account_balance

Investment manager · 13F filer · SEC CIK 1900946

CarsonAllaria Wealth Management, Ltd.

Reported value$231Mas of Jun 30, 2026
Positions71 6 new, 4 sold out
Top 10 weight65.0%SPYG alone is 13%
FiledJul 2828 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

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
SPYG SPDR Series Trust 12.9% Added +3%
SPYV SPDR Series Trust 11.7% Added +5%
DFUS Dimensional ETF Trust 10.1% Held
IDEV iShares Tr 6.5% Added +7%
SLYV SPDR Series Trust 6.1% Added +4%
DFAS Dimensional ETF Trust 4.5% Held
SPMD SPDR Series Trust 3.4% Added +10%
IEMG iShares Inc 3.3% Held
DFUV Dimensional ETF Trust 3.3% Held
BOND Pimco ETF Tr 3.3% Added +11%
PYLD Pimco ETF Tr 3.1% Added +11%
LDUR Pimco ETF Tr 3.1% Added +11%

What changed

Biggest moves since Mar 31, 2026

Filed Jul 28, 2026, compared with the Apr 30, 2026 filing
add_circleNew
arrow_upwardAdded
  • WMT +85%
  • MSFT +14%
  • LDUR +11%
  • BOND +11%
arrow_downwardTrimmed
  • SMMU −20%
  • MUNI −19%
  • MINO −8%
  • ENB −4%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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