account_balance
Investment manager · 13F filer · SEC CIK 2108684
Carroll Advisory Group, LLC
Reported value$317Mas of Sep 30, 2026
Positions84 13 new, 2 sold out
Top 10 weight59.0%VOO alone is 9%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
9.1%
RSPInvesco Exchange Traded Fd T
7.9%Added +2%
HAWXiShares Tr
7.1%
QQQMInvesco Exch Traded Fd Tr II
6.1%
IJHiShares Tr
5.6%Added +3%
VEAVanguard Tax-Managed FDS
5.4%Added +9%
SPSMSPDR Series Trust
5.1%Added +3%
NOBLProshares Tr
4.9%Added +3%
NVDANVIDIA Corp
4.8%
VTIVanguard Index FDS
3.0%
PGProcter & Gamble Co
2.6%
BSCSInvesco Exch TRD SLF Idx Fd
2.5%Added +19%
VOOVanguard Index FDS
9.1%
RSPInvesco Exchange Traded Fd T
7.9%Added +2%
HAWXiShares Tr
7.1%
QQQMInvesco Exch Traded Fd Tr II
6.1%
IJHiShares Tr
5.6%+3%
VEAVanguard Tax-Managed FDS
5.4%
SPSMSPDR Series Trust
5.1%
NOBLProshares Tr
4.9%
NVDANVIDIA Corp
4.8%
VTI3.0%
PG2.6%BSCS
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
VOO Vanguard Index FDS 9.1% Held
RSP Invesco Exchange Traded Fd T 7.9% Added +2%
HAWX iShares Tr 7.1% Held
QQQM Invesco Exch Traded Fd Tr II 6.1% Held
IJH iShares Tr 5.6% Added +3%
VEA Vanguard Tax-Managed FDS 5.4% Added +9%
SPSM SPDR Series Trust 5.1% Added +3%
NOBL Proshares Tr 4.9% Added +3%
NVDA NVIDIA Corp 4.8% HeldVTI Vanguard Index FDS 3.0% Held
PG Procter & Gamble Co 2.6% HeldBSCS Invesco Exch TRD SLF Idx Fd 2.5% Added +19%
What changed
Biggest moves since Jun 30, 2026
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