account_balance
Investment manager · 13F filer · SEC CIK 1919749
Carter Financial Group, INC.
Reported value$196Mas of Sep 30, 2026
Positions132 11 new, 13 sold out
Top 10 weight47.5%BRK-B alone is 10%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BRK-BBerkshire Hathaway Inc
10.3%Trimmed −2%
QQQMInvesco Exch Traded Fd Tr II
6.8%
DBEFDBX ETF Tr
4.5%
BALTInnovator Etfs Trust
4.4%Added +3%
DIVOAmplify ETF Tr
4.3%
AAPLApple Inc.
3.8%
BLOKAmplify ETF Tr
3.8%
NVDANVIDIA Corp
3.3%
BITBBitwise Bitcoin ETF
3.2%
AISTidal Trust III
3.0%
AVUVAmerican Centy ETF Tr
2.5%
BNDINeos ETF Trust
2.4%
BRK-BBerkshire Hathaway Inc
10.3%Trimmed −2%
QQQMInvesco Exch Traded Fd Tr II
6.8%
DBEFDBX ETF Tr
4.5%
BALTInnovator Etfs Trust
4.4%+3%
DIVOAmplify ETF Tr
4.3%
AAPLApple Inc.
3.8%
BLOKAmplify ETF Tr
3.8%
NVDANVIDIA Corp
3.3%
BITBBitwise Bitcoin ETF
3.2%
AIS3.0%
AVUV2.5%
BNDI2.4%
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
BRK-B Berkshire Hathaway Inc 10.3% Trimmed −2%
QQQM Invesco Exch Traded Fd Tr II 6.8% Held
DBEF DBX ETF Tr 4.5% Held
BALT Innovator Etfs Trust 4.4% Added +3%
DIVO Amplify ETF Tr 4.3% Held
AAPL Apple Inc. 3.8% HeldBLOK Amplify ETF Tr 3.8% Held
NVDA NVIDIA Corp 3.3% HeldBITB Bitwise Bitcoin ETF 3.2% HeldAIS Tidal Trust III 3.0% Held
AVUV American Centy ETF Tr 2.5% Added +3%
BNDI Neos ETF Trust 2.4% Added +2%
What changed
Biggest moves since Jun 30, 2026
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