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Carota Wealth Management
Updated 2 days agoManaged by Carota Wealth Management • Latest filing Q3 2026
Portfolio value
$117.8M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $46.1M |
| Q1 2026 | $117.8M |
| Q2 2026 | $8.4M |
| Q3 2026 | $117.8M |
Top holdings
69 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $6.5M | 216.9K | 78.05% | — | |
| 2 | $689K | 8.3K | 8.21% | — | |
| 3 | $561K | 600 | 6.69% | — | |
| 4 | $176K | 800 | 2.10% | — | |
| 5 | $103K | 140 | 1.23% | — | |
| 6 | $66K | 177 | 0.79% | — | |
| 7 | $52K | 44 | 0.62% | — | |
| 8 | $43K | 155 | 0.52% | — | |
| 9 | $43K | 311 | 0.51% | — | |
| 10 | $40K | 242 | 0.48% | — | |
| 11 | $23K | 55 | 0.28% | — | |
| 12 | $12K | 500 | 0.14% | — | |
| 13 | $9K | 744 | 0.10% | — | |
| 14 | ? N/A EXCHANGE LISTED FDS ETF TR PLUS KOREA DEFENSE IND INDEX | $6K | 154 | 0.07% | — |
| 15 | $6K | 250 | 0.07% | — | |
| 16 | $4K | 59 | 0.04% | — | |
| 17 | $3K | 100 | 0.04% | — | |
| 18 | $2K | 7 | 0.02% | — | |
| 19 | $2K | 21 | 0.02% | — | |
| 20 | $1K | 78 | 0.01% | — |