account_balance
Investment manager · 13F filer · SEC CIK 2134889
Carlson Financial, Inc.
Reported value$189Mas of Sep 30, 2026
Positions190 10 new, 15 sold out
Top 10 weight36.2%NVDA alone is 10%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
10.3%
TSLATesla, Inc.
3.6%
BIBLNorthern LTS Fd Tr IV
3.5%
AXONAxon Enterprise, Inc.
3.5%
SHOPShopify Inc.
3.1%
DGROiShares Tr
3.0%Added +3%
RDVYFirst Tr Exchange Traded Fd
2.6%Trimmed −2%
PAVEGlobal X FDS
2.4%
AAPLApple Inc.
2.4%
SDVYFirst Tr Exchange Traded Fd
1.8%
CATCaterpillar Inc
1.7%
MSFTMicrosoft Corp
1.6%
NVDANVIDIA Corp
10.3%
TSLATesla, Inc.
3.6%
BIBLNorthern LTS Fd Tr IV
3.5%
AXONAxon Enterprise, Inc.
3.5%
SHOPShopify Inc.
3.1%
DGROiShares Tr
3.0%
RDVYFirst Tr Exchange Traded Fd
2.6%
PAVEGlobal X FDS
2.4%
AAPLApple Inc.
2.4%
SDVY1.8%
CAT1.7%MSFT1.6%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
NVDA NVIDIA Corp 10.3% HeldTSLA Tesla, Inc. 3.6% Held
BIBL Northern LTS Fd Tr IV 3.5% Held
AXON Axon Enterprise, Inc. 3.5% HeldSHOP Shopify Inc. 3.1% HeldDGRO iShares Tr 3.0% Added +3%
RDVY First Tr Exchange Traded Fd 2.6% Trimmed −2%
PAVE Global X FDS 2.4% Held
AAPL Apple Inc. 2.4% HeldSDVY First Tr Exchange Traded Fd 1.8% Held
CAT Caterpillar Inc 1.7% HeldMSFT Microsoft Corp 1.6% HeldWhat changed
Biggest moves since Jun 30, 2026
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