account_balance
Investment manager · 13F filer · SEC CIK 1021117
D L Carlson Investment Group Inc
Reported value$663Mas of Sep 30, 2026
Positions145 23 new, 11 sold out
Top 10 weight45.9%SCHB alone is 11%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHBSchwab Strategic Tr
11.5%
GVIiShares Tr
9.1%Added +6%
AAPLApple Inc.
4.5%Added +4%
NVDANVIDIA Corp
3.9%
AVDEAmerican Centy ETF Tr
3.9%Added +9%
GOOGLAlphabet Inc.
3.7%
MSFTMicrosoft Corp
3.4%Added +4%
AMZNAmazon.com Inc
2.2%Added +5%
IGSBiShares Tr
1.9%Added +5%
JPMJPMorgan Chase & Co
1.8%Added +5%
METAMeta Platforms, Inc.
1.7%Added +9%
HPEHewlett Packard Enterprise Co
1.7%Trimmed −9%
SCHBSchwab Strategic Tr
11.5%
GVIiShares Tr
9.1%Added +6%
AAPLApple Inc.
4.5%
NVDANVIDIA Corp
3.9%
AVDEAmerican Centy ETF Tr
3.9%+9%
GOOGLAlphabet Inc.
3.7%
MSFTMicrosoft Corp
3.4%
AMZN2.2%IGSB
JPM1.8%METAHPE1.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHB Schwab Strategic Tr 11.5% Held
GVI iShares Tr 9.1% Added +6%
AAPL Apple Inc. 4.5% Added +4%NVDA NVIDIA Corp 3.9% HeldAVDE American Centy ETF Tr 3.9% Added +9%
GOOGL Alphabet Inc. 3.7% HeldMSFT Microsoft Corp 3.4% Added +4%AMZN Amazon.com Inc 2.2% Added +5%IGSB iShares Tr 1.9% Added +5%
JPM JPMorgan Chase & Co 1.8% Added +5%META Meta Platforms, Inc. 1.7% Added +9%HPE Hewlett Packard Enterprise Co 1.7% Trimmed −9%What changed
Biggest moves since Jun 30, 2026
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