Back to Carter Financial Group, INC.

Carter Financial Group, INC.

Q2 2026 13F filing

Updated 43 days ago

134 disclosed positions worth $192.9M

Portfolio value
$192.9M
Total holdings
134
New positions
20
Closed positions
12
Increased
61
Decreased
49
Turnover
23.9%
Filed
2026-07-30

Full holdings

Every line item disclosed in Q2 2026

B

BERKSHIRE HATHAWAY INC DEL

-0.0%
Value
$20.9M
Shares
41.7K
% Port
10.81%
E

INVESCO EXCH TRADED FD TR II

-5.2%
Value
$13.4M
Shares
44.1K
% Port
6.93%
?
3.N/A

DBX ETF TR

+15.6%
Value
$8.7M
Shares
159.9K
% Port
4.53%
A

AMPLIFY ETF TR

+0.8%
Value
$8.3M
Shares
181.4K
% Port
4.30%
?
5.N/A

INNOVATOR ETFS TRUST

Value
$8.3M
Shares
241.5K
% Port
4.29%
A

AMPLIFY ETF TR

-6.8%
Value
$7.5M
Shares
120.0K
% Port
3.90%
?
7.N/A

TIDAL TRUST III

+148.5%
Value
$6.7M
Shares
78.5K
% Port
3.47%
A

APPLE INC

-12.2%
Value
$6.5M
Shares
22.4K
% Port
3.36%
N

NVIDIA CORPORATION

+0.7%
Value
$5.7M
Shares
28.5K
% Port
2.96%
?
10.N/A

AMERICAN CENTY ETF TR

+1593.1%
Value
$5M
Shares
40.5K
% Port
2.62%
?
11.N/A

NEOS ETF TRUST

+1.5%
Value
$4.8M
Shares
101.5K
% Port
2.47%
B
12.BITB

BITWISE BITCOIN ETF TR

+3.4%
Value
$4.5M
Shares
140.8K
% Port
2.33%
G

ALPHABET INC

+0.0%
Value
$3.9M
Shares
11.2K
% Port
2.04%
G

ALPHABET INC

+1.0%
Value
$3M
Shares
8.5K
% Port
1.57%
V
15.VGES

VANGUARD INTL EQUITY INDEX F

+1.0%
Value
$3M
Shares
49.8K
% Port
1.54%
Q
16.QQQ

INVESCO QQQ TR

-0.4%
Value
$2.9M
Shares
4.0K
% Port
1.51%
H
17.HODL

VANECK ETF TRUST

-0.5%
Value
$2.8M
Shares
4.3K
% Port
1.47%
M
18.MSFT

MICROSOFT CORP

+5.5%
Value
$2.6M
Shares
6.9K
% Port
1.34%
S

SCHWAB STRATEGIC TR

+5.1%
Value
$2.5M
Shares
51.8K
% Port
1.29%
T
20.TSLA

TESLA INC

-10.6%
Value
$2.3M
Shares
5.4K
% Port
1.18%
?
21.N/A

JANUS DETROIT STR TR

+2.5%
Value
$1.9M
Shares
42.4K
% Port
0.99%
A
22.AMZN

AMAZON COM INC

+0.7%
Value
$1.8M
Shares
7.7K
% Port
0.95%
J

J P MORGAN EXCHANGE TRADED F

+3.5%
Value
$1.8M
Shares
36.2K
% Port
0.95%
?
24.N/A

SCHWAB STRATEGIC TR

+2.7%
Value
$1.8M
Shares
76.9K
% Port
0.94%
I
25.IVZ

INVESCO EXCHANGE TRADED FD T

-2.5%
Value
$1.7M
Shares
9.9K
% Port
0.91%
?
26.N/A

GLOBAL X FDS

-0.7%
Value
$1.6M
Shares
27.4K
% Port
0.85%
I
27.INTC

INTEL CORP

-1.6%
Value
$1.6M
Shares
11.6K
% Port
0.84%
P
28.PLTR

PALANTIR TECHNOLOGIES INC

-4.5%
Value
$1.5M
Shares
13.2K
% Port
0.80%
X
29.XOM

EXXON MOBIL CORP

+7.2%
Value
$1.5M
Shares
10.9K
% Port
0.77%
S
30.SPY

STATE STR SPDR S&P 500 ETF T

-0.1%
Value
$1.5M
Shares
2.0K
% Port
0.76%
?
31.N/A

GABELLI ETFS TRUST

-50.8%
Value
$1.4M
Shares
31.7K
% Port
0.72%
?
32.N/A

ZACKS TRUST

+1.7%
Value
$1.4M
Shares
37.0K
% Port
0.72%
A
33.ANET

ARISTA NETWORKS INC

+0.1%
Value
$1.4M
Shares
8.1K
% Port
0.71%
S
34.SPCX

SPACE EXPLORATION TECHN CORP

Value
$1.3M
Shares
7.8K
% Port
0.69%
E
35.ETHA

ISHARES TR

Unchanged
Value
$1.3M
Shares
3.1K
% Port
0.69%
V
36.VGES

VANGUARD INDEX FDS

-0.4%
Value
$1.3M
Shares
1.9K
% Port
0.68%
V
37.VGES

VANGUARD CHARLOTTE FDS

+10.9%
Value
$1.3M
Shares
26.8K
% Port
0.67%
I
38.ITW

ILLINOIS TOOL WKS INC

+0.6%
Value
$1.2M
Shares
4.5K
% Port
0.63%
V
39.VGES

VANGUARD MUN BD FDS

+12.2%
Value
$1.2M
Shares
22.8K
% Port
0.60%
N

NGL ENERGY PARTNERS LP

+3.1%
Value
$1.1M
Shares
66.9K
% Port
0.55%
S

SPDR SERIES TRUST

+0.3%
Value
$978K
Shares
9.0K
% Port
0.51%
M
42.MU

MICRON TECHNOLOGY INC

-11.4%
Value
$966K
Shares
837
% Port
0.50%
R
43.RTX

RTX CORPORATION

-2.8%
Value
$939K
Shares
5.0K
% Port
0.49%
E
44.ETHA

ISHARES TR

+11.7%
Value
$934K
Shares
9.9K
% Port
0.48%
A
45.AMD

ADVANCED MICRO DEVICES INC

+13.4%
Value
$882K
Shares
1.5K
% Port
0.46%
?
46.N/A

ETF SER SOLUTIONS

+1.2%
Value
$833K
Shares
5.0K
% Port
0.43%
E
47.ETHA

ISHARES TR

+11.3%
Value
$814K
Shares
8.4K
% Port
0.42%
W
48.WMT

WALMART INC

-12.8%
Value
$812K
Shares
7.2K
% Port
0.42%
A
49.AMGN

AMGEN INC

-1.6%
Value
$810K
Shares
2.2K
% Port
0.42%
V
50.VGES

VANGUARD SCOTTSDALE FDS

+13.6%
Value
$784K
Shares
9.5K
% Port
0.41%