account_balance
Investment manager · 13F filer · SEC CIK 1900481
Carmel Capital Partners, LLC
Reported value$279Mas of Sep 30, 2026
Positions134 24 new, 24 sold out
Top 10 weight45.5%USFR alone is 14%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
USFRWisdomtree Tr
13.9%Trimmed −12%
HDHome Depot, Inc.
6.7%Trimmed −8%
IVWiShares Tr
4.0%New
IVEiShares Tr
3.6%Added +44%
IWFiShares Tr
3.5%New
IBTIiShares Tr
3.4%Trimmed −3%
RSPInvesco Exchange Traded Fd T
3.0%New
CGMSCapital GRP Fixed Incm ETF T
2.8%Trimmed −21%
CLOXSeries Portfolios Tr
2.3%Trimmed −3%
QCOMQualcomm Inc
2.3%
BSCTInvesco Exch TRD SLF Idx Fd
2.2%Trimmed −3%
BSCSInvesco Exch TRD SLF Idx Fd
2.2%Trimmed −3%
USFRWisdomtree Tr
13.9%Trimmed −12%
HDHome Depot, Inc.
6.7%
IVWiShares Tr
4.0%New
IVEiShares Tr
3.6%+44%
IWFiShares Tr
3.5%New
IBTIiShares Tr
3.4%
RSPInvesco Exchange Traded Fd T
3.0%
CGMSCapital GRP Fixed Incm ETF T
2.8%
CLOX2.3%
QCOMBSCT
BSCS2.2%
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
USFR Wisdomtree Tr 13.9% Trimmed −12%
HD Home Depot, Inc. 6.7% Trimmed −8%IVW iShares Tr 4.0% New
IVE iShares Tr 3.6% Added +44%
IWF iShares Tr 3.5% New
IBTI iShares Tr 3.4% Trimmed −3%
RSP Invesco Exchange Traded Fd T 3.0% New
CGMS Capital GRP Fixed Incm ETF T 2.8% Trimmed −21%
CLOX Series Portfolios Tr 2.3% Trimmed −3%
QCOM Qualcomm Inc 2.3% HeldBSCT Invesco Exch TRD SLF Idx Fd 2.2% Trimmed −3%
BSCS Invesco Exch TRD SLF Idx Fd 2.2% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
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