% | −1% |
| 9 | CALF | Pacer US Small Cap Cash Cows 100 ETF | 106K | $5M | 2.9% | ±0% |
| 10 | BNDI | NEOS Enhanced Income Aggregate Bond ETF | 100K | $5M | 2.9% | +4% |
§ 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 $153 million in assets. The fund runs a portfolio of 116 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed