account_balance
Investment manager · 13F filer · SEC CIK 1779506
Carota Wealth Management
Reported value$118Mas of Sep 30, 2026
Positions69 54 new, 5 sold out
Top 10 weight77.8%PHYS alone is 18%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
PHYSSprott Physical Gold Trust
18.3%New
IAUiShares Gold Trust
13.1%New
LHXL3Harris Technologies, Inc.
8.7%New
PSLVSprott Physical Silver Trust
6.5%New
ITAIshs US Aero & Def ETF
6.3%New
LYBLyondellBasell Industries N.V.
5.7%New
URAGlobal X FDS ETF Global X Uranium ETF
5.2%New
RWMProshares Tr ETF Short Russell 2000 New
5.1%New
SLViShares Silver Trust
4.8%New
AMLPAlps Tr ETF Alerian MLP New
4.2%New
BTIBritish American Tobacco p.l.c.
4.1%New
IAKiShares ETF U.S. Insurance
3.3%New
PHYSSprott Physical Gold Trust
18.3%New
IAUiShares Gold Trust
13.1%New
LHXL3Harris Technologies, Inc.
8.7%New
PSLVSprott Physical Silver Trust
6.5%New
ITAIshs US Aero & Def ETF
6.3%New
LYBLyondellBasell Industries N.V.
5.7%
URAGlobal X FDS ETF Global X Uranium ETF
5.2%
RWMProshares Tr ETF Short Russell 2000 New
5.1%
SLViShares Silver Trust
4.8%
AMLP4.2%
BTI4.1%IAK3.3%
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
PHYS Sprott Physical Gold Trust 18.3% NewIAU iShares Gold Trust 13.1% NewLHX L3Harris Technologies, Inc. 8.7% NewPSLV Sprott Physical Silver Trust 6.5% New
ITA Ishs US Aero & Def ETF 6.3% New
LYB LyondellBasell Industries N.V. 5.7% NewURA Global X FDS ETF Global X Uranium ETF 5.2% New
RWM Proshares Tr ETF Short Russell 2000 New 5.1% New
SLV iShares Silver Trust 4.8% NewAMLP Alps Tr ETF Alerian MLP New 4.2% New
BTI British American Tobacco p.l.c. 4.1% NewIAK iShares ETF U.S. Insurance 3.3% New
What changed
Biggest moves since Jun 30, 2026
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