account_balance
Investment manager · 13F filer · SEC CIK 1909304
Carson Advisory Inc.
Reported value$208Mas of Sep 30, 2026
Positions196 6 new, 14 sold out
Top 10 weight34.9%TCAF alone is 5%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
TCAFT Rowe Price Exchange-Traded
4.8%Added +4%
CGCVCapital Group Conservative E
4.8%Added +3%
CGGOCapital Group GBL Growth Eqt
4.8%Added +3%
HDHome Depot, Inc.
4.2%
BRK-BBerkshire Hathaway Inc
3.8%Added +3%
AAPLApple Inc.
3.1%
SOSouthern Co
2.8%
BINCBlackRock ETF Trust II
2.3%
CGDVCapital Group Dividend Value
2.2%Added +7%
DDominion Energy, Inc
2.1%
EIXEdison International
2.1%Added +15%
MSFTMicrosoft Corp
2.0%Trimmed −3%
TCAFT Rowe Price Exchange-Traded
4.8%
CGCVCapital Group Conservative E
4.8%
CGGOCapital Group GBL Growth Eqt
4.8%
HDHome Depot, Inc.
4.2%
BRK-BBerkshire Hathaway Inc
3.8%
AAPLApple Inc.
3.1%
SOSouthern Co
2.8%
BINCBlackRock ETF Trust II
2.3%
CGDVCapital Group Dividend Value
2.2%
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
TCAF T Rowe Price Exchange-Traded 4.8% Added +4%
CGCV Capital Group Conservative E 4.8% Added +3%
CGGO Capital Group GBL Growth Eqt 4.8% Added +3%
HD Home Depot, Inc. 4.2% HeldBRK-B Berkshire Hathaway Inc 3.8% Added +3%AAPL Apple Inc. 3.1% HeldSO Southern Co 2.8% HeldBINC BlackRock ETF Trust II 2.3% Held
CGDV Capital Group Dividend Value 2.2% Added +7%
D Dominion Energy, Inc 2.1% HeldEIX Edison International 2.1% Added +15%MSFT Microsoft Corp 2.0% Trimmed −3%What changed
Biggest moves since Jun 30, 2026
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