Institutions / Carson Advisory Inc.
Carson Advisory Inc.
CIK 1909304 · Institution · as of Dec 31, 2025
Portfolio value
$192.42M
Positions
183
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 183 →
| Company | Value | % of portfolio |
|---|---|---|
| Home Depot, Inc. | $10.49M | 5.5% |
| Capital Group Conservative E | $8.63M | 4.5% |
| Capital Group Gbl Growth Eqt | $8.20M | 4.3% |
| T Rowe Price ETF Inc | $8.04M | 4.2% |
| Warren E. Buffett | $7.44M | 3.9% |
| Southern Co | $6.23M | 3.2% |
| Apple Inc. | $5.09M | 2.6% |
| BlackRock ETF Trust II | $4.61M | 2.4% |
| International Business Machines Corp | $4.52M | 2.4% |
| Edison International | $4.45M | 2.3% |
| Dominion Energy, Inc | $4.39M | 2.3% |
| Aes Corp | $4.35M | 2.3% |
| Microsoft Corp | $3.72M | 1.9% |
| Duke Energy Corp | $3.62M | 1.9% |
| Capital Group Dividend Value | $3.57M | 1.9% |
| Bank of America Corp /De | $3.14M | 1.6% |
| JPMorgan Chase & Co | $2.92M | 1.5% |
| Jackson Financial Inc. | $2.37M | 1.2% |
| Johnson & Johnson | $2.10M | 1.1% |
| Delta Air Lines, Inc. | $2.01M | 1.0% |
| T Rowe Price ETF Inc | $1.86M | 1.0% |
| Synovus Finl Corp | $1.79M | 0.9% |
| PROCTER & GAMBLE Co | $1.74M | 0.9% |
| Nuveen Municipal Credit Income FundNZF | $1.69M | 0.9% |
| iShares Tr | $1.55M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.